Bank of the Southwest
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Bank of the Southwest Employees
Employee
Years
Job
Industry
Jerry Mechell Jerry Mechell's Bank of the Southwest Experience July 1981 - July 1988
Job Retired
Industry Printing
Experience
Swifty Solutions November 1990 - February 2015
Bank One July 1988 - November 1990
Bank of the Southwest July 1981 - July 1988
First United Bancorp April 1976 - July 1981
Alford Meroney & Company May 1973 - April 1976
Skills
Marketing Communications, Direct Mail, Direct Marketing, Graphic Design, Marketing, Variable Data Printing, Email Marketing, Advertising, B2B, Digital Printing, Print Management, Online Marketing, Marketing Management, SEO, Banners, Offset Printing, Web Design, Corporate Gifts
Education
Baylor University - Hankamer School of Business 1969 — 1973
MBA, Accounting, Management
Mclennan Community College 1967 — 1969
AA, Business
Swifty Solutions November 1990 - February 2015
Bank One July 1988 - November 1990
Bank of the Southwest July 1981 - July 1988
First United Bancorp April 1976 - July 1981
Alford Meroney & Company May 1973 - April 1976
Skills
Marketing Communications, Direct Mail, Direct Marketing, Graphic Design, Marketing, Variable Data Printing, Email Marketing, Advertising, B2B, Digital Printing, Print Management, Online Marketing, Marketing Management, SEO, Banners, Offset Printing, Web Design, Corporate Gifts
Education
Baylor University - Hankamer School of Business 1969 — 1973
MBA, Accounting, Management
Mclennan Community College 1967 — 1969
AA, Business
Adam Kenney Adam Kenney's Bank of the Southwest Experience January 2012 - Present
Job Assistant IT Officer at Bank of the Southwest
Industry Banking
Experience
Bank of the Southwest January 2012 - Present
Bank of the Southwest February 2009 - January 2012
New Mexico Military Institute October 2006 - February 2009
Bank of the Southwest April 2005 - October 2006
Skills
Network Administration, System Administration, Telecommunications, ATM, ATM networks
Education
Eastern New Mexico University-Roswell Campus 2002 — 2004
Associate's degree, Computer Information Systems
Bank of the Southwest January 2012 - Present
Bank of the Southwest February 2009 - January 2012
New Mexico Military Institute October 2006 - February 2009
Bank of the Southwest April 2005 - October 2006
Skills
Network Administration, System Administration, Telecommunications, ATM, ATM networks
Education
Eastern New Mexico University-Roswell Campus 2002 — 2004
Associate's degree, Computer Information Systems
Annette Bommarito Annette Bommarito's Bank of the Southwest Experience July 2000 - September 2003
Job The Highlands Group
Industry Marketing and Advertising
Experience
The Highlands Group April 2014 - Present
School Specialty, Inc. July 2004 - April 2014
Troxell 2003 - 2004
Bank of the Southwest July 2000 - September 2003
Scottsdale Unified School District 1996 - 2000
Continental Flooring 1990 - 1996
Skills
Team Building, Marketing Strategy, Sales Process, Management, Public Speaking, Leadership Development, Microsoft Office, Coaching, B2B, Cold Calling, Logistics, Proficient in Excel,..., Received certificate..., Completed many sales..., Sales Operations, Project Management, Marketing, Salesforce.com, Account Management, New Business Development
Education
Rio Salado College
The Highlands Group April 2014 - Present
School Specialty, Inc. July 2004 - April 2014
Troxell 2003 - 2004
Bank of the Southwest July 2000 - September 2003
Scottsdale Unified School District 1996 - 2000
Continental Flooring 1990 - 1996
Skills
Team Building, Marketing Strategy, Sales Process, Management, Public Speaking, Leadership Development, Microsoft Office, Coaching, B2B, Cold Calling, Logistics, Proficient in Excel,..., Received certificate..., Completed many sales..., Sales Operations, Project Management, Marketing, Salesforce.com, Account Management, New Business Development
Education
Rio Salado College
Douglas W. Graham, Sr. Douglas W. Graham, Sr.'s Bank of the Southwest Experience 1977 - 1978
Job HR & Banking Professional
Industry Banking
Experience
at the Greater Alabama Council (BSA) February 2003 - Present
Regions Financial Corporation 1988 - 2001
Altus Federal Savings Bank March 1985 - August 1988
RepublicBank Corporation 1981 - 1985
First National Bank of Midland 1978 - 1981
Bank of the Southwest 1977 - 1978
Marine National Bank 1974 - 1977
Education
US Army Command & General Staff College 1989 — 1990
CGSC, Command & General Staff Officer Course
Vanderbilt University - Owen Graduate School of Management 1970 — 1972
M.M., Human Resources/Corporate Strategy
Oberlin College 1966 — 1970
BA, Government
Oberlin College 1965 — 1970
A.B., Government
The Loomis Chaffee School 1962 — 1966
College Prep, Languages; Math; Science; History
at the Greater Alabama Council (BSA) February 2003 - Present
Regions Financial Corporation 1988 - 2001
Altus Federal Savings Bank March 1985 - August 1988
RepublicBank Corporation 1981 - 1985
First National Bank of Midland 1978 - 1981
Bank of the Southwest 1977 - 1978
Marine National Bank 1974 - 1977
Education
US Army Command & General Staff College 1989 — 1990
CGSC, Command & General Staff Officer Course
Vanderbilt University - Owen Graduate School of Management 1970 — 1972
M.M., Human Resources/Corporate Strategy
Oberlin College 1966 — 1970
BA, Government
Oberlin College 1965 — 1970
A.B., Government
