Arizona Bank & Trust
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Arizona Bank & Trust Employees
Employee
Years
Job
Industry
Brian Flom Brian Flom's Arizona Bank & Trust Experience October 2014 - July 2015
Job Senior Sales Supervisor at Direct Energy
Industry Utilities
Experience
Direct Energy June 2015 - Present
Arizona Bank & Trust October 2014 - July 2015
Caliber Home Loans May 2013 - May 2014
BBVA Compass July 2012 - April 2013
Anthem Education Group January 2012 - July 2012
EDMC November 2009 - January 2012
Arizona Founders Mortgage 2006 - 2009
Skills
Admissions, Campus, Student Affairs, Student Recruiting, Higher Education, Educational Leadership, Career Counseling, Staff Development, Teaching, Public Speaking, Leadership Development, Training, Mortgage Banking, Originating, Strategic Leadership, Closing Deals, Delivering on time, Sales, Relationship Marketing, construction lending, Multi-Site..., Enrollment Management, Retaining Customers, Coaching, Leadership, People Development, CampusVue, Resume Writing, People Skills, Interviews, Team Building, Customer Service, Employee Training, Student Financial Aid, Student Loans, Construction Loans, Deal Closure, Student Development, Talent Management, Distance Learning, Adult Education, Career Development, Management, E-Learning, College Recruiting, Accreditation, Event Planning, Academic Advising, Conflict Resolution, Instructional Design
Education
University of Arizona 1991 — 1995
Bachelor of Science, Regional Development, Economics
Direct Energy June 2015 - Present
Arizona Bank & Trust October 2014 - July 2015
Caliber Home Loans May 2013 - May 2014
BBVA Compass July 2012 - April 2013
Anthem Education Group January 2012 - July 2012
EDMC November 2009 - January 2012
Arizona Founders Mortgage 2006 - 2009
Skills
Admissions, Campus, Student Affairs, Student Recruiting, Higher Education, Educational Leadership, Career Counseling, Staff Development, Teaching, Public Speaking, Leadership Development, Training, Mortgage Banking, Originating, Strategic Leadership, Closing Deals, Delivering on time, Sales, Relationship Marketing, construction lending, Multi-Site..., Enrollment Management, Retaining Customers, Coaching, Leadership, People Development, CampusVue, Resume Writing, People Skills, Interviews, Team Building, Customer Service, Employee Training, Student Financial Aid, Student Loans, Construction Loans, Deal Closure, Student Development, Talent Management, Distance Learning, Adult Education, Career Development, Management, E-Learning, College Recruiting, Accreditation, Event Planning, Academic Advising, Conflict Resolution, Instructional Design
Education
University of Arizona 1991 — 1995
Bachelor of Science, Regional Development, Economics
Roger A. Hanson Roger A. Hanson's Arizona Bank & Trust Experience February 2014 - Present
Job Vice President | Commercial Underwriter | Senior Portfolio Manager
Industry Banking
Experience
Arizona Bank & Trust February 2014 - Present
Sandy Spring Bank June 2001 - October 2013
SunTrust Bank December 1997 - June 2001
First National Bank of Maryland 1995 - 1997
Skills
Portfolio Management, Credit, Commercial Lending, Commercial Banking, Loans, Small Business Lending, Credit Risk, Relationship Management, Credit Analysis, Underwriting, Consumer Lending, Sales, Banking, Treasury Management, Lines Of Credit, Loan Origination, Financial Analysis, Financial Services, Mortgage Lending, Commercial Mortgages, Cash Management, Asset Based Lending, Finance, Business Development, Financial Risk, Retail Banking
Education
James Madison University
BBA, Finance
Langley High School
College Prep
Arizona Bank & Trust February 2014 - Present
Sandy Spring Bank June 2001 - October 2013
SunTrust Bank December 1997 - June 2001
First National Bank of Maryland 1995 - 1997
Skills
Portfolio Management, Credit, Commercial Lending, Commercial Banking, Loans, Small Business Lending, Credit Risk, Relationship Management, Credit Analysis, Underwriting, Consumer Lending, Sales, Banking, Treasury Management, Lines Of Credit, Loan Origination, Financial Analysis, Financial Services, Mortgage Lending, Commercial Mortgages, Cash Management, Asset Based Lending, Finance, Business Development, Financial Risk, Retail Banking
Education
James Madison University
BBA, Finance
Langley High School
College Prep
Nathan Brack Nathan Brack's Arizona Bank & Trust Experience February 2014 - November 2014
Job Relationship Banker
Industry Banking
Experience
Chase December 2014 - Present
Arizona Bank & Trust February 2014 - November 2014
Peoples Home Equity, Inc. October 2013 - January 2014
First Option Mortgage May 2011 - July 2013
Bank of America January 2006 - March 2010
Debt Free Arizona February 2004 - January 2006
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Commercial Lending, Construction Loans, Business Loans, Land Purchase, Reverse Mortgages, Refinance, Underwriting, Sellers, FHA, Call Centers, Credit, Loans, Home Equity Loans, Real Estate, Home Equity Lines of..., Residential Homes
Education
New Mexico State University 1998 — 2001
Associate of Science (AS), Computer Science
Andress High School 1994 — 1998
Diploma, General Studies
Chase December 2014 - Present
Arizona Bank & Trust February 2014 - November 2014
Peoples Home Equity, Inc. October 2013 - January 2014
First Option Mortgage May 2011 - July 2013
Bank of America January 2006 - March 2010
Debt Free Arizona February 2004 - January 2006
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Commercial Lending, Construction Loans, Business Loans, Land Purchase, Reverse Mortgages, Refinance, Underwriting, Sellers, FHA, Call Centers, Credit, Loans, Home Equity Loans, Real Estate, Home Equity Lines of..., Residential Homes
Education
New Mexico State University 1998 — 2001
Associate of Science (AS), Computer Science
Andress High School 1994 — 1998
Diploma, General Studies
Pamela Grieco Pamela Grieco's Arizona Bank & Trust Experience April 2015 - Present
Job VP, Mortgage Loan Originator at Arizona Bank & Trust
Industry Financial Services
Experience
Arizona Bank & Trust April 2015 - Present
Arizona Bank & Trust January 2012 - Present
BMO Harris Private Banking December 2005 - April 2010
Harris Private Bank December 2005 - April 2010
First International Bank June 2002 - December 2005
Northern Trust Bank May 2000 - May 2002
Roy Papp & AssociatesMutual Fund January 1997 - January 2000
Skills
Portfolio Management, Investments, Financial Planning, Mutual Funds, Estate Planning, Business Development, Insurance, New Business Development, Management, Investment Management, Accounting, Tax, Wealth, Private Banking, Wealth Management, Loans
Education
Caldwell
Bachelors Degree, Business Administration & Accounting
Caldwell University
B.S. in Accounting, Accounting
Montclair State University
Masters Degree in Economics, Economics
Montclair State University
Masters Degree, Economics
Arizona Bank & Trust April 2015 - Present
Arizona Bank & Trust January 2012 - Present
BMO Harris Private Banking December 2005 - April 2010
Harris Private Bank December 2005 - April 2010
First International Bank June 2002 - December 2005
Northern Trust Bank May 2000 - May 2002
Roy Papp & AssociatesMutual Fund January 1997 - January 2000
Skills
Portfolio Management, Investments, Financial Planning, Mutual Funds, Estate Planning, Business Development, Insurance, New Business Development, Management, Investment Management, Accounting, Tax, Wealth, Private Banking, Wealth Management, Loans
Education
Caldwell
Bachelors Degree, Business Administration & Accounting
Caldwell University
B.S. in Accounting, Accounting
Montclair State University
Masters Degree in Economics, Economics
Montclair State University
Masters Degree, Economics
Brandon Statt Brandon Statt's Arizona Bank & Trust Experience July 2014 - Present
Job Senior Banker at Arizona Bank & Trust
Industry Financial Services
Experience
Arizona Bank & Trust July 2014 - Present
Discover Financial Services April 2012 - April 2014
Wells Fargo February 2010 - December 2011
Skills
Credit, Banking, Microsoft Office, Customer Relations, Cold Calling, Phone Sales, Consumer Lending, Mortgage Lending, Inside Sales, Mortgage Underwriting, Management, Sales Management, Operations Management, Team Management, Outbound Marketing, Leadership Development, Home Equity Loans, Home Equity Lines of..., Process Improvement, Relationship Management, Leadership, Loan Origination, Credit Analysis, Risk Management, Cross-functional Team..., Vendor Management, Hiring, College Recruiting, Mortgage Banking, Credit Cards, Loans, Customer Service, Customer Experience, Training, Retail Banking, Coaching, Cross Selling, Residential Mortgages, Deposits, Credit Risk, Talent Acquisition, Resume Writing, Interviews, Merchant Services
Education
Arizona State University 2009 — 2011
BA, Business, Cum Laude
Saddleback College 2007 — 2009
AA, Business Administration, 3.8
Arizona Bank & Trust July 2014 - Present
Discover Financial Services April 2012 - April 2014
Wells Fargo February 2010 - December 2011
Skills
Credit, Banking, Microsoft Office, Customer Relations, Cold Calling, Phone Sales, Consumer Lending, Mortgage Lending, Inside Sales, Mortgage Underwriting, Management, Sales Management, Operations Management, Team Management, Outbound Marketing, Leadership Development, Home Equity Loans, Home Equity Lines of..., Process Improvement, Relationship Management, Leadership, Loan Origination, Credit Analysis, Risk Management, Cross-functional Team..., Vendor Management, Hiring, College Recruiting, Mortgage Banking, Credit Cards, Loans, Customer Service, Customer Experience, Training, Retail Banking, Coaching, Cross Selling, Residential Mortgages, Deposits, Credit Risk, Talent Acquisition, Resume Writing, Interviews, Merchant Services
Education
Arizona State University 2009 — 2011
BA, Business, Cum Laude
Saddleback College 2007 — 2009
AA, Business Administration, 3.8
Judi Whigham, MBA Judi Whigham, MBA's Arizona Bank & Trust Experience February 2013 - July 2014
Job Field Supervision Director
Industry Financial Services
Experience
OUR Group July 2013 - February 2015
Arizona Bank & Trust February 2013 - July 2014
Merrill Edge January 2012 - February 2013
Northern Trust November 2006 - May 2011
M&I Bank August 2004 - October 2006
BBVA Compass August 1999 - August 2004
Boston Market November 1996 - February 1999
Education
University of Phoenix 2007 — 2008
MBA, Master of Business Administration
Chaparral College 2003 — 2005
Bachelor of Science, Business Administration
OUR Group July 2013 - February 2015
Arizona Bank & Trust February 2013 - July 2014
Merrill Edge January 2012 - February 2013
Northern Trust November 2006 - May 2011
M&I Bank August 2004 - October 2006
BBVA Compass August 1999 - August 2004
Boston Market November 1996 - February 1999
Education
University of Phoenix 2007 — 2008
MBA, Master of Business Administration
Chaparral College 2003 — 2005
Bachelor of Science, Business Administration
Michael Zaglool Michael Zaglool's Arizona Bank & Trust Experience 2005 - 2011
Job VP, Trust Officer, New Business Development at JD Bank
Industry Banking
Experience
JD Bank March 2014 - Present
Arizona Bank & Trust 2005 - 2011
Marshall & Ilsley Bank 2000 - 2005
First Security Bank 1997 - 2000
Skills
Estate Planning, Wealth Management, High Net Worth..., Investment Management, Wealth, Trusts, Business Development, Investments, Estate Tax Planning, Strategic Financial..., Estate Administration, Private Banking, Asset Allocation, Commercial Lending, Probation, Retirement, New Business Development, Wealth Management..., Probate, Financial Planning, Trust Services, Sales, Portfolio Management
Education
University of Hartford
BA, psychology
Franklin & Marshall College
English
Quinnipiac Univ. School of Law
law
JD Bank March 2014 - Present
Arizona Bank & Trust 2005 - 2011
Marshall & Ilsley Bank 2000 - 2005
First Security Bank 1997 - 2000
Skills
Estate Planning, Wealth Management, High Net Worth..., Investment Management, Wealth, Trusts, Business Development, Investments, Estate Tax Planning, Strategic Financial..., Estate Administration, Private Banking, Asset Allocation, Commercial Lending, Probation, Retirement, New Business Development, Wealth Management..., Probate, Financial Planning, Trust Services, Sales, Portfolio Management
Education
University of Hartford
BA, psychology
Franklin & Marshall College
English
Quinnipiac Univ. School of Law
law
David Biggar David Biggar's Arizona Bank & Trust Experience September 2008 - August 2010
Job Vice President at Bank of the West
Industry Banking
Experience
Bank of the West April 2014 - Present
Mutual of Omaha Bank September 2012 - November 2013
National Bank of Arizona August 2010 - July 2012
Arizona Bank & Trust September 2008 - August 2010
CIT 1996 - 2007
Skills
Banking, Commercial Lending, Underwriting, Small Business Lending, Relationship Management, Mortgage Lending, Credit Analysis, Mergers & Acquisitions, Financial Analysis, Credit, Finance, Commercial Banking, Loans, Real Estate, Credit Risk, Private Banking, Loan Origination, Commercial Mortgages, Asset Based Lending, Risk Management, Portfolio Management, Cash Management
Education
Arizona State University 1983 — 1987
BS, Finance
Bank of the West April 2014 - Present
Mutual of Omaha Bank September 2012 - November 2013
National Bank of Arizona August 2010 - July 2012
Arizona Bank & Trust September 2008 - August 2010
CIT 1996 - 2007
Skills
Banking, Commercial Lending, Underwriting, Small Business Lending, Relationship Management, Mortgage Lending, Credit Analysis, Mergers & Acquisitions, Financial Analysis, Credit, Finance, Commercial Banking, Loans, Real Estate, Credit Risk, Private Banking, Loan Origination, Commercial Mortgages, Asset Based Lending, Risk Management, Portfolio Management, Cash Management
Education
Arizona State University 1983 — 1987
BS, Finance
Lisa Ondras Lisa Ondras's Arizona Bank & Trust Experience October 2011 - July 2014
Job Accounting and Administrative Professional
Industry Accounting
Experience
Robert Half August 2014 - August 2015
Arizona Bank & Trust October 2011 - July 2014
Mann Travels December 2006 - September 2011
Disneyland Resort March 1991 - January 1997
Skills
Writing, Travel Planning, Accounting, Computers, Data Entry, Time Management, Outlook, Training, Invoicing, Travel Management, Administrative..., Customer Service, Office Management, Office Administration, Accounts Payable, Event Planning, Hospitality, Event Management, PowerPoint, Microsoft Excel, Freelance Writing, Copywriting, Team Building, Management, Leadership, Marketing, Strategic Planning, Microsoft Office, Microsoft Word
Education
Cal State Fullerton 1990 — 1995
Bachelor of Arts (B.A.), Communications - Journalism / Minor in History
Robert Half August 2014 - August 2015
Arizona Bank & Trust October 2011 - July 2014
Mann Travels December 2006 - September 2011
Disneyland Resort March 1991 - January 1997
Skills
Writing, Travel Planning, Accounting, Computers, Data Entry, Time Management, Outlook, Training, Invoicing, Travel Management, Administrative..., Customer Service, Office Management, Office Administration, Accounts Payable, Event Planning, Hospitality, Event Management, PowerPoint, Microsoft Excel, Freelance Writing, Copywriting, Team Building, Management, Leadership, Marketing, Strategic Planning, Microsoft Office, Microsoft Word
Education
Cal State Fullerton 1990 — 1995
Bachelor of Arts (B.A.), Communications - Journalism / Minor in History
Erin Petersen Erin Petersen's Arizona Bank & Trust Experience February 2013 - January 2014
Job .
