Bank One
Bank One List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank One. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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4,518 Bank One employees in database. Find out everything there's to know about Bank One employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank One Employees
Kubota Credit Corporation September 2014 - Present
JP Morgan Chase Bank,N.A. July 2005 - July 2014
Bank One 1994 - 2005
Bank One 1997 - 1999
Education
Tarrant County College 2000 — 2002
Business Associates Degree
Eastern Hills High School
1979 - 1984
JMP Securities April 2013 - Present
Sterne Agee August 2011 - February 2013
Zazove Associates, LLC September 2009 - July 2011
Morgan Stanley March 2004 - August 2009
Bank One April 2003 - March 2004
Thomas Weisel Partners January 2000 - March 2003
CIBC World Markets January 1999 - January 2000
Lombardi & Co July 1997 - December 1998
Cuttone & Co. June 1996 - June 1997
Lehman Brothers 1995 - 1995
Skills
Investment Banking, Capital Markets, Equities, Valuation, Hedge Funds, Financial Modeling, Equity Research, Corporate Finance, Fixed Income, Asset Management, Securities, Bloomberg, Trading, Alternative Investments, Portfolio Management, Derivatives, Options, Investments, Equity Derivatives, Series 7, Equity Trading, Convertible Bonds
Education
Syracuse University 1992 — 1996
Bachelor of Science (BS), Political Science and Government
Browning 1989 — 1992
Saint Davids 1979 — 1988
Bell Helicopter October 2014 - May 2015
Bell Helicopter March 2010 - October 2014
Textron January 2004 - March 2010
Textron Information Services January 2004 - February 2007
Shady Oak BBQ 2003 - 2006
ProStaff September 2003 - January 2004
Landmark Structures June 2001 - June 2003
Bank One May 2000 - June 2001
Justin Brands, Inc. June 1995 - May 2000
Skills
Excel, Vendor, Microsoft Office, Procurement, Coordination, Microsoft Word, Microsoft PowerPoint, Microsoft SharePoint..., Microsoft Excel, Outlook, Vendors, PowerPoint, Process Scheduler, Six Sigma, Concur, Administrative..., Process Improvement, PeopleSoft, SharePoint, Office Management, SAP, Access, Management, Budgets, Human Resources, Analysis, Vendor Management, Project Management, Contract Negotiation, Event Management, Forecasting, Marketing, Policy, Music, Music Industry, Training, Leadership, Project Planning, Accounts Payable, Sales, Administrative...
Education
Tarrant County College
University of North Texas
IBERIABANK September 2011 - Present
The Leukemia & Lymphoma Society 2000 - 2014
Iberiabank April 2009 - September 2011
Adams and Reese LLP September 2001 - January 2009
Eclipsys March 1999 - September 2001
Bank One July 1998 - January 1999
First Commerce Corporation May 1995 - July 1998
Mobil Oil September 1990 - May 1995
General Dynamics January 1986 - September 1990
Skills
Disaster Recovery, AV, Video, Data Center, Integration, Program Management, CRM, Cisco Technologies, Virtualization, Strategy, Management, ITIL, Enterprise Architecture, Team Leadership, Leadership, Telecommunications, Coaching, Mergers & Acquisitions, Music, Virtual Teams, Mentoring, Music Industry, Sailing
Education
Texas A&M University - Mays Business School 1981 — 1985
B.A., Management Information Systems (BANA)
TIAA-CREF August 2010 - Present
Mutual of America December 2006 - December 2009
Wachovia, A Wells Fargo Company March 2005 - April 2006
Bank One February 2004 - March 2005
Skills
Financial Services, Investments, Retirement Planning, Pensions, Insurance, Series 63, Fixed Annuities, Strategic Planning, Mutual Funds, Relationship Management, Retirement, Finance
Education
Texas Christian University 1995 — 2000
BFA, Fine Arts
Freelance for small business management March 2009 - Present
Century 21 Mike Bowman, Inc. 2001 - March 2008
Century 21 Crest 2001 - 2008
Wells Fargo Home Mortgage 2000 - 2003
Beadles, Newman, and Lawler Attorneys 1999 - 2001
Countrywide Home Loans 1998 - 1999
Peirson and Patterson 1997 - 1998
Transamerica 1996 - 1997
Bank One 1995 - 1996
Fleet Mortgage 1990 - 1995
Skills
Sellers, Real Estate, Selling, Residential Homes, Rentals, Referrals, Real Estate Transactions, Loans, Marketing, Investment Properties, REO, Mortgage Lending, Sales, Negotiation, Investors, Property Management, Relocation, Property, Foreclosures, Single Family Homes
Education
Texas A&M University-Commerce 1982 — 2007
Real Estate
Regions Financial Corporation 2010 - Present
Compass Bank October 2007 - November 2008
Compass Bank May 2004 - October 2007
Wells Fargo January 2001 - April 2004
Bank One June 1988 - December 2000
Skills
Recruited into role of...