The Loomis Chaffee School 1962 — 1966
College Prep, Languages; Math; Science; History
Bill Bowman Bill Bowman's Bank of the Southwest Experience 1977 - 1980
Job Regional Director of Finance at Glazer's Distributors
Industry Food & Beverages
Experience
Glazer's Distributors July 2012 - Present
Halo Distributing Co 1998 - July 2012
United Beverage Co. 1988 - 1998
Premium Beverage Co. January 1992 - December 1994
Horlock Beverage Co. 1980 - 1988
Bank of the Southwest 1977 - 1980
Aviation Charter Inc. January 1976 - June 1977
Education
University of Houston
MBA, Finance
University of South Florida
BA, Business Adm
Glazer's Distributors July 2012 - Present
Halo Distributing Co 1998 - July 2012
United Beverage Co. 1988 - 1998
Premium Beverage Co. January 1992 - December 1994
Horlock Beverage Co. 1980 - 1988
Bank of the Southwest 1977 - 1980
Aviation Charter Inc. January 1976 - June 1977
Education
University of Houston
MBA, Finance
University of South Florida
BA, Business Adm
Don Barber Don Barber's Bank of the Southwest Experience 1980 - 1985
Job Regional CEO at Citizens Bank
Industry Banking
Experience
Citizens Bank July 2008 - Present
Brazos Valley Bank 2006 - 2008
Beal Bank 1995 - 2001
Resolution Trust Corporation/FDIC 1989 - 1995
University Savings Association 1985 - 1989
Bank of the Southwest 1980 - 1985
Bank of the Southwest 1980 - 1985
Skills
Loans, Commercial Lending, Commercial Banking, Small Business Lending, Banking, Credit, Retail Banking, Management, Commercial Mortgages, New Business Development, Investments, Credit Analysis, Asset Management, Mortgage Lending, Portfolio Management, Cross Selling, Underwriting, Customer Service, Risk Management, Consumer Lending, Insurance, Financial Services, Wealth Management
Education
Southwestern Graduate School of Banking at SMU
Commercial Banking, Commercial Banking
University of Houston
BBA, Finance
Citizens Bank July 2008 - Present
Brazos Valley Bank 2006 - 2008
Beal Bank 1995 - 2001
Resolution Trust Corporation/FDIC 1989 - 1995
University Savings Association 1985 - 1989
Bank of the Southwest 1980 - 1985
Bank of the Southwest 1980 - 1985
Skills
Loans, Commercial Lending, Commercial Banking, Small Business Lending, Banking, Credit, Retail Banking, Management, Commercial Mortgages, New Business Development, Investments, Credit Analysis, Asset Management, Mortgage Lending, Portfolio Management, Cross Selling, Underwriting, Customer Service, Risk Management, Consumer Lending, Insurance, Financial Services, Wealth Management
Education
Southwestern Graduate School of Banking at SMU
Commercial Banking, Commercial Banking
University of Houston
BBA, Finance
Brad Bullock, CRCM's Bank of the Southwest Experience March 2001 - December 2005
Job Chief Risk Officer, FirstCapital Bank of Texas
Industry Banking
Experience
FirstCapital Bank of Texas October 2013 - Present
Midland Odessa Symphony 2012 - 2015
Midland Odessa Symphony 2012 - 2015
Midland Odessa Symphony 2012 - 2015
FirstCapital Bank of Texas January 2012 - October 2013
FirstCapital Bank of Texas December 2005 - January 2012
Bank of the Southwest March 2001 - December 2005
Skills
Commercial Lending, Loans, Banking, Risk Management, Finance, OFAC, Financial Risk, Financial Institutions, Relationship Management, Bank Secrecy Act, Executive Management, AML, KYC, USA PATRIOT Act, Operational Risk, Business Development, Commercial Banking, Consumer Lending, Credit, Credit Analysis, Credit Risk, Small Business Lending, Nonprofits, Anti Money Laundering
Education
Eastern New Mexico University 1989 — 1993
BBA, Finance/Business Administration
FirstCapital Bank of Texas October 2013 - Present
Midland Odessa Symphony 2012 - 2015
Midland Odessa Symphony 2012 - 2015
Midland Odessa Symphony 2012 - 2015
FirstCapital Bank of Texas January 2012 - October 2013
FirstCapital Bank of Texas December 2005 - January 2012
Bank of the Southwest March 2001 - December 2005
Skills
Commercial Lending, Loans, Banking, Risk Management, Finance, OFAC, Financial Risk, Financial Institutions, Relationship Management, Bank Secrecy Act, Executive Management, AML, KYC, USA PATRIOT Act, Operational Risk, Business Development, Commercial Banking, Consumer Lending, Credit, Credit Analysis, Credit Risk, Small Business Lending, Nonprofits, Anti Money Laundering
Education
Eastern New Mexico University 1989 — 1993
BBA, Finance/Business Administration
Timothy L. Morris's Bank of the Southwest Experience July 1976 - December 1979
Job Chief Risk Officer at Vantage Bank Texas
Industry Banking
Experience
Vantage Bank Texas February 2009 - Present
Lone Star National Bank March 2003 - February 2009
Texas State Bank January 2001 - January 2003
San Benito Bank & Trust Company January 1992 - January 2001
Mid Valley Bank December 1985 - January 1992
Texas State Bank October 1982 - December 1985
First National Bank of Grapevine January 1980 - September 1982
Bank of the Southwest July 1976 - December 1979
First National Bank Mesquite December 1974 - June 1976
Skills
Risk Management, Strategic Planning, Financial Risk, Banking, Credit, Portfolio Management, Commercial Banking, Retail Banking, Auditing, Financial Regulation, Credit Analysis, Operational Risk, Capital Markets, Commercial Lending, Accounting, Basel II, Treasury Management, Training, Corporate Finance, Enterprise Risk..., Core Banking, Mortgage Lending, @Risk
Education
Dallas Baptist University 1975 — 1982
BBA, Banking & Finance