Industry Marketing and Advertising
Experience
Arizona Bank & Trust February 2013 - January 2014
Sterling Title Agency September 2012 - January 2013
West-Lite Supply Company March 2012 - August 2012
Hyperion Financial Group January 2012 - February 2012
Macayo's Restaurants, LLC February 2011 - August 2011
Skills
Project Planning, Microsoft Office, Teamwork, Market Research, Problem Solving, Customer Service, Social Media, Marketing Communications, Advertising, Marketing, Interpersonal Skills, Time Management, Organization Skills, Sales
Education
Arizona State University, W. P. Carey School of Business 2009 — 2012
BS, Marketing
Arizona Bank & Trust February 2013 - January 2014
Sterling Title Agency September 2012 - January 2013
West-Lite Supply Company March 2012 - August 2012
Hyperion Financial Group January 2012 - February 2012
Macayo's Restaurants, LLC February 2011 - August 2011
Skills
Project Planning, Microsoft Office, Teamwork, Market Research, Problem Solving, Customer Service, Social Media, Marketing Communications, Advertising, Marketing, Interpersonal Skills, Time Management, Organization Skills, Sales
Education
Arizona State University, W. P. Carey School of Business 2009 — 2012
BS, Marketing
Jackson Welch Jackson Welch's Arizona Bank & Trust Experience June 2012 - September 2012
Job Seeking FullTime Business Intelligence / Data Analyst Role
Industry Financial Services
Experience
Barclays Capital - Investment Bank March 2014 - March 2015
ZeroChaos (Consulting Firm) - Google (Client) September 2013 - March 2014
Teaching Assistant Program in France - Lycée Jules Mousseron October 2012 - April 2013
Arizona Bank & Trust June 2012 - September 2012
International School of Tucson August 2011 - December 2011
NASA - Center for Astronomy Education May 2011 - December 2011
Office of University Events - The University of Arizona May 2011 - December 2011
Associated Students of The University of Arizona May 2010 - May 2011
Student Affairs - The Think Tank January 2010 - May 2011
Bad Donkey Sub, Salad & Pizza Co. June 2005 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Access, iWork, Keynote, SAS, Quantitative Research, Data Analysis, Big Data, Data Modeling, Statistical Modeling, Research, Leadership, Analysis, Fundraising, Time Management, Event Management, SaleForce.com, Teaching, Language Teaching, Teaching English as a..., Foreign Languages, Languages, Translation, French, French to English, English to French, Presentations, Technical Presentations, Presentation Design, Project Management, Business Analysis, Business Analytics, Critical Thinking, Management, Public Speaking, Event Planning
Education
University of Arizona 2008 — 2012
Bachelor of Arts (BA), French (Minor in Business Administration), GPA: 3.669
University of Arizona, Eller College of Management 2008 — 2012
Bachelor of Science in Business Administration (BSBA), Business Economics, GPA: 3.669
Paris Diderot University / Université Paris Diderot - Paris VII 2010 — 2010
French
Barclays Capital - Investment Bank March 2014 - March 2015
ZeroChaos (Consulting Firm) - Google (Client) September 2013 - March 2014
Teaching Assistant Program in France - Lycée Jules Mousseron October 2012 - April 2013
Arizona Bank & Trust June 2012 - September 2012
International School of Tucson August 2011 - December 2011
NASA - Center for Astronomy Education May 2011 - December 2011
Office of University Events - The University of Arizona May 2011 - December 2011
Associated Students of The University of Arizona May 2010 - May 2011
Student Affairs - The Think Tank January 2010 - May 2011
Bad Donkey Sub, Salad & Pizza Co. June 2005 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Access, iWork, Keynote, SAS, Quantitative Research, Data Analysis, Big Data, Data Modeling, Statistical Modeling, Research, Leadership, Analysis, Fundraising, Time Management, Event Management, SaleForce.com, Teaching, Language Teaching, Teaching English as a..., Foreign Languages, Languages, Translation, French, French to English, English to French, Presentations, Technical Presentations, Presentation Design, Project Management, Business Analysis, Business Analytics, Critical Thinking, Management, Public Speaking, Event Planning
Education
University of Arizona 2008 — 2012
Bachelor of Arts (BA), French (Minor in Business Administration), GPA: 3.669
University of Arizona, Eller College of Management 2008 — 2012
Bachelor of Science in Business Administration (BSBA), Business Economics, GPA: 3.669
Paris Diderot University / Université Paris Diderot - Paris VII 2010 — 2010
French
Handgis Mark Handgis Mark's Arizona Bank & Trust Experience December 2012 - Present
Job Mortgage Loan Officer at Arizona Bank & Trust
Industry Banking
Experience
Arizona Bank & Trust December 2012 - Present
Education
San Diego State University-California State University 1988 — 1992
Bachelor of Science, Finance
Arizona Bank & Trust December 2012 - Present
Education
San Diego State University-California State University 1988 — 1992
Bachelor of Science, Finance
Joe Koller Joe Koller's Arizona Bank & Trust Experience May 2004 - August 2005
Job Finance and Operations Manager
Industry Financial Services
Experience
Schwans August 2008 - February 2015
Sunrise Bank of Arizona April 2007 - July 2008
Metro Phoenix Bank August 2005 - April 2007
Arizona Bank & Trust May 2004 - August 2005
NDCHealth 2000 - 2004
Rocky Mountain Bank and Trust 1997 - 2000
Federal Deposit Insurance Corporation 1991 - 1997
Skills
Operational Management, Budgeting & Forecasting, Audit and Risk..., Business Negotiations, Strategic Planning, Inventory Management, Financial Analysis, Financial Reporting, Capital Project..., PowerPoint, English, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Management, Forecasting, Budgets, Business Planning, Process Improvement, Finance, Operations Management, Strategy, Project Management, Cross-functional Team..., Team Building, Leadership, Negotiation, Sales, Profit & Loss Management, Vendor Management, Contract Negotiation
Education
Arizona State University 1986 — 1989
Bachelor of Science (B.S.), Finance, General
St. Cloud State University 1983 — 1985
Undergraduate, Accounting and Finance
Schwans August 2008 - February 2015
Sunrise Bank of Arizona April 2007 - July 2008
Metro Phoenix Bank August 2005 - April 2007
Arizona Bank & Trust May 2004 - August 2005
NDCHealth 2000 - 2004
Rocky Mountain Bank and Trust 1997 - 2000
Federal Deposit Insurance Corporation 1991 - 1997
Skills
Operational Management, Budgeting & Forecasting, Audit and Risk..., Business Negotiations, Strategic Planning, Inventory Management, Financial Analysis, Financial Reporting, Capital Project..., PowerPoint, English, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Management, Forecasting, Budgets, Business Planning, Process Improvement, Finance, Operations Management, Strategy, Project Management, Cross-functional Team..., Team Building, Leadership, Negotiation, Sales, Profit & Loss Management, Vendor Management, Contract Negotiation
Education
Arizona State University 1986 — 1989
Bachelor of Science (B.S.), Finance, General
St. Cloud State University 1983 — 1985
Undergraduate, Accounting and Finance
Richard Durfee Richard Durfee's Arizona Bank & Trust Experience 2001 - June 2009
Job Senior Attorney, Durfee Law Group, PLLC and President, Legacy Global Foundation, Inc.