Education
The University of Texas at Arlington 1984 — 1986
Business, Management, Marketing, and Related Support Services
Tarrant County College 1982 — 1984
Business Administration and Management, General
Texas Capital Bank August 2011 - Present
JPMorgan Chase September 1995 - August 2011
Bank One August 1990 - August 1995
Bank One June 1989 - July 1990
Skills
Commercial Banking, Commercial Lending, Credit, Banking, Restrictive Covenants, Loan Documents, Loans, Credit Analysis, Asset Based Lending
Education
Texas Christian University 1987 — 1989
MBA, Finance
The University of Texas at Arlington 1980 — 1984
BBA, Marketing
HP August 2003 - Present
Bank One May 2003 - December 2003
Chase May 1999 - March 2001
PricewaterhouseCoopers Limited July 1997 - March 1999
Skills
Data Center, Servers, ITIL, HP, IT Service Management, Storage Area Networks, Storage, Virtualization, Infrastructure, Disaster Recovery, SAN, Solution Architecture, VMware, High Availability, Cluster, HP-UX, IT Management, System Deployment, Service Management, Service Delivery, Cloud Computing, IT Operations, VMware Infrastructure, Server Architecture, Storage Solutions, Solution Selling, Managed Services, Hardware, IT Outsourcing, Pre-sales, Computer Hardware, Security, Enterprise Storage, Incident Management, Microsoft Technologies, Storage Virtualization, Citrix, VMware ESX, Business Continuity, Unix, Linux, NAS, Databases, Computer Security, VMware vSphere, Windows Server, Operating Systems, Red Hat Linux, HP Data Protector
Education
Texas A&M University
Bachelor of Business Administration (BBA), Marketing and Finance
W T White High School
3Tree Yoga / Karmany Yoga February 2015 - Present
Danielle Moorman Consulting 2014 - Present
Low T Center & HerKare 2013 - 2014
Davey O'Brien Foundation 2004 - 2013
ESPN August 2003 - October 2004
The Fort Worth Club April 2001 - August 2003
AmeriCredit May 2000 - April 2001
Bank One January 2000 - May 2000
Skills
Social Media Marketing, Public Relations, Media Relations, Social Media, Facebook, Event Management, Fundraising, Marketing, Leadership, Brand Development, Management, Strategic Planning, Nonprofits, Budgets, Project Management, Sales, Forecasting, Sports Marketing, Sports, Change Management, Project Planning, Contract Negotiation, Organizational..., Building Relationships, Sponsorship, Sports Management, Event Planning
Education
Texas Christian University - M.J. Neeley School of Business 1995 — 1999
BBA
PlainsCapital Bank November 2014 - Present
Texas Champion Bank March 2011 - November 2014
Wells Fargo April 2005 - March 2011
Wells Fargo November 2006 - April 2007
Bank One November 2000 - April 2005
Skills
Commercial Lending, Small Business Lending, Loans, Banking, Credit Analysis, Commercial Banking, Consumer Lending, Retail Banking, Financial Analysis, Insurance, Cash Flow Lending, Cash Management, Credit Risk, Construction Loans, Banking Relationships, Sales, SBA, Commercial Mortgages, Real Estate, Lines Of Credit, Loan Origination
Education
Texas A&M University-Kingsville
BBA, Finance, Accounting
Texas State University 1997 — 1998
Finance
JPMorgan Chase May 2006 - June 2015
Bank One October 2004 - May 2006
Bank One June 2003 - October 2004
Skills
Banking, Microsoft Excel, Outlook, Account Reconciliation, Financial Services, Process Improvement, Customer Experience, Microsoft Word, Microsoft Office, Customer Support, Strategic Planning, Management, Analytical Skills, Customer-focused Service, Access, Budgets, Customer Service, Team Building, PowerPoint, Accounting, Business Analysis, Inventory Management, Team Leadership, Investments, Analysis, Reporting, Microsoft PowerPoint, MS Excel Pivot Tables, Microsoft Access
Education
Texas A&M University-Commerce
Master of Business Administration (M.B.A.), Business Administration
Texas A&M University-Commerce
Bachelor of Business Administration (B.B.A.), Business Administration
Walt Disney Parks and Resorts February 2015 - Present
Tata Consultancy Services December 2014 - February 2015
Ciber May 2012 - November 2014
ESI International February 2004 - August 2014
The Wright PM Group December 1998 - August 2014
Nu Info Systems November 2011 - April 2012
PM College 2007 - 2011
Bank One February 2000 - February 2004
Skills
PMP, CBA, CPM, Instructional Design, PMO, Project Portfolio..., Training Delivery, E-Learning, Business Analysis, Business Performance..., Cost Benefit, Leadership, Management, Management Consulting, Program Management, Project Management, Training, Workshop Facilitation, Software Project..., Agile Methodologies, Project Planning, SDLC, Business Process..., Process Improvement
Education
Old Dominion University - College of Business and Public Administration 1989 — 1992
BSBA, Accounting
Southern Illinois University, Carbondale 1981 — 1983
BS, Occupational Education
Argo Surety January 2014 - Present
Argo Surety May 2008 - December 2013
Travelers July 2003 - April 2008
Enron March 1997 - June 2003
Bank One April 1996 - November 1996
First Interstate Bank January 1994 - April 1996
Education
Texas Tech University 1990 — 1993
BBA, Finance
PlainsCapital Bank April 2014 - Present
Texas Capital Bank March 2004 - December 2013
Bank One May 1998 - March 2004
Chase May 1993 - April 1998
Texas Commerce Bank 1990 - 1993
Skills
Banking, Commercial Lending, Portfolio Management, Loans, Commercial Banking, Credit Analysis, Small Business Lending
Education
Texas State University 1979 — 1983
Bachelor's Degree, Accounting and Finance
University of Texas
Master of Business Administration (M.B.A.)
GE Capital 2008 - Present
Merrill Lynch Capital 2007 - 2008
Fairman Consulting LLC January 2004 - February 2007
Bank One August 1984 - December 2003
Skills
Environmental Risk, Risk Management, Construction, Loans, Management, Microsoft Excel, Portfolio Management, Banking, Budgets, Credit Risk, Customer Service, Vendor Management, Asset Managment, Recruiting, Management Consulting, Asset Management, Finance, Due Diligence, Valuation, Real Estate Economics, Mergers & Acquisitions, Financial Analysis, Project Management
Education
Texas A&M University 1979 — 1983
Bachelor of Science, Building Construction
Exeter Finance Corp 2013 - Present
Fannie Mae 2011 - 2013
Capital One 2002 - 2011
Bank One 1986 - 2002
Skills
Risk Management, Financial Modeling, Financial Analysis, Finance, Financial Reporting
Education
Texas A&M University 1979 — 1983
BBA - Accounting
AmRisc, LP January 2007 - Present
NBC January 2006 - December 2006
Warner Bros. Entertainment Group of Companies January 2004 - June 2006
Bank One January 2000 - December 2002
First Bank of Texas January 1997 - December 1999
Skills
Insurance, Customer Service, New Business Development, Underwriting, Property & Casualty..., Risk Management, Commercial Insurance, Customer Relations, Microsoft Office, Compliance, Excel, General Insurance, Reinsurance, Commercial Lines, Claim, Business Development, Claims Management, Account Management, Strategic Planning, Leadership, Marketing Strategy, Business Analysis, Marketing, Casualty, Legal Liability, Microsoft Excel, Brokers, Casualty Insurance
Education
Texas State University-San Marcos
B.A.