Rift Valley Academy 1965 — 1974
High School Diploma, General, Pass
Bank Administration Institute
AMLP, Anti Money-laundering Sepcialist
Southern Methodist University
Diploma, Southwestern Graduate School of Banking
ABA American Bankers Association
Certificates, Basic, Standard, Advanced
East Texas State University
Certificate, Bank Operations School
Texas Tech University
Certificate, Bank Operations School
University of Colorado Boulder
Diploma, Graduate School of Bank Investments
University of Oklahoma
Certificate, Commercial Lending School
Vantage Bank Texas February 2009 - Present
Lone Star National Bank March 2003 - February 2009
Texas State Bank January 2001 - January 2003
San Benito Bank & Trust Company January 1992 - January 2001
Mid Valley Bank December 1985 - January 1992
Texas State Bank October 1982 - December 1985
First National Bank of Grapevine January 1980 - September 1982
Bank of the Southwest July 1976 - December 1979
First National Bank Mesquite December 1974 - June 1976
Skills
Risk Management, Strategic Planning, Financial Risk, Banking, Credit, Portfolio Management, Commercial Banking, Retail Banking, Auditing, Financial Regulation, Credit Analysis, Operational Risk, Capital Markets, Commercial Lending, Accounting, Basel II, Treasury Management, Training, Corporate Finance, Enterprise Risk..., Core Banking, Mortgage Lending, @Risk
Education
Dallas Baptist University 1975 — 1982
BBA, Banking & Finance
Rift Valley Academy 1965 — 1974
High School Diploma, General, Pass
Bank Administration Institute
AMLP, Anti Money-laundering Sepcialist
Southern Methodist University
Diploma, Southwestern Graduate School of Banking
ABA American Bankers Association
Certificates, Basic, Standard, Advanced
East Texas State University
Certificate, Bank Operations School
Texas Tech University
Certificate, Bank Operations School
University of Colorado Boulder
Diploma, Graduate School of Bank Investments
University of Oklahoma
Certificate, Commercial Lending School
Paul Born (832.286.2202) Paul Born (832.286.2202)'s Bank of the Southwest Experience 1980 - 1985
Job Loan /officer at Home Community Mortgage
Industry Financial Services
Experience
Nations Reliable Lending May 2011 - October 2013
SEEKING OPPORTUNITIES October 2012 - November 2012
Top Flite Financial November 2011 - November 2012
Network Funding March 2010 - February 2011
Tilson Home Corp. 1995 - 2000
Charter Bank June 1992 - August 1996
First city bank 1990 - 1995
bank of the Southwest 1980 - 1985
hibernia Natiuonal Bank 1978 - 1980
Skills
Loans, Refinance, Banking, Treasury Management, Finance, Business Development, Investment Properties, Underwriting, Commercial Real Estate, Sales, REO, Foreclosures, Short Sales, FHA, Real Estate, Marketing, Cash Flow, Residential Homes, Mortgage Lending, Loan Origination, First Time Home Buyers, Single Family Homes
Education
The University of Texas at Austin 1974 — 1978
bba, finance
The University of Texas at Austin 1973 — 1978
BBA, finance
Nations Reliable Lending May 2011 - October 2013
SEEKING OPPORTUNITIES October 2012 - November 2012
Top Flite Financial November 2011 - November 2012
Network Funding March 2010 - February 2011
Tilson Home Corp. 1995 - 2000
Charter Bank June 1992 - August 1996
First city bank 1990 - 1995
bank of the Southwest 1980 - 1985
hibernia Natiuonal Bank 1978 - 1980
Skills
Loans, Refinance, Banking, Treasury Management, Finance, Business Development, Investment Properties, Underwriting, Commercial Real Estate, Sales, REO, Foreclosures, Short Sales, FHA, Real Estate, Marketing, Cash Flow, Residential Homes, Mortgage Lending, Loan Origination, First Time Home Buyers, Single Family Homes
Education
The University of Texas at Austin 1974 — 1978
bba, finance
The University of Texas at Austin 1973 — 1978
BBA, finance
Debra Ahern Debra Ahern's Bank of the Southwest Experience 2000 - 2010
Job
Industry Banking
Experience
RD Cleaning February 2011 - Present
International Academy of Beauty 2008 - 2010
Bank of the Southwest 2000 - 2010
Twin Cities Financial/Standard Federal Bank 1996 - 1999
Education
College of DuPage
Bachelor’s Degree, Business Administration and Management, General
RD Cleaning February 2011 - Present
International Academy of Beauty 2008 - 2010
Bank of the Southwest 2000 - 2010
Twin Cities Financial/Standard Federal Bank 1996 - 1999
Education
College of DuPage
Bachelor’s Degree, Business Administration and Management, General
Robert Wellborn Robert Wellborn's Bank of the Southwest Experience August 1989 - July 1995
Job Client Supply / Demand Specialist
Industry Information Technology and Services
Experience
Accenture January 2007 - Present
Accenture July 2005 - January 2007
Bank of America August 2003 - May 2005
Bank of America June 1999 - May 2003
NationsBank NA January 1997 - June 1999
NationsBank NA July 1995 - January 1997
Bank of the Southwest August 1989 - July 1995
Skills
Retail and Consumer..., Project Managment, Human Resources, Commerical Aviation, Leadership, Business Analysis, Program Management, Process Improvement, Customer Service, Account Management, Management, Business Process, Management Consulting, Team Building
Education
Vanderbilt University - Owen Graduate School of Management 1987 — 1989
MBA, Business Administration and Management, General
Hampden-Sydney College 1983 — 1987
BA, Business/Managerial Economics
University College, Oxford England 1985 — 1985
N.A., N.A.