Industry Law Practice
Experience
Durfee Law Group, PLLC January 1988 - Present
Legacy Global Foundation, Inc. January 2001 - Present
San Tan District, Boy Scouts of America 2000 - Present
Durfee & Phelps, PLLC January 2005 - June 2011
Arizona Bank & Trust 2001 - June 2009
Goodson, Manley & Durfee, PLLC January 1994 - December 2003
Skills
Estate Planning, Financial Planning, Asset Protection, Mergers, Tax, Probate, Public Speaking, Planning, Charitable Giving, Wills, Trusts, Estate Tax Planning, Real Estate, Small Business, Business Formation, LLC, Corporate Law, Succession Planning, Business Planning, Powers of Attorney, Non-profits, Mediation, Start-ups, Living Wills, Special Needs Planning, Elder Law, Tax Law, Strategic Planning, Risk Management, Estate Administration, Business Strategy, Fundraising, Legal Services, Team Building, Coaching, Strategic Financial..., Charities, Project Planning, Leadership, Legal Assistance, Financial Planners, Leadership Development, Bankruptcy, Finance, High Net Worth..., Courts, Wealth, Appeals, Arbitration, Licensing
Education
Arizona State University College of Law 1985 — 1987
Juris Doctor, Law
Arizona State University 1983 — 1985
Master of Arts, Religious Studies
Arizona State University 1979 — 1983
B.A., Asian Languages: Japanese/Chinese
Westwood High School 1974 — 1976
High School Diploma
Durfee Law Group, PLLC January 1988 - Present
Legacy Global Foundation, Inc. January 2001 - Present
San Tan District, Boy Scouts of America 2000 - Present
Durfee & Phelps, PLLC January 2005 - June 2011
Arizona Bank & Trust 2001 - June 2009
Goodson, Manley & Durfee, PLLC January 1994 - December 2003
Skills
Estate Planning, Financial Planning, Asset Protection, Mergers, Tax, Probate, Public Speaking, Planning, Charitable Giving, Wills, Trusts, Estate Tax Planning, Real Estate, Small Business, Business Formation, LLC, Corporate Law, Succession Planning, Business Planning, Powers of Attorney, Non-profits, Mediation, Start-ups, Living Wills, Special Needs Planning, Elder Law, Tax Law, Strategic Planning, Risk Management, Estate Administration, Business Strategy, Fundraising, Legal Services, Team Building, Coaching, Strategic Financial..., Charities, Project Planning, Leadership, Legal Assistance, Financial Planners, Leadership Development, Bankruptcy, Finance, High Net Worth..., Courts, Wealth, Appeals, Arbitration, Licensing
Education
Arizona State University College of Law 1985 — 1987
Juris Doctor, Law
Arizona State University 1983 — 1985
Master of Arts, Religious Studies
Arizona State University 1979 — 1983
B.A., Asian Languages: Japanese/Chinese
Westwood High School 1974 — 1976
High School Diploma
ADAM STAHL, MBA ADAM STAHL, MBA's Arizona Bank & Trust Experience September 2012 - February 2014
Job Vice President, Commercial Banking at Enterprise Bank & Trust
Industry Banking
Experience
Arizona Bank & Trust September 2012 - February 2014
BBVA Compass January 2009 - April 2010
BBVA Compass March 2006 - January 2009
BBVA Compass April 2005 - March 2006
AIG September 2003 - April 2005
Skills
Financial Analysis, Financial Modeling, Finance, Financial Accounting, Corporate Finance, Managerial Finance, Strategic Planning, Marketing Strategy, Business Strategy, Strategic Thinking, Market Research, Capital Markets, Equity Valuation, Banking, Retail Banking, Business Development, Business Planning, Consumer Lending, Small Business Lending, Mortgage Lending, Credit Analysis, Investment Strategies, Data Analysis, Forecasting, Team Leadership, Team Building, Cross-functional Team..., Problem Solving, Critical Thinking, Analytics, Competitive Analysis, MBA, Microsoft Excel, PowerPoint, Microsoft Office, Conjoint Analysis, Cluster Analysis, Factor Analysis, Statistics, Modern Portfolio Theory, Economic Research, Treasury Management, Lines Of Credit
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
M.B.A., Finance Emphasis
Arizona Bank & Trust September 2012 - February 2014
BBVA Compass January 2009 - April 2010
BBVA Compass March 2006 - January 2009
BBVA Compass April 2005 - March 2006
AIG September 2003 - April 2005
Skills
Financial Analysis, Financial Modeling, Finance, Financial Accounting, Corporate Finance, Managerial Finance, Strategic Planning, Marketing Strategy, Business Strategy, Strategic Thinking, Market Research, Capital Markets, Equity Valuation, Banking, Retail Banking, Business Development, Business Planning, Consumer Lending, Small Business Lending, Mortgage Lending, Credit Analysis, Investment Strategies, Data Analysis, Forecasting, Team Leadership, Team Building, Cross-functional Team..., Problem Solving, Critical Thinking, Analytics, Competitive Analysis, MBA, Microsoft Excel, PowerPoint, Microsoft Office, Conjoint Analysis, Cluster Analysis, Factor Analysis, Statistics, Modern Portfolio Theory, Economic Research, Treasury Management, Lines Of Credit
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
M.B.A., Finance Emphasis
Julie Stoney Julie Stoney's Arizona Bank & Trust Experience 2008 - 2009
Job Owner, StoneyWilson Business Consulting, LLC.
Industry Management Consulting
Experience
Stoney-Wilson Business Consulting, LLC. May 2009 - Present
Arizona Bank & Trust 2008 - 2009
Meridian Bank 2006 - 2008
Wells Fargo Bank N.A. Arizona 1996 - 2006
Qwest 1977 - 1996
Skills
Mutual Funds, Bonds, CRM, Team Building, Product Development, Asset Allocation, Real Estate Financing, Investment Advisory, Equities, High Net Worth..., Sales, Sales Management, Building Relationships, Customer Engagement, Banking, Cash Management, Treasury Management
Education
Boise State University
Stoney-Wilson Business Consulting, LLC. May 2009 - Present
Arizona Bank & Trust 2008 - 2009
Meridian Bank 2006 - 2008
Wells Fargo Bank N.A. Arizona 1996 - 2006
Qwest 1977 - 1996
Skills
Mutual Funds, Bonds, CRM, Team Building, Product Development, Asset Allocation, Real Estate Financing, Investment Advisory, Equities, High Net Worth..., Sales, Sales Management, Building Relationships, Customer Engagement, Banking, Cash Management, Treasury Management
Education
Boise State University
Anthony Huber's Arizona Bank & Trust Experience August 2012 - Present
Job Retail Banking Asst Manager at Arizona Bank & Trust
Industry Consumer Services
Experience
Arizona Bank & Trust August 2012 - Present
Alliant Credit Union May 2011 - July 2012
Anoka Hennepin Credit Union March 2005 - May 2011
Kath Fuel Oil Service Company October 2008 - March 2011
King's County Market January 2003 - February 2005
Skills
Cash Handling, Customer Relations, Customer Service, Data Entry, Data Analysis, Microsoft Office, Excel, Word, Outlook, Typing, 10 Key, Problem Solving, Bookkeeping, Credit Unions, Underwriting, Supervisory Skills, Inventory Management, Mentoring, Staff Training, Credit, Reconciliation, Spreadsheets, Telephone Skills, Banking, Office Management, Notary Public, Internet Explorer, Teamwork, Scheduling, Retail, Customer Satisfaction, Critical Thinking, Cash Management, Sales, Training, Branch Banking, Loan Origination, Microsoft Excel, Loans, Consumer Lending
Education
Anoka Ramsey Community College
Business Administration and Management, General
Arizona Bank & Trust August 2012 - Present
Alliant Credit Union May 2011 - July 2012
Anoka Hennepin Credit Union March 2005 - May 2011
Kath Fuel Oil Service Company October 2008 - March 2011
King's County Market January 2003 - February 2005
Skills
Cash Handling, Customer Relations, Customer Service, Data Entry, Data Analysis, Microsoft Office, Excel, Word, Outlook, Typing, 10 Key, Problem Solving, Bookkeeping, Credit Unions, Underwriting, Supervisory Skills, Inventory Management, Mentoring, Staff Training, Credit, Reconciliation, Spreadsheets, Telephone Skills, Banking, Office Management, Notary Public, Internet Explorer, Teamwork, Scheduling, Retail, Customer Satisfaction, Critical Thinking, Cash Management, Sales, Training, Branch Banking, Loan Origination, Microsoft Excel, Loans, Consumer Lending
Education
Anoka Ramsey Community College
Business Administration and Management, General
Colten Raider's Arizona Bank & Trust Experience February 2012 - April 2014
Job Quintiles/Takeda
Industry Pharmaceuticals
Experience
Quintiles May 2014 - Present
Arizona Bank & Trust February 2012 - April 2014
Ghost Armor June 2010 - February 2012
Wells Fargo March 2008 - April 2010
Skills
VA loans, USDA, Commercial Lending, Sales, Small Business, Customer Service, Loans, Management, Microsoft Word, Mortgage Banking, Mortgage Underwriting, Real Estate Economics, Reverse Mortgages, Strategic Planning, Marketing, Microsoft Excel, PowerPoint, Time Management, Sales Operations, Microsoft Office, Leadership, Sales Management, Account Management, Marketing Strategy, Teamwork, Pharmaceutical Sales
Education
Arizona State University 2008 — 2013
Arizona State University, W. P. Carey School of Business 2008 — 2013
Business Communications, Business/Corporate Communications
Quintiles May 2014 - Present
Arizona Bank & Trust February 2012 - April 2014
Ghost Armor June 2010 - February 2012
Wells Fargo March 2008 - April 2010
Skills
VA loans, USDA, Commercial Lending, Sales, Small Business, Customer Service, Loans, Management, Microsoft Word, Mortgage Banking, Mortgage Underwriting, Real Estate Economics, Reverse Mortgages, Strategic Planning, Marketing, Microsoft Excel, PowerPoint, Time Management, Sales Operations, Microsoft Office, Leadership, Sales Management, Account Management, Marketing Strategy, Teamwork, Pharmaceutical Sales
Education
Arizona State University 2008 — 2013
Arizona State University, W. P. Carey School of Business 2008 — 2013
Business Communications, Business/Corporate Communications
Patricia L. Murphy Patricia L. Murphy's Arizona Bank & Trust Experience October 2011 - Present
Job V.P. Branch Sales Manager at Arizona Bank & Trust
Industry Banking
Experience
Arizona Bank & Trust October 2011 - Present
Bank of America June 2002 - October 2011
Patricia's Total Image Salon and Boutique April 1995 - June 2002
Skills
Sales Management, Mentoring, Team Building, Real Estate Finance, Management, Sales, Banking, Credit, Real Estate, USDA, Negotiation, VA loans, Commercial Lending, Selling, FHA financing, Financial Analysis, Residential Mortgages, Credit Analysis, Commercial Banking, Business Development, Business Planning, Real Estate Economics, Leadership
Education
Phoenix College 1980 — 1980
Business Administration
Camelback High 1972 — 1975
Diploma, Accounting and Business/Management
Arizona Bank & Trust October 2011 - Present
Bank of America June 2002 - October 2011
Patricia's Total Image Salon and Boutique April 1995 - June 2002
Skills
Sales Management, Mentoring, Team Building, Real Estate Finance, Management, Sales, Banking, Credit, Real Estate, USDA, Negotiation, VA loans, Commercial Lending, Selling, FHA financing, Financial Analysis, Residential Mortgages, Credit Analysis, Commercial Banking, Business Development, Business Planning, Real Estate Economics, Leadership
Education
Phoenix College 1980 — 1980
Business Administration
Camelback High 1972 — 1975
Diploma, Accounting and Business/Management
Tyson Leyendecker Tyson Leyendecker's Arizona Bank & Trust Experience August 2008 - Present
Job Vice President Commercial Relationship Manager Arizona Bank & Trust
Industry Banking
Experience
Arizona Bank & Trust August 2008 - Present
Skills
Credit, Portfolio Management, Banking, Underwriting, Commercial Banking, Commercial Lending, Loans, Small Business Lending, Credit Analysis, Loan Origination, Real Estate, Lines Of Credit, Consumer Lending, Mortgage Lending, Treasury Management, Commercial Mortgages, Credit Risk, Mortgage Banking, Construction Loans, Cross Selling, Refinance, Cash Management, Branch Management, Private Banking
Education
University of Arizona, Eller College of Management
Master of Business Administration (M.B.A.)
Graduate School of Banking at Colorado 2011 — 2013
The University of New Mexico - Robert O. Anderson School of Management 2003 — 2006
BBA, Finance
Arizona Bank & Trust August 2008 - Present
Skills
Credit, Portfolio Management, Banking, Underwriting, Commercial Banking, Commercial Lending, Loans, Small Business Lending, Credit Analysis, Loan Origination, Real Estate, Lines Of Credit, Consumer Lending, Mortgage Lending, Treasury Management, Commercial Mortgages, Credit Risk, Mortgage Banking, Construction Loans, Cross Selling, Refinance, Cash Management, Branch Management, Private Banking
Education
University of Arizona, Eller College of Management
Master of Business Administration (M.B.A.)
