Bank of Arizona
Description
Founded: 1992 Parent organization: BOK Financial Corporation
Bank of Arizona List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of Arizona. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bank of Arizona Employees
Employee
Years
Job
Industry
Brian V Barry, CPA Brian V Barry, CPA's Bank of Arizona Experience August 2014 - Present
Job VP Relationship Manager at Bank of Arizona
Industry Banking
Experience
Bank of Arizona August 2014 - Present
BBVA Compass September 2012 - August 2014
BMO Harris Bank August 2006 - September 2012
JSPB, Inc. April 2005 - July 2006
JPMorgan Chase (prior Bank One, N.A.) October 1998 - April 2005
Skills
Cash Flow, Commercial Banking, Cash Management, Financial Analysis, Treasury Management, Accounting, Financial Reporting, Commercial Lending, Credit, Real Estate, Compliance, Loans, Portfolio Management, Risk Management, Credit Analysis, Small Business Lending, Financial Management, Banking, Credit Risk, Analysis, Internal Controls, Underwriting, Finance, Retail Banking, Deposits, Executive Management, Small Business, Financial Risk, Loan Origination, Relationship Management
Education
Arizona Society of CPA's
Arizona Society of CPA's
Arizona State University - W. P. Carey School of Business 1995 — 2001
BS, Business Management
University of Phoenix 2010 — 2011
MS, Accounting
Bank of Arizona August 2014 - Present
BBVA Compass September 2012 - August 2014
BMO Harris Bank August 2006 - September 2012
JSPB, Inc. April 2005 - July 2006
JPMorgan Chase (prior Bank One, N.A.) October 1998 - April 2005
Skills
Cash Flow, Commercial Banking, Cash Management, Financial Analysis, Treasury Management, Accounting, Financial Reporting, Commercial Lending, Credit, Real Estate, Compliance, Loans, Portfolio Management, Risk Management, Credit Analysis, Small Business Lending, Financial Management, Banking, Credit Risk, Analysis, Internal Controls, Underwriting, Finance, Retail Banking, Deposits, Executive Management, Small Business, Financial Risk, Loan Origination, Relationship Management
Education
Arizona Society of CPA's
Arizona Society of CPA's
Arizona State University - W. P. Carey School of Business 1995 — 2001
BS, Business Management
University of Phoenix 2010 — 2011
MS, Accounting
Jim Wessel Jim Wessel's Bank of Arizona Experience November 2012 - Present
Job SVP, Corporate Banking at Bank of Arizona
Industry Banking
Experience
Bank of Arizona November 2012 - Present
Association for Corporate Growth - Arizona 2009 - 2013
MidFirst Bank May 2008 - November 2012
First National Bank of Arizona April 2005 - May 2008
Deloitte November 2000 - April 2005
U.S. Bank August 1999 - October 2000
Skills
Due Diligence, Financial Modeling, Financial Analysis, Mergers, Commercial Banking, Banking, Loans, Credit, Corporate Finance, Risk Management, Investments, Finance, Commercial Lending
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 1999
MBA, Finance
University of Iowa College of Law 1995 — 1999
JD, Corporate Law
Wartburg College 1988 — 1991
BA, Int'l Business
Bank of Arizona November 2012 - Present
Association for Corporate Growth - Arizona 2009 - 2013
MidFirst Bank May 2008 - November 2012
First National Bank of Arizona April 2005 - May 2008
Deloitte November 2000 - April 2005
U.S. Bank August 1999 - October 2000
Skills
Due Diligence, Financial Modeling, Financial Analysis, Mergers, Commercial Banking, Banking, Loans, Credit, Corporate Finance, Risk Management, Investments, Finance, Commercial Lending
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 1999
MBA, Finance
University of Iowa College of Law 1995 — 1999
JD, Corporate Law
Wartburg College 1988 — 1991
BA, Int'l Business
Christine Spitzer, CTFA Christine Spitzer, CTFA's Bank of Arizona Experience December 2007 - Present
Job AVP/Trust Officer at Bank of Arizona
Industry Financial Services
Experience
Bank of Arizona December 2007 - Present
Marshall & Ilsley Wealth Management Corp. December 1997 - March 2006
Skills
Estate Planning, Trusts, Wealth Management, Trust Services, Estate Tax Planning, Wealth
Education
Cannon Financial Institute 2002 — 2005
CTFA, Certified Trust and Financial Advisor
Orange Coast College 1972 — 1974
AA, Liberal Arts
Bank of Arizona December 2007 - Present
Marshall & Ilsley Wealth Management Corp. December 1997 - March 2006
Skills
Estate Planning, Trusts, Wealth Management, Trust Services, Estate Tax Planning, Wealth
Education
Cannon Financial Institute 2002 — 2005
CTFA, Certified Trust and Financial Advisor
Orange Coast College 1972 — 1974
AA, Liberal Arts
Eric Hilaire Eric Hilaire's Bank of Arizona Experience August 2010 - May 2012
Job Vice President Regional Services Manager
Industry Banking
Experience
Bank of Oklahoma May 2012 - Present
Bank of Arizona August 2010 - May 2012
Bank of Oklahoma August 2009 - August 2010
BOK Financial March 2007 - August 2009
Bank of Texas February 2005 - March 2007
Bank of Oklahoma June 2004 - February 2005
Skills
Certified Lean Six..., Banking, Risk Management, Loans, Credit, Retail Banking, Consumer Lending, Sales, Commercial Banking, Management, Commercial Lending, Customer Service, CRM, Process Improvement, Mortgage Lending, Credit Analysis, Financial Analysis, Small Business Lending, Strategic Planning, Lean Six Sigma
Education
Oklahoma State University 2008 — 2009
Master of Business Administration, MBA
University of Oklahoma 1999 — 2003
Bachelor of Business Administration, Management Information Systems
Bank of Oklahoma May 2012 - Present
Bank of Arizona August 2010 - May 2012
Bank of Oklahoma August 2009 - August 2010
BOK Financial March 2007 - August 2009
Bank of Texas February 2005 - March 2007
Bank of Oklahoma June 2004 - February 2005
Skills
Certified Lean Six..., Banking, Risk Management, Loans, Credit, Retail Banking, Consumer Lending, Sales, Commercial Banking, Management, Commercial Lending, Customer Service, CRM, Process Improvement, Mortgage Lending, Credit Analysis, Financial Analysis, Small Business Lending, Strategic Planning, Lean Six Sigma
Education
Oklahoma State University 2008 — 2009
Master of Business Administration, MBA
University of Oklahoma 1999 — 2003
Bachelor of Business Administration, Management Information Systems
Jacki Grainger Jacki Grainger's Bank of Arizona Experience May 2007 - Present
Job VP, Community Relations Manager
Industry Banking
Experience
Bank of Arizona May 2007 - Present
Fiesta Bowl/Insight Bowl April 2000 - July 2006
Rivals.com November 1999 - July 2000
Skills
Media Relations, Event Planning, Public Relations, Fundraising, Social Media Marketing, Event Management, Marketing Communications, Salesforce.com, Sales, Social Media, Account Management, Marketing Strategy, Customer Service, Sponsorship, Public Speaking, Sports Marketing, Advertising, Sales Management, Trade Shows, Internal Communications
Education
Northern Arizona University 1995 — 1998
B.S., Communication
Flagstaff High School
Bank of Arizona May 2007 - Present
Fiesta Bowl/Insight Bowl April 2000 - July 2006
Rivals.com November 1999 - July 2000
Skills
Media Relations, Event Planning, Public Relations, Fundraising, Social Media Marketing, Event Management, Marketing Communications, Salesforce.com, Sales, Social Media, Account Management, Marketing Strategy, Customer Service, Sponsorship, Public Speaking, Sports Marketing, Advertising, Sales Management, Trade Shows, Internal Communications
Education
Northern Arizona University 1995 — 1998
B.S., Communication
Flagstaff High School
Carolyn Briestensky Carolyn Briestensky's Bank of Arizona Experience December 2012 - Present
Job Senior Mortgage Banker at Bank of Arizona
Industry Banking
Experience
Bank of Arizona December 2012 - Present
Affiliated Financial Group, LLC February 2011 - December 2012
AmeriFirst Financial, Inc. 2008 - 2010
Skills
VA loans, FHA financing, Credit, Conventional Financing, Residential Mortgages, Finance, Mortgage Banking, Real Estate, Short Sales, Loans, USDA, FHA, Refinance, Investment Properties, REO, Referrals, Residential Homes, Loan Origination, Certified Mortgage..., Reverse Mortgages, Mortgage Lending, Mortgage Underwriting, Government Loans, Construction Loans, HUD, Commercial Mortgages, Banking, Investments, Commercial Banking, Underwriting, Credit Analysis, Real Estate Financing, First Time Home Buyers, Real Estate Economics, Lines Of Credit, Financial Structuring, Small Business Lending, Foreclosures, Commercial Real Estate, Asset Based Lending
Education
Kansas State University
Bank of Arizona December 2012 - Present
Affiliated Financial Group, LLC February 2011 - December 2012
AmeriFirst Financial, Inc. 2008 - 2010
Skills
VA loans, FHA financing, Credit, Conventional Financing, Residential Mortgages, Finance, Mortgage Banking, Real Estate, Short Sales, Loans, USDA, FHA, Refinance, Investment Properties, REO, Referrals, Residential Homes, Loan Origination, Certified Mortgage..., Reverse Mortgages, Mortgage Lending, Mortgage Underwriting, Government Loans, Construction Loans, HUD, Commercial Mortgages, Banking, Investments, Commercial Banking, Underwriting, Credit Analysis, Real Estate Financing, First Time Home Buyers, Real Estate Economics, Lines Of Credit, Financial Structuring, Small Business Lending, Foreclosures, Commercial Real Estate, Asset Based Lending
Education
Kansas State University
Kevin Draper Kevin Draper's Bank of Arizona Experience April 2006 - October 2009
Job VP Commercial Banking Officer at Comerica Bank
Industry Banking
Experience
Comerica Bank August 2012 - Present
Bank of America April 2011 - August 2012
Meridian Bank October 2009 - April 2011
Bank of Arizona April 2006 - October 2009
Chase Bank 2004 - 2006
Skills
Banking
Education
Bradley University 1986 — 1990
Bachelor of Science, Business Marketing
Comerica Bank August 2012 - Present
Bank of America April 2011 - August 2012
Meridian Bank October 2009 - April 2011
Bank of Arizona April 2006 - October 2009
Chase Bank 2004 - 2006
Skills
Banking
Education
Bradley University 1986 — 1990
Bachelor of Science, Business Marketing
Caiona Kilmer Caiona Kilmer's Bank of Arizona Experience April 2013 - Present
Job
Industry Banking
Experience
Bank of Arizona April 2013 - Present
Skills
Mortgage, Consumer Lending, Retail Banking, Cross Selling, Branch Management, Relationship Management, Risk Management, Credit Analysis, Mortgage Banking, Branch Banking, Lines Of Credit, Investments, Sales Management, Sales, Coaching, Team Building, Customer Service, Mortgage Lending, Customer Retention
Education
University of Phoenix 2003 — 2005
MBA, HUMAN RESOURCE MANAGEMENT
Kennesaw State University 1995 — 2002
BS, SOCIOLOGY
Bank of Arizona April 2013 - Present
Skills
Mortgage, Consumer Lending, Retail Banking, Cross Selling, Branch Management, Relationship Management, Risk Management, Credit Analysis, Mortgage Banking, Branch Banking, Lines Of Credit, Investments, Sales Management, Sales, Coaching, Team Building, Customer Service, Mortgage Lending, Customer Retention
Education
University of Phoenix 2003 — 2005
MBA, HUMAN RESOURCE MANAGEMENT
Kennesaw State University 1995 — 2002
BS, SOCIOLOGY
Stephen Luttrell Stephen Luttrell's Bank of Arizona Experience July 2012 - Present
Job Senior Vice President , Corporate Banking at Bank of Arizona
Industry Banking
Experience
Bank of Arizona July 2012 - Present
JPMorgan Chase July 1982 - July 2012
Marsh & McLennan Companies, Inc. March 1980 - July 1982
Skills
Banking, Commercial Banking, Native American Banking..., Financial Services, Commercial Lending, Financial Analysis, Finance, Loans, Small Business Lending, Credit, Cash Management, Treasury Management, Portfolio Management, Credit Analysis, Credit Risk, Underwriting, Lines Of Credit, Municipal Finance, Accounting - CPA
Education
Southern Illinois University, Carbondale 1978 — 1980
Master of Business Administration (M.B.A.), Finance
Illinois Wesleyan University 1974 — 1978
Bachelor of Science, Accounting
Bank of Arizona July 2012 - Present
JPMorgan Chase July 1982 - July 2012
Marsh & McLennan Companies, Inc. March 1980 - July 1982
Skills
Banking, Commercial Banking, Native American Banking..., Financial Services, Commercial Lending, Financial Analysis, Finance, Loans, Small Business Lending, Credit, Cash Management, Treasury Management, Portfolio Management, Credit Analysis, Credit Risk, Underwriting, Lines Of Credit, Municipal Finance, Accounting - CPA
Education
Southern Illinois University, Carbondale 1978 — 1980
Master of Business Administration (M.B.A.), Finance
Illinois Wesleyan University 1974 — 1978
Bachelor of Science, Accounting
Alan C. Bonner's Bank of Arizona Experience October 2011 - October 2012
Job Assistant Vice President, Branch Manager
Industry Banking
Experience
First Fidelity Bank March 2010 - Present
Clearent October 2012 - October 2014
Bank of Arizona October 2011 - October 2012
Irwin Union Bank 2006 - 2008
BankUSA October 2005 - July 2006
1st National Bank of Arizona 2004 - 2005
Wells Fargo Home Mortgage 2002 - 2004
M&I Bank August 1999 - June 2002
Mark Twain Bank August 1995 - August 1997
Skills