Highland Park High School 1979 — 1983
DIploma
Accenture January 2007 - Present
Accenture July 2005 - January 2007
Bank of America August 2003 - May 2005
Bank of America June 1999 - May 2003
NationsBank NA January 1997 - June 1999
NationsBank NA July 1995 - January 1997
Bank of the Southwest August 1989 - July 1995
Skills
Retail and Consumer..., Project Managment, Human Resources, Commerical Aviation, Leadership, Business Analysis, Program Management, Process Improvement, Customer Service, Account Management, Management, Business Process, Management Consulting, Team Building
Education
Vanderbilt University - Owen Graduate School of Management 1987 — 1989
MBA, Business Administration and Management, General
Hampden-Sydney College 1983 — 1987
BA, Business/Managerial Economics
University College, Oxford England 1985 — 1985
N.A., N.A.
Highland Park High School 1979 — 1983
DIploma
Chelsea Warner's Bank of the Southwest Experience May 2010 - May 2011
Job Evidence Technician at City of Farmington Farmington, New Mexico
Industry Government Administration
Experience
Farmington Police Department August 2013 - Present
Animas Credit Union May 2013 - August 2013
Treadworks May 2011 - May 2013
Bank of the Southwest May 2010 - May 2011
Skills
Emergency Management, Criminal Justice, Data Entry, Public Safety, Law Enforcement, Private Investigations, Evidence, Warrants, NCIC, TAC, Customer Service, Government, Surveillance, Patrol, Policy, Criminal Investigations, Firearms, Police, Crime Prevention, Interrogation
Education
San Juan College 2015 — 2017
Associate of Arts and Sciences (AAS), Occupational Safety
San Juan College 2011 — 2013
Associate of Arts (AA), Criminal Justice
Farmington Police Department August 2013 - Present
Animas Credit Union May 2013 - August 2013
Treadworks May 2011 - May 2013
Bank of the Southwest May 2010 - May 2011
Skills
Emergency Management, Criminal Justice, Data Entry, Public Safety, Law Enforcement, Private Investigations, Evidence, Warrants, NCIC, TAC, Customer Service, Government, Surveillance, Patrol, Policy, Criminal Investigations, Firearms, Police, Crime Prevention, Interrogation
Education
San Juan College 2015 — 2017
Associate of Arts and Sciences (AAS), Occupational Safety
San Juan College 2011 — 2013
Associate of Arts (AA), Criminal Justice
Andrew Wiser Andrew Wiser's Bank of the Southwest Experience April 2012 - August 2012
Job Student Assistant in the Office of FirstYear Experience at Brigham Young University
Industry Higher Education
Experience
Brigham Young University November 2014 - Present
Bank of the Southwest April 2012 - August 2012
Bank of the Southwest February 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word
Education
Brigham Young University
Statistics, Junior
Brigham Young University November 2014 - Present
Bank of the Southwest April 2012 - August 2012
Bank of the Southwest February 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word
Education
Brigham Young University
Statistics, Junior
Gerri Seaton Gerri Seaton's Bank of the Southwest Experience September 2004 - March 2008
Job Commercial Loan Officer at Vectra Bank Colorado
Industry Banking
Experience
Vectra Bank Colorado December 2012 - Present
Washington Federal March 2008 - December 2012
Bank of the Southwest September 2004 - March 2008
Wells Fargo March 2000 - September 2004
Skills
Banking, Commercial Banking, Loans, Loan Origination, Loan Modifications, Loan Structuring, Construction Loans, Loan Servicing, Loan Documentation
Education
Western States School of Banking 1996 — 1997
Banking, Banking and Financial Support Services
San Juan College 1988 — 1996
Banking and Financial Support Services
Vectra Bank Colorado December 2012 - Present
Washington Federal March 2008 - December 2012
Bank of the Southwest September 2004 - March 2008
Wells Fargo March 2000 - September 2004
Skills
Banking, Commercial Banking, Loans, Loan Origination, Loan Modifications, Loan Structuring, Construction Loans, Loan Servicing, Loan Documentation
Education
Western States School of Banking 1996 — 1997
Banking, Banking and Financial Support Services
San Juan College 1988 — 1996
Banking and Financial Support Services
Alex Shaffer's Bank of the Southwest Experience June 2005 - June 2006
Job Vice President, Relationship Manager at US Bank
Industry Banking
Experience
US Bank January 2011 - Present
First Community Bank June 2006 - January 2011
Bank of the Southwest June 2005 - June 2006
Comerica Bank June 2000 - June 2005
Education
Central Michigan University 1996 — 2000
BSBA, Finance
US Bank January 2011 - Present
First Community Bank June 2006 - January 2011
Bank of the Southwest June 2005 - June 2006
Comerica Bank June 2000 - June 2005
Education
Central Michigan University 1996 — 2000
BSBA, Finance
Liz Poulin Liz Poulin's Bank of the Southwest Experience August 1981 - August 1984
Job VP Operations at Genotox Laboratories