Lone Star College April 2015 - Present
LexisNexis February 2013 - March 2015
Duke Energy Corporation January 2012 - January 2013
Time Warner Cable July 2011 - December 2011
Progress Energy October 2007 - August 2011
USAA 2007 - 2007
Principal Financial Group April 2005 - December 2006
FedEx November 2004 - January 2005
Bank One May 2004 - September 2004
Skills
SQR, PeopleTools, PeopleCode, Crystal Reports, PeopleSoft, SDLC, Integration, Oracle Applications, PL/SQL, Data Conversion, Business Process, XML Publisher, Business Intelligence, Production Support, Software Development, Data Migration, Oracle, Financials, Requirements Analysis, ERP, Oracle E-Business Suite, Requirements Gathering, Data Warehousing, Business Analysis, SQL, Consulting, Management, CRM, Vendor Management, Software Project..., Systems Analysis, Leadership, Analysis, Business Process..., Project Management, Program Management, Software Documentation, Databases, Visio, Process Improvement, Solution Architecture
Education
University of North Carolina at Chapel Hill 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management
Syracuse University 2002 — 2004
Master of Science, Electrical Engineering
University of Mumbai 1998 — 2002
Bachelor of Engineering, Electronics Engineering
Chase 2004 - 2005
Bank One / JPMorgan Chase 1997 - 2004
Bank One 1996 - 1997
Bank of America 1995 - 1996
Bank One 1993 - 1995
Bank One 1991 - 1993
Bank One 1991 - 1991
Skills
Banking, Management, Project Management, Client Services, Loans, Loan Origination, Loan Servicing, Client Development, Client Liaison, Client Presentation, Client Counseling, Customer Service, Customer Retention, Customer Relations, Customer Acquisition, Cross-functional..., Supervisory Skills, Financial Services, Financial Planning, Team Leadership, Investments, Business Development, New Business Development, Customer Satisfaction, Wealth Management, Profit & Loss Management
Education
Texas Tech University
Bachelor's Degree, Restaurant, Hotel and Institutional Management
Texas Tech University
Additional study in, Biological and Physical Sciences
UNIVERSITY OF HOUSTON-DOWNTOWN, TX
Financial Accounting & Managerial Accounting
JPMorgan Chase
Banking Center Manager Training
Licenses
Series 6 and 63 Investment Licenses
Insurance License
Group 1 Legal Reserve Insurance License
Riveron Consulting November 2011 - Present
Huselton, Morgan & Maultsby, P.C. December 2008 - November 2011
Ernst & Young 2000 - 2002
JPMorgan Chase 1998 - 2000
Price Waterhouse Coopers 1997 - 1998
Ernst & Young 1993 - 1997
Bank One 1989 - 1993
Skills
Financial Modeling, New Business Development, Financial Analysis, Due Diligence, Accounting, Mergers & Acquisitions, Sarbanes-Oxley Act, SEC filings, Corporate Finance, Financial Reporting, Management, US GAAP, Finance, Valuation, Forecasting, Private Equity, Strategic Planning, Business Valuation, Strategy, Business Development, Auditing, Internal Controls, Consulting
Education
Texas Tech University - Rawls College of Business 1984 — 1989
BBA, MBA, Finance
JPMorgan Chase June 2013 - Present
JPMorgan Chase November 2008 - May 2013
WaMu April 2002 - November 2008
Bank One July 2004 - January 2005
Texas State Bank June 2000 - September 2001
Whitney National Bank June 1996 - June 2000
Skills
Credit, Credit Risk, Real Estate, Commercial Banking, Risk, Credit Review, Retail Banking, Branch Management, Consumer Lending, Commercial Lending
Education
University of Louisiana at Lafayette 1993 — 1996
BS, Business Administration - Management
Texas A&M University 1991 — 1992
Business Administration
Plexus Engineering Solutions December 2006 - Present
Landmark Staffing July 2005 - December 2006
Summit Financial Group, LLC May 2002 - June 2005
Bank One May 1996 - January 1998
Skills
Outlook, Office Administration, Administrative..., Microsoft Word, Microsoft Office, Employee Relations, Time Management, Accounting, Customer Satisfaction, Management, Leadership, PeopleSoft, Office Management, Data Entry, System Administration, Project Management, Microsoft Excel, Coordination, Training, Human Resources, Spreadsheets, Software Documentation, Purchasing, Payroll, Administration, Inventory Management, Access, Process Improvement, SharePoint
Education
Texas A&M University-Commerce 1985 — 1989
Fox Valley Technical College
Associates, Administrative Professional
Wells Fargo October 2013 - Present
BBVA Compass October 2011 - September 2013
The Situs Companies June 2010 - October 2011
Sterling Bank January 2010 - June 2010
MMC Group/FDIC Contractor 2008 - December 2009
5K Homes, Inc. 2005 - December 2009
RSKW No. 1, Ltd. 2002 - 2005
First American Bank 1996 - 2002
Bank One 1994 - 1996
Skills
Loan Servicing, Appraisals, Loans, Real Estate, Asset Management, Real Estate Development, Commercial Banking, Real Estate Economics, Mortgage Lending, Underwriting, Loan Origination, Commercial Mortgages, Mortgage Banking, Commercial Lending, Credit Analysis, Real Estate Financing, Asset Managment, Commercial Real Estate, Credit, Portfolio Management, Disposition, Construction Loans, Refinance, Small Business Lending, Valuation, Loss Mitigation, Residential Mortgages, Financial Structuring, Due Diligence, Investments, Real Estate Transactions, Investment Properties, Brokerage, Structured Finance, Acquisitions, Lines Of Credit, FHA, Credit Risk, Banking, Financial Analysis, Asset Based Lending
Education
Texas A&M University 1981 — 1988
MS
Texas A&M University 1981 — 1985
BBA
JP Moragan Chase October 2014 - Present
JP Morgan Chase via Experis April 2014 - October 2014
WSFS Bank October 2011 - April 2013
Wilmington Trust Company March 2004 - August 2011
Wilmington Trust Company March 2004 - August 2006
Bank One October 2002 - March 2004
Delaware Art Museum March 2001 - June 2002
Prime Image Communications September 1998 - July 2000
Skills
Customer Experience, Marketing Communications, Strategic Planning, Marketing Strategy, Project Management, Banking, Marketing, Customer Service, Product Marketing, Program Management, Vendor Management, Product Development, Budgets, Process Improvement, Management, Product Management, Sales, Training, Strategy, CRM, Recruiting, Financial Services
Education
Syracuse University 1986 — 1991
Bachelors of Fine Arts
St. Elizabeth H.S. 1982 — 1986
Diploma, Administration
Worthington National Bank 2006 - Present
TexasBank 2001 - 2006
Fowkles, Norman & Associates 2000 - 2001
Summit Community Bank 1997 - 2000
Bank One 1995 - 1997
Skills