Loans, Commercial Lending, Banking, Small Business Lending, Mortgage Lending, Credit, Commercial Banking, Loan Origination, Real Estate, CRM, FHA, Sales Management, Sales, Merchant Services, Business Strategy, Business Development, Building Relationships, Relationship Management, Customer Service, Financial Services, New Business Development, Marketing, Customer Satisfaction, Small Business, Credit Analysis, Lines Of Credit, Portfolio Management, Process Improvement, Finance, Credit Cards, Risk Management, Management, Mortgage Banking, Leadership
Education
Southern Illinois University, Edwardsville 1992 — 1996
Bachelors of Science
University of Missouri- St Louis 1990 — 1991
Normandy High School 1988 — 1991
General Studies
First Fidelity Bank March 2010 - Present
Clearent October 2012 - October 2014
Bank of Arizona October 2011 - October 2012
Irwin Union Bank 2006 - 2008
BankUSA October 2005 - July 2006
1st National Bank of Arizona 2004 - 2005
Wells Fargo Home Mortgage 2002 - 2004
M&I Bank August 1999 - June 2002
Mark Twain Bank August 1995 - August 1997
Skills
Loans, Commercial Lending, Banking, Small Business Lending, Mortgage Lending, Credit, Commercial Banking, Loan Origination, Real Estate, CRM, FHA, Sales Management, Sales, Merchant Services, Business Strategy, Business Development, Building Relationships, Relationship Management, Customer Service, Financial Services, New Business Development, Marketing, Customer Satisfaction, Small Business, Credit Analysis, Lines Of Credit, Portfolio Management, Process Improvement, Finance, Credit Cards, Risk Management, Management, Mortgage Banking, Leadership
Education
Southern Illinois University, Edwardsville 1992 — 1996
Bachelors of Science
University of Missouri- St Louis 1990 — 1991
Normandy High School 1988 — 1991
General Studies
Stephanie Begody Stephanie Begody's Bank of Arizona Experience January 2006 - August 2008
Job Vice President at Pacific Premier Bank
Industry Banking
Experience
Pacific Premier Bank September 2015 - Present
Torrey Pines Bank November 2013 - August 2015
The Bank of Santa Barbara July 2012 - November 2013
Bank of Arizona January 2006 - August 2008
Commercial Federal Bank December 1999 - January 2006
Arizona Bank August 1996 - December 1999
Skills
New Business Development, Construction Loans, Commercial Real Estate, Real Estate Financing, Loans, Customer Service, Underwriting, Microsoft Excel, Microsoft Word, PowerPoint, Research, English, Outlook, Windows, Credit, Finance, Portfolio Management, Mortgage Lending, Commercial Lending, Commercial Banking, Banking, Credit Analysis, Real Estate
Education
University of Arizona 1993 — 1995
Bachelor of Science (B.S.), Finance, General
Pima Community College 1990 — 1992
Associate's degree, Business Administration and Management, General
Pacific Premier Bank September 2015 - Present
Torrey Pines Bank November 2013 - August 2015
The Bank of Santa Barbara July 2012 - November 2013
Bank of Arizona January 2006 - August 2008
Commercial Federal Bank December 1999 - January 2006
Arizona Bank August 1996 - December 1999
Skills
New Business Development, Construction Loans, Commercial Real Estate, Real Estate Financing, Loans, Customer Service, Underwriting, Microsoft Excel, Microsoft Word, PowerPoint, Research, English, Outlook, Windows, Credit, Finance, Portfolio Management, Mortgage Lending, Commercial Lending, Commercial Banking, Banking, Credit Analysis, Real Estate
Education
University of Arizona 1993 — 1995
Bachelor of Science (B.S.), Finance, General
Pima Community College 1990 — 1992
Associate's degree, Business Administration and Management, General
William Oakley William Oakley's Bank of Arizona Experience 1996 - 1998
Job SVP Real Estate Manager at Bank of Nevada
Industry Banking
Experience
Bank of Nevada October 2013 - Present
City National Bank November 2010 - September 2013
Mutual of Omaha Bank August 2008 - September 2009
First National Bank of Nevada February 2003 - July 2008
Bank of Arizona 1996 - 1998
First Interstate Bank of Arizona 1991 - 1996
Skills
Commercial Lending, Portfolio Management, Credit Analysis, Leadership, Relationship Management, Commercial Business..., Customer Service, Commercial Real Estate..., Complex Loan Structuring, Commercial Real Estate, Banking, Underwriting, Real Estate, Small Business Lending, Credit, Commercial Mortgages, Loans, Treasury Management
Education
University of Arizona 1983 — 1987
Bachelor of Science, Business Administration/Finance
Prescott High School 1980 — 1983
Bank of Nevada October 2013 - Present
City National Bank November 2010 - September 2013
Mutual of Omaha Bank August 2008 - September 2009
First National Bank of Nevada February 2003 - July 2008
Bank of Arizona 1996 - 1998
First Interstate Bank of Arizona 1991 - 1996
Skills
Commercial Lending, Portfolio Management, Credit Analysis, Leadership, Relationship Management, Commercial Business..., Customer Service, Commercial Real Estate..., Complex Loan Structuring, Commercial Real Estate, Banking, Underwriting, Real Estate, Small Business Lending, Credit, Commercial Mortgages, Loans, Treasury Management
Education
University of Arizona 1983 — 1987
Bachelor of Science, Business Administration/Finance
Prescott High School 1980 — 1983
Katie Pushor Katie Pushor's Bank of Arizona Experience January 2010 - Present
Job Executive Coach, Corporate Director, Community Executive
Industry Professional Training & Coaching
Experience
Inner Capital June 2009 - Present
Insight October 2005 - Present
Blood Systems, Inc. April 2008 - Present
Bank of Arizona January 2010 - Present
Creative Testing Solutions August 2013 - Present
Experience Matters October 2012 - Present
Alliance for Audience 2005 - June 2011
Greater Phoenix Chamber of Commerce December 2005 - May 2009
Arizona Lottery February 2003 - November 2005
MicroAge, Inc. 1989 - 1998
Skills
Non-profits, Leadership, Program Management, Marketing, Strategic Planning, Coaching, Product Marketing, Business Strategy, Leadership Development, Marketing Strategy, Public Speaking, Sales, Fundraising, Cloud Computing, Nonprofits, Organizational..., Project Management, SaaS, Sarbanes-Oxley Act, Public Relations, Strategy, Volunteer Management, Enterprise Software, Start-ups, Business Development, Process Improvement, Mergers, Small Business, Entrepreneurship, Change Management, Human Resources, Team Building, Management Consulting, Sales Management, Marketing Communications
Education
University of Colorado at Boulder - Leeds School of Business 1975 — 1979
Bachelor of Science, Accounting
Inner Capital June 2009 - Present
Insight October 2005 - Present
Blood Systems, Inc. April 2008 - Present
Bank of Arizona January 2010 - Present
Creative Testing Solutions August 2013 - Present
Experience Matters October 2012 - Present
Alliance for Audience 2005 - June 2011
Greater Phoenix Chamber of Commerce December 2005 - May 2009
Arizona Lottery February 2003 - November 2005
MicroAge, Inc. 1989 - 1998
Skills
Non-profits, Leadership, Program Management, Marketing, Strategic Planning, Coaching, Product Marketing, Business Strategy, Leadership Development, Marketing Strategy, Public Speaking, Sales, Fundraising, Cloud Computing, Nonprofits, Organizational..., Project Management, SaaS, Sarbanes-Oxley Act, Public Relations, Strategy, Volunteer Management, Enterprise Software, Start-ups, Business Development, Process Improvement, Mergers, Small Business, Entrepreneurship, Change Management, Human Resources, Team Building, Management Consulting, Sales Management, Marketing Communications
Education
University of Colorado at Boulder - Leeds School of Business 1975 — 1979
Bachelor of Science, Accounting
Elizabeth A Troutman Lear Elizabeth A Troutman Lear's Bank of Arizona Experience June 2009 - May 2011
Job Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2015 - Present
Valley Youth Theatre 2012 - Present
Comerica Bank November 2014 - February 2015
National Bank of Arizona January 2013 - February 2014
Bank of Arizona (Bank of Oklahoma) May 2011 - January 2013
Bank of Arizona June 2009 - May 2011
Bank of America January 2008 - March 2009
Bank of America January 2003 - January 2008
Bank of America January 1990 - January 2003
Western Savings and Loan January 1979 - January 1990
Skills
Banking, Loans, Credit, Leadership, Commercial Lending, Portfolio Management, Relationship Management, Commercial Banking, Small Business Lending, Mortgage Lending, Consumer Lending, Sales Management, Investments, Financial Services, Operations Management, Credit Analysis, Loan Origination, Private Banking, Commercial Mortgages, Lines Of Credit, Process Improvement, Project Management, CRM, Sales, Management, Retail Banking, Mortgage Banking, Finance, Training, Refinance, Coaching
Education
University of Phoenix
University of Phoenix
Business Administration Coursework
Wells Fargo February 2015 - Present
Valley Youth Theatre 2012 - Present
Comerica Bank November 2014 - February 2015
National Bank of Arizona January 2013 - February 2014
Bank of Arizona (Bank of Oklahoma) May 2011 - January 2013
Bank of Arizona June 2009 - May 2011
Bank of America January 2008 - March 2009
Bank of America January 2003 - January 2008
Bank of America January 1990 - January 2003
Western Savings and Loan January 1979 - January 1990
Skills
Banking, Loans, Credit, Leadership, Commercial Lending, Portfolio Management, Relationship Management, Commercial Banking, Small Business Lending, Mortgage Lending, Consumer Lending, Sales Management, Investments, Financial Services, Operations Management, Credit Analysis, Loan Origination, Private Banking, Commercial Mortgages, Lines Of Credit, Process Improvement, Project Management, CRM, Sales, Management, Retail Banking, Mortgage Banking, Finance, Training, Refinance, Coaching
Education
University of Phoenix
University of Phoenix
Business Administration Coursework
Ray Ed Hines Ray Ed Hines's Bank of Arizona Experience November 2010 - June 2015
Job SVP Relationship Manager at Bank of Arizona
Industry Financial Services
Experience
Aero-Zone, Inc. June 2015 - Present
Bank of Arizona November 2010 - June 2015
Arizona Business Bank July 2009 - January 2011
M&I Bank September 2001 - July 2009
Fifth Third Bank 1999 - 2001
Bank of America 1994 - 1999
Skills
Commercial Lending, Merchant Services, Management, Loans, Portfolio Management, Relationship Management, Sales Management, Credit Analysis, Financial Services, Credit, Commercial Banking, Business Development, Banking, Underwriting, Treasury Management, Small Business Lending
Education
University of Cincinnati College of Business 1980 — 1984
Bachelor’s Degree, Accountng, Finance and Economics
Aero-Zone, Inc. June 2015 - Present
Bank of Arizona November 2010 - June 2015
Arizona Business Bank July 2009 - January 2011
M&I Bank September 2001 - July 2009
Fifth Third Bank 1999 - 2001
Bank of America 1994 - 1999
Skills
Commercial Lending, Merchant Services, Management, Loans, Portfolio Management, Relationship Management, Sales Management, Credit Analysis, Financial Services, Credit, Commercial Banking, Business Development, Banking, Underwriting, Treasury Management, Small Business Lending
Education
University of Cincinnati College of Business 1980 — 1984
Bachelor’s Degree, Accountng, Finance and Economics
Robert Singer Robert Singer's Bank of Arizona Experience December 1992 - January 1999
Job Vice President Finance at Mandalay Communities Inc (dba Mandalay Homes)
Industry Banking
Experience
Mandalay Communities Inc (dba Mandalay Homes) January 2015 - Present
Fidelity Bank July 2014 - January 2015
Sabal Financial Group LP June 2013 - July 2014
PNC September 2009 - May 2013
Wells Fargo October 2008 - August 2009
Countrywide Bank August 2007 - September 2008
Bank of America January 1999 - August 2007
Bank of Arizona December 1992 - January 1999
Barnett Bank of Jacksonville April 1990 - August 1992
Skills
Due Diligence, Loan Origination, Retail, Underwriting, Loans, Cash Flow, Real Estate Economics, Real Estate, Asset Managment, Commercial Lending, Real Estate Development, Financial Analysis
Education
University of Florida - Warrington College Of Business 1985 — 1988
BSBA, Finance
Mandalay Communities Inc (dba Mandalay Homes) January 2015 - Present
Fidelity Bank July 2014 - January 2015
Sabal Financial Group LP June 2013 - July 2014
PNC September 2009 - May 2013
Wells Fargo October 2008 - August 2009
Countrywide Bank August 2007 - September 2008
Bank of America January 1999 - August 2007
Bank of Arizona December 1992 - January 1999
Barnett Bank of Jacksonville April 1990 - August 1992
Skills
Due Diligence, Loan Origination, Retail, Underwriting, Loans, Cash Flow, Real Estate Economics, Real Estate, Asset Managment, Commercial Lending, Real Estate Development, Financial Analysis
Education
University of Florida - Warrington College Of Business 1985 — 1988
BSBA, Finance
John Orlandi John Orlandi's Bank of Arizona Experience January 2011 - November 2011
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
David Coit's Bank of Arizona Experience 2010 - 2011
Job Senior Account Manager at Amerifund, Inc.