Industry Hospital & Health Care
Experience
Genotox Laboratories May 2012 - Present
National Charity League - Non Profit September 2006 - May 2011
Eanes ISD & Cy Fair ISD August 1994 - May 2011
MyEdu 2009 - April 2011
Compaq Computer Corporation (acquired by HP) August 1987 - June 1991
Tidehaven ISD February 1985 - August 1987
Bank of The Southwest August 1981 - August 1984
Skills
Program Management, Fundraising, Leadership, Management, Project Management, Budgets, Cross-functional Team..., Recruiting, Marketing Strategy, Sales, Strategic Partnerships, Training, Team Building
Education
Miami University 1979 — 1981
BS, Marketing
Genotox Laboratories May 2012 - Present
National Charity League - Non Profit September 2006 - May 2011
Eanes ISD & Cy Fair ISD August 1994 - May 2011
MyEdu 2009 - April 2011
Compaq Computer Corporation (acquired by HP) August 1987 - June 1991
Tidehaven ISD February 1985 - August 1987
Bank of The Southwest August 1981 - August 1984
Skills
Program Management, Fundraising, Leadership, Management, Project Management, Budgets, Cross-functional Team..., Recruiting, Marketing Strategy, Sales, Strategic Partnerships, Training, Team Building
Education
Miami University 1979 — 1981
BS, Marketing
Vern Hansen's Bank of the Southwest Experience May 2001 - June 2002
Job Executive Vice President Chief Credit Officer at Solera National Bank
Industry Banking
Experience
Solera National Bank December 2014 - Present
J.R. Bruno & Associates / Hansen Consulting Associates September 2010 - November 2014
Premier Members Federal Credit Union April 2014 - July 2014
Sunrise Bank November 2011 - April 2012
Los Padres Bank 2002 - September 2010
Bank of the Southwest May 2001 - June 2002
Matrix Bancorp January 1997 - May 2001
Mountain Parks Bank 1995 - 1997
Colorado National Bank 1990 - 1995
United Bank of Denver 1980 - 1988
Skills
Bank Management, Credit, Loans, Banking, Commercial Lending, Real Estate, Portfolio Management, Commercial Banking, Small Business Lending, Credit Analysis, SBA, Commercial Mortgages, Underwriting, Credit Risk, Lines Of Credit, Asset Based Lending, Financial Analysis, Funding, Financial Risk, Loan Origination, Finance, Loan and Portfolio..., Small Business, Credit Review, Special Assets - Loan..., Management, Construction Loans, Financial Services, Branch Banking, Consumer Lending, Loan Review, Loan Consulting, Expert Witness, Loan Examination, Senior Credit Officer, Commercial Real Estate, Treasury Management, Financial Structuring, Financial Institutions, Mortgage Banking, Retail Banking, Cash Management, Real Estate Economics, Private Banking, Securities, Refinance, Structured Finance, Relationship Management, Investments, Real Estate Financing
Education
University of Iowa 1971 — 1975
BBA, Finance
University of Iowa - Henry B. Tippie College of Business 1971 — 1975
BBA, Finance
Solera National Bank December 2014 - Present
J.R. Bruno & Associates / Hansen Consulting Associates September 2010 - November 2014
Premier Members Federal Credit Union April 2014 - July 2014
Sunrise Bank November 2011 - April 2012
Los Padres Bank 2002 - September 2010
Bank of the Southwest May 2001 - June 2002
Matrix Bancorp January 1997 - May 2001
Mountain Parks Bank 1995 - 1997
Colorado National Bank 1990 - 1995
United Bank of Denver 1980 - 1988
Skills
Bank Management, Credit, Loans, Banking, Commercial Lending, Real Estate, Portfolio Management, Commercial Banking, Small Business Lending, Credit Analysis, SBA, Commercial Mortgages, Underwriting, Credit Risk, Lines Of Credit, Asset Based Lending, Financial Analysis, Funding, Financial Risk, Loan Origination, Finance, Loan and Portfolio..., Small Business, Credit Review, Special Assets - Loan..., Management, Construction Loans, Financial Services, Branch Banking, Consumer Lending, Loan Review, Loan Consulting, Expert Witness, Loan Examination, Senior Credit Officer, Commercial Real Estate, Treasury Management, Financial Structuring, Financial Institutions, Mortgage Banking, Retail Banking, Cash Management, Real Estate Economics, Private Banking, Securities, Refinance, Structured Finance, Relationship Management, Investments, Real Estate Financing
Education
University of Iowa 1971 — 1975
BBA, Finance
University of Iowa - Henry B. Tippie College of Business 1971 — 1975
BBA, Finance
Haskell Moore's Bank of the Southwest Experience 1973 - 1982
Job Manager at BP, North America Gas & Power
Industry Information Technology and Services
Experience
BP North America Gas & Power July 2003 - Present
Syntex Management Systems January 2003 - June 2006
Triad Resources July 2003 - March 2006
Syntex Management Systems 2003 - 2003
Dynegy, Inc August 1999 - October 2002
Occupational Marketing, Inc 1986 - 1990
Bank Of The Southwest 1973 - 1982
Skills