Graduate School of Banking at Colorado 2011 — 2013
The University of New Mexico - Robert O. Anderson School of Management 2003 — 2006
BBA, Finance
Troy Norris Troy Norris's Arizona Bank & Trust Experience September 2008 - Present
Job Senior Vice President at Arizona Bank & Trust
Industry Banking
Experience
Arizona Bank & Trust September 2008 - Present
Union Bank September 2005 - September 2008
Pinnacle Bank March 2000 - August 2005
Skills
Portfolio Management, Credit, Commercial Banking, Risk Management, Sales Management, Banking, Loans, Small Business Lending, Credit Analysis, Strategic Planning, Commercial Lending, Loan Origination, Treasury Management, Consumer Lending, Commercial Mortgages, Lines Of Credit
Education
Graduate School of Banking, Boulder Colorado 2005 — 2007
University of Nebraska-Lincoln 1994 — 1998
BSBA, Finance
Arizona Bank & Trust September 2008 - Present
Union Bank September 2005 - September 2008
Pinnacle Bank March 2000 - August 2005
Skills
Portfolio Management, Credit, Commercial Banking, Risk Management, Sales Management, Banking, Loans, Small Business Lending, Credit Analysis, Strategic Planning, Commercial Lending, Loan Origination, Treasury Management, Consumer Lending, Commercial Mortgages, Lines Of Credit
Education
Graduate School of Banking, Boulder Colorado 2005 — 2007
University of Nebraska-Lincoln 1994 — 1998
BSBA, Finance
Diane Rawdon Diane Rawdon's Arizona Bank & Trust Experience February 2014 - Present
Job Personal Banker at Arizona Bank & Trust
Industry Banking
Experience
Arizona Bank & Trust February 2014 - Present
First Western Trust Bank August 2011 - May 2013
Metro Phoenix Bank August 2010 - June 2011
DESERT HILLS BANK January 2001 - April 2010
HARRIS TRUST BANK January 1999 - January 2001
Todd Photographic Services April 1999 - December 1999
Skills
Banking, Risk Management, Process Improvement
Education
Arizona State University
Pre-Social Work; Human Relations
Phoenix Community College
Criminal Justice
Arizona Bank & Trust February 2014 - Present
First Western Trust Bank August 2011 - May 2013
Metro Phoenix Bank August 2010 - June 2011
DESERT HILLS BANK January 2001 - April 2010
HARRIS TRUST BANK January 1999 - January 2001
Todd Photographic Services April 1999 - December 1999
Skills
Banking, Risk Management, Process Improvement
Education
Arizona State University
Pre-Social Work; Human Relations
Phoenix Community College
Criminal Justice
Patrick Havey Patrick Havey's Arizona Bank & Trust Experience July 2003 - Present
Job SVP at Arizona Bank & Trust
Industry Financial Services
Experience
Arizona Bank & Trust July 2003 - Present
BankUSA January 2001 - June 2003
Community Bank of AZ 2001 - 2002
Education
Trinity University 1976 — 2008
BS, Finance
Arizona Bank & Trust July 2003 - Present
BankUSA January 2001 - June 2003
Community Bank of AZ 2001 - 2002
Education
Trinity University 1976 — 2008
BS, Finance
Earl Stringfellow's Arizona Bank & Trust Experience October 2014 - Present
Job Banking Center Manager at Arizona Bank & Trust NMLS # 789799
Industry Banking
Experience
Arizona Bank & Trust October 2014 - Present
National Bank of Arizona June 2007 - October 2014
Chase Bank 2005 - 2007
Washington Mutual 2003 - 2006
Skills
Banking, Credit, Commercial Lending, Small Business Lending, Branch Banking, Branch Management, Consumer Lending, Credit Cards, Credit Risk, Customer Service, Cross Selling, Financial Services, Loan Origination, Loans, Merchant Services, Portfolio Management, Refinance, Risk Management, Sales Management, Sales
Education
San Diego State University-California State University 1998 — 2003
Bachelor of Applied Science (BASc), Business Administration and Management, General
University of Phoenix
Arizona Bank & Trust October 2014 - Present
National Bank of Arizona June 2007 - October 2014
Chase Bank 2005 - 2007
Washington Mutual 2003 - 2006
Skills
Banking, Credit, Commercial Lending, Small Business Lending, Branch Banking, Branch Management, Consumer Lending, Credit Cards, Credit Risk, Customer Service, Cross Selling, Financial Services, Loan Origination, Loans, Merchant Services, Portfolio Management, Refinance, Risk Management, Sales Management, Sales
Education
San Diego State University-California State University 1998 — 2003
Bachelor of Applied Science (BASc), Business Administration and Management, General
University of Phoenix
Matthew Fishman Matthew Fishman's Arizona Bank & Trust Experience July 2013 - April 2015
Job Banking Professional
Industry Banking
Experience
City National Bank April 2015 - August 2015
Arizona Bank & Trust July 2013 - April 2015
First Fidelity Bank October 2010 - July 2013
Home National Bank June 2006 - October 2010
Home National Bank June 2005 - June 2006
Northwestern Mutual June 2004 - January 2005
Skills
Credit Analysis, Financial Analysis, Commercial Lending, Cash Management, Banking, Financial Services, Management, New Business Development, Marketing, Sales Management, Leadership, Sales Process, Finance, Business Development, CRM, Retail, Branch Banking, Loans, Mortgage Lending, Portfolio Management, Credit, Sales, Small Business Lending, Commercial Banking, Loan Origination, Retail Banking, Treasury Management, Customer Service, Investments, Cross Selling, Consumer Lending, Relationship Management, Credit Cards
Education
University of Arizona 2001 — 2005
Bachelor's Degree, Economics
La Costa Canyon High School 1998 — 2001
City National Bank April 2015 - August 2015
Arizona Bank & Trust July 2013 - April 2015
First Fidelity Bank October 2010 - July 2013
Home National Bank June 2006 - October 2010
Home National Bank June 2005 - June 2006
Northwestern Mutual June 2004 - January 2005
Skills
Credit Analysis, Financial Analysis, Commercial Lending, Cash Management, Banking, Financial Services, Management, New Business Development, Marketing, Sales Management, Leadership, Sales Process, Finance, Business Development, CRM, Retail, Branch Banking, Loans, Mortgage Lending, Portfolio Management, Credit, Sales, Small Business Lending, Commercial Banking, Loan Origination, Retail Banking, Treasury Management, Customer Service, Investments, Cross Selling, Consumer Lending, Relationship Management, Credit Cards
Education
University of Arizona 2001 — 2005
Bachelor's Degree, Economics
La Costa Canyon High School 1998 — 2001
Yvonne Vranes Yvonne Vranes's Arizona Bank & Trust Experience May 2013 - December 2014
Job Access Point Support Representative
Industry Banking
Experience
UPS August 2015 - Present
Volt Payments March 2015 - August 2015
Arizona Bank & Trust May 2013 - December 2014
Phoenix Business Journal October 2012 - March 2013
National Bank of Arizona February 2009 - July 2012
BBVA Compass February 2007 - February 2009
Chase October 2005 - February 2007
Sigma Investment Management Co. November 2000 - April 2005
BankBoston December 1985 - August 2000
Skills
Banking, Public Speaking, New Business Development, Sales Presentations, Outbound B2B Calling, Internal Business Line..., Extensive Referral..., Establishing and..., Industry research for..., Marketing Strategy, Management, Treasury Management, Training, Strategic Planning, Credit, Customer Service, Commercial Banking, Social Media Marketing, Mortgage Lending, Sales, Relationship Management, Loans, Portfolio Management, Coaching, Marketing, Retail Banking, Account Management, Leadership, Insurance, Business Development, Team Leadership, Commercial Lending, Team Building, Financial Analysis, Sales Management
Education
Northeastern University
Business
UPS August 2015 - Present
Volt Payments March 2015 - August 2015
Arizona Bank & Trust May 2013 - December 2014
Phoenix Business Journal October 2012 - March 2013
National Bank of Arizona February 2009 - July 2012
BBVA Compass February 2007 - February 2009
Chase October 2005 - February 2007
Sigma Investment Management Co. November 2000 - April 2005
BankBoston December 1985 - August 2000
Skills
Banking, Public Speaking, New Business Development, Sales Presentations, Outbound B2B Calling, Internal Business Line..., Extensive Referral..., Establishing and..., Industry research for..., Marketing Strategy, Management, Treasury Management, Training, Strategic Planning, Credit, Customer Service, Commercial Banking, Social Media Marketing, Mortgage Lending, Sales, Relationship Management, Loans, Portfolio Management, Coaching, Marketing, Retail Banking, Account Management, Leadership, Insurance, Business Development, Team Leadership, Commercial Lending, Team Building, Financial Analysis, Sales Management
Education
Northeastern University
Business
Nicole Momcilov, CTP Nicole Momcilov, CTP's Arizona Bank & Trust Experience June 2007 - Present
Job VP, Treasury Management
Industry Banking
Experience
Arizona Bank & Trust June 2007 - Present
Association for Financial Professionals 2014 - 2015
Association for Financial Professionals 2014 - 2015
Association for Financial Professionals 2014 - 2015
AFP AZ 2014 - 2015
AFP AZ 2014 - 2015
Association for Financial Professionals 2014 - 2015
Association for Financial Professionals 2014 - 2015
AFP AZ 2014 - 2015
Intuit August 2010 - December 2010
Skills
Banking, Commercial Banking, Customer Service, Customer Relations, Small Business, Payments, Credit, Portfolio Management, Loans, Financial Analysis, Commercial Lending, Microsoft Office, Excel, New Business Development, Retail Banking, Word, Call Center, Outlook, Credit Analysis, Microsoft Word, Treasury Management, Cash Management, Sales, Call Centers, Small Business Lending, Business Development, Deposits, Mortgage Lending, Microsoft Excel
Education
University of Nebraska at Omaha 2004 — 2007
Business Management, Banking & Finance
UNIVERSITY OF NEBRASKA 2003 — 2007
B.S, Business Administration; Business Management
University of Nebraska at Kearney 2003 — 2004
Bachelor's degree, Business Administration and Management, General
Arizona Bank & Trust June 2007 - Present
Association for Financial Professionals 2014 - 2015
Association for Financial Professionals 2014 - 2015
Association for Financial Professionals 2014 - 2015
AFP AZ 2014 - 2015
AFP AZ 2014 - 2015
Association for Financial Professionals 2014 - 2015
Association for Financial Professionals 2014 - 2015
AFP AZ 2014 - 2015
Intuit August 2010 - December 2010
Skills
Banking, Commercial Banking, Customer Service, Customer Relations, Small Business, Payments, Credit, Portfolio Management, Loans, Financial Analysis, Commercial Lending, Microsoft Office, Excel, New Business Development, Retail Banking, Word, Call Center, Outlook, Credit Analysis, Microsoft Word, Treasury Management, Cash Management, Sales, Call Centers, Small Business Lending, Business Development, Deposits, Mortgage Lending, Microsoft Excel
Education
University of Nebraska at Omaha 2004 — 2007
Business Management, Banking & Finance
UNIVERSITY OF NEBRASKA 2003 — 2007
B.S, Business Administration; Business Management
University of Nebraska at Kearney 2003 — 2004
Bachelor's degree, Business Administration and Management, General
Brian Jackson, CFA, CFP® Brian Jackson, CFA, CFP®'s Arizona Bank & Trust Experience 2007 - Present
Job Vice President, Portfolio Manager at Arizona Bank & Trust
Industry Investment Management
Experience
Arizona Bank & Trust 2007 - Present
AST Trust Company 2006 - 2007
The Vanguard Group 2003 - 2006
Bowne 1999 - 2003
Skills
Asset Management, Investments, Mortgage Lending, Equities, Hedge Funds, Treasury Management, Portfolio Management, Banking, Business Development, Wealth Management, Wealth Management..., Mutual Funds, Risk Management, Alternative Investments, Asset Allocation, Bloomberg, Financial Analysis, Commercial Banking, Estate Planning, Financial Services, Investment Advisory, Strategic Financial..., Credit, Financial Risk, Equity Research, Commercial Lending, ETFs, Loans, Financial Advisory, Investment Strategies, Private Banking, Loan Origination, Series 7, Retirement Planning, Fixed Income, Finance, Credit Analysis, Relationship Management, Bonds
Education
University of Arizona 1994 — 1999
Bachelor's Degree, Economics
Arizona Bank & Trust 2007 - Present
AST Trust Company 2006 - 2007
The Vanguard Group 2003 - 2006
Bowne 1999 - 2003
Skills
Asset Management, Investments, Mortgage Lending, Equities, Hedge Funds, Treasury Management, Portfolio Management, Banking, Business Development, Wealth Management, Wealth Management..., Mutual Funds, Risk Management, Alternative Investments, Asset Allocation, Bloomberg, Financial Analysis, Commercial Banking, Estate Planning, Financial Services, Investment Advisory, Strategic Financial..., Credit, Financial Risk, Equity Research, Commercial Lending, ETFs, Loans, Financial Advisory, Investment Strategies, Private Banking, Loan Origination, Series 7, Retirement Planning, Fixed Income, Finance, Credit Analysis, Relationship Management, Bonds
Education
University of Arizona 1994 — 1999
Bachelor's Degree, Economics
John Orlandi John Orlandi's Arizona Bank & Trust Experience November 2011 - December 2013
Job VP Sales, Trophy Engineering/TecTop
Industry Mechanical or Industrial Engineering
Experience
Trophy Engineering December 2013 - Present
Arizona Bank & Trust November 2011 - December 2013
Bank of Arizona January 2011 - November 2011
Bank of Arizona November 2008 - December 2010
Bank of America June 2004 - June 2008
Skills
Credit Analysis, Commercial Banking, Loans, Leadership, Credit, Banking, Commercial Lending, Mortgage Lending, Customer Service, Loan Origination, Consumer Lending, Lines Of Credit, Mortgage Banking, Refinance, Small Business Lending, FHA, VA loans, Retail Banking, Underwriting, Residential Mortgages, Branch Management, FHA financing
Education
University of Phoenix
Finance, Finance
Trophy Engineering December 2013 - Present
Arizona Bank & Trust November 2011 - December 2013
Bank of Arizona January 2011 - November 2011
Bank of Arizona November 2008 - December 2010
Bank of America June 2004 - June 2008
Skills
Credit Analysis, Commercial Banking, Loans, Leadership, Credit, Banking, Commercial Lending, Mortgage Lending, Customer Service, Loan Origination, Consumer Lending, Lines Of Credit, Mortgage Banking, Refinance, Small Business Lending, FHA, VA loans, Retail Banking, Underwriting, Residential Mortgages, Branch Management, FHA financing
Education
University of Phoenix
Finance, Finance
Nancy Tengler Nancy Tengler's Arizona Bank & Trust Experience May 2014 - Present
Job Director, Senior Vice President and Chief Investment Officer Heartland Financial USA and Arizona Bank & Trust
Industry Investment Management
Experience
Arizona Bank & Trust May 2014 - Present
Financial IQ Training Services June 2013 - Present
Arizona Christian University August 2012 - Present
Arizona Bank and Trust 2014 - 2014
Ellevate Network 2013 - 2014
Ellevate Network 2013 - 2014
St. Mary's College August 2009 - May 2011
Fremont Investment Advisors 1997 - 2003
UBS Global Asset Management 1994 - 1997
Spare Tengler September 1989 - December 1994
Skills
Creative Writing, Public Speaking, Editing, Teaching, Higher Education, Blogging, Nonprofits, Community Outreach, Management, Fundraising, Event Planning, Research, Leadership Development, Social Networking, Social Media, Leadership, Grant Writing
Education
St. Mary's College of California 2007 — 2009
Master of Fine Arts (MFA), Creative Non-Fiction Writing
Pt. Loma University
Bachelor of Arts (B.A.), Psychology
Arizona Bank & Trust May 2014 - Present
Financial IQ Training Services June 2013 - Present
Arizona Christian University August 2012 - Present
Arizona Bank and Trust 2014 - 2014
Ellevate Network 2013 - 2014
Ellevate Network 2013 - 2014
St. Mary's College August 2009 - May 2011
Fremont Investment Advisors 1997 - 2003
UBS Global Asset Management 1994 - 1997
Spare Tengler September 1989 - December 1994
Skills
Creative Writing, Public Speaking, Editing, Teaching, Higher Education, Blogging, Nonprofits, Community Outreach, Management, Fundraising, Event Planning, Research, Leadership Development, Social Networking, Social Media, Leadership, Grant Writing
Education
St. Mary's College of California 2007 — 2009
Master of Fine Arts (MFA), Creative Non-Fiction Writing
Pt. Loma University
Bachelor of Arts (B.A.), Psychology
Scott Modeer Scott Modeer's Arizona Bank & Trust Experience January 2012 - August 2012
Job Loan Officer @ Loan Simple, Inc.