Industry Financial Services
Experience
Amerifund, Inc. January 2013 - Present
Keller Graduate School of Management August 2001 - Present
Equipment Leasing Services, LLC January 2011 - January 2013
Bank of Arizona 2010 - 2011
Wells Fargo Equipment Finance, Inc. 1999 - April 2010
M&I First National Leasing Corp. 1990 - 1998
Skills
Credit, Finance, Corporate Finance, Strategic Planning, Investments, Strategic Financial..., Credit Analysis, Loans, Negotiation, Banking, Financial Analysis, Financial Services, Underwriting, Commercial Lending, Business Planning, Capital Markets, Managerial Finance, Structured Finance, Credit Risk, Financial Modeling, Restructuring, Funding, Due Diligence, Leadership, Financial Structuring, Mergers, Executive Management, Cash Management, Commercial Banking, Forecasting, Asset Management, Business Development, Cash Flow, Business Strategy, Relationship Management, Risk Management, Management, Portfolio Management, Budgets, Valuation, Analysis, Financial Risk, Mortgage Lending, Treasury Management, Strategy, Private Equity, Management Consulting, Financial Advisory, Project Finance, Sales
Education
Walden University 2012 — 2015
Doctorate of Business Administration (candidate), Finance
Keller Graduate School of Management of DeVry University 1984 — 1987
M.B.A., Finance
Northern Illinois University 1979 — 1982
B.S., Economics
Amerifund, Inc. January 2013 - Present
Keller Graduate School of Management August 2001 - Present
Equipment Leasing Services, LLC January 2011 - January 2013
Bank of Arizona 2010 - 2011
Wells Fargo Equipment Finance, Inc. 1999 - April 2010
M&I First National Leasing Corp. 1990 - 1998
Skills
Credit, Finance, Corporate Finance, Strategic Planning, Investments, Strategic Financial..., Credit Analysis, Loans, Negotiation, Banking, Financial Analysis, Financial Services, Underwriting, Commercial Lending, Business Planning, Capital Markets, Managerial Finance, Structured Finance, Credit Risk, Financial Modeling, Restructuring, Funding, Due Diligence, Leadership, Financial Structuring, Mergers, Executive Management, Cash Management, Commercial Banking, Forecasting, Asset Management, Business Development, Cash Flow, Business Strategy, Relationship Management, Risk Management, Management, Portfolio Management, Budgets, Valuation, Analysis, Financial Risk, Mortgage Lending, Treasury Management, Strategy, Private Equity, Management Consulting, Financial Advisory, Project Finance, Sales
Education
Walden University 2012 — 2015
Doctorate of Business Administration (candidate), Finance
Keller Graduate School of Management of DeVry University 1984 — 1987
M.B.A., Finance
Northern Illinois University 1979 — 1982
B.S., Economics
Jim Montague Jim Montague's Bank of Arizona Experience July 2009 - September 2013
Job Personal Trust Manager at Colorado State Bank and Trust
Industry Financial Services
Experience
Colorado State Bank and Trust September 2013 - Present
Bank of Arizona July 2009 - September 2013
US Trust, Bank of America Private Wealth Management August 1999 - January 2009
Sachnoff & Weaver, Ltd. December 1997 - August 1999
Gardner Carton & Douglas August 1995 - December 1997
Skills
Wealth Management..., Estate Planning, Asset Protection, Trust Services, Portfolio Management, Asset Allocation, Estate Tax Planning, Wealth Management, Financial Planners, Wealth, Financial Services, Estate Law, Tax, Loans, Trusts, Strategic Financial..., High Net Worth...
Education
Loyola University Chicago School of Law 1992 — 1995
JD, Cum Laude, Law
Illinois Institute of Technology 1984 — 1986
Institute of Design - Product Design
Roosevelt University 1979 — 1984
BMEd, Jazz Studies
Berklee College of Music 1976 — 1977
Saxophone Performance
Colorado State Bank and Trust September 2013 - Present
Bank of Arizona July 2009 - September 2013
US Trust, Bank of America Private Wealth Management August 1999 - January 2009
Sachnoff & Weaver, Ltd. December 1997 - August 1999
Gardner Carton & Douglas August 1995 - December 1997
Skills
Wealth Management..., Estate Planning, Asset Protection, Trust Services, Portfolio Management, Asset Allocation, Estate Tax Planning, Wealth Management, Financial Planners, Wealth, Financial Services, Estate Law, Tax, Loans, Trusts, Strategic Financial..., High Net Worth...
Education
Loyola University Chicago School of Law 1992 — 1995
JD, Cum Laude, Law
Illinois Institute of Technology 1984 — 1986
Institute of Design - Product Design
Roosevelt University 1979 — 1984
BMEd, Jazz Studies
Berklee College of Music 1976 — 1977
Saxophone Performance
Mike Walther's Bank of Arizona Experience 1997 - 2007
Job Director Commercial Banking Arizona Market at Academy Bank
Industry Banking
Experience
Dickinson Financial Corporation - Academy Bank, a division of Armed Forces Bank January 2014 - Present
Alliance Bank of Arizona March 2009 - December 2013
Compass Bank August 2006 - March 2009
Bank of Arizona 1997 - 2007
Skills
Commercial Mortgages, Program Management, Loans, Lines Of Credit, Commercial Banking, Team Building, Finance, Business Development, Financial Services, Treasury Management, Accounting, Healthcare, Strategic Planning, Sales, SBA, Leadership, New Business Development, Banking, Commercial Lending, Financial Analysis, Credit, SBA 504
Education
The University of North Dakota 1987 — 1993
BBA - Banking & Finance, Banking, Finance, Accounting, Economics
Dickinson Financial Corporation - Academy Bank, a division of Armed Forces Bank January 2014 - Present
Alliance Bank of Arizona March 2009 - December 2013
Compass Bank August 2006 - March 2009
Bank of Arizona 1997 - 2007
Skills
Commercial Mortgages, Program Management, Loans, Lines Of Credit, Commercial Banking, Team Building, Finance, Business Development, Financial Services, Treasury Management, Accounting, Healthcare, Strategic Planning, Sales, SBA, Leadership, New Business Development, Banking, Commercial Lending, Financial Analysis, Credit, SBA 504
Education
The University of North Dakota 1987 — 1993
BBA - Banking & Finance, Banking, Finance, Accounting, Economics
Dave Ralston Dave Ralston's Bank of Arizona Experience April 2005 - Present
Job Chairman & CEO at Bank of Arizona
Industry Banking
Experience
Bank of Arizona April 2005 - Present
Bank of Oklahoma 1990 - 2005
Education
Truman State University
BS, Accounting
Bank of Arizona April 2005 - Present
Bank of Oklahoma 1990 - 2005
Education
Truman State University
BS, Accounting
Kevin Gillette Kevin Gillette's Bank of Arizona Experience November 2009 - April 2011
Job SVP, Regional Manager, National Banking Division at Bank of the West
Industry Banking
Experience
Bank of the West April 2011 - Present
Bank of Arizona November 2009 - April 2011
Bank of America 2004 - 2009
Skills
Financial Analysis, Commercial Lending, Commercial Banking, Sales, Banking, Strategic Planning, Strategy, Small Business Lending, Loans, Mergers & Acquisitions, Portfolio Management, Credit, Mortgage Lending, Credit Analysis, Loan Origination, Relationship Management, Underwriting, Credit Risk, Finance, Leadership, Team Leadership, Cash Management, Consumer Lending, Treasury Management, Sales Management, Investments, Risk Management, Financial Modeling, Business Development, Executive Management
Education
Thunderbird School of Global Management 1993 — 1995
MBA, Finance
University of Southern California 1983 — 1987
BS, Public Administration
St. Francis High School
Bank of the West April 2011 - Present
Bank of Arizona November 2009 - April 2011
Bank of America 2004 - 2009
Skills
Financial Analysis, Commercial Lending, Commercial Banking, Sales, Banking, Strategic Planning, Strategy, Small Business Lending, Loans, Mergers & Acquisitions, Portfolio Management, Credit, Mortgage Lending, Credit Analysis, Loan Origination, Relationship Management, Underwriting, Credit Risk, Finance, Leadership, Team Leadership, Cash Management, Consumer Lending, Treasury Management, Sales Management, Investments, Risk Management, Financial Modeling, Business Development, Executive Management
Education
Thunderbird School of Global Management 1993 — 1995
MBA, Finance
University of Southern California 1983 — 1987
BS, Public Administration
St. Francis High School
Brant Fylling Brant Fylling's Bank of Arizona Experience May 2006 - May 2007
Job Associate at PwC
Industry Accounting
Experience
PwC January 2013 - Present
Sierra Consulting Group, LLC May 2007 - January 2013
Bank of Arizona May 2006 - May 2007
Arizona Army National Guard January 2003 - December 2004
Skills
Financial Analysis, Forecasting, Financial Modeling, Process Improvement, Strategic Planning, Financial Reporting, Business Strategy, Microsoft Excel, Accounting, Project Management, Risk Management, Finance, Customer Service, Microsoft Office, Team Leadership, Change Management, PowerPoint, US GAAP, Management
Education
The University of Texas at Austin 2011 — 2012
Master's degree, Accounting
Arizona State University - W. P. Carey School of Business 2008 — 2010
M.B.A.
Arizona State University, W. P. Carey School of Business 2000 — 2006
B.S., Finance
PwC January 2013 - Present
Sierra Consulting Group, LLC May 2007 - January 2013
Bank of Arizona May 2006 - May 2007
Arizona Army National Guard January 2003 - December 2004
Skills
Financial Analysis, Forecasting, Financial Modeling, Process Improvement, Strategic Planning, Financial Reporting, Business Strategy, Microsoft Excel, Accounting, Project Management, Risk Management, Finance, Customer Service, Microsoft Office, Team Leadership, Change Management, PowerPoint, US GAAP, Management
Education
The University of Texas at Austin 2011 — 2012
Master's degree, Accounting
Arizona State University - W. P. Carey School of Business 2008 — 2010
M.B.A.