Banking, Credit, Cash Flow, Finance, Analysis, Portfolio Management, Loans, Management, Accounting, Real Estate, Lines Of Credit, Sales, Financial Structuring, Strategic Planning, Commercial Real Estate, Credit Analysis
Education
The University of Texas at Austin 1979 — 1984
Bachelor of Science, Geology
Texas Christian University 1984 — 1986
Master of Business Administration (MBA), Finance and Accounting
Arlington Height High School 1975 — 1979
Independent Bank (IBTX) September 2013 - Present
Independent Bank (IBTX) June 2011 - August 2013
Bank of Texas N.A. January 2007 - June 2011
Bank of Texas January 2001 - January 2007
Bank of Texas May 1999 - January 2001
Canyon Creek National Bank November 1997 - May 1999
Collin County National Bank May 1995 - November 1997
Bank One May 1994 - May 1995
Comerica Bank June 1986 - May 1994
Education
Texas A&M University - Mays Business School 1981 — 1986
BBA, Finance
Credit Agricole CIB September 2011 - Present
Credit Agricole CIB April 2007 - August 2011
Credit Agricole CIB December 2001 - April 2007
Bank One June 1997 - December 2001
Education
Swansea University 1995 — 1997
St John Fisher school 1988 — 1995
American Bank of Texas June 2011 - Present
NexBank SSB December 2004 - June 2011
Bank One May 2002 - December 2004
Skills
Loans, Underwriting, Valuation, Credit Analysis, Credit, Real Estate, Mortgage Lending, Portfolio Management, Loan Origination, Commercial Banking, Commercial Mortgages, Banking, Credit Risk, Small Business Lending, Commercial Lending
Education
Texas Tech University - Rawls College of Business 1998 — 2002
Finance
IBM February 2006 - Present
IBM Global Services January 2003 - February 2006
IBM Global Services October 2000 - December 2002
Lockheed Martin Information Technology October 1996 - September 2000
AgCo Services Company July 1995 - September 1996
Banc One Services Corporation (now Chase) 1993 - 1995
Bank One 1989 - 1993
Affiliated Banks Service Company 1987 - 1988
Affiliated Banks Service Company 1985 - 1987
Education
State University of New York College at Oswego 1973 — 1977
BA, Communication Studies
Greenwood King Properties September 2004 - Present
Harvey McLean & Associates December 2001 - December 2003
Bank One 1997 - 2001
Skills
Real Estate, Sellers, Investment Properties, Negotiation, First Time Home Buyers, Real Estate Transactions, Residential Homes, Relocation, New Home Sales, Single Family Homes, Buyer Representation, Condos, Listings, Selling, Foreclosures, Investors, Referrals, Townhomes, Buyers, Leases, Luxury, Sales, Short Sales
Education
Texas A&M University 1993 — 1997
Bachelor of Business Administration (BBA), Finance
Ball High School
Critical Path MetalWorks, Inc. December 2011 - Present
RVi Planning + Landscape Architecture + Graphic Design 2009 - October 2010
WeldenField Homes May 2005 - October 2009
Taylor Woodrow Homes February 2002 - June 2005
Masonwood 2001 - 2001
Steiner Ranch 1997 - 2001
Bank One 1993 - 1997
Skills
Acquisitions, Land Acquisition, Real Estate Economics, Entitlements, Real Estate, Real Estate Development, Land Development, Commercial Real Estate, Land Use Planning, Mixed-use, Site Development, Residential Homes, Zoning, Construction, Construction Management, Site Plans
Education
Texas A&M University 1979 — 1983
Bachelor of Science (B.S.), Construction Management
Rabobank May 2004 - Present
Compass Bank December 2003 - May 2004
Bank One September 1999 - December 2003
Friedman Luzzatto June 1998 - September 1999
Sanwa Bank April 1997 - June 1998
NationsBank July 1991 - April 1997
Skills
Credit, Due Diligence, Credit Risk, Financial Structuring, Commercial Banking, Banking, Relationship Management, Financial Analysis, Syndications, Risk Management, Capital Markets
Education
University of North Texas 1988 — 1991
MBA, Finance
Texas A&M University 1982 — 1986
BBA, Marketing
H4B Chelsea March 2015 - Present
Rosetta June 2007 - March 2015
GSI Commerce, an ebay enterprise company April 2006 - June 2007
QuickSELLit October 2005 - May 2007
Franchise Documents January 2002 - January 2007
Primavera Systems September 2005 - April 2006
Zimmer Digital Media February 2002 - April 2006
MBNA Bank America September 2004 - September 2005
Corporation Service Company January 2004 - September 2004
Bank One January 2003 - January 2004
Skills
User Experience, Digital Strategy, User-centered Design, Information Architecture, Usability, E-commerce, Content Strategy, Strategy, User Experience Design, User Interface Design, Interaction Design, User Research, Customer Experience, User Interface, Product Management, Web Analytics, Integrated Marketing, Accessibility, Experience Design, Team Leadership, Agile Methodologies, Digital Marketing, Usability Testing, Interactive Marketing, Mentoring, Heuristic Evaluation, Analytics, Persona, Mobile Design, Team Building, Customer Experience..., Cross-functional Team..., Multi-channel Marketing, Start-ups, Wireframes, Mobile Applications, Information Design, Web Project Management, Wire Framing, New Business Development, Customer Engagement, Usability Engineering, Interactive Advertising, Collaborative Problem..., Mobile Devices, OmniGraffle, Online Marketing, Email Marketing
Education
Temple University - Fox School of Business and Management 1994 — 1996
MBA, Marketing
Temple University - Fox School of Business and Management 1988 — 1992
BBA, Marketing
MoneyGram International March 2012 - October 2014
M2 Dynamics July 2011 - February 2012
The Brink's Company December 2005 - July 2011
Resulte Universal July 2004 - December 2005
Lucas Group 2004 - 2005
Mohawk Industries January 2001 - June 2004
Bank One November 1985 - December 2000
Skills
HFM, Hyperion Enterprise, Essbase, Microsoft Excel, Access, PeopleSoft, Hyperion Planning, Forecasting, Consolidation, Accounting, Finance, Hyperion, ERP, Budgets, Sarbanes-Oxley Act, Analysis, Leadership, Business Intelligence, Training, Cognos, Financial Analysis, Financial Reporting, General Ledger
Education
Texas A&M University-Commerce
MBA, Business Management
University of North Texas
BBA, Finance
Emerald Residential Property Management January 2006 - Present
Keller Williams Realty October 1995 - Present
Keller Williams Realty October 1995 - Present
Bank One 1991 - 1994
Hunt Oil Company/Woodbine Development Company 1988 - 1991
Skills
First Time Home Buyers, Buyer Representation, Apartments, Foreclosures, Property Management, Single Family Homes, Leases, Short Sales, New Home Sales, Listings, Real Estate Transactions, Sellers, Condos, Investment Properties, REO, Relocation, Investors
Education
Texas Wesleyan University 1983 — 1987
BBA, Economics/Finance with 27 hrs in acct.