Holder of US Patent..., Quality Assurance, ITIL, Management, Leadership, Change Management, Security, Software Quality..., Engineering, Release Management, Process Improvement, Business Analysis, Project Management
Education
Houston Baptist University 1977 — 1978
Management Information Systems
Southern Bible College 1973 — 1977
Liberal Arts
BP North America Gas & Power July 2003 - Present
Syntex Management Systems January 2003 - June 2006
Triad Resources July 2003 - March 2006
Syntex Management Systems 2003 - 2003
Dynegy, Inc August 1999 - October 2002
Occupational Marketing, Inc 1986 - 1990
Bank Of The Southwest 1973 - 1982
Skills
Holder of US Patent..., Quality Assurance, ITIL, Management, Leadership, Change Management, Security, Software Quality..., Engineering, Release Management, Process Improvement, Business Analysis, Project Management
Education
Houston Baptist University 1977 — 1978
Management Information Systems
Southern Bible College 1973 — 1977
Liberal Arts
Craig Wenner's Bank of the Southwest Experience January 2001 - July 2006
Job Executive Vice President/Chief Financial Officer at Mohave State Bank
Industry Banking
Experience
Mohave State Bank October 2010 - Present
Towne Bank of Arizona May 2009 - May 2010
Ventana National Bank of AZ (proposed) July 2008 - November 2008
Bank of Scottsdale (proposed) March 2008 - June 2008
Infinity National Bank (In Organization) 2006 - 2008
Bank of the Southwest January 2001 - July 2006
Skills
Finance, Leadership, Business Planning, Start-ups, Managerial Finance, Credit Analysis, Portfolio Management, Banking, Executive Management, Risk Management, Commercial Lending, Strategic Planning
Education
Michigan State University 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Accounting
Mohave State Bank October 2010 - Present
Towne Bank of Arizona May 2009 - May 2010
Ventana National Bank of AZ (proposed) July 2008 - November 2008
Bank of Scottsdale (proposed) March 2008 - June 2008
Infinity National Bank (In Organization) 2006 - 2008
Bank of the Southwest January 2001 - July 2006
Skills
Finance, Leadership, Business Planning, Start-ups, Managerial Finance, Credit Analysis, Portfolio Management, Banking, Executive Management, Risk Management, Commercial Lending, Strategic Planning
Education
Michigan State University 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Accounting
Dan Potcinske's Bank of the Southwest Experience September 1973 - May 1979
Job Independent Employee Benefits Management Consultant
Industry Management Consulting
Experience
Arthur J. Gallagher & Co. July 2001 - June 2014
Mutual of Omaha September 1994 - December 2000
Houston Independent School District September 1992 - August 1994
The Segal Company June 1979 - May 1992
Bank of the Southwest September 1973 - May 1979
Skills
Claim, Contract Negotiation, Policy, Sales, Medicare, Negotiation, Team Building, Retirement, Leadership, Insurance, Payroll, Strategic Planning, Marketing, Employee Benefits, HIPAA, Health Savings Accounts, COBRA, Operations Management, Disability Insurance, Health Insurance, Brokers
Education
University of Houston, C.T. Bauer College of Business 1968 — 1973
BBA, Accounting, Psychology
Arthur J. Gallagher & Co. July 2001 - June 2014
Mutual of Omaha September 1994 - December 2000
Houston Independent School District September 1992 - August 1994
The Segal Company June 1979 - May 1992
Bank of the Southwest September 1973 - May 1979
Skills
Claim, Contract Negotiation, Policy, Sales, Medicare, Negotiation, Team Building, Retirement, Leadership, Insurance, Payroll, Strategic Planning, Marketing, Employee Benefits, HIPAA, Health Savings Accounts, COBRA, Operations Management, Disability Insurance, Health Insurance, Brokers
Education
University of Houston, C.T. Bauer College of Business 1968 — 1973
BBA, Accounting, Psychology
Crystal Klopfer's Bank of the Southwest Experience May 2008 - Present
Job Compliance Officer at Bank of the Southwest
Industry Banking
Experience
Bank of the Southwest May 2008 - Present
Washington Federal Savings & Loan September 2004 - May 2008
Washington Federal Savings & Loan April 2002 - September 2004
Wells Fargo Financial April 2001 - April 2002
Enterprise Rent-A-Car Corporation August 2000 - April 2001
Enterprise Rent A Car January 1999 - July 2000
Skills
Banking, Consumer Lending, Commercial Lending, Regulatory Requirements, Customer Service, Production Support, Production Managment, Decision Support, Credit Analysis, Fair Lending Analysis, Employee Training, Loan Servicing, File Review, Microsoft Office, Back Office
Education
Wayland Baptist University 2009 — 2011
Masters, Business Administration
Eastern New Mexico University 1996 — 2000
Bachelors, Business Administration
Bank of the Southwest May 2008 - Present
Washington Federal Savings & Loan September 2004 - May 2008
Washington Federal Savings & Loan April 2002 - September 2004
Wells Fargo Financial April 2001 - April 2002
Enterprise Rent-A-Car Corporation August 2000 - April 2001