Arizona State University, W. P. Carey School of Business 2000 — 2006
B.S., Finance
Frank Gorman Frank Gorman's Bank of Arizona Experience April 2006 - September 2009
Job Executive Vice PresidentCommercial Banking at Meridian Bank
Industry Banking
Experience
Meridian Bank October 2009 - Present
Boys & Girls Clubs of Greater Scottsdale 1982 - Present
Bank of Arizona April 2006 - September 2009
Better Business Bureau of Central, Northern & Western Arizona 2003 - 2006
JPMorgan Chase 1995 - 2006
Bank One October 1995 - April 1997
Western Savings 1987 - 1989
Skills
Commercial Lending, Loans, Banking, Underwriting, Commercial Banking, Sales Management, Credit, Change Management, Strategy, Relationship Management, Financial Analysis, Accounting, Leadership, Business Development, Real Estate Lending, Financial Risk, Asset Based Lending, Planning Budgeting &..., Profit Maximization, Treasury Management, Management
Education
Arizona State University, W. P. Carey School of Business 1998 — 2000
MBA
Arizona State University, W. P. Carey School of Business 1984 — 1987
Bachelor of Science (B.S.), Finance, General
Meridian Bank October 2009 - Present
Boys & Girls Clubs of Greater Scottsdale 1982 - Present
Bank of Arizona April 2006 - September 2009
Better Business Bureau of Central, Northern & Western Arizona 2003 - 2006
JPMorgan Chase 1995 - 2006
Bank One October 1995 - April 1997
Western Savings 1987 - 1989
Skills
Commercial Lending, Loans, Banking, Underwriting, Commercial Banking, Sales Management, Credit, Change Management, Strategy, Relationship Management, Financial Analysis, Accounting, Leadership, Business Development, Real Estate Lending, Financial Risk, Asset Based Lending, Planning Budgeting &..., Profit Maximization, Treasury Management, Management
Education
Arizona State University, W. P. Carey School of Business 1998 — 2000
MBA
Arizona State University, W. P. Carey School of Business 1984 — 1987
Bachelor of Science (B.S.), Finance, General
David Ridgeway's Bank of Arizona Experience March 2008 - Present
Job Market Executive / SVP at Bank of Arizona
Industry Banking
Experience
Bank of Arizona March 2008 - Present
UMOM New Day Centers November 2006 - Present
M&I Bank 2006 - 2008
Citizens Bank of PA 2000 - 2006
Skills
Listening to Music, Making left hand turns., Blinking several times..., Banking, Credit, Strategic Planning, New Business Development, Loans, Team Building, Customer Service, Marketing, Public Speaking, Negotiation, Coaching, Sales, Risk Management, Sales Management, Budgets, Leadership, Business Development, Event Planning, Financial Analysis, Marketing Strategy, Social Media Marketing, Nonprofits, Portfolio Management, Finance, Account Management, Public Relations, Business Planning, Training, Small Business, Leadership Development, Commercial Banking
Education
Mercyhurst College 1986 — 1990
BA, Criminal Justice, Psychology, Business
Bank of Arizona March 2008 - Present
UMOM New Day Centers November 2006 - Present
M&I Bank 2006 - 2008
Citizens Bank of PA 2000 - 2006
Skills
Listening to Music, Making left hand turns., Blinking several times..., Banking, Credit, Strategic Planning, New Business Development, Loans, Team Building, Customer Service, Marketing, Public Speaking, Negotiation, Coaching, Sales, Risk Management, Sales Management, Budgets, Leadership, Business Development, Event Planning, Financial Analysis, Marketing Strategy, Social Media Marketing, Nonprofits, Portfolio Management, Finance, Account Management, Public Relations, Business Planning, Training, Small Business, Leadership Development, Commercial Banking
Education
Mercyhurst College 1986 — 1990
BA, Criminal Justice, Psychology, Business
David Ridgeway David Ridgeway's Bank of Arizona Experience May 2008 - Present
Job Market Executive / VP of Business Banking
Industry Banking
Experience
Bank of Arizona May 2008 - Present
M&I Bank April 2006 - May 2008
Citizens Bank November 2002 - March 2006
Education
Mercyhurst University 1986 — 1990
Bank of Arizona May 2008 - Present
M&I Bank April 2006 - May 2008
Citizens Bank November 2002 - March 2006
Education
Mercyhurst University 1986 — 1990
Cristina St.Clair Cristina St.Clair's Bank of Arizona Experience April 2014 - Present
Job Vice President, Private Banker at Bank of Arizona
Industry Banking
Experience
American Cancer Society September 2014 - Present
Phoenix Children's Hospital September 2014 - Present
CARE Desert Mountain June 2014 - Present
Bank of Arizona April 2014 - Present
BMO Harris Bank June 2009 - April 2014
Bank of America January 1998 - June 2009
Skills
Loans, Credit, Banking, Retail Banking, Loan Origination, Mortgage Banking, Relationship Management, Lines Of Credit, Cash Management, Risk Management, Investments, Cross Selling, Wealth Management, Credit Cards, Sales, Series 63, Private Banking, Residential Mortgages, Management, Customer Service, Deposits, Commercial Banking, Commercial Lending, Series 7, Small Business Lending
Education
Arizona State University 1998 — 2002
Bachelor of Science, Business & Communication
Monte Vista High School 1994 — 1998
American Cancer Society September 2014 - Present
Phoenix Children's Hospital September 2014 - Present
CARE Desert Mountain June 2014 - Present
Bank of Arizona April 2014 - Present
BMO Harris Bank June 2009 - April 2014
Bank of America January 1998 - June 2009
Skills
Loans, Credit, Banking, Retail Banking, Loan Origination, Mortgage Banking, Relationship Management, Lines Of Credit, Cash Management, Risk Management, Investments, Cross Selling, Wealth Management, Credit Cards, Sales, Series 63, Private Banking, Residential Mortgages, Management, Customer Service, Deposits, Commercial Banking, Commercial Lending, Series 7, Small Business Lending
Education
Arizona State University 1998 — 2002
Bachelor of Science, Business & Communication
Monte Vista High School 1994 — 1998
Ali Bram's Bank of Arizona Experience July 2007 - December 2007
Job Relationship Banker at Bank of Kansas City
Industry Financial Services
Experience
Bank of Kansas City July 2007 - Present
Bank of Arizona July 2007 - December 2007
Tempe Family Dentistry June 2006 - July 2007
Excel Images Inc September 2004 - May 2006
Pioneer Hi-Bred Internation Inc June 2003 - July 2005
Skills
Customer Service, Banking, Loans, Cash Handling Experience, Consumer Lending, Management, Time Management, Finance, Mortgage Banking, Credit, Cash Management, Financial Services, Lines Of Credit, Deposits, Relationship Management, Insurance, Loan Origination, Residential Mortgages
Education
Johnson County Community College 2013 — 2017
Dental Hygiene/Hygienist
Bank of Kansas City July 2007 - Present
Bank of Arizona July 2007 - December 2007
Tempe Family Dentistry June 2006 - July 2007
Excel Images Inc September 2004 - May 2006
Pioneer Hi-Bred Internation Inc June 2003 - July 2005
Skills
Customer Service, Banking, Loans, Cash Handling Experience, Consumer Lending, Management, Time Management, Finance, Mortgage Banking, Credit, Cash Management, Financial Services, Lines Of Credit, Deposits, Relationship Management, Insurance, Loan Origination, Residential Mortgages
Education
Johnson County Community College 2013 — 2017
Dental Hygiene/Hygienist
Dennis Cornelius Dennis Cornelius's Bank of Arizona Experience March 2008 - Present
Job Partner at CKS Advisors LLC
Industry Investment Banking
Experience
CKS Securities LLC August 2009 - Present
Bank of Arizona March 2008 - Present
CKS Advisors LLC. 2001 - Present
Association for Corporate Growth/Arizona January 2005 - December 2007
Chapman Associates 1992 - 2001
Columbus Securities 1984 - 1991
Skills
Mergers, Business Acquisition, Management Consulting, Corporate Finance, Business Strategy, Exit Strategies, Advisory Boards, M &A, Business Growth..., Recapitalizations, Negotiation, Private Equity, Venture Capital, Financial Analysis, Corporate Development, Strategy, Capital Markets, Restructuring, Securities, Management, M&A experience, Leadership, Due Diligence, Business Valuation, Start-ups, LBO, Valuation, Acquisition Integration, Investor Relations, Divestitures, Business Planning, Acquisitions, Mergers & Acquisitions, Growth Capital, Leveraged Finance, Turn Around Management, Debt Restructuring, Deal Execution, Capital, Executive Management, Buyouts, Angel Investing, Financial Modeling, Capital Raising, Financial Structuring, Deal Sourcing, IPO, Mezzanine, Joint Ventures, Investment Banking
Education
Arizona State University - W. P. Carey School of Business 1968 — 1971
BS, Managment
CKS Securities LLC August 2009 - Present
Bank of Arizona March 2008 - Present
CKS Advisors LLC. 2001 - Present
Association for Corporate Growth/Arizona January 2005 - December 2007
Chapman Associates 1992 - 2001
Columbus Securities 1984 - 1991
Skills
Mergers, Business Acquisition, Management Consulting, Corporate Finance, Business Strategy, Exit Strategies, Advisory Boards, M &A, Business Growth..., Recapitalizations, Negotiation, Private Equity, Venture Capital, Financial Analysis, Corporate Development, Strategy, Capital Markets, Restructuring, Securities, Management, M&A experience, Leadership, Due Diligence, Business Valuation, Start-ups, LBO, Valuation, Acquisition Integration, Investor Relations, Divestitures, Business Planning, Acquisitions, Mergers & Acquisitions, Growth Capital, Leveraged Finance, Turn Around Management, Debt Restructuring, Deal Execution, Capital, Executive Management, Buyouts, Angel Investing, Financial Modeling, Capital Raising, Financial Structuring, Deal Sourcing, IPO, Mezzanine, Joint Ventures, Investment Banking
Education
Arizona State University - W. P. Carey School of Business 1968 — 1971
BS, Managment
J.T. Vandegriff, CFA, CAIA J.T. Vandegriff, CFA, CAIA's Bank of Arizona Experience July 2014 - Present
Job Sr. Portfolio Manager at Bank of Arizona
Industry Financial Services
Experience
Bank of Arizona July 2014 - Present
CTC myCFO February 2010 - July 2014
JPMorgan Private Bank March 2009 - January 2010
JPMorgan Private Bank July 2007 - March 2009
First Financial Equity June 2006 - September 2006
InnoPoint - University of Pécs in Hungary March 2005 - June 2005
Skills
Equities, Capital Markets, Asset Allocation, Investments, Alternative Investments, Portfolio Management, Wealth Management, Strategic Financial..., Hedge Funds, Investment Management, Investment Advisory, Investment Strategies, Retirement Planning, Bonds, Strategy, Finance, Private Equity, Strategic Leadership
Education
Thunderbird School of Global Management 2005 — 2007
MBA, Global Finance
Ohio University 2001 — 2005
BBA, International Business and Business Economics
Zanesville High School 1997 — 2001
Bank of Arizona July 2014 - Present
CTC myCFO February 2010 - July 2014
JPMorgan Private Bank March 2009 - January 2010
JPMorgan Private Bank July 2007 - March 2009
First Financial Equity June 2006 - September 2006
InnoPoint - University of Pécs in Hungary March 2005 - June 2005
Skills
Equities, Capital Markets, Asset Allocation, Investments, Alternative Investments, Portfolio Management, Wealth Management, Strategic Financial..., Hedge Funds, Investment Management, Investment Advisory, Investment Strategies, Retirement Planning, Bonds, Strategy, Finance, Private Equity, Strategic Leadership
Education
Thunderbird School of Global Management 2005 — 2007
MBA, Global Finance
Ohio University 2001 — 2005
BBA, International Business and Business Economics
Zanesville High School 1997 — 2001
Kevin Fox, MBA Kevin Fox, MBA's Bank of Arizona Experience February 2006 - October 2006
Job Senior Marketing Consultant at CRC Broadcasting Inc Money Radio 1510 AM & 99.3 FM
Industry Broadcast Media
Experience
CRC Broadcasting Inc Money Radio 1510 AM & 99.3 FM February 2014 - Present
Buck Breast Cancer October 2011 - Present
Young Buckeyes of Phoenix Alumni Club August 2006 - Present
Buckeye 2 Buckeye August 2006 - Present
BridgeStreet Global Hospitality August 2012 - February 2014
Comerica Bank July 2010 - August 2012
Cintas April 2009 - June 2010
Arizona Business Bank October 2006 - July 2008
Bank of Arizona February 2006 - October 2006
IronStone Bank January 2004 - February 2006
Skills
Sales, Credit, Financial Analysis, Banking, Relationship Management, Sales Management, Portfolio Management, Underwriting, Small Business Lending, Business Development, Credit Analysis, Leadership, Marketing, Finance, Strategy, Social Media, Training, Management Consulting, Non-profits, Program Management, B2B, Negotiation, Risk Management, Management, Customer Service, Account Management, Team Building, Coaching, Business Strategy, Team Leadership, Small Business, Customer Satisfaction, Business Planning, Budgets, Entrepreneurship, Networking, Strategic Partnerships, Marketing Strategy, Sales Process, Direct Sales, Leadership Development, Customer Retention, Time Management, Fundraising, Start-ups, Executive Management, Nonprofits, Social Media Marketing, Facebook, Analysis