Seidl's Bindery, Inc. December 1997 - Present
Bank One September 1996 - December 1997
Comerica Bank September 1994 - September 1996
Education
Texas Tech University - Rawls College of Business 1991 — 1994
BBA, Management
Abilene Christian University 1989 — 1991
Business Administration and Management, General
Taylor High School 1985 — 1989
High School Degree
Perry Homes December 2011 - Present
Invesco January 2007 - April 2011
AIM Investments January 1998 - January 2007
AIM Investments January 1996 - January 1998
Bank One January 1992 - January 1996
Skills
Mutual Funds, ETFs, Investments, Asset Managment, Hedge Funds, Series 7, Separately Managed..., Asset Allocation, Alternative Investments, Series 63, Fixed Income, Portfolio Management, Securities, Financial Advisory, Marketing, Relationship Management, Capital Markets, Marketing Strategy, Financial Services, Investment Strategies, Asset Management, Contract Negotiation, New Business Development, Bloomberg, Uniform Combined State..., Strategic Financial..., Equities, Competitive Analysis, Team Building, Business Development, Retirement Planning, Investment Advisory, Series 24, Investment Management, Options, Series 65, Retirement, Lead Generation, Derivatives, Wealth Management, Strategy, Trading, Sales, Series 6, Cold Calling, Customer Retention, 401k, Bonds, Sales Operations, Negotiation
Education
Syracuse University
Bachelor of Arts, Liberal Studies, Management, Political Science
Ally Financial Services May 2011 - Present
Ally Financial Inc. May 2011 - Present
Fannie Mae November 2009 - May 2011
GMAC ResCap December 2008 - November 2009
HSBC Auto Finance , N.A. February 2005 - August 2008
WFS Financial May 2003 - February 2005
AmeriCredit May 2001 - May 2003
Hibernia National Bank December 2000 - April 2001
Bank One April 1995 - November 2000
Ford Motor Credit Company June 1988 - April 1995
Skills
Finance, Forecasting
Education
Texas Southern University 1983 — 1986
BBA, Business Administration
Henry Ford High
independent contractor January 2011 - Present
JPMorgan Chase October 2000 - January 2011
JPMorgan Chase October 2000 - January 2011
Bank One September 1998 - April 2000
Skills
Coaching, Business Analysis, bi-lingual..., Project Management, Sales, Process Improvement, Recruiting, Team Building, Risk Management, CRM, Strategic Planning, Accounting, Auditing, Sourcing, Change Management, Management, Human Resources, Cross-functional Team..., Leadership, Analysis, Team Leadership, Training, Customer Service, Marketing, Consulting, Business Development, Public Speaking, Marketing Strategy, Microsoft Office, Employee Training
Education
University of St. Thomas (TX) 2004 — 2006
MBA, Management
Univerity of Houston 1994 — 1995
Bachelor of Arts (B.A.), Social Sciences
Texas Southern University 1991 — 1993
Bachelor of Science (BS), Public Administration
Reddy Urgent Care/Reddy Medical Group/Yuva Medical Spa January 2011 - Present
Navy Federal Credit Union February 2002 - December 2010
State Farm Insurance 1999 - 2001
Bank One 1995 - 1999
Bank One 1995 - 1997
Skills
Leadership, Management, Business Development, Marketing, New Business Development, Marketing Strategy, Business Planning, Leadership Development, Budgets, Sales, Team Building, Public Speaking, Event Planning, Team Leadership, Training, Customer Satisfaction, Employee Training, Fundraising, Banking, Small Business, Analysis, Operations Management, Negotiation, Strategic Planning, Program Management, Project Planning, Recruiting, Business Strategy, Contract Negotiation, Customer Service, Strategy, Coaching, Account Management, Public Relations, Organizational..., Start-ups, Event Management, Healthcare, Market Research, Process Improvement, Cross-functional Team..., Project Management, Social Media, Sales Management, Social Media Marketing, Entrepreneurship, Management Consulting, Nonprofits, Staff Development, Change Management
Education
Tata Institute of Social Sciences 1982 — 1984
MSW, Social Work
SIES College
BA, Economics
American Innovations December 2011 - Present
American Innovations December 2008 - Present
JPMorgan Chase March 2005 - December 2008
JPMorgan Chase 2001 - 2005
Receivable Solutions, LC 2001 - 2001
Bank One 1994 - 2000
Skills
Banking, Business Development, Contract Negotiation, Customer Service, Energy, Energy Industry, Finance, Inspection, Leadership, Natural Gas, Sales, Strategic Planning, Project Management, Management, Engineering, Operations Management, Sales Management, Petroleum, Pipelines, Gas
Education
Tarrant County College
University of North Texas
Guaranty Bank & Trust January 1998 - Present
Bank One January 1997 - January 1998
Skills
Banking, Retail Banking, Management, Strategic Planning, Marketing, Human Resources, Risk Management, Team Building, Sales, Commercial Banking, Customer Service, Training, Finance, Internet Banking, Budgets, Insurance, Leadership, Branch Transformation, Social Media Marketing, Website Development
Education
Texas Christian University 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
MetLife Bank, N.A. March 2011 - March 2012
Federal Home Loan Bank of Dallas October 2008 - February 2011
Morgan Stanley May 2007 - February 2008
GMAC ResCap April 2001 - May 2007
Guaranty Bank April 1998 - April 2001
Bank One 1992 - 1998
Skills
Credit Analysis, Personnel Management, Institutional Sales, Mortgage Lending, Loans, Securities, Financial Services, Fixed Income, Restructuring, Credit, Credit Risk, Mortgage Banking, Banking, Residential Mortgages, Risk Management, FHA, Capital Markets, Commercial Banking, Finance, Mergers & Acquisitions, Refinance, Loan Origination
Education
Texas A&M University
BBA, Accounting
Texas A&M University
BBA, Finance
Champions Real Estate Group June 2014 - Present
Comerica Bank January 2013 - Present
Keller Williams Premier Realty October 2012 - May 2014
Amegy Bank April 2004 - July 2012
Bank One June 1998 - April 2004
Skills
Mortgage Lending, Loans, Selling, Real Estate, Photography, Commercial Lending, Credit