Industry Banking
Experience
Loan Simple, Inc August 2015 - Present
self employed 1990 - Present
OneTrust Home Loans February 2015 - August 2015
PrimeSource Mortgage, Inc. May 2014 - February 2015
American Financial Network September 2013 - May 2014
W. J. Bradley Mortgage Capital, LLC. October 2012 - September 2013
Arizona Bank & Trust January 2012 - August 2012
Academy Mortgage Corporation April 2011 - December 2011
American Mortgage Group 2004 - 2011
State Mortgage 2002 - 2004
Skills
FHA, VA loans, Mortgage Lending, Refinance, USDA, Mortgage Banking, First Time Home Buyers, Loan Origination, Real Estate, Loans, Investment Properties, Certified Mortgage..., Finance, Commercial Real Estate, Portfolio Management, FNMA, Investors, Sellers, Residential Homes, Referrals, Short Sales, REO, FHA financing, HUD, Property, Real Estate Transactions, Foreclosures, Investments, Real Estate Financing, Reverse Mortgages, Residential Mortgages, Government Loans, Construction Loans, Real Estate Economics, New Home Sales, Underwriting, Real Property, Home Equity Loans, Condos, Single Family Homes, Mortgage Underwriting, Credit, Brokerage, Buyers, Commercial Mortgages, Home Equity Lines of..., Mortgage Marketing, Property Management, Relocation, Selling
Education
University of Missouri-Kansas City 1990 — 1992
Liberal Arts, Business
Arizona State University 1987 — 1990
Business
Loan Simple, Inc August 2015 - Present
self employed 1990 - Present
OneTrust Home Loans February 2015 - August 2015
PrimeSource Mortgage, Inc. May 2014 - February 2015
American Financial Network September 2013 - May 2014
W. J. Bradley Mortgage Capital, LLC. October 2012 - September 2013
Arizona Bank & Trust January 2012 - August 2012
Academy Mortgage Corporation April 2011 - December 2011
American Mortgage Group 2004 - 2011
State Mortgage 2002 - 2004
Skills
FHA, VA loans, Mortgage Lending, Refinance, USDA, Mortgage Banking, First Time Home Buyers, Loan Origination, Real Estate, Loans, Investment Properties, Certified Mortgage..., Finance, Commercial Real Estate, Portfolio Management, FNMA, Investors, Sellers, Residential Homes, Referrals, Short Sales, REO, FHA financing, HUD, Property, Real Estate Transactions, Foreclosures, Investments, Real Estate Financing, Reverse Mortgages, Residential Mortgages, Government Loans, Construction Loans, Real Estate Economics, New Home Sales, Underwriting, Real Property, Home Equity Loans, Condos, Single Family Homes, Mortgage Underwriting, Credit, Brokerage, Buyers, Commercial Mortgages, Home Equity Lines of..., Mortgage Marketing, Property Management, Relocation, Selling
Education
University of Missouri-Kansas City 1990 — 1992
Liberal Arts, Business
Arizona State University 1987 — 1990
Business
Timothy Nichols Timothy Nichols's Arizona Bank & Trust Experience July 2000 - Present
Job Senior VP, Commercial Banking
Industry Banking
Experience
Arizona Bank & Trust July 2000 - Present
Skills
Investment Properties, Budgeting, Small Business Lending, Financial Analysis, Banking, Sales, Consulting, Prayer, Discipleship, Commercial Lending, Construction Loans, Budgets, Loans, Credit, Lines Of Credit, Real Estate, Investments, SBA, Finance, New Business Development, Loan Origination, Commercial Banking, Credit Analysis, Treasury Management, Commercial Real Estate, Portfolio Management, Refinance, Underwriting
Education
University of Arizona, Eller College of Management 1993 — 1998
BS Business Administration
Arizona Bank & Trust July 2000 - Present
Skills
Investment Properties, Budgeting, Small Business Lending, Financial Analysis, Banking, Sales, Consulting, Prayer, Discipleship, Commercial Lending, Construction Loans, Budgets, Loans, Credit, Lines Of Credit, Real Estate, Investments, SBA, Finance, New Business Development, Loan Origination, Commercial Banking, Credit Analysis, Treasury Management, Commercial Real Estate, Portfolio Management, Refinance, Underwriting
Education
University of Arizona, Eller College of Management 1993 — 1998
BS Business Administration
Kevin Sacco Kevin Sacco's Arizona Bank & Trust Experience August 2011 - Present
Job Vice President Branch Sales Manager at Arizona Bank & Trust
Industry Financial Services
Experience
Arizona Bank & Trust August 2011 - Present
Wells Fargo Home Mortgage March 1994 - August 2011
Executive Recruitment 1987 - 1994
Coopers & Lybrand Consulting 1984 - 1987
Education
Arizona State University 1982 — 1984
BS Business, Accounting & Finance
Arizona Bank & Trust August 2011 - Present
Wells Fargo Home Mortgage March 1994 - August 2011
Executive Recruitment 1987 - 1994
Coopers & Lybrand Consulting 1984 - 1987
Education
Arizona State University 1982 — 1984
BS Business, Accounting & Finance
Sean Scibienski Sean Scibienski's Arizona Bank & Trust Experience March 2013 - March 2015
Job Vice President Relationship Manager Business Banking at UMB Bank
Industry Banking
Experience
UMB Bank March 2015 - Present
Arizona Bank & Trust March 2013 - March 2015
West Side Money makers 2009 - 2015
West Side Money makers 2009 - 2015
West Side Money makers 2009 - 2015
Comerica July 2010 - March 2013
Agua Fria Toastmasters 2012 - 2013
Rotary International 2012 - 2013
Rotary International 2012 - 2013
MidFirst Bank 2007 - 2010
Skills
Loans, Credit, Banking, Investments, Customer Service, Risk Management, Commercial Banking, Insurance, Sales Management, Underwriting, Credit Analysis, Coaching, Financial Analysis, Retirement Planning, Loan Origination, Retail Banking, Small Business Lending
Education
Ottawa University-Phoenix 2007 — 2009
Bachelor's degree, Business Administration and Management, General
Arizona State University 1999 — 2000
Microbiology, General
University of Arizona 1995 — 1999
Molecular and Cellular Biology
Independence high school
UMB Bank March 2015 - Present
Arizona Bank & Trust March 2013 - March 2015
West Side Money makers 2009 - 2015
West Side Money makers 2009 - 2015
West Side Money makers 2009 - 2015
Comerica July 2010 - March 2013
Agua Fria Toastmasters 2012 - 2013
Rotary International 2012 - 2013
Rotary International 2012 - 2013
MidFirst Bank 2007 - 2010
Skills
Loans, Credit, Banking, Investments, Customer Service, Risk Management, Commercial Banking, Insurance, Sales Management, Underwriting, Credit Analysis, Coaching, Financial Analysis, Retirement Planning, Loan Origination, Retail Banking, Small Business Lending
Education
Ottawa University-Phoenix 2007 — 2009
Bachelor's degree, Business Administration and Management, General
Arizona State University 1999 — 2000
Microbiology, General
University of Arizona 1995 — 1999
Molecular and Cellular Biology
Independence high school
Brandon Alsayed Brandon Alsayed's Arizona Bank & Trust Experience November 2014 - Present
Job Senior Personal Banker at Arizona Bank & Trust
Industry Banking
Experience
Arizona Bank & Trust November 2014 - Present
Northwestern Mutual January 2014 - May 2014
Alpha Sigma Phi Fraternity April 2013 - March 2014
Skills
Leadership, Credit, Loan Origination, Retail, Banking, Customer Relations, Commercial Banking
Education
Arizona State University 2011 — 2015
Bachelor’s Degree, Finance, General
Arizona State University - W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Arizona Bank & Trust November 2014 - Present
Northwestern Mutual January 2014 - May 2014
Alpha Sigma Phi Fraternity April 2013 - March 2014
Skills
Leadership, Credit, Loan Origination, Retail, Banking, Customer Relations, Commercial Banking
Education
Arizona State University 2011 — 2015
Bachelor’s Degree, Finance, General
Arizona State University - W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Aubrie Gile's Arizona Bank & Trust Experience May 2012 - Present
Job Financial Services Leader | Arizona Native | Customer Service
Industry Banking
Experience
Arizona Bank & Trust May 2012 - Present
Wells Fargo December 2007 - April 2012
Skills
Banking, Leadership, Retail Banking, Consumer Lending, Financial Services, Customer Service, Sales, Community Development, Commercial Banking, Commercial Lending, Loan Origination, Credit Analysis, Loans, Credit, Mortgage Banking, Small Business Lending, Portfolio Management, Refinance, Lines Of Credit
Education
Arizona State University, W. P. Carey School of Business 2006 — 2011
Bachelor of Science (B.S.), Marketing
Chandler/Gilbert Community College 2006 — 2008
Associate's Degree, Business Administration and Management, General
Arizona Bank & Trust May 2012 - Present
Wells Fargo December 2007 - April 2012
Skills
Banking, Leadership, Retail Banking, Consumer Lending, Financial Services, Customer Service, Sales, Community Development, Commercial Banking, Commercial Lending, Loan Origination, Credit Analysis, Loans, Credit, Mortgage Banking, Small Business Lending, Portfolio Management, Refinance, Lines Of Credit
Education
Arizona State University, W. P. Carey School of Business 2006 — 2011
Bachelor of Science (B.S.), Marketing
Chandler/Gilbert Community College 2006 — 2008
Associate's Degree, Business Administration and Management, General
Laurel McNamara Laurel McNamara's Arizona Bank & Trust Experience February 2013 - January 2014
Job Business Development Officer Community Advantage SBA Loan Program at CDC Small Business Finance
Industry Financial Services
Experience
CDC Small Business Finance March 2015 - Present
Washington Federal July 2014 - March 2015
Arizona Bank & Trust February 2013 - January 2014
Arizona Bank & Trust November 2012 - February 2013
U.S. Bank January 2012 - November 2012
Mayo Clinic January 2012 - May 2012
MB Financial Bank September 2007 - July 2010
TCF Bank March 2006 - August 2007
Skills
Sales, Cross Selling, Portfolio Management, Consumer Lending, Credit, Sales Management, Customer Service, Financial Services, Small Business Lending, Management, Commercial Lending, Deposits, Customer Satisfaction, Retail Banking, Relationship Management, Credit Analysis, Investments, Lines Of Credit, Commercial Banking, Mortgage Lending, Loan Origination, Finance, Golf, Branch Banking, Financial Analysis, Microsoft Office, Inbound Marketing, Customer Experience, Cash Handling Experience, Branch Management, Microsoft Excel, PowerPoint, Workforce Management, Up-selling, Commercial Mortgages, Golf Resorts, Customer Service..., Biotechnology, Laboratory Skills, Loans, Banking, Strategic Financial..., Underwriting, IT Infrastructure..., Data Center, Financial Advisory, Small Business, Customer Retention, Financial Planning
Education
Arizona State University 2010 — 2013