Education
The Ohio State University 1989 — 1995
B.A., Economics
Scottsdale Leadership
CLASS XXII ALUMNI
University of Phoenix
MBA, Global Management - International Business
Upper Sandusky High School
CRC Broadcasting Inc Money Radio 1510 AM & 99.3 FM February 2014 - Present
Buck Breast Cancer October 2011 - Present
Young Buckeyes of Phoenix Alumni Club August 2006 - Present
Buckeye 2 Buckeye August 2006 - Present
BridgeStreet Global Hospitality August 2012 - February 2014
Comerica Bank July 2010 - August 2012
Cintas April 2009 - June 2010
Arizona Business Bank October 2006 - July 2008
Bank of Arizona February 2006 - October 2006
IronStone Bank January 2004 - February 2006
Skills
Sales, Credit, Financial Analysis, Banking, Relationship Management, Sales Management, Portfolio Management, Underwriting, Small Business Lending, Business Development, Credit Analysis, Leadership, Marketing, Finance, Strategy, Social Media, Training, Management Consulting, Non-profits, Program Management, B2B, Negotiation, Risk Management, Management, Customer Service, Account Management, Team Building, Coaching, Business Strategy, Team Leadership, Small Business, Customer Satisfaction, Business Planning, Budgets, Entrepreneurship, Networking, Strategic Partnerships, Marketing Strategy, Sales Process, Direct Sales, Leadership Development, Customer Retention, Time Management, Fundraising, Start-ups, Executive Management, Nonprofits, Social Media Marketing, Facebook, Analysis
Education
The Ohio State University 1989 — 1995
B.A., Economics
Scottsdale Leadership
CLASS XXII ALUMNI
University of Phoenix
MBA, Global Management - International Business
Upper Sandusky High School
Jennifer Lyn Beal's Bank of Arizona Experience September 2007 - September 2008
Job Branch Manager, Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase September 2008 - Present
Bank of Arizona September 2007 - September 2008
JPMorgan Chase January 2005 - September 2007
Downey Savings & Loan September 2004 - January 2005
Washington Mutual F June 1999 - October 2004
G & G Shops D February 1997 - June 1999
Sheplers Inc. 1998 - 1998
Pacific Eyes & T's 1997 - 1998
Bank One 1997 - 1997
Banner Health 1996 - 1997
Skills
Recruiting, Customer Service, Commercial Lending, Commercial Banking
Education
Apollo College 1992 — 1995
A.S, Science
Westwood High School 1989 — 1993
General
University of Arizona 1991 — 1992
JPMorgan Chase September 2008 - Present
Bank of Arizona September 2007 - September 2008
JPMorgan Chase January 2005 - September 2007
Downey Savings & Loan September 2004 - January 2005
Washington Mutual F June 1999 - October 2004
G & G Shops D February 1997 - June 1999
Sheplers Inc. 1998 - 1998
Pacific Eyes & T's 1997 - 1998
Bank One 1997 - 1997
Banner Health 1996 - 1997
Skills
Recruiting, Customer Service, Commercial Lending, Commercial Banking
Education
Apollo College 1992 — 1995
A.S, Science
Westwood High School 1989 — 1993
General
University of Arizona 1991 — 1992
Nicholas Streff Nicholas Streff's Bank of Arizona Experience June 2012 - July 2014
Job Alliance Bank of Arizona Commercial Banking
Industry Financial Services
Experience
Alliance Bank of Arizona August 2014 - Present
Bank of Arizona June 2012 - July 2014
BOK Financial June 2012 - May 2013
Northern Trust May 2011 - August 2011
Skills
Financial Analysis, Credit, Customer Service, Banking, Research, Data Analysis, Credit Analysis, Loans, Commercial Banking
Education
University of Arizona, Eller College of Management 2014 — 2016
Master of Business Administration (M.B.A.), Concentrations: Finance & Marketing
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science, Finance & Management
Alliance Bank of Arizona August 2014 - Present
Bank of Arizona June 2012 - July 2014
BOK Financial June 2012 - May 2013
Northern Trust May 2011 - August 2011
Skills
Financial Analysis, Credit, Customer Service, Banking, Research, Data Analysis, Credit Analysis, Loans, Commercial Banking
Education
University of Arizona, Eller College of Management 2014 — 2016
Master of Business Administration (M.B.A.), Concentrations: Finance & Marketing
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science, Finance & Management
Bill Perdue Bill Perdue's Bank of Arizona Experience August 2005 - February 2010
Job Realtor at Perdue Home and Land
Industry Investment Management
Experience
Perdue Home and Land August 2014 - Present
Stellar Capital Management June 2013 - Present
ROI Strategies Group July 2010 - May 2013
Bank of Arizona August 2005 - February 2010
Skills
Investments, Marketing, Public Speaking, Sales Management, Project Management, Project Planning, Project Delivery, Developing ranches for..., Cross-functional..., Cross-functional Team..., Real Estate, Strategy, Credit, Negotiation, Investment Properties, Loans, Mortgage Lending, Business Development, Program Management, Management Consulting, Leadership, Financial Analysis, Finance, Banking, Risk Management, Commercial Lending, Mergers & Acquisitions, Start-ups, Portfolio Management, Executive Management, Wealth Management, Business Planning, Small Business, Strategic Planning, IRAs, Wealth, Investment Advisory, Small Business Lending, Strategic Financial..., Financial Advisory, Retirement Planning, Estate Planning, Financial Planners, Retirement
Education
The University of Georgia 1972 — 1979
BA, Psychology
Perdue Home and Land August 2014 - Present
Stellar Capital Management June 2013 - Present
ROI Strategies Group July 2010 - May 2013
Bank of Arizona August 2005 - February 2010
Skills
Investments, Marketing, Public Speaking, Sales Management, Project Management, Project Planning, Project Delivery, Developing ranches for..., Cross-functional..., Cross-functional Team..., Real Estate, Strategy, Credit, Negotiation, Investment Properties, Loans, Mortgage Lending, Business Development, Program Management, Management Consulting, Leadership, Financial Analysis, Finance, Banking, Risk Management, Commercial Lending, Mergers & Acquisitions, Start-ups, Portfolio Management, Executive Management, Wealth Management, Business Planning, Small Business, Strategic Planning, IRAs, Wealth, Investment Advisory, Small Business Lending, Strategic Financial..., Financial Advisory, Retirement Planning, Estate Planning, Financial Planners, Retirement
Education
The University of Georgia 1972 — 1979
BA, Psychology
Luann Murray Luann Murray's Bank of Arizona Experience 2007 - April 2015
Job Human Resources Business Partner
Industry Banking
Experience
Bank of Arizona 2007 - April 2015
Bank of Texas September 2005 - July 2007
Bank of Texas January 2005 - August 2005
Helmerich & Payne April 1996 - January 2005
Skills
Employee Relations, Deferred Compensation, Human Resources, Recruiting, Applicant Tracking..., Succession Planning, Onboarding, HR Policies, Workforce Planning, Organizational..., Training, Talent Management, Talent Acquisition, HRIS, Performance Management, Leadership Development, New Hire Orientations, Banking, College Recruiting, Strategic Planning, Leadership, Employee Benefits, Coaching, PeopleSoft, Management
Education
Arizona State University
Bank of Arizona 2007 - April 2015
Bank of Texas September 2005 - July 2007
Bank of Texas January 2005 - August 2005
Helmerich & Payne April 1996 - January 2005
Skills
Employee Relations, Deferred Compensation, Human Resources, Recruiting, Applicant Tracking..., Succession Planning, Onboarding, HR Policies, Workforce Planning, Organizational..., Training, Talent Management, Talent Acquisition, HRIS, Performance Management, Leadership Development, New Hire Orientations, Banking, College Recruiting, Strategic Planning, Leadership, Employee Benefits, Coaching, PeopleSoft, Management
Education
Arizona State University
Marc Trimmer Marc Trimmer's Bank of Arizona Experience November 2011 - May 2015
Job Sales Manager at Bank of Arizona
Industry Banking
Experience
Retired June 2015 - Present
Bank of Arizona November 2011 - May 2015
Skills
Commercial Lending, Credit, Loans, Mortgage Lending, Mortgage Banking, Credit Analysis, FHA, Loan Origination, Refinance, FHA financing, Underwriting, Investment Properties, Residential Mortgages, VA Loans
Education
The Ohio State University 1976 — 1977
BS, Distributive Education
Capital University 1968 — 1972
BA, Marketing
Retired June 2015 - Present
Bank of Arizona November 2011 - May 2015
Skills
Commercial Lending, Credit, Loans, Mortgage Lending, Mortgage Banking, Credit Analysis, FHA, Loan Origination, Refinance, FHA financing, Underwriting, Investment Properties, Residential Mortgages, VA Loans
Education
The Ohio State University 1976 — 1977
BS, Distributive Education
Capital University 1968 — 1972
BA, Marketing
Alicia Cordova Alicia Cordova's Bank of Arizona Experience May 2007 - Present
Job Treasury Sales Analyst
Industry Banking
Experience
Bank of Arizona May 2007 - Present
M&I Bank 2006 - 2007
Apollo Group 2005 - 2006
US Army July 2001 - March 2004
Goodrich 2003 - 2004
Skills
Cash Management, Treasury Management, Sales, Project Management, Teamwork, Salesforce.com, Commercial Banking, Higher Education, Human Resources, Military, Administrative Work, Microsoft Office, Microsoft Excel, User Training, Product Training, Microsoft Word, PowerPoint, New Product..., Customer Support, Marketing, Executive Management, Analysts, Banking, Management, Credit, Finance, Financial Analysis, Commercial Lending, Loans, Treasury Services
Education
Grand Canyon University 2013 — 2015
Master of Science (MSc), Industrial and Organizational Psychology
Grand Canyon University 2010 — 2012
BA, Management
Western International University 2004 — 2006
AA, Business
Bank of Arizona May 2007 - Present
M&I Bank 2006 - 2007
Apollo Group 2005 - 2006
US Army July 2001 - March 2004
Goodrich 2003 - 2004
Skills
Cash Management, Treasury Management, Sales, Project Management, Teamwork, Salesforce.com, Commercial Banking, Higher Education, Human Resources, Military, Administrative Work, Microsoft Office, Microsoft Excel, User Training, Product Training, Microsoft Word, PowerPoint, New Product..., Customer Support, Marketing, Executive Management, Analysts, Banking, Management, Credit, Finance, Financial Analysis, Commercial Lending, Loans, Treasury Services
Education
Grand Canyon University 2013 — 2015
Master of Science (MSc), Industrial and Organizational Psychology
Grand Canyon University 2010 — 2012
BA, Management
Western International University 2004 — 2006
AA, Business
David A. Weaver David A. Weaver's Bank of Arizona Experience February 2014 - August 2014
Job Home Loan Specialist at Churchill Mortgage Corporation NMLS # 228406
Industry Banking
Experience
Churchill Mortgage Corporation NMLS # 1591 July 2015 - Present
USAA August 2014 - July 2015
Bank of Arizona February 2014 - August 2014
Bank of America February 2012 - November 2013
Ovation Home Loans June 2011 - December 2011
First Credit Union January 2011 - June 2011
Neighborhood Assistance Corporation of America January 2010 - January 2011
Skills
Refinance, Mortgage Lending, Customer Service, Credit Analysis, Loans, Finance, FHA, Loan Origination, Sales, Investment Properties, Mortgage Marketing, Residential Homes, VA loans, Mortgage Banking, Residential Mortgages, Credit, Foreclosures, Investments, USDA, Home Equity Loans, VA Loans, Banking, Underwriting, Real Estate, FHA Financing, Mortgage Underwriting, Consumer Lending, First Time Home Buyers, Management, Construction Loans, Government Loans, Real Estate Financing, Sales Management, Home Equity Lines of...
Education
Golden West College 1968 — 1970
AA, Business Administration
Marina High School 1963 — 1967
Graduate, College/University Preparatory and Advanced High School/Secondary Diploma Program
Churchill Mortgage Corporation NMLS # 1591 July 2015 - Present
USAA August 2014 - July 2015
Bank of Arizona February 2014 - August 2014
Bank of America February 2012 - November 2013
Ovation Home Loans June 2011 - December 2011
First Credit Union January 2011 - June 2011
Neighborhood Assistance Corporation of America January 2010 - January 2011
Skills
Refinance, Mortgage Lending, Customer Service, Credit Analysis, Loans, Finance, FHA, Loan Origination, Sales, Investment Properties, Mortgage Marketing, Residential Homes, VA loans, Mortgage Banking, Residential Mortgages, Credit, Foreclosures, Investments, USDA, Home Equity Loans, VA Loans, Banking, Underwriting, Real Estate, FHA Financing, Mortgage Underwriting, Consumer Lending, First Time Home Buyers, Management, Construction Loans, Government Loans, Real Estate Financing, Sales Management, Home Equity Lines of...