Enterprise Rent A Car January 1999 - July 2000
Skills
Banking, Consumer Lending, Commercial Lending, Regulatory Requirements, Customer Service, Production Support, Production Managment, Decision Support, Credit Analysis, Fair Lending Analysis, Employee Training, Loan Servicing, File Review, Microsoft Office, Back Office
Education
Wayland Baptist University 2009 — 2011
Masters, Business Administration
Eastern New Mexico University 1996 — 2000
Bachelors, Business Administration
Taber McMordie's Bank of the Southwest Experience January 1991 - January 1997
Job Owner, Story Consultants, LLC
Industry Writing and Editing
Experience
Story Consultants, LLC June 2005 - Present
Bank of the Southwest January 1991 - January 1997
Skills
Non-fiction, Publishing, Proofreading, Books, Copy Editing, Published Author, Fiction, Fiction Writing, Freelance Writing, Ghostwriting, Novels, Ebooks
Education
Texas A&M University 1950 — 1957
Bachelor of Science (BSc), Economics
Story Consultants, LLC June 2005 - Present
Bank of the Southwest January 1991 - January 1997
Skills
Non-fiction, Publishing, Proofreading, Books, Copy Editing, Published Author, Fiction, Fiction Writing, Freelance Writing, Ghostwriting, Novels, Ebooks
Education
Texas A&M University 1950 — 1957
Bachelor of Science (BSc), Economics
JT Wiser's Bank of the Southwest Experience 2008 - 2009
Job Senior Associate at PwC
Industry Financial Services
Experience
PwC July 2015 - Present
PwC September 2013 - June 2015
Brigham Young University January 2010 - May 2013
Brigham Young University April 2009 - December 2009
Bank of the Southwest 2008 - 2009
Skills
Korean, English, Leadership, Time Management, Spanish, Mandarin, Customer Service, Teaching, Statistics, Financial Modeling
Education
Brigham Young University 2005 — 2013
Master of Accountancy - Tax Emphasis; Bachelor of Science - Accounting; Bachelor of Arts - Korean
PwC July 2015 - Present
PwC September 2013 - June 2015
Brigham Young University January 2010 - May 2013
Brigham Young University April 2009 - December 2009
Bank of the Southwest 2008 - 2009
Skills
Korean, English, Leadership, Time Management, Spanish, Mandarin, Customer Service, Teaching, Statistics, Financial Modeling
Education
Brigham Young University 2005 — 2013
Master of Accountancy - Tax Emphasis; Bachelor of Science - Accounting; Bachelor of Arts - Korean
Barbara Baughman's Bank of the Southwest Experience 1980 - 1984
Job Teacher at Allen High School
Industry Higher Education
Experience
Allen High School January 2003 - Present
Allen ISD 2000 - 2003
Cy-Fair ISD 1996 - 1999
Bank of the southwest 1980 - 1984
Instituto Mexicano del Petróleo 1979 - 1980
American School Foundation 1978 - 1979
Sts. Peter and Paul Area High School September 1972 - 1978
Skills
English, Curriculum Design, Tutoring, Spanish, Teaching, Teacher Training
Education
Saginaw Valley State University 1970 — 1974
Bachelor of Arts, Spanish, French, Education
Allen High School January 2003 - Present
Allen ISD 2000 - 2003
Cy-Fair ISD 1996 - 1999
Bank of the southwest 1980 - 1984
Instituto Mexicano del Petróleo 1979 - 1980
American School Foundation 1978 - 1979
Sts. Peter and Paul Area High School September 1972 - 1978
Skills
English, Curriculum Design, Tutoring, Spanish, Teaching, Teacher Training
Education
Saginaw Valley State University 1970 — 1974
Bachelor of Arts, Spanish, French, Education
Gita Patel, CPA's Bank of the Southwest Experience January 2005 - January 2006
Job Manager, Internal Control & Dealer Audit at Volvo Car Corporation
Industry Accounting
Experience
Volvo Car Corporation May 2012 - Present
Blue Cross Blue Shield of Arizona May 2011 - November 2011
CVS Caremark Corporation April 2010 - May 2011
CVS Caremark Corporation May 2007 - March 2010
Walker & Armstrong, LLP January 2006 - May 2007
Bank of the Southwest January 2005 - January 2006
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Reporting, Sarbanes-Oxley, External Audit, Accounts Payable, General Ledger, Journal Entries, Tax, Accounting, Fixed Assets, Account Reconciliation, Financial Statements, GAAP, Internal Audit
Education
Arizona State University 2003 — 2005
BS, Accounting
Volvo Car Corporation May 2012 - Present
Blue Cross Blue Shield of Arizona May 2011 - November 2011
CVS Caremark Corporation April 2010 - May 2011
CVS Caremark Corporation May 2007 - March 2010
Walker & Armstrong, LLP January 2006 - May 2007
Bank of the Southwest January 2005 - January 2006
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Reporting, Sarbanes-Oxley, External Audit, Accounts Payable, General Ledger, Journal Entries, Tax, Accounting, Fixed Assets, Account Reconciliation, Financial Statements, GAAP, Internal Audit
Education
Arizona State University 2003 — 2005
BS, Accounting
Donna Dowling's Bank of the Southwest Experience November 1977 - May 1984
Job Internet Consumer
Industry Research