Education
Texas State University-San Marcos 1988 — 1993
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Clements High School 1987 — 1988
Plainfield High school 1984 — 1987
Champions School of Real Estate
Texas Real Estate License
Southside Bank November 2012 - Present
Agricultural Workers Mutual Auto Insurance March 2012 - Present
Bank of Texas May 2007 - November 2012
Worth National Bank April 1999 - May 2007
Bank One 1985 - April 1999
Skills
Commercial Banking, Banking Relationships, Treasury Services, Treasury Management, Small Business, International Business, Investment Products, Property & Casualty..., Property Finance, Foreign Exchange..., Retirement Planning, Equipment Finance, Real Estate Financing, Asset Finance, Lines Of Credit, Business Acquisition, Cash Management, Commercial Lending, Credit Analysis, Loans, Financial Services, Small Business Lending, Credit, Credit Risk, Treasury, Relationship Management, Investments, Finance, Consumer Lending, Portfolio Management
Education
Texas A&M University 1981 — 1985
BS, Agricultural Economics
The University of Texas at Arlington - College of Business Administration 1989 — 1993
MBA, Finance
Catalyst Financial Company April 2013 - Present
Texas Champion Bank December 2011 - April 2013
Texas Champion Bank November 2009 - December 2011
First State Bank of Odem April 2009 - November 2009
Texas First Bank July 2007 - March 2009
First National Bank May 2005 - July 2007
Bibby Financial Services October 2004 - May 2005
Texas National Bank March 2001 - October 2004
Bank One December 2000 - March 2001
First Federal Savings Bank March 1999 - December 2000
Skills
Loans, New Business Development, Commercial Lending, Management, Credit Analysis, Leadership, Banking, Credit, Portfolio Management, Financial Structuring, Commercial Banking, Small Business Lending, Commercial Mortgages, Consumer Lending, Lines Of Credit, Financial Analysis
Education
Texas A&M University 1997 — 2000
B.S., AgEco
American Heart Association February 2012 - Present
Broadview Security, Inc. (fka Brink's Home Security, Inc.) June 2008 - July 2010
StratiFi Partners (fka RCFO) August 2007 - June 2008
Carreker Corporation January 2004 - July 2007
Monarch Dental 1998 - 2004
AAF-McQuay, Inc. 1994 - 1998
Bank One 1990 - 1994
Skills
Cash Management, Financial Reporting, Risk Management, Investor Relations, Budgets, Due Diligence, Finance, Treasury Management, Sarbanes-Oxley Act, Business Process..., Financial Risk, Investments, Financial Analysis, Leadership, Executive Management, Mergers, Team Building, Management, Process Improvement, Analysis, Business Planning, Financial Modeling, Forecasting, Treasury, Accounting, Internal Controls, Strategic Planning, Team Leadership, Managerial Finance, Strategy, Auditing, Business Strategy, Contract Negotiation, Business Analysis, Change Management, Corporate Finance, SEC filings, Banking, New Business Development, Cross-functional Team..., Strategic Financial..., Account Management, Insurance, Mergers & Acquisitions
Education
Texas Christian University 1986 — 1990
Bachelor of Business Administration (BBA), Finance, General
Texas Certified Development Company, Inc October 2010 - Present
Diamond G Capital May 2010 - Present
Austin Woods & Waters February 2013 - January 2014
Southwest Securities FSB 2009 - 2010
PeopleFund 2008 - 2010
First State Bank Central Texas August 2005 - July 2009
Compass Bank 1999 - 2005
Bank One 1997 - 1999
First State Bank 1988 - 1996
Skills
Portfolio Management, Brokerage, Asset Based Lending, Underwriting, Loans, Commercial Lending, Loan Origination, Banking, Real Estate, Commercial Real Estate, Funding, Financial Analysis, Small Business Lending, Credit, Strategic Planning, Consumer Lending, Start-ups, Investments, Mergers & Acquisitions, Small Business, Marketing, Credit Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 1980 — 1983
MBA, Finance
Texas A&M University 1975 — 1979
BS, Economics
OpenClose Mortgage Software June 2011 - Present
Ovation7 September 2007 - June 2011
Pinnacle Financial April 2003 - September 2007
Bank One November 1998 - March 2003
Mellon Bank March 1991 - October 1998
Skills
Mortgage Lending, Sales, Mortgage Banking, Personnel Management, Employee Training, Loan Origination, Loans, Leadership, Management, Strategic Planning, Business Development, Credit, Sales Management, Banking, SaaS, Marketing, B2B, Selling, Solution Selling, Negotiation, Residential Mortgages, Social Media Marketing, Underwriting, New Business Development, Account Management, Real Estate, Outsourcing, Executive Management, Customer Service, Sales Process, Portfolio Management, Salesforce.com, Direct Sales, Credit Analysis, Risk Management, Business Planning, Valuation, Loss Mitigation, Team Building, Business Intelligence, Strategic Partnerships, Financial Services, Relationship Management, Integrated Marketing, Contract Negotiation, Pricing, CRM, Commercial Lending, Loan Servicing, P&L Management
Education
Susquehanna University 1986 — 1991
BA, Economics
Bishop Eustace 1982 — 1986
Broadway Bank October 2013 - Present
Broadway Bank June 2010 - October 2013
Guaranty Bank May 2005 - June 2010
Washington Mutual October 2003 - May 2005
CitiFinancial July 2001 - October 2003
Compass Bank (now BBVA Compass) November 2000 - July 2001
Bank One June 2000 - November 2000
Skills
Project Planning, Market Research, Business Analysis, Competitive Analysis, Market Analysis, Data Analysis, Negotiation, Problem Solving, Conflict Management, Team Management, Team Leadership, Leadership Development, Strategic Leadership, Technical Leadership, Relationship Marketing, Business Relationship..., Cross-functional Team..., Maintaining Strong..., Marketing Strategy, Concept Development, Communication Skills, Interpersonal..., Intercultural..., Spanish-speaking, Microsoft Office, Economics, Business Strategy, New Business Development, Consulting, Financial Analysis, Sales Process, Sales Presentations, Written & Oral..., Sales, Customer Service, Internal & External..., Internal Audit, Operational Excellence, Peer Mentoring, Mentoring New Hires, Professional Mentoring, Speech Writing, Retail Banking, Expert relationship..., Treasury Management, Loans, Consumer Lending, Banking, Credit, Strategic Planning