Education
Golden West College 1968 — 1970
AA, Business Administration
Marina High School 1963 — 1967
Graduate, College/University Preparatory and Advanced High School/Secondary Diploma Program
Kevin Gottlieb Kevin Gottlieb's Bank of Arizona Experience April 2013 - February 2014
Job Sales Associate at Homestreet Bank
Industry Events Services
Experience
Homestreet Bank January 2015 - Present
Salt River Fields at Talking Stick February 2013 - Present
US Bank February 2014 - December 2014
Bank of Arizona April 2013 - February 2014
Arizona State Fair September 2012 - November 2012
Hill & Usher Insurance October 2010 - July 2012
Vista Mortgage Services Inc. November 2007 - August 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, HTML, Facebook, Operations Management, Photoshop, Microsoft Word, Visio, Windows 7, PowerPoint, Outlook, Event Planning, Banking
Education
Arizona State University 2008 — 2012
Bachelor of Applied Science, Operations Management Technology, Concentration in Fire Service Management, 3.63 Grade Point Average
Desert Mountain High School 2004 — 2008
Homestreet Bank January 2015 - Present
Salt River Fields at Talking Stick February 2013 - Present
US Bank February 2014 - December 2014
Bank of Arizona April 2013 - February 2014
Arizona State Fair September 2012 - November 2012
Hill & Usher Insurance October 2010 - July 2012
Vista Mortgage Services Inc. November 2007 - August 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, HTML, Facebook, Operations Management, Photoshop, Microsoft Word, Visio, Windows 7, PowerPoint, Outlook, Event Planning, Banking
Education
Arizona State University 2008 — 2012
Bachelor of Applied Science, Operations Management Technology, Concentration in Fire Service Management, 3.63 Grade Point Average
Desert Mountain High School 2004 — 2008
Cindy Plungis Cindy Plungis's Bank of Arizona Experience January 1994 - December 2004
Job Realtor at Keller Williams
Industry Real Estate
Experience
Keller Williams June 2009 - Present
Bank of Arizona January 1994 - December 2004
Wells Fargo January 1987 - December 1994
SunTrust Bank January 1978 - December 1987
Education
Georgia State University 1980 — 1981
Master of Business Administration (M.B.A.), Finance, General
Miami University 1974 — 1978
Bachelor's Degree, Business Finance and Marketing
Keller Williams June 2009 - Present
Bank of Arizona January 1994 - December 2004
Wells Fargo January 1987 - December 1994
SunTrust Bank January 1978 - December 1987
Education
Georgia State University 1980 — 1981
Master of Business Administration (M.B.A.), Finance, General
Miami University 1974 — 1978
Bachelor's Degree, Business Finance and Marketing
Russ Dennis Russ Dennis's Bank of Arizona Experience December 2014 - September 2015
Job Mortgage Consultant at Envoy Mortgage
Industry Banking
Experience
Envoy Mortgage August 2015 - Present
Bank of Arizona December 2014 - September 2015
VIP Mortgage Inc. June 2014 - January 2015
Guild Mortgage Company April 2013 - June 2014
Wallick & Volk February 2010 - April 2013
Met Life Home Loans 2008 - 2010
Pacific Coast Mortgage - Pinnacle Mortgage 2003 - 2007
Nova Home Loans 2000 - 2003
KB Home 1998 - 2000
Zions Mortgage - National Bank of Arizona 1990 - 1997
Skills
FHA CHUMS # B374..., FHA, Underwriting, Home Equity Loans, Loans, Refinance, First Time Home Buyers, Referrals, Investment Properties, Mortgage Banking, Mortgage Lending, Real Estate, Investments, Construction Loans, Management, Residential Homes, VA loans, Finance, Property, Short Sales, Foreclosures, Credit, Real Estate Transactions, Investors, Mortgage Underwriting, Loan Origination, Loan Servicing, Sales, FHA financing, USDA, REO, Certified Mortgage..., Reverse Mortgages, Commercial Lending, Credit Analysis, Customer Service, Government Loans, HUD, Loss Mitigation, Non-Conforming, Real Estate Economics, Real Estate Financing, Residential Mortgages, Consumer Lending, Home Equity Lines of..., Mortgage Marketing, Leadership, Sellers
Education
University of Arizona 1974 — 1978
B OF A, Speech Communication - Broadcasting
Sahuaro High School 1970 — 1974
General studies
Envoy Mortgage August 2015 - Present
Bank of Arizona December 2014 - September 2015
VIP Mortgage Inc. June 2014 - January 2015
Guild Mortgage Company April 2013 - June 2014
Wallick & Volk February 2010 - April 2013
Met Life Home Loans 2008 - 2010
Pacific Coast Mortgage - Pinnacle Mortgage 2003 - 2007
Nova Home Loans 2000 - 2003
KB Home 1998 - 2000
Zions Mortgage - National Bank of Arizona 1990 - 1997
Skills
FHA CHUMS # B374..., FHA, Underwriting, Home Equity Loans, Loans, Refinance, First Time Home Buyers, Referrals, Investment Properties, Mortgage Banking, Mortgage Lending, Real Estate, Investments, Construction Loans, Management, Residential Homes, VA loans, Finance, Property, Short Sales, Foreclosures, Credit, Real Estate Transactions, Investors, Mortgage Underwriting, Loan Origination, Loan Servicing, Sales, FHA financing, USDA, REO, Certified Mortgage..., Reverse Mortgages, Commercial Lending, Credit Analysis, Customer Service, Government Loans, HUD, Loss Mitigation, Non-Conforming, Real Estate Economics, Real Estate Financing, Residential Mortgages, Consumer Lending, Home Equity Lines of..., Mortgage Marketing, Leadership, Sellers
Education
University of Arizona 1974 — 1978
B OF A, Speech Communication - Broadcasting
Sahuaro High School 1970 — 1974
General studies
Yvonne Foster's Bank of Arizona Experience December 2005 - December 2007
Job Experienced Sales Executive
Industry Information Technology and Services
Experience
Amend Networks May 2012 - Present
mobileStorm, Inc January 2008 - September 2009
Bank of Arizona December 2005 - December 2007
Countrywide home loans April 2003 - December 2005
WAMU January 2000 - March 2003
Town & Country Credit January 1998 - January 2000
Skills
Digital Marketing, Lead Generation, Salesforce.com, Mobile Marketing, Marketing, Strategy, Account Management, Online Advertising, New Business Development, Email Marketing, Online Marketing, Strategic Partnerships, Sales Management, Sales, SEM, CRM, E-commerce, Social Media Marketing, B2B, Mobile Devices, Digital Strategy, Business Development, Social Media, Social Networking, Business Strategy, Advertising, Direct Marketing, Strategic Planning, Mobile Applications, Market Analysis, Multi-channel Marketing, Interactive Marketing, Marketing Strategy
Education
San Jose State University
B.S., Hospitality Management
Saratoga High School
Amend Networks May 2012 - Present
mobileStorm, Inc January 2008 - September 2009
Bank of Arizona December 2005 - December 2007
Countrywide home loans April 2003 - December 2005
WAMU January 2000 - March 2003
Town & Country Credit January 1998 - January 2000
Skills
Digital Marketing, Lead Generation, Salesforce.com, Mobile Marketing, Marketing, Strategy, Account Management, Online Advertising, New Business Development, Email Marketing, Online Marketing, Strategic Partnerships, Sales Management, Sales, SEM, CRM, E-commerce, Social Media Marketing, B2B, Mobile Devices, Digital Strategy, Business Development, Social Media, Social Networking, Business Strategy, Advertising, Direct Marketing, Strategic Planning, Mobile Applications, Market Analysis, Multi-channel Marketing, Interactive Marketing, Marketing Strategy
Education
San Jose State University
B.S., Hospitality Management
Saratoga High School
Theresa Morgart's Bank of Arizona Experience July 2009 - Present
Job Sales & Service Professional, Business Banking at Bank of Arizona
Industry Banking
Experience
Bank of Arizona July 2009 - Present
GE Capital Solutions, Franchise Finance January 2007 - February 2009
GE Capital Solution, Franchise Finance December 2003 - January 2007
GE Capital Solutions, Franchise Finance February 2001 - December 2003
Skills
Loans, Commercial Lending, Commercial Banking, Mortgage Lending, Banking, Credit, Sales, Loan Servicing
Education
Arizona State University 2005 — 2010
Texas A&M University 1996 — 1999
Bank of Arizona July 2009 - Present
GE Capital Solutions, Franchise Finance January 2007 - February 2009
GE Capital Solution, Franchise Finance December 2003 - January 2007
GE Capital Solutions, Franchise Finance February 2001 - December 2003
Skills
Loans, Commercial Lending, Commercial Banking, Mortgage Lending, Banking, Credit, Sales, Loan Servicing
Education
Arizona State University 2005 — 2010
Texas A&M University 1996 — 1999
Juliana Alsayed's Bank of Arizona Experience December 2000 - November 2011
Job Vice President at Arizona Bank and Trust
Industry Banking
Experience
Arizona Bank and Trust November 2011 - Present
Bank of Arizona December 2000 - November 2011
Education
University of Phoenix 1999 — 2000
MBA, Business
Arizona Bank and Trust November 2011 - Present
Bank of Arizona December 2000 - November 2011
Education
University of Phoenix 1999 — 2000
MBA, Business
Daniel Jon Orozco's Bank of Arizona Experience February 1996 - April 1998
Job Senior Processor Northern California
Industry Financial Services
Experience
Loan Tech Inc. April 2006 - Present
LOAN TECH INC April 2006 - September 2011
AMERICAN RIVER HOME LOANS November 2001 - February 2006
Chase Bank May 1998 - October 2001
Bank of Arizona February 1996 - April 1998
LONG BEACH MORTGAGE/AMERIQUEST MORTGAGE June 1992 - April 1996
Skills
Mortgage Lending, Loans, Credit, FHA, Refinance, Finance, Real Estate, USDA, Funding, Analysis, Real Estate Transactions, Referrals, Investors, Access, Financial Structuring, Software Documentation, Internal Audit, Microsoft Excel, Credit Cards, Banking
Education
El Paso Community College 1996 — 1999
Associate of Applied Arts Business Administration
El Paso Community College
Associate of Applied Arts, Business Administration
Grand Canyon University
Bachelors, Finance and Economics
Austin High School
Loan Tech Inc. April 2006 - Present
LOAN TECH INC April 2006 - September 2011
AMERICAN RIVER HOME LOANS November 2001 - February 2006
Chase Bank May 1998 - October 2001
Bank of Arizona February 1996 - April 1998
LONG BEACH MORTGAGE/AMERIQUEST MORTGAGE June 1992 - April 1996
Skills
Mortgage Lending, Loans, Credit, FHA, Refinance, Finance, Real Estate, USDA, Funding, Analysis, Real Estate Transactions, Referrals, Investors, Access, Financial Structuring, Software Documentation, Internal Audit, Microsoft Excel, Credit Cards, Banking
Education
El Paso Community College 1996 — 1999
Associate of Applied Arts Business Administration
El Paso Community College
Associate of Applied Arts, Business Administration
Grand Canyon University
Bachelors, Finance and Economics
Austin High School
Anita Hughes's Bank of Arizona Experience March 2010 - Present
Job COMPLIANCE/LOAN TRANSACTION COORDINATOR BANK OF ARIZONA
Industry Financial Services
Experience
Bank of Arizona March 2010 - Present
Wells Fargo Home Mortgage March 2008 - March 2010
Bank of America May 2002 - December 2007
SCME Mortgage Bankers 2001 - 2002
Education
Ohio University 1975 — 1977
Ohio State University 1974 — 1977
Business Finance
Bank of Arizona March 2010 - Present
Wells Fargo Home Mortgage March 2008 - March 2010
Bank of America May 2002 - December 2007
SCME Mortgage Bankers 2001 - 2002
Education
Ohio University 1975 — 1977
Ohio State University 1974 — 1977
Business Finance
Yelena Badalyants's Bank of Arizona Experience January 1998 - January 1999
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab September 2013 - December 2013
Merrill Edge June 2013 - August 2013
Charles Schwab January 1999 - January 2005
Bank of Arizona January 1998 - January 1999
WNBA Phoenix Mercury June 1998 - August 1998
Skills
Training, Management, Leadership, Business Development, Project Planning, Customer Service, Call Centers, Microsoft Excel, Teamwork, Employee Benefits, Securities, Mutual Funds, PowerPoint, Financial Services, Research, Fixed Income, Trading, Financial Risk, Series 63, Banking, Options
Education
Arizona State University 1996 — 1998
Bachelor of Science, Marketing
Washtenaw Community College 1994 — 1996
Associate Degree, General Studies
Charles Schwab September 2013 - December 2013
Merrill Edge June 2013 - August 2013
Charles Schwab January 1999 - January 2005
Bank of Arizona January 1998 - January 1999
WNBA Phoenix Mercury June 1998 - August 1998
Skills
Training, Management, Leadership, Business Development, Project Planning, Customer Service, Call Centers, Microsoft Excel, Teamwork, Employee Benefits, Securities, Mutual Funds, PowerPoint, Financial Services, Research, Fixed Income, Trading, Financial Risk, Series 63, Banking, Options