Bachelor of Science (BS), Biology/Biological Sciences-Biology and Society
Purdue University 2006 — 2007
Amos Alonzo Stagg High School
High School Diploma
CDC Small Business Finance March 2015 - Present
Washington Federal July 2014 - March 2015
Arizona Bank & Trust February 2013 - January 2014
Arizona Bank & Trust November 2012 - February 2013
U.S. Bank January 2012 - November 2012
Mayo Clinic January 2012 - May 2012
MB Financial Bank September 2007 - July 2010
TCF Bank March 2006 - August 2007
Skills
Sales, Cross Selling, Portfolio Management, Consumer Lending, Credit, Sales Management, Customer Service, Financial Services, Small Business Lending, Management, Commercial Lending, Deposits, Customer Satisfaction, Retail Banking, Relationship Management, Credit Analysis, Investments, Lines Of Credit, Commercial Banking, Mortgage Lending, Loan Origination, Finance, Golf, Branch Banking, Financial Analysis, Microsoft Office, Inbound Marketing, Customer Experience, Cash Handling Experience, Branch Management, Microsoft Excel, PowerPoint, Workforce Management, Up-selling, Commercial Mortgages, Golf Resorts, Customer Service..., Biotechnology, Laboratory Skills, Loans, Banking, Strategic Financial..., Underwriting, IT Infrastructure..., Data Center, Financial Advisory, Small Business, Customer Retention, Financial Planning
Education
Arizona State University 2010 — 2013
Bachelor of Science (BS), Biology/Biological Sciences-Biology and Society
Purdue University 2006 — 2007
Amos Alonzo Stagg High School
High School Diploma
Patrick Havey Patrick Havey's Arizona Bank & Trust Experience July 2003 - October 2012
Job Unison Bank doing C&I, owner occupied & investor commercial RE, commercial & residential construction loans.
Industry Banking
Experience
Unison Bank October 2012 - Present
Arizona Bank & Trust July 2003 - October 2012
BankUSA 2001 - 2003
Rocky Mountain Bank 1998 - 2001
Republic National Bank of AZ 1988 - 1998
Chase Bank of AZ 1983 - 1988
Tri City National Bank 1981 - 1983
Skills
Commercial Banking, Loans, Credit, Portfolio Management, Banking, Credit Analysis, Loan Origination, Financial Analysis, Retail Banking, Small Business Lending, Credit Risk, Mortgage Banking, Commercial Mortgages, Refinance, Consumer Lending, Lines Of Credit, Commercial Real Estate, Finance, Relationship Management, Construction Loans, Commercial Lending, Business Development
Education
University of Colorado at Boulder 1995 — 1998
Graduate School of Banking, Banking and Financial Support Services
Trinity University 1976 — 1980
BS, Finance
Marquette University HS 1972 — 1976
Unison Bank October 2012 - Present
Arizona Bank & Trust July 2003 - October 2012
BankUSA 2001 - 2003
Rocky Mountain Bank 1998 - 2001
Republic National Bank of AZ 1988 - 1998
Chase Bank of AZ 1983 - 1988
Tri City National Bank 1981 - 1983
Skills
Commercial Banking, Loans, Credit, Portfolio Management, Banking, Credit Analysis, Loan Origination, Financial Analysis, Retail Banking, Small Business Lending, Credit Risk, Mortgage Banking, Commercial Mortgages, Refinance, Consumer Lending, Lines Of Credit, Commercial Real Estate, Finance, Relationship Management, Construction Loans, Commercial Lending, Business Development
Education
University of Colorado at Boulder 1995 — 1998
Graduate School of Banking, Banking and Financial Support Services
Trinity University 1976 — 1980
BS, Finance
Marquette University HS 1972 — 1976
Sylvia E Atchison's Arizona Bank & Trust Experience August 2012 - December 2014
Job Financial Services | Public Relations | Bilingual | Customer Service Focused
Industry Banking
Experience
Arizona Bank & Trust August 2012 - December 2014
Western National Bank/Washington Federal March 2006 - August 2012
Bank of America August 2002 - February 2006
Nextel June 1999 - July 2002
Skills
Customer Service, Culture, Banking, Financial Analysis, Financial Services, Leadership, Team Spirit, Sales, Microsoft Excel, Treasury Management, PowerPoint, Windows, Risk Management, Microsoft Office, Microsoft Word, English, Research, Teaching, HTML, Photoshop, Teamwork, Outlook, Spanish, Team Building, Management, Coaching, Small Business, Mortgage Lending, Loans, Public Speaking, Training, Credit, Sales Management, Marketing, Strategic Planning
Education
Latin University, Costa Rica 1993 — 1997
Bachelor's Degree, Communication Science/Public Relations
American Business Academy, Costa Rica 1990 — 1993
Certificate of Executive Bilingual Secretary
Harvard University
English as a Second Language/Business Writing
Arizona Bank & Trust August 2012 - December 2014
Western National Bank/Washington Federal March 2006 - August 2012
Bank of America August 2002 - February 2006
Nextel June 1999 - July 2002
Skills
Customer Service, Culture, Banking, Financial Analysis, Financial Services, Leadership, Team Spirit, Sales, Microsoft Excel, Treasury Management, PowerPoint, Windows, Risk Management, Microsoft Office, Microsoft Word, English, Research, Teaching, HTML, Photoshop, Teamwork, Outlook, Spanish, Team Building, Management, Coaching, Small Business, Mortgage Lending, Loans, Public Speaking, Training, Credit, Sales Management, Marketing, Strategic Planning
Education
Latin University, Costa Rica 1993 — 1997
Bachelor's Degree, Communication Science/Public Relations
American Business Academy, Costa Rica 1990 — 1993
Certificate of Executive Bilingual Secretary
Harvard University
English as a Second Language/Business Writing
Bethany Smith Bethany Smith's Arizona Bank & Trust Experience August 2014 - Present
Job Mortgage Loan Officer NMLS# 1049315 at Arizona Bank & Trust
Industry Banking
Experience
Arizona Bank & Trust August 2014 - Present
Arizona Bank & Trust March 2013 - August 2014
Arizona Bank & Trust October 2012 - March 2013
National Residential Mortgage, a service of Heartland Financial USA, Inc. November 2011 - October 2012
National Residential Mortgage, a service of Heartland Financial USA, Inc. March 2011 - November 2011
National Residential Mortgage, a service of Heartland Financial USA, Inc. April 2010 - March 2011
J.R. Thompson Company January 2003 - October 2009
Skills
Mortgage Lending, FHA, Refinance, Loans, USDA, Investment Properties, Real Estate, Finance, Banking, Investors, Residential Homes, Management, Time Management
Education
Schoolcraft College 2002 — 2004
Churchill High School 1997 — 2001
Arizona Bank & Trust August 2014 - Present
Arizona Bank & Trust March 2013 - August 2014
Arizona Bank & Trust October 2012 - March 2013
National Residential Mortgage, a service of Heartland Financial USA, Inc. November 2011 - October 2012
National Residential Mortgage, a service of Heartland Financial USA, Inc. March 2011 - November 2011
National Residential Mortgage, a service of Heartland Financial USA, Inc. April 2010 - March 2011
J.R. Thompson Company January 2003 - October 2009
Skills
Mortgage Lending, FHA, Refinance, Loans, USDA, Investment Properties, Real Estate, Finance, Banking, Investors, Residential Homes, Management, Time Management
Education
Schoolcraft College 2002 — 2004
Churchill High School 1997 — 2001
Aaron Wiese's Arizona Bank & Trust Experience April 2009 - June 2011
Job Executive Recruiter
Industry Staffing and Recruiting
Experience
Chaparral High School April 2014 - Present
Headfarmer March 2012 - August 2015
Looterang June 2011 - February 2012
Arizona Bank & Trust April 2009 - June 2011
Skills
Executive Search, Recruiting, New Business Development, Credit, Relationship Management, Commercial Banking, Loans, Accounting, Economics, Finance, Financial Analysis, Client Relations Skills, Management, Retail Banking, Negotiation, Portfolio Management, Business Planning, Payments, Talent Acquisition, Investments, Treasury Management, Risk Management, Financial Modeling, Equities, Leadership, Career Counseling, Credit Analysis, Temporary Placement, Commercial Lending, Strategic Financial..., Auditing, Corporate Finance, Sales, Mortgage Lending, Business Development, Hiring, Financial Services, Human Resources, Financial Reporting, Loan Origination, Cash Management, Applicant Tracking..., College Recruiting, Internet Recruiting, Contract Recruitment, Onboarding, Sourcing, Technical Recruiting, Time Management, Staffing Services
Education
Arizona State University 2006 — 2011
B.S., Economics
Chaparral High School April 2014 - Present
Headfarmer March 2012 - August 2015
Looterang June 2011 - February 2012
Arizona Bank & Trust April 2009 - June 2011
Skills
Executive Search, Recruiting, New Business Development, Credit, Relationship Management, Commercial Banking, Loans, Accounting, Economics, Finance, Financial Analysis, Client Relations Skills, Management, Retail Banking, Negotiation, Portfolio Management, Business Planning, Payments, Talent Acquisition, Investments, Treasury Management, Risk Management, Financial Modeling, Equities, Leadership, Career Counseling, Credit Analysis, Temporary Placement, Commercial Lending, Strategic Financial..., Auditing, Corporate Finance, Sales, Mortgage Lending, Business Development, Hiring, Financial Services, Human Resources, Financial Reporting, Loan Origination, Cash Management, Applicant Tracking..., College Recruiting, Internet Recruiting, Contract Recruitment, Onboarding, Sourcing, Technical Recruiting, Time Management, Staffing Services
Education
Arizona State University 2006 — 2011
B.S., Economics
Rick Kleinschmidt Rick Kleinschmidt's Arizona Bank & Trust Experience May 2000 - November 2006
Job Senior IT Manager at Xerox
Industry Information Technology and Services
Experience
Xerox November 2006 - Present
Arizona Bank & Trust May 2000 - November 2006
Arizona Department of Commerce October 1992 - May 2000
Skills
IT Management, IT Strategy, Business Continuity..., Risk Management, Project Management, Business Analysis, Integration, Process Improvement, Troubleshooting, Team Leadership
Education
Rio Salado College 1997 — 2003
22 credit Certificate of Completion in Micro-Computers, Information Technology, 3.8
Xerox November 2006 - Present
Arizona Bank & Trust May 2000 - November 2006
Arizona Department of Commerce October 1992 - May 2000
Skills
IT Management, IT Strategy, Business Continuity..., Risk Management, Project Management, Business Analysis, Integration, Process Improvement, Troubleshooting, Team Leadership
Education
Rio Salado College 1997 — 2003
22 credit Certificate of Completion in Micro-Computers, Information Technology, 3.8
Doug LaCorte Doug LaCorte's Arizona Bank & Trust Experience March 2014 - December 2014