Education
University of Phoenix-San Antonio Campus 2006 — 2008
MBA, Masters of Business Administration
Texas A&M University 1996 — 2000
Bachelor of Arts, Speech Communication
Crédit Agricole CIB May 2015 - Present
Verde Valley School January 2012 - Present
Crédit Agricole CIB May 2012 - May 2015
Crédit Agricole CIB June 2001 - October 2012
Texas Capital Bank June 2000 - June 2001
Bank One June 1999 - June 2000
Southwest Foodliner, Inc. June 1994 - June 1999
Skills
Capital Markets, Structured Finance, Corporate Finance, Trade Finance, Commodity, Commercial Banking, Hedging, Relationship Management, Fixed Income, Investment Banking, Structured Products, Derivatives, Financial Markets, Portfolio Management, Financial Structuring, Equities, Emerging Markets, Hedge Funds, Valuation, Credit Risk, Bloomberg, Financial Modeling, FX Options
Education
Texas Tech University 1990 — 1993
Bachelor of Science (BS), Political Science and Government
W. Texas A&M 1997 — 1999
MBA, Finance
Le-Vel.com February 2015 - Present
ATT Mobility 2011 - 2012
T-Mobile 2008 - 2011
Wells Fargo 2004 - 2005
Bank One 2000 - 2003
Skills
Customer Service, Management, Microsoft Office, Public Speaking, Social Media, Social Media Marketing, Social Networking
Education
Tarrant County College 2014 — 2016
Associate's degree, Elementary Education and Teaching
UT Southwestern Medical Center at Dallas July 2012 - Present
AT&T August 2006 - July 2012
AT&T - Local Service Center August 2000 - August 2006
Bank One May 1998 - August 2000
Skills
Administrative..., Payroll, Access, Process Scheduler, Invoicing, Microsoft Office, Spreadsheets, Telecommunications, Customer Satisfaction, Telephone Skills, Data Entry, Time Management, Windows, Fax, PeopleSoft, Office Administration, Office Equipment, Administration, 10 Key, Outlook, Records Management, Calendars, Teamwork, Confidentiality, Travel Arrangements, Organization, Travel Planning, Administrative Work, PowerPoint, Clerical Skills, Microsoft Excel, Expense Reports, Microsoft Word, Phone Etiquette, Filing, File Management
Education
Tarrant County College 1998 — 2012
Nationstar Mortgage August 2012 - September 2013
Vantium Capital Inc March 2010 - July 2012
Fannie Mae December 2007 - November 2009
Countrywide Home Loans April 2003 - December 2007
John Singer Tennis Shop August 2000 - August 2001
The Fillmore Law Firm February 1998 - April 2000
Shady Oaks Country Club 2000 - 2000
Bennett & Hall June 1997 - July 1998
Law Office of Roger Brown August 1994 - December 1997
Bank One 1995 - 1995
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, PowerPoint, Customer Service, Microsoft Word, Risk Management, Strategic Planning, Business Analysis, Change Management
Education
Tarrant County College 1987 — 1987
Pershing, a BNY Mellon company April 2013 - Present
Stetson University August 2010 - July 2011
Sun Trust Bank April 2005 - November 2006
Bank One October 2000 - July 2003
AAA Auto Club South March 2000 - October 2000
Skills
Financial Analysis, Customer Service, Banking, Finance, Investments, Microsoft Excel, PowerPoint, Portfolio Management, Microsoft Office, Loans, Spanish, Leadership, Commercial Banking, Commercial Lending, Credit, Credit Cards, Tax Preparation, Authorization, Accounts Payable, Chargebacks, Cross Selling, Notary Public, Home Equity Lines of..., Estate Accounts, Trust Accounts, Financial Services, Customer Satisfaction, CRM, Sales, Microsoft Word, Management, Analysis, Time Management, Research, Teamwork, Social Networking, Marketing, Data Analysis
Education
Stetson University 2010 — 2014
Bachelor's Degree, International Business
Universidad Central de Costa Rica 1996 — 1997
Tourism and Travel Services Management
American Business Academy 1994 — 1996
Tourism and Travel Services Management
Consultant January 2014 - Present
Booz Allen Hamilton October 2011 - January 2014
JPMorgan Chase May 2008 - May 2011
Small Business Owner November 2004 - March 2008
Washington Mutual Bank August 2003 - October 2004
Atmosphere, Inc. October 1999 - February 2003
Bank One June 1991 - October 1999
Skills
Compliance, Retail Banking, Management Consulting, Training, Curriculum Development, Project Management, Management, Analysis, Sales, Insurance, Risk Management, ADDIE Model, Adult Education, AML Compliance, Business Process..., ADDIE, Anti Money Laundering, Customer Service
Education
Texas State University-San Marcos 2006 — 2010
Master of Arts (M.A.), Developmental and Adult Education
Park University
Bachelor of Applied Science (B.A.Sc.), Management
Alliance Data September 2015 - Present
Wingstop Restaurants, Inc. October 2014 - September 2015
FedEx Services September 2013 - October 2014
FedEx Office November 2005 - August 2013
Blockbuster October 2002 - November 2005
Hyperion Solutions September 2000 - May 2002
American Airlines February 1998 - February 2000
Bank One January 1996 - February 1998
Skills
Hyperion Enterprise, Accounts Payable, Essbase, Sarbanes-Oxley Act, Hyperion Planning, PeopleSoft, Forecasting, Project Management, Testing, Leadership, Business Process..., Financial Systems..., Financial Systems..., Oracle Retail, ERP, Process Improvement, Business Process, Financial Systems, Business Analysis, Management, SDLC, Hyperion
Education
Texas A&M University 1991 — 1995
BBA, Accounting
PlainsCapital Bank February 2013 - Present
Bank of Texas July 2002 - October 2012
Bank One June 1997 - July 2002
Affiliated Computer Services, Inc. August 1990 - May 1997
Skills
Treasury Services, Commercial Banking, Treasury Management, Banking, Portfolio Management, Cash Management, ACH, Middle Market, Financial Analysis, Treasury, Financial Services, Relationship Management, Credit Risk, Cross Selling, Deposits
Education
Texas Tech University
B.A.