Education
Arizona State University 1996 — 1998
Bachelor of Science, Marketing
Washtenaw Community College 1994 — 1996
Associate Degree, General Studies
Philip Neidhart's Bank of Arizona Experience August 2006 - November 2009
Job Vice President Treasury Management at Meridian Bank
Industry Banking
Experience
Meridian Bank January 2014 - Present
Meridian Bank July 2011 - January 2014
Meridian Bank November 2009 - July 2011
Bank of Arizona August 2006 - November 2009
M&I Bank December 2001 - August 2006
Skills
Treasury Management, Commercial Banking, Cash Management, Banking, Loans, Commercial Lending, Credit, Credit Analysis, Small Business Lending, Credit Risk, Consumer Lending, Loan Origination, Mortgage Lending, Sales, Management, Portfolio Management
Education
Arizona State University, W. P. Carey School of Business 2001 — 2006
Bachelor's Degree, Finance, General, Magna Cum Laude
Meridian Bank January 2014 - Present
Meridian Bank July 2011 - January 2014
Meridian Bank November 2009 - July 2011
Bank of Arizona August 2006 - November 2009
M&I Bank December 2001 - August 2006
Skills
Treasury Management, Commercial Banking, Cash Management, Banking, Loans, Commercial Lending, Credit, Credit Analysis, Small Business Lending, Credit Risk, Consumer Lending, Loan Origination, Mortgage Lending, Sales, Management, Portfolio Management
Education
Arizona State University, W. P. Carey School of Business 2001 — 2006
Bachelor's Degree, Finance, General, Magna Cum Laude
Jennifer Holyoak's Bank of Arizona Experience August 2004 - April 2011
Job Vice President at Western Alliance Bank
Industry Banking
Experience
Western Alliance Bank January 2013 - Present
MidFirst Bank March 2011 - January 2013
Bank of Arizona August 2004 - April 2011
California Bank & Trust October 2001 - August 2004
Skills
Risk Management, Sales, Commercial Lending, Commercial Banking, Loans, Credit, Financial Analysis, Commercial Real Estate, Portfolio Management, Sales Management, New Business Development, Banking, Credit Analysis, Loan Origination, Underwriting, Investments, Mortgage Lending, Real Estate, Small Business Lending, Treasury Management
Education
Arizona State University
Bachelor of Science, Accounting
University of Arizona
Western Alliance Bank January 2013 - Present
MidFirst Bank March 2011 - January 2013
Bank of Arizona August 2004 - April 2011
California Bank & Trust October 2001 - August 2004
Skills
Risk Management, Sales, Commercial Lending, Commercial Banking, Loans, Credit, Financial Analysis, Commercial Real Estate, Portfolio Management, Sales Management, New Business Development, Banking, Credit Analysis, Loan Origination, Underwriting, Investments, Mortgage Lending, Real Estate, Small Business Lending, Treasury Management
Education
Arizona State University
Bachelor of Science, Accounting
University of Arizona
Scott Hene's Bank of Arizona Experience April 2005 - Present
Job AVP Information Systems Manager at Bank of Oklahoma
Industry Banking
Experience
Bank of Arizona April 2005 - Present
Valley Commerce Bank March 2003 - April 2005
Finova Capital Corporation May 1995 - March 2003
Continental Bank 1989 - 1993
UnibancTrust 1981 - 1989
Sears Bank 1981 - 1989
Illinois Cancer Counsel 1980 - 1981
Skills
WINS, Active Directory, Microsoft Exchange, Lotus Notes, DHCP, DNS, TCP/IP, IDS, Websense, Backup Exec, Cisco Call Manager, SMS, Packeteer, Security, Banking
Education
DePaul University 1981 — 1993
MST, Taxation
Northern Illinois University 1975 — 1979
BS, Operations Management
Mather 1973 — 1975
Sullivan 1971 — 1973
Kilmer 1963 — 1971
Bank of Arizona April 2005 - Present
Valley Commerce Bank March 2003 - April 2005
Finova Capital Corporation May 1995 - March 2003
Continental Bank 1989 - 1993
UnibancTrust 1981 - 1989
Sears Bank 1981 - 1989
Illinois Cancer Counsel 1980 - 1981
Skills
WINS, Active Directory, Microsoft Exchange, Lotus Notes, DHCP, DNS, TCP/IP, IDS, Websense, Backup Exec, Cisco Call Manager, SMS, Packeteer, Security, Banking
Education
DePaul University 1981 — 1993
MST, Taxation
Northern Illinois University 1975 — 1979
BS, Operations Management
Mather 1973 — 1975
Sullivan 1971 — 1973
Kilmer 1963 — 1971
Roberta Evtuch's Bank of Arizona Experience June 1997 - June 1998
Job Business Initiatives Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2012 - Present
Wells Fargo October 2005 - August 2012
eFunds Corporation December 2000 - October 2005
Qwest Communications Corp June 2000 - December 2000
RSC Equipment Rental July 1998 - June 2000
Bank of Arizona June 1997 - June 1998
Bank One September 1983 - June 1997
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Communication Skills, Team Leadership, Analytical Skills, Collaborative Problem..., Forecasting, Business Decision..., Building Relationships, Finance, Management, Leadership, Banking, Variance Analysis, Budgets, Decision Support, Strategy
Education
The University of Texas at Austin
Master of Business Administration (M.B.A.), Finance
University of Manitoba
Bachelor of Science (B.Sc.), Statistics
Wells Fargo August 2012 - Present
Wells Fargo October 2005 - August 2012
eFunds Corporation December 2000 - October 2005
Qwest Communications Corp June 2000 - December 2000
RSC Equipment Rental July 1998 - June 2000
Bank of Arizona June 1997 - June 1998
Bank One September 1983 - June 1997
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Communication Skills, Team Leadership, Analytical Skills, Collaborative Problem..., Forecasting, Business Decision..., Building Relationships, Finance, Management, Leadership, Banking, Variance Analysis, Budgets, Decision Support, Strategy
Education
The University of Texas at Austin
Master of Business Administration (M.B.A.), Finance
University of Manitoba
Bachelor of Science (B.Sc.), Statistics
Abraham Camargo's Bank of Arizona Experience June 2013 - September 2014
Job Flight Attendant at Southwest Airlines
Industry Airlines/Aviation
Experience
Southwest Airlines October 2014 - Present
Bank of Arizona June 2013 - September 2014
Grey Area Consulting August 2009 - April 2013
Fabrique Window Coverings October 2009 - July 2012
Gap Inc. May 2007 - September 2009
Starbucks Coffee Company February 2005 - January 2007
JPMorgan Chase July 2003 - January 2005
Skills
Customer Service, Retail, Leadership, Sales, Microsoft Excel, Microsoft Office, Retail Sales, Social Media, PowerPoint, Facebook, Time Management, Social Networking, Critical Thinking, Public Speaking, Microsoft Word, Event Planning, Customer Satisfaction, OS X, Project Management, Music
Education
Northern Arizona University 2005 — 2010
Music Education, Vocal Performance
Ironwood High School 1999 — 2003
Southwest Airlines October 2014 - Present
Bank of Arizona June 2013 - September 2014
Grey Area Consulting August 2009 - April 2013
Fabrique Window Coverings October 2009 - July 2012
Gap Inc. May 2007 - September 2009
Starbucks Coffee Company February 2005 - January 2007
JPMorgan Chase July 2003 - January 2005
Skills
Customer Service, Retail, Leadership, Sales, Microsoft Excel, Microsoft Office, Retail Sales, Social Media, PowerPoint, Facebook, Time Management, Social Networking, Critical Thinking, Public Speaking, Microsoft Word, Event Planning, Customer Satisfaction, OS X, Project Management, Music
Education
Northern Arizona University 2005 — 2010
Music Education, Vocal Performance
Ironwood High School 1999 — 2003
Luke Stults's Bank of Arizona Experience September 2001 - Present
Job Private Banker
Industry Banking
Experience
Bank of Arizona September 2001 - Present
Education
Arizona State University - W. P. Carey School of Business 2002 — 2004
MBA, Business
Bank of Arizona September 2001 - Present
Education
Arizona State University - W. P. Carey School of Business 2002 — 2004
MBA, Business
T. Anthony Hammond's Bank of Arizona Experience June 2007 - Present
Job Vice President at Bank of Arizona
Industry Banking
Experience
Bank of Arizona June 2007 - Present
FirstMerit Bank January 2005 - May 2007
FirstMerit Bank July 2004 - January 2005
Education
Arizona State University - W. P. Carey School of Business 2008 — 2010
Masters Of Professional Accountacy, Accountancy
Ohio University 1999 — 2003
BBA, Finance
Bank of Arizona June 2007 - Present
FirstMerit Bank January 2005 - May 2007
FirstMerit Bank July 2004 - January 2005
Education
Arizona State University - W. P. Carey School of Business 2008 — 2010
Masters Of Professional Accountacy, Accountancy
Ohio University 1999 — 2003
BBA, Finance
Cameo Peralta's Bank of Arizona Experience June 1997 - December 1997
Job Credit Manager at Insight
Industry Computer Hardware
Experience
Insight Enterprises Inc. December 1997 - Present
Bank of Arizona June 1997 - December 1997
MCI December 1995 - June 1997
Skills
Risk Management, Forecasting, Financial Analysis, Credit Management, Business Analysis, Finance, Team Leadership, Process Improvement, Credit, Credit Risk, SAP, FSCM, Paymetric, Financial Reporting, Budgets, Account Reconciliation, Management, Analysis, Auditing, ERP, Business Process, Leadership, Business Process..., Account Management, Vendor Management, Strategy, Internal Controls, Mergers & Acquisitions, Sales, Internal Audit, CRM, Cash Flow, Business Intelligence
Education
University of Northern Iowa 1991 — 1995
B.A. in Finance, Finance
Insight Enterprises Inc. December 1997 - Present
Bank of Arizona June 1997 - December 1997
MCI December 1995 - June 1997
Skills
Risk Management, Forecasting, Financial Analysis, Credit Management, Business Analysis, Finance, Team Leadership, Process Improvement, Credit, Credit Risk, SAP, FSCM, Paymetric, Financial Reporting, Budgets, Account Reconciliation, Management, Analysis, Auditing, ERP, Business Process, Leadership, Business Process..., Account Management, Vendor Management, Strategy, Internal Controls, Mergers & Acquisitions, Sales, Internal Audit, CRM, Cash Flow, Business Intelligence
Education
University of Northern Iowa 1991 — 1995
B.A. in Finance, Finance
David Decero's Bank of Arizona Experience October 2009 - Present
Job Senior Vice President at Bank of Arizona
Industry Banking
Experience
Bank of Arizona October 2009 - Present
Wachovia, A Wells Fargo Company July 2004 - October 2009
LaSalle Bank 2000 - 2004
Skills
Small Business Lending, Commercial Lending, Credit, Loans, Credit Analysis, Commercial Banking, Asset Based Lending, Credit Risk, Commercial Mortgages, Lines Of Credit, Portfolio Management, Consumer Lending, Retail Banking, Financial Analysis, Banking, Underwriting, Cash Management, Mortgage Lending, Treasury Management, Mergers & Acquisitions, Private Banking, Finance, Relationship Management, Loan Origination, Investments, Financial Services, Risk Management, SBA, Cross Selling, Mortgage Banking
Education
Augustana College 1985 — 1989
B.A., Business Administration
Bank of Arizona October 2009 - Present
Wachovia, A Wells Fargo Company July 2004 - October 2009
LaSalle Bank 2000 - 2004
Skills
Small Business Lending, Commercial Lending, Credit, Loans, Credit Analysis, Commercial Banking, Asset Based Lending, Credit Risk, Commercial Mortgages, Lines Of Credit, Portfolio Management, Consumer Lending, Retail Banking, Financial Analysis, Banking, Underwriting, Cash Management, Mortgage Lending, Treasury Management, Mergers & Acquisitions, Private Banking, Finance, Relationship Management, Loan Origination, Investments, Financial Services, Risk Management, SBA, Cross Selling, Mortgage Banking
Education
Augustana College 1985 — 1989
B.A., Business Administration
Adam Boyle, MBA's Bank of Arizona Experience January 2013 - Present
Job Assistant Vice President/Branch Manager at Bank of Arizona
Industry Banking
Experience
Bank of Arizona January 2013 - Present
Comerica Bank January 2011 - January 2013
Bank of America October 2009 - December 2010
BBVA Compass July 2007 - October 2009
Bank of America September 2005 - July 2007
University of Phoenix November 2004 - September 2005
Sunglass Hut, Int. May 2000 - November 2004
Skills
Loans, Banking, Insurance, Investments, Credit, Commercial Lending, Mortgage Lending, Commercial Banking, Management, Leadership, Consumer Lending, Small Business Lending, Credit Analysis, Loan Origination
Education
University of Phoenix 2009 — 2010
MAED, Adult Education and Training
University of Phoenix 2001 — 2003
MBA, Business Administration
Northern Arizona University 1996 — 2000
BS, Accounting
Bank of Arizona January 2013 - Present