Job VP of Mortgage Lending NMLS 232455 at Guaranteed Rate NMLS 2611
Industry Banking
Experience
Guaranteed Rate NMLS 2611 December 2014 - Present
Arizona Bank & Trust March 2014 - December 2014
Wells Fargo Home Mortgage April 2012 - March 2014
Skills
Mortgage Lending, Underwriting, Loan Origination, USDA, Mortgage Banking, Lines Of Credit, Government Loans, Loans, FHA financing, Construction Loans, FHA, VA loans, Credit Analysis, Refinance, Residential Mortgages, Commercial Lending, Banking, Certified Mortgage..., Consumer Lending, Mortgage Underwriting, Credit
Education
University of Arizona
Finance
Guaranteed Rate NMLS 2611 December 2014 - Present
Arizona Bank & Trust March 2014 - December 2014
Wells Fargo Home Mortgage April 2012 - March 2014
Skills
Mortgage Lending, Underwriting, Loan Origination, USDA, Mortgage Banking, Lines Of Credit, Government Loans, Loans, FHA financing, Construction Loans, FHA, VA loans, Credit Analysis, Refinance, Residential Mortgages, Commercial Lending, Banking, Certified Mortgage..., Consumer Lending, Mortgage Underwriting, Credit
Education
University of Arizona
Finance
Steven Speer's Arizona Bank & Trust Experience February 2015 - Present
Job Banking Center Manager at Arizona Bank & Trust
Industry Banking
Experience
Arizona Bank & Trust February 2015 - Present
National Bank of Arizona January 2011 - February 2015
Education
University of Phoenix 2008 — 2011
Bachelor's of Science, Finance, General
Arizona Bank & Trust February 2015 - Present
National Bank of Arizona January 2011 - February 2015
Education
University of Phoenix 2008 — 2011
Bachelor's of Science, Finance, General
Michael DePietro's Arizona Bank & Trust Experience 2006 - 2008
Job Financial Services Professional
Industry Real Estate
Experience
Realtor September 2001 - Present
Sunrise Bank of Arizona April 2012 - January 2013
Huron Consulting Group October 2009 - June 2011
Wachovia Bank March 2008 - July 2009
Arizona Bank & Trust 2006 - 2008
JP Morgan Chase 2002 - 2005
Skills
Credit, Credit Analysis, Commercial Lending, Loans, Portfolio Management, Underwriting, Real Estate, Mortgage Lending, Financial Analysis, Commercial Banking, Due Diligence, Risk Management, Financial Risk, Small Business Lending, Investment Properties, Banking, Disposition, FHA, Mortgage Banking, Loan Origination, Commercial Mortgages, Credit Risk, Loss Mitigation, Investments, Insurance, Real Estate Economics, Commercial Real Estate, First Time Home Buyers, Real Estate Financing, Negotiation, Residential Homes, Residential Mortgages, Loan Servicing, Short Sales, Foreclosures, Real Estate Transactions, REO, Refinance, Asset Management, Investors, Financial Structuring, Finance, Real Estate Development, Brokerage, Property Management, Property, Selling, Leases, Valuation, Sellers
Education
Arizona State University
BS, Finance
United States Military Academy at West Point
Realtor September 2001 - Present
Sunrise Bank of Arizona April 2012 - January 2013
Huron Consulting Group October 2009 - June 2011
Wachovia Bank March 2008 - July 2009
Arizona Bank & Trust 2006 - 2008
JP Morgan Chase 2002 - 2005
Skills
Credit, Credit Analysis, Commercial Lending, Loans, Portfolio Management, Underwriting, Real Estate, Mortgage Lending, Financial Analysis, Commercial Banking, Due Diligence, Risk Management, Financial Risk, Small Business Lending, Investment Properties, Banking, Disposition, FHA, Mortgage Banking, Loan Origination, Commercial Mortgages, Credit Risk, Loss Mitigation, Investments, Insurance, Real Estate Economics, Commercial Real Estate, First Time Home Buyers, Real Estate Financing, Negotiation, Residential Homes, Residential Mortgages, Loan Servicing, Short Sales, Foreclosures, Real Estate Transactions, REO, Refinance, Asset Management, Investors, Financial Structuring, Finance, Real Estate Development, Brokerage, Property Management, Property, Selling, Leases, Valuation, Sellers
Education
Arizona State University
BS, Finance
United States Military Academy at West Point
Keith Beccue's Arizona Bank & Trust Experience February 2010 - February 2011
Job Owner at Quality Transportation, LLC
Industry Transportation/Trucking/Railroad
Experience
Quality Transportation, LLC January 2012 - Present
Arizona Bank & Trust February 2010 - February 2011
Irwin Union Bank June 2006 - February 2010
Bank of America 1996 - 2006
Skills
Loans, Commercial Lending, Credit, Banking, Commercial Banking, Small Business Lending, Mortgage Lending, Credit Analysis, Financial Analysis, Portfolio Management, Small Business, Financial Modeling, Strategic Financial..., Mortgage Banking, Cash Management, Risk Management, Finance, Loan Origination, Retail Banking, Investments, Executive Management, Credit Risk, Underwriting, Wealth Management, Mergers & Acquisitions, Financial Services, Due Diligence, Financial Risk, Private Banking, Funding
Education
State University of New York College at Brockport 1984 — 1988
Bachelor's degree, Accounting and Finance
Royalton Hartland Central High School
Quality Transportation, LLC January 2012 - Present
Arizona Bank & Trust February 2010 - February 2011
Irwin Union Bank June 2006 - February 2010
Bank of America 1996 - 2006
Skills
Loans, Commercial Lending, Credit, Banking, Commercial Banking, Small Business Lending, Mortgage Lending, Credit Analysis, Financial Analysis, Portfolio Management, Small Business, Financial Modeling, Strategic Financial..., Mortgage Banking, Cash Management, Risk Management, Finance, Loan Origination, Retail Banking, Investments, Executive Management, Credit Risk, Underwriting, Wealth Management, Mergers & Acquisitions, Financial Services, Due Diligence, Financial Risk, Private Banking, Funding
Education
State University of New York College at Brockport 1984 — 1988
Bachelor's degree, Accounting and Finance
Royalton Hartland Central High School
Lawson, Annette's Arizona Bank & Trust Experience September 2003 - Present
Job Administrator and Wealth Advisor at Arizona Bank & Trust
Industry Banking
Experience
Arizona Bank & Trust September 2003 - Present
Education
Grand Canyon University 2013 — 2015
Bachelor of Business Management, Wealth Advisory Services
Phoenix College
Associates
Arizona Bank & Trust September 2003 - Present
Education
Grand Canyon University 2013 — 2015
Bachelor of Business Management, Wealth Advisory Services
Phoenix College
Associates
Nicholas Quenzer's Arizona Bank & Trust Experience January 2013 - May 2013
Job Mortgage Loan Advisor Purchase Specialist with 8+ years experience
Industry Banking
Experience
Mortgage Advantage Pro December 2012 - Present
Arizona Bank & Trust January 2013 - May 2013
Academy Mortgage Corporation July 2012 - December 2012
Peoples Home Lending January 2011 - May 2012
Edward Jones October 2010 - December 2010
Oxford Lending Group July 2008 - October 2010
Bank of America September 2006 - February 2008
Skills
FHA, Refinance, Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit, Credit Analysis, Banking, Second Mortgages, Certified Mortgage..., Home Equity Lines of..., VA loans, Building Strong..., Social Networking
Education
Arizona State University 2002 — 2006
Business and Communication
The University of New Mexico 2001 — 2002
Business
Mortgage Advantage Pro December 2012 - Present
Arizona Bank & Trust January 2013 - May 2013
Academy Mortgage Corporation July 2012 - December 2012
Peoples Home Lending January 2011 - May 2012
Edward Jones October 2010 - December 2010
Oxford Lending Group July 2008 - October 2010
Bank of America September 2006 - February 2008
Skills
FHA, Refinance, Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit, Credit Analysis, Banking, Second Mortgages, Certified Mortgage..., Home Equity Lines of..., VA loans, Building Strong..., Social Networking
Education
Arizona State University 2002 — 2006
Business and Communication
The University of New Mexico 2001 — 2002
Business
Jon Yaskowitz's Arizona Bank & Trust Experience June 2014 - August 2015
Job 602.909.1829
Industry Banking
Experience
Peoples Bank of Colorado August 2015 - Present
Arizona Bank & Trust June 2014 - August 2015
Bank of America May 2011 - September 2013
Qcl corp May 1997 - May 2011
Skills
Strategic Planning, New Business Development, Customer Service, Team Building, Negotiation, Sales, Portfolio Management, Mortgage Lending, Banking, Credit, Business Strategy, Credit Analysis, Finance, Investments, Financial Analysis, Loans, Loan Origination, Mortgage Banking, Management, Real Estate, Project Management, Refinance, Residential Mortgages, Small Business Lending
Education
The University of Akron 1990 — 1995
Bachelor's degree, Marine Biology and Biological Oceanography
The University of Akron 1990 — 1995
Bachelor's degree, Chemistry
Peoples Bank of Colorado August 2015 - Present
Arizona Bank & Trust June 2014 - August 2015
Bank of America May 2011 - September 2013
Qcl corp May 1997 - May 2011
Skills
Strategic Planning, New Business Development, Customer Service, Team Building, Negotiation, Sales, Portfolio Management, Mortgage Lending, Banking, Credit, Business Strategy, Credit Analysis, Finance, Investments, Financial Analysis, Loans, Loan Origination, Mortgage Banking, Management, Real Estate, Project Management, Refinance, Residential Mortgages, Small Business Lending
Education
The University of Akron 1990 — 1995
Bachelor's degree, Marine Biology and Biological Oceanography
The University of Akron 1990 — 1995
Bachelor's degree, Chemistry
Ronald Larson's Arizona Bank & Trust Experience May 2013 - Present
Job Larson Partners LLC
Industry Investment Management
Experience
Arizona Bank & Trust May 2013 - Present
Global Bridge Inc February 2011 - Present
Larson Partners LLC January 2003 - Present
Skills
Investment Banking, Banking, Finance, Securities, Management, Portfolio Management, Investment Management, Risk Management, Loans, Credit Analysis, Commercial Lending, Wealth Management, Investments, Credit
Education
Minnesota State University, Moorhead 1966 — 1970
Bachelor of Arts (BA), Business & Marketing
Arizona Bank & Trust May 2013 - Present
Global Bridge Inc February 2011 - Present
Larson Partners LLC January 2003 - Present
Skills
Investment Banking, Banking, Finance, Securities, Management, Portfolio Management, Investment Management, Risk Management, Loans, Credit Analysis, Commercial Lending, Wealth Management, Investments, Credit
Education
Minnesota State University, Moorhead 1966 — 1970
Bachelor of Arts (BA), Business & Marketing
david waggoner's Arizona Bank & Trust Experience June 2014 - May 2015
Job .