Experience
United States Department of the Treasury: Bureau of Public Debt November 2007 - March 2015
Commonwealth of Virginia January 2005 - January 2007
Gulf Bend Center MHMR 1996 - 2004
Bank of Oregon July 1984 - June 1986
Bank of the Southwest November 1977 - May 1984
Skills
Tax Returns, General Ledger, Tax Accounting, Bank Reconciliation, Accounts Payable, Tax Preparation, Financial Statements, Accounting, Analysis, Budgets, Federal Government, Government, Government Contracting, Microsoft Office, Tax
Education
University of Houston-Victoria 1993 — 1996
BS, Social and Behavioral Sciences
United States Department of the Treasury: Bureau of Public Debt November 2007 - March 2015
Commonwealth of Virginia January 2005 - January 2007
Gulf Bend Center MHMR 1996 - 2004
Bank of Oregon July 1984 - June 1986
Bank of the Southwest November 1977 - May 1984
Skills
Tax Returns, General Ledger, Tax Accounting, Bank Reconciliation, Accounts Payable, Tax Preparation, Financial Statements, Accounting, Analysis, Budgets, Federal Government, Government, Government Contracting, Microsoft Office, Tax
Education
University of Houston-Victoria 1993 — 1996
BS, Social and Behavioral Sciences
Elaine Butler's Bank of the Southwest Experience 1981 - 1988
Job Spiritual Director at The Cenacle Retreat House
Industry Religious Institutions
Experience
The Cenacle Retreat House, Houston, TX 1995 - Present
Bank of the Southwest 1981 - 1988
Capital National Bank, Houston 1972 - 1981
Skills
Liturgy, Theology, Biblical Studies, Spiritual Direction, Religion, Preaching, Religious Studies, Pastoral Care, Teaching, Discipleship, Retreats, Pastoral, Volunteer Management
Education
Loyola University New Orleans 1998 — 2005
M. A. Pastoral Studies, Spirituality, Theology, Education of Adults
Rice University 1968 — 1972
B.A., History
The Cenacle Retreat House, Houston, TX 1995 - Present
Bank of the Southwest 1981 - 1988
Capital National Bank, Houston 1972 - 1981
Skills
Liturgy, Theology, Biblical Studies, Spiritual Direction, Religion, Preaching, Religious Studies, Pastoral Care, Teaching, Discipleship, Retreats, Pastoral, Volunteer Management
Education
Loyola University New Orleans 1998 — 2005
M. A. Pastoral Studies, Spirituality, Theology, Education of Adults
Rice University 1968 — 1972
B.A., History
David Matthews, CFA's Bank of the Southwest Experience January 1983 - August 1986
Job Founding Partner at Realm Financial Advisors, LLC
Industry Banking
Experience
Realm Financial Advisors, LLC May 2015 - Present
Green Bank September 2010 - April 2015
BBVA Compass September 2004 - September 2010
Washington Mutual FSB August 2002 - August 2004
JPMorgan Chase 1992 - 2002
National Australia Bank January 1990 - August 1992
Elders Finance Group August 1989 - January 1990
JPMorgan Chase August 1986 - August 1989
Bank of the Southwest January 1983 - August 1986
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit, Real Estate, Private Banking, Financial Analysis, Underwriting, Banking, Risk Management, Credit Risk, Corporate Finance, Asset Based Lending, International Trade, Community Investment, Community Initiatives, CRA Officer for Green..., Credit Analysis, Loans
Education
Texas A&M University 1978 — 1982
BBA - Finance with Honors, Business - Finance
Realm Financial Advisors, LLC May 2015 - Present
Green Bank September 2010 - April 2015
BBVA Compass September 2004 - September 2010
Washington Mutual FSB August 2002 - August 2004
JPMorgan Chase 1992 - 2002
National Australia Bank January 1990 - August 1992
Elders Finance Group August 1989 - January 1990
JPMorgan Chase August 1986 - August 1989
Bank of the Southwest January 1983 - August 1986
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit, Real Estate, Private Banking, Financial Analysis, Underwriting, Banking, Risk Management, Credit Risk, Corporate Finance, Asset Based Lending, International Trade, Community Investment, Community Initiatives, CRA Officer for Green..., Credit Analysis, Loans
Education
Texas A&M University 1978 — 1982
BBA - Finance with Honors, Business - Finance
Raul Elizondo's Bank of the Southwest Experience October 1991 - May 1994
Job Attorney At Law at Raul Elizondo, P.C.
Industry Law Practice
Experience
Dolex Dollar Express, Inc. August 2001 - Present
Raul Elizondo, P.C. December 1996 - Present
Bank of the Southwest October 1991 - May 1994
First Republic Bank Oak Cliff January 1977 - October 1991
Education
Texas Wesleyan University School of Law 1992 — 1996
J.D., Law
The University of Texas at Arlington 1982 — 1985
M.B.A., Finance
Dolex Dollar Express, Inc. August 2001 - Present
Raul Elizondo, P.C. December 1996 - Present
Bank of the Southwest October 1991 - May 1994
First Republic Bank Oak Cliff January 1977 - October 1991
Education
Texas Wesleyan University School of Law 1992 — 1996
J.D., Law
The University of Texas at Arlington 1982 — 1985
M.B.A., Finance