Comerica Bank January 2011 - January 2013
Bank of America October 2009 - December 2010
BBVA Compass July 2007 - October 2009
Bank of America September 2005 - July 2007
University of Phoenix November 2004 - September 2005
Sunglass Hut, Int. May 2000 - November 2004
Skills
Loans, Banking, Insurance, Investments, Credit, Commercial Lending, Mortgage Lending, Commercial Banking, Management, Leadership, Consumer Lending, Small Business Lending, Credit Analysis, Loan Origination
Education
University of Phoenix 2009 — 2010
MAED, Adult Education and Training
University of Phoenix 2001 — 2003
MBA, Business Administration
Northern Arizona University 1996 — 2000
BS, Accounting
Donald Hallahan's Bank of Arizona Experience August 2012 - Present
Job Bank of Arizona Business Banking Relationship Manager
Industry Banking
Experience
Bank of Arizona August 2012 - Present
BMO Harris Bank July 2001 - July 2012
Skills
Commercial Lending, Commercial Banking
Education
Glendale Community College
Associate of Arts (AA), Business Administration and Management, General
Maryvale High School
Bank of Arizona August 2012 - Present
BMO Harris Bank July 2001 - July 2012
Skills
Commercial Lending, Commercial Banking
Education
Glendale Community College
Associate of Arts (AA), Business Administration and Management, General
Maryvale High School
Adrienne Mahdi's Bank of Arizona Experience January 1994 - January 1995
Job
Industry Automotive
Experience
Chrysler Financial LLC April 2009 - September 2009
Chrysler Financial February 2007 - September 2009
Chrysler Financial LLC January 2001 - January 2007
Chrysler Financial LLC January 1995 - January 2001
Bank of Arizona January 1994 - January 1995
Education
Amberton University 2005 — 2007
B.S, Human Relations and Business
Chrysler Financial LLC April 2009 - September 2009
Chrysler Financial February 2007 - September 2009
Chrysler Financial LLC January 2001 - January 2007
Chrysler Financial LLC January 1995 - January 2001
Bank of Arizona January 1994 - January 1995
Education
Amberton University 2005 — 2007
B.S, Human Relations and Business
Carolyn Yanda's Bank of Arizona Experience November 2005 - January 2007
Job Executive Assistant Professional
Industry Executive Office
Experience
Federal Reserve Board April 2009 - January 2010
Republic Bank AZ April 2007 - October 2007
Bank of Arizona November 2005 - January 2007
MERCER HUMAN RESOURCE CONSULTING, INC January 2004 - April 2005
Giant Industries, Inc. March 2000 - October 2003
THE ALEXANDER GROUP, INC April 1999 - August 1999
CORNOYER-HEDRICK, INC February 1998 - April 1999
SOUTHWEST RISK SERVICES, INC. /ARIZONA February 1993 - January 1998
ECOGROUP, INC October 1991 - March 1993
Victory Life Insurance April 1982 - July 1991
Education
ExecuTrainPowerPoint Advanced
Paradise Valley Community CollegeComputer
Scottsdale Community College
Washburn University of Topeka
Federal Reserve Board April 2009 - January 2010
Republic Bank AZ April 2007 - October 2007
Bank of Arizona November 2005 - January 2007
MERCER HUMAN RESOURCE CONSULTING, INC January 2004 - April 2005
Giant Industries, Inc. March 2000 - October 2003
THE ALEXANDER GROUP, INC April 1999 - August 1999
CORNOYER-HEDRICK, INC February 1998 - April 1999
SOUTHWEST RISK SERVICES, INC. /ARIZONA February 1993 - January 1998
ECOGROUP, INC October 1991 - March 1993
Victory Life Insurance April 1982 - July 1991
Education
ExecuTrainPowerPoint Advanced
Paradise Valley Community CollegeComputer
Scottsdale Community College
Washburn University of Topeka
Terri Simon's Bank of Arizona Experience June 2006 - Present
Job Sales & Service Specialist at Bank of Arizona
Industry Banking
Experience
Bank of Arizona June 2006 - Present
Commerce Bank, N.A. June 1998 - April 2006
Bank America Business Credit, Inc May 1988 - June 1998
Sears Portrait Studio May 1987 - May 1988
Skills
Asset Based Lending, Commercial Lending, Equipment Finance, Commercial Banking, Finance, Portfolio Management, Loans, Small Business Lending, Lines Of Credit, Banking, Factoring, Funding, Commercial Finance, Deposits, Asset, Payments
Education
Brookdale Community College
Bank of Arizona June 2006 - Present
Commerce Bank, N.A. June 1998 - April 2006
Bank America Business Credit, Inc May 1988 - June 1998
Sears Portrait Studio May 1987 - May 1988
Skills
Asset Based Lending, Commercial Lending, Equipment Finance, Commercial Banking, Finance, Portfolio Management, Loans, Small Business Lending, Lines Of Credit, Banking, Factoring, Funding, Commercial Finance, Deposits, Asset, Payments
Education
Brookdale Community College
Julian Vigil's Bank of Arizona Experience October 2006 - October 2011
Job Sr. Credit Analyst at Mutual of Omaha Bank
Industry Banking
Experience
Mutual of Omaha Bank October 2011 - Present
Bank of Arizona October 2006 - October 2011
National Bank of Arizona February 2004 - October 2006
Education
University of Phoenix 2004 — 2006
MBA, Masters of Business Administration
University of Phoenix 2001 — 2004
Bachelors of Science, Accounting and Finance
Mutual of Omaha Bank October 2011 - Present
Bank of Arizona October 2006 - October 2011
National Bank of Arizona February 2004 - October 2006
Education
University of Phoenix 2004 — 2006
MBA, Masters of Business Administration
University of Phoenix 2001 — 2004
Bachelors of Science, Accounting and Finance
Antwon Lenderman's Bank of Arizona Experience July 2004 - October 2007
Job Mortgage Services at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2007 - Present
Wells Fargo Home Mortgage November 2007 - Present
Wells Fargo Home Mortgage November 2007 - Present
Wells Fargo Home Mortgage November 2007 - April 2009
National Bank of Arizona April 2005 - October 2007
Bank of Arizona July 2004 - October 2007
First National Bank of Arizona January 2004 - August 2007
Bank of America November 2001 - April 2005
Bank of America January 2001 - June 2004
First National Bank of Marin January 2000 - November 2001
Skills
Mortgage Lending, Credit, Loss Mitigation, Loans, Portfolio Management, Mortgage Banking, Risk Management, Real Estate, Mortgage Servicing, Foreclosures, Refinance, Short Sales, Underwriting, FHA, Insurance, Loan Origination, Analysis, Training, Consumer Lending, Credit Analysis
Education
Continuing Education Mingle School of Real Estate
Rock Valley College
University of Phoenix
bachelor of science, Business Administration
Wells Fargo December 2007 - Present
Wells Fargo Home Mortgage November 2007 - Present
Wells Fargo Home Mortgage November 2007 - Present
Wells Fargo Home Mortgage November 2007 - April 2009
National Bank of Arizona April 2005 - October 2007
Bank of Arizona July 2004 - October 2007
First National Bank of Arizona January 2004 - August 2007
Bank of America November 2001 - April 2005
Bank of America January 2001 - June 2004
First National Bank of Marin January 2000 - November 2001
Skills
Mortgage Lending, Credit, Loss Mitigation, Loans, Portfolio Management, Mortgage Banking, Risk Management, Real Estate, Mortgage Servicing, Foreclosures, Refinance, Short Sales, Underwriting, FHA, Insurance, Loan Origination, Analysis, Training, Consumer Lending, Credit Analysis
Education
Continuing Education Mingle School of Real Estate
Rock Valley College
University of Phoenix
bachelor of science, Business Administration
Matt Ofman's Bank of Arizona Experience April 2015 - Present
Job
Industry
Experience
Bank of Arizona April 2015 - Present
U.S. Bank July 2010 - April 2015
Education
Arizona State University 1998 — 2002
Bachelor's degree, Finance
Bank of Arizona April 2015 - Present
U.S. Bank July 2010 - April 2015
Education
Arizona State University 1998 — 2002
Bachelor's degree, Finance
Rob Anderson, JD, CFA's Bank of Arizona Experience November 2012 - Present
Job Senior Trust Officer at Bank of Arizona
Industry Banking
Experience
Bank of Arizona November 2012 - Present
M & I Bank August 2010 - November 2012
Northern Trust 2001 - 2009
National City Bank 1999 - 2001
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Financial Analysis, Asset Allocation, Sales, Strategy, Banking, Private Banking, Structured Finance, High Net Worth..., Estate Planning, Financial Services, Loans, Mutual Funds, Asset Management
Education
University of Pittsburgh School of Law 1987 — 1990
JD
Indiana University Bloomington 1983 — 1987
BS, Finance
Bank of Arizona November 2012 - Present
M & I Bank August 2010 - November 2012
Northern Trust 2001 - 2009
National City Bank 1999 - 2001
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Financial Analysis, Asset Allocation, Sales, Strategy, Banking, Private Banking, Structured Finance, High Net Worth..., Estate Planning, Financial Services, Loans, Mutual Funds, Asset Management
Education
University of Pittsburgh School of Law 1987 — 1990
JD
Indiana University Bloomington 1983 — 1987
BS, Finance
Steve Filiczkowski's Bank of Arizona Experience 1997 - 2000
Job Management Professional
Industry Marketing and Advertising
Experience
Vogue Developments LLC 2003 - 2011
Full Spectrum Lending 2002 - 2003
JMK Custom Homes 2000 - 2002
Bank of Arizona 1997 - 2000
A.M. Castle Metals 1996 - 1997
Ring Response LTD. 1987 - 1990
Skills
Managerial, Project Management, Multi Tasking
Education
Northeastern Illinois University 1991 — 1995
Bachelor of Science (BS), Marketing
Vogue Developments LLC 2003 - 2011
Full Spectrum Lending 2002 - 2003
JMK Custom Homes 2000 - 2002
Bank of Arizona 1997 - 2000
A.M. Castle Metals 1996 - 1997
Ring Response LTD. 1987 - 1990
Skills
Managerial, Project Management, Multi Tasking
Education
Northeastern Illinois University 1991 — 1995
Bachelor of Science (BS), Marketing
Michael Tracewell's Bank of Arizona Experience July 2014 - April 2015
Job Banking Professional
Industry Banking
Experience
Bank of Arizona July 2014 - April 2015
Goldwater Bank August 2012 - December 2012
Skills
Mortgage Loan...
Education
Scottsdale Community College 1988 — 1989
Chaparral High 1984 — 1987
High School Diploma, General Education
Bank of Arizona July 2014 - April 2015
Goldwater Bank August 2012 - December 2012
Skills
Mortgage Loan...
Education
Scottsdale Community College 1988 — 1989
Chaparral High 1984 — 1987
High School Diploma, General Education
Janet Guthrie-Olson's Bank of Arizona Experience 2004 - 2005
Job Executive Assistant at De Rito Partners, Inc.
Industry Real Estate
Experience
De Rito Partners, Inc. November 2014 - June 2015
R.O.I. Properties April 2013 - November 2014
Bank of Arizona 2004 - 2005
BMO Harris Bank June 1988 - June 2004
Skills
Administrative..., Office Management, Office Administration, Microsoft Office, Microsoft Excel, Microsoft Word, Executive Support, Communication Skills, Organizational..., Customer Service, Confidentiality, Accounting, Invoicing, Telephone Skills, Administrative...
Education
University of Phoenix 1997 — 1999
Bachelor of Science (BS), Accounting
De Rito Partners, Inc. November 2014 - June 2015
R.O.I. Properties April 2013 - November 2014
Bank of Arizona 2004 - 2005
BMO Harris Bank June 1988 - June 2004
Skills
Administrative..., Office Management, Office Administration, Microsoft Office, Microsoft Excel, Microsoft Word, Executive Support, Communication Skills, Organizational..., Customer Service, Confidentiality, Accounting, Invoicing, Telephone Skills, Administrative...
Education
University of Phoenix 1997 — 1999
Bachelor of Science (BS), Accounting
April Mackie's Bank of Arizona Experience 2012 - Present
Job Loan Support Specialist at Bank of Arizona
Industry Banking
Experience
Bank of Arizona 2012 - Present
Bank of Arizona 2009 - 2012
Marix Servicing, LLC March 2009 - June 2009
GE Capital 2006 - 2008
GE Capital 2004 - 2006
GE Capital 2002 - 2004
GE Capital 2001 - 2002
GE Capital 2000 - 2001
Skills
Loans, Commercial Lending, Payments, Loss Mitigation, Funding, Account Reconciliation, Banking, Financial Analysis
Education
Arizona State University 2000 — 2007
Bachelor's degree, Applied Science - Business
McClintock High School 1996 — 1999
HIgh School Diploma
Bank of Arizona 2012 - Present
Bank of Arizona 2009 - 2012
Marix Servicing, LLC March 2009 - June 2009
GE Capital 2006 - 2008
GE Capital 2004 - 2006
GE Capital 2002 - 2004
GE Capital 2001 - 2002
GE Capital 2000 - 2001
Skills
Loans, Commercial Lending, Payments, Loss Mitigation, Funding, Account Reconciliation, Banking, Financial Analysis
Education
Arizona State University 2000 — 2007
Bachelor's degree, Applied Science - Business
McClintock High School 1996 — 1999
HIgh School Diploma