Industry Banking
Experience
Union Bank June 2015 - Present
Arizona Bank & Trust June 2014 - May 2015
imortgage October 2013 - May 2014
Arizona Bank and Trust 2011 - 2012
Bank of America May 2009 - November 2011
LoanCity 2000 - 2005
western sunrise mortgage 1994 - 2000
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, FHA, Loans, Refinance, VA loans, Credit, Residential Mortgages, USDA, FHA financing, Banking, Underwriting, Credit Analysis, Mortgage Underwriting, Construction Loans, Government Loans, Finance, Reverse Mortgages, Real Estate, Investment Properties, First Time Home Buyers, VA Loans, FHA Financing, Funding, Management, Consumer Lending, Commercial Lending
Education
Mesa Community College 1981 — 1982
Business
Saguaro high School 1977 — 1981
Union Bank June 2015 - Present
Arizona Bank & Trust June 2014 - May 2015
imortgage October 2013 - May 2014
Arizona Bank and Trust 2011 - 2012
Bank of America May 2009 - November 2011
LoanCity 2000 - 2005
western sunrise mortgage 1994 - 2000
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, FHA, Loans, Refinance, VA loans, Credit, Residential Mortgages, USDA, FHA financing, Banking, Underwriting, Credit Analysis, Mortgage Underwriting, Construction Loans, Government Loans, Finance, Reverse Mortgages, Real Estate, Investment Properties, First Time Home Buyers, VA Loans, FHA Financing, Funding, Management, Consumer Lending, Commercial Lending
Education
Mesa Community College 1981 — 1982
Business
Saguaro high School 1977 — 1981
Ken Keniston's Arizona Bank & Trust Experience September 2005 - July 2007
Job Retired
Industry Banking
Experience
Self April 2011 - Present
Arizona Bank & Trust September 2005 - July 2007
Bank One September 1976 - May 2004
Skills
Commercial Lending, Loans, Business Development, Commercial Banking, Banking, Credit, Public Speaking, Small Business, Financial Analysis, Credit Analysis, Strategic Planning, Underwriting, Team Building, Customer Service, Customer Retention, Business Consulting, Men's Ministries, Bank Management, Portfolio Management, Management, Small Business Lending
Education
University of Colorado Boulder 1978 — 1980
Yes, Graduate School of Banking
Self April 2011 - Present
Arizona Bank & Trust September 2005 - July 2007
Bank One September 1976 - May 2004
Skills
Commercial Lending, Loans, Business Development, Commercial Banking, Banking, Credit, Public Speaking, Small Business, Financial Analysis, Credit Analysis, Strategic Planning, Underwriting, Team Building, Customer Service, Customer Retention, Business Consulting, Men's Ministries, Bank Management, Portfolio Management, Management, Small Business Lending
Education
University of Colorado Boulder 1978 — 1980
Yes, Graduate School of Banking
Patricia Heitter's Arizona Bank & Trust Experience February 2000 - August 2006
Job Vice President; Wealth Fiduciary Advisor at Johnson Bank
Industry Banking
Experience
Johnson Bank June 2014 - Present
BMO Private Bank January 2007 - June 2014
Arizona Bank & Trust February 2000 - August 2006
Wells Fargo February 1996 - October 1999
Northern Trust December 1985 - January 1996
Skills
Credit Analysis, Credit, Trusts, Small Business Lending, Banking, Loans, Strategic Financial..., Asset Allocation, Portfolio Management, Private Banking, Commercial Banking, Commercial Lending, Financial Planning, Investments, Wealth Management, Financial Services
Education
Roosevelt University 1985 — 1985
Paralegal, Trusts Estates Wills
Western Illinois University 1975 — 1979
BS, Law Enforcement Administration
Johnson Bank June 2014 - Present
BMO Private Bank January 2007 - June 2014
Arizona Bank & Trust February 2000 - August 2006
Wells Fargo February 1996 - October 1999
Northern Trust December 1985 - January 1996
Skills
Credit Analysis, Credit, Trusts, Small Business Lending, Banking, Loans, Strategic Financial..., Asset Allocation, Portfolio Management, Private Banking, Commercial Banking, Commercial Lending, Financial Planning, Investments, Wealth Management, Financial Services
Education
Roosevelt University 1985 — 1985
Paralegal, Trusts Estates Wills
Western Illinois University 1975 — 1979
BS, Law Enforcement Administration
Brenda Swanson's Arizona Bank & Trust Experience February 2014 - May 2014
Job Client Champion III/Teller Supervisor at First Merit Bank
Industry Banking
Experience
Loc Federal Credit Union December 2014 - Present
First Merit Bank July 2014 - December 2014
Arizona Bank & Trust February 2014 - May 2014
MSU Federal Credit Union October 2002 - August 2013
MSU Federal Credit Union January 2002 - October 2002
MSU Federal Credit Union 2001 - 2002
MSU Federal Credit Union 1989 - 2001
MSU Federal Credit Union December 1987 - 1989
Skills
Credit Unions, Refinance, Customer Service, Cash Flow, Loans, Credit, Banking, Call Centers, Opening New Accounts, Cash Balance, vault balance, Consumer Lending
Education
Northwood University 2000 — 2001
n/a, Business Administration and Management, General
Lansing Community College 1984 — 2001
None, Business Administration and Management, General
Loc Federal Credit Union December 2014 - Present
First Merit Bank July 2014 - December 2014
Arizona Bank & Trust February 2014 - May 2014
MSU Federal Credit Union October 2002 - August 2013
MSU Federal Credit Union January 2002 - October 2002
MSU Federal Credit Union 2001 - 2002
MSU Federal Credit Union 1989 - 2001
MSU Federal Credit Union December 1987 - 1989
Skills
Credit Unions, Refinance, Customer Service, Cash Flow, Loans, Credit, Banking, Call Centers, Opening New Accounts, Cash Balance, vault balance, Consumer Lending
Education
Northwood University 2000 — 2001
n/a, Business Administration and Management, General
Lansing Community College 1984 — 2001
None, Business Administration and Management, General
Benjamin Lodge's Arizona Bank & Trust Experience June 2013 - Present
Job Mortgage Loan Officer at Arizona Bank & Trust
Industry Financial Services
Experience
Arizona Bank & Trust June 2013 - Present
Knife River Corporation May 2011 - August 2011
Skills
Construction, Construction Management, Microsoft Project, Microsoft Office, Contract Management, Microsoft Excel, Project Estimation, Process Scheduler, PowerPoint
Education
University of Montana 2011 — 2013
Bachelor of Science in Business Administration, Finance
Montana State University-Bozeman 2008 — 2011
Construction Engineer
Arizona Bank & Trust June 2013 - Present
Knife River Corporation May 2011 - August 2011
Skills
Construction, Construction Management, Microsoft Project, Microsoft Office, Contract Management, Microsoft Excel, Project Estimation, Process Scheduler, PowerPoint
Education
University of Montana 2011 — 2013
Bachelor of Science in Business Administration, Finance
Montana State University-Bozeman 2008 — 2011
Construction Engineer
Joseph Pinter's Arizona Bank & Trust Experience August 2006 - December 2013
Job Banking Consultant
Industry Banking
Experience
Independent Banking Consultants January 2014 - Present
Arizona Bank & Trust August 2006 - December 2013
Sunrise Bank of Arizona 2004 - 2006
Skills
Credit Administration, Risk Management, Regulatory Compliance, Corporate and Real..., Special Assets, Sales Generation, Small Business Lending, Commercial Banking, Commercial Lending, Sales Leads, Management, Banking, Credit, Loans, Asset, Executive Management, Portfolio Management, Auditing, Credit Analysis, Finance, Consumer Lending, Loan Origination, Mortgage Banking, Financial Analysis
Education
Rutgers University 1969 — 1976
Bachelor of Science (BS), Finance, General
Independent Banking Consultants January 2014 - Present
Arizona Bank & Trust August 2006 - December 2013
Sunrise Bank of Arizona 2004 - 2006
Skills
Credit Administration, Risk Management, Regulatory Compliance, Corporate and Real..., Special Assets, Sales Generation, Small Business Lending, Commercial Banking, Commercial Lending, Sales Leads, Management, Banking, Credit, Loans, Asset, Executive Management, Portfolio Management, Auditing, Credit Analysis, Finance, Consumer Lending, Loan Origination, Mortgage Banking, Financial Analysis
Education
Rutgers University 1969 — 1976
Bachelor of Science (BS), Finance, General
Staci Munsterman's Arizona Bank & Trust Experience May 2010 - October 2010
Job Personal Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2012 - Present
Anchor Bank September 2011 - October 2012
Affinity Plus Federal Credit Union October 2010 - August 2011
Arizona Bank & Trust May 2010 - October 2010
Wells Fargo August 2005 - March 2010
Skills
Consumer Lending, Loans, Credit, Banking, Mortgage Lending, Credit Analysis, Underwriting, Credit Unions, Retail Banking, Mortgage Underwriting, Small Business Lending, Lines Of Credit, Finance, Commercial Lending, Commercial Banking
Education
Minnesota School of Business
Wells Fargo November 2012 - Present
Anchor Bank September 2011 - October 2012
Affinity Plus Federal Credit Union October 2010 - August 2011
Arizona Bank & Trust May 2010 - October 2010
Wells Fargo August 2005 - March 2010
Skills
Consumer Lending, Loans, Credit, Banking, Mortgage Lending, Credit Analysis, Underwriting, Credit Unions, Retail Banking, Mortgage Underwriting, Small Business Lending, Lines Of Credit, Finance, Commercial Lending, Commercial Banking
Education
Minnesota School of Business
Nancy Meinke's Arizona Bank & Trust Experience March 2004 - September 2012
Job Loan Specialist at Comerica Bank
Industry Banking
Experience
Comerica Bank September 2012 - Present
Comerica Bank September 2012 - Present
Arizona Bank & Trust March 2004 - September 2012
Skills
Supervisory Experience, Loan Servicing, Commercial Lending, Loans, Small Business Lending, Commercial Banking, Loan Origination, Credit, Lines Of Credit, Consumer Lending, Commercial Mortgages, Credit Analysis, Mortgage Lending, Mortgage Banking, Retail Banking
Education
Dakota Wesleyan University
No Degree, Business/Commerce, General
Comerica Bank September 2012 - Present
Comerica Bank September 2012 - Present
Arizona Bank & Trust March 2004 - September 2012
Skills
Supervisory Experience, Loan Servicing, Commercial Lending, Loans, Small Business Lending, Commercial Banking, Loan Origination, Credit, Lines Of Credit, Consumer Lending, Commercial Mortgages, Credit Analysis, Mortgage Lending, Mortgage Banking, Retail Banking
Education
Dakota Wesleyan University
No Degree, Business/Commerce, General
Herenia Valadez's Arizona Bank & Trust Experience June 2015 - Present
Job at
Industry Retail
Experience
Arizona Bank & Trust June 2015 - Present
JPMorgan Chase June 2013 - June 2015
Poly's Embroidery January 2009 - May 2013
Skills
Great communications..., Friendly Personality, Task-oriented, Multi-tasked, Bilingual-English/Spanis..., Interpersonal Skill, Organizational Agility, Customer Service
Education
Arizona State University 2012 — 2014
Bachelor of Science (BS), Management Entrepreneurship, 3.3
Arizona Western College 2009 — 2012
Associate's degree, Business, 3.5
Arizona Bank & Trust June 2015 - Present
JPMorgan Chase June 2013 - June 2015
Poly's Embroidery January 2009 - May 2013
Skills
Great communications..., Friendly Personality, Task-oriented, Multi-tasked, Bilingual-English/Spanis..., Interpersonal Skill, Organizational Agility, Customer Service
Education
Arizona State University 2012 — 2014
Bachelor of Science (BS), Management Entrepreneurship, 3.3
Arizona Western College 2009 — 2012
Associate's degree, Business, 3.5
Brad Hamill's Arizona Bank & Trust Experience June 2014 - Present
Job Banking and loans
Industry Banking
Experience
Arizona Bank & Trust June 2014 - Present
Skills
Credit, Banking, Mortgage Lending, Credit Analysis, Loan Origination, Mortgage Banking, Finance, Refinance, Financial Analysis, Residential Mortgages
Education
Northern Arizona University 1988 — 1992
BSBA, Business, Management, Marketing, and Related Support Services
Arizona Bank & Trust June 2014 - Present
Skills
Credit, Banking, Mortgage Lending, Credit Analysis, Loan Origination, Mortgage Banking, Finance, Refinance, Financial Analysis, Residential Mortgages
Education
Northern Arizona University 1988 — 1992
BSBA, Business, Management, Marketing, and Related Support Services
Courtney Buckingham's Arizona Bank & Trust Experience August 2014 - Present
Job
Industry Banking
Experience
Arizona Bank & Trust August 2014 - Present
United Fibers April 2013 - May 2014
Skills
Management, Sales, Microsoft Word, Leadership, Customer Service, Research, Microsoft Excel, Training, Strategic Planning, Marketing
Education
Mesa Community College
Arizona Bank & Trust August 2014 - Present
United Fibers April 2013 - May 2014
Skills
Management, Sales, Microsoft Word, Leadership, Customer Service, Research, Microsoft Excel, Training, Strategic Planning, Marketing
Education
Mesa Community College