ADP July 2015 - Present
ADP June 2011 - June 2015
ADP May 2007 - June 2011
ADP July 2006 - May 2007
ADP July 2002 - July 2006
Bank One June 2001 - July 2002
Skills
Cold Calling, Business Development, Management, Negotiation, Benefits Administration, Coaching, Sales Operations, Networking, Sales, Marketing, Solution Selling, Time Management, Employee Benefits, Selling, Selling Skills, Sales Management, Sales Presentations, Salesforce.com
Education
Texas Tech University 1997 — 2001
Bachelor's Degree, Marketing
Medical Center of Plano, HCA North Texas Division June 2015 - Present
Methodist Health System January 2015 - Present
Texas Health Resources March 2012 - December 2014
DCP Midstream August 2010 - February 2012
En Tandem June 1999 - February 2012
Bank One 2000 - 2002
ArtCentre of Plano 1999 - 2000
Baylor Health Care System 1996 - 1998
ArtCentre of Plano 1994 - 1996
Skills
Public Relations, Fundraising, Event Planning, Event Management, Nonprofits, Community Development, Marketing Strategy, Sponsorship, Healthcare, Marketing Communications, Media Relations, Press Releases
Education
Ball State University 1991 — 1993
Master of Arts, Public Relations
Texas Christian University 1987 — 1991
Bachelor of Science, Advertising and Public Relations
Southwest Bank June 2013 - Present
Southwest Securities August 2010 - May 2013
Highlands Bank September 2006 - July 2010
Frost Bank June 2003 - September 2006
Wells Fargo Bank September 1993 - June 2003
BankOne (Formally MBank Dallas) August 1984 - February 1992
Bank One 1989 - 1992
Skills
Credit Risk, Banking, Loans, Commercial Banking, Financial Services, Underwriting, Credit, Finance, Business Development, Commercial Lending, Risk Management, Management
Education
Texas A&M University 1978 — 1982
B.S., Agriculture Economics
The University of Texas at Austin 1982 — 1984
MBA, Finance
Rosebud-Lott High School
American Trust Group Warrentech June 2015 - Present
Mercedes-Benz Financial Services USA LLC March 2015 - June 2015
CFA Entertainment January 2004 - June 2015
Sprint Nextel August 2008 - October 2014
DeSpain Consulting January 2004 - August 2011
Sprint October 2007 - August 2008
Telvista October 2002 - May 2003
Radio Shack INC February 2000 - August 2000
Bank One May 1999 - November 1999
Skills
Windows 9x, Windows XP Professional, Windows Vista, Windows 7, Quickbooks, Excel, Word, Access, Outlook, Power Point, Research Project..., Troubleshooting, Microsoft Excel, Technical Support, Software Documentation, Microsoft Word, QuickBooks, XP, Windows 95, Project Management, Call Centers, Customer Service, Microsoft Office, Visio, Routers, Telecommunications, VoIP, Wireless, Vendor Management, CDMA, Leadership, Active Directory, Customer Satisfaction, Networking, CRM, Blackberry, Customer Retention, Team Leadership, Training, Mobile Devices, Team Building, Customer Experience, Analysis, Coaching, Management, Process Improvement, Program Management
Education
Argosy University 2009 — 2013
Business Administration and Management, General
Tarrant County College 1998 — 1999
N/A, Communications
Texas Capital Bank July 2006 - Present
Association Capital Bank July 2006 - Present
JPMorganChase Bank 2004 - 2006
Bank One 1995 - 2004
United States Marine Corps 1991 - 1995
Skills
Cash Management, Treasury Management, Banking, Commercial Banking, Credit, Liquidity Management, Treasury, Commercial Lending, Payments, Financial Services, Treasury Services, Investments
Education
Stephen F. Austin State University 1987 — 1991
Accounting
Designs by LDR December 2013 - Present
EQUITY PERSONNEL October 2009 - December 2010
Staff One Search April 2009 - October 2009
Blaine Personnel, Inc. July 2001 - March 2009
Tax Audit Specialists March 1997 - February 2000
Bank One September 1983 - August 1994
Skills
Internet Recruiting, Talent Acquisition, Human Resources, Temporary Staffing, Onboarding, Recruiting, Staffing Services, Interviews, Account Management, Screening, Management, Training, Coaching, Time Management
Education
Tarrant County College 1991 — 1992
Accounting
Monte Vista 1966 — 1968
CE Solutions April 2004 - Present
PSCI, Inc at MBNA America May 2004 - March 2005
Barclay Card (Juniper Bank) August 2000 - February 2004
Bank One March 1999 - August 2000
Skills
Project Management, Training, Analysis, Sales, Marketing, Architecture, Interaction Design, Recruiting, Market Analysis, Talent Acquisition, Technical Recruiting, Sourcing, Internet Recruiting, Contract Recruitment, Coaching, Business Development, Strategy, Contract Negotiation, Networking, SDLC, CRM, Consulting, Temporary Staffing, Interviews, Applicant Tracking..., Account Management, Management Consulting, Strategic Planning, Permanent Placement, Talent Management, College Recruiting, Negotiation, Screening Resumes, Temporary Placement, Staffing Services, Human Resources, Employee Relations, New Business Development, Vendor Management, Benefits Negotiation, Cross-functional Team..., Hiring, Project Planning, Staff Augmentation, Leadership, Time Management, Cold Calling, E-commerce, Management, Executive Search
Education
Temple University
Wells Fargo Home Lending January 2012 - Present
Wells Fargo Corporate Credit (Consultant with Technology Staffing Solutions) November 2010 - January 2012
JPMorgan Chase February 2001 - May 2008
Bank One July 1999 - February 2001
Bank One September 1998 - July 1999
Robert Half International August 1997 - September 1998
NASA White Sands Test Facility/AlliedSignal April 1996 - August 1997
Lockheed Martin May 1991 - April 1996
Skills
Banking, Project Management, Business Analysis, Requirements Gathering, SDLC, PMO, Business Process, Management, Software Development, Change Management, Software Documentation, Vendor Management, Disaster Recovery, Testing
Education
Texas A&M University 1986 — 1991
BA, Communications, Journalism and Psychology
BPSkolnick Consulting November 2005 - Present
Airimba Wireless July 2004 - November 2005
Amerishop Real Estate Services November 1996 - July 2004
Bank One January 1995 - November 1996
Bank One May 1992 - January 1995
Skills
Auditing, Financial Analysis, Due Diligence, IT Audit, Finance, Financial Reporting, Accounting
Education
Texas A&M University 1989 — 1992
BBA, Acounting
University Federal Credit Union June 2001 - Present
Bank One May 1997 - May 2001
HEB May 1995 - May 1997
Skills
Credit Unions, Loans, Consumer Lending, Credit, Deposits, Banking, Cash, Checking, Credit Cards, Money, Insurance, Financial Institutions, Retail Banking, Credit Analysis, Commercial Banking, Cross Selling, Financial Education, Commercial Lending, Small Business Lending, Branch Management, Mortgage Lending
Education
Texas State University-San Marcos 2003 — 2006
McCallum High School 1993 — 1994
Fiserv October 1998 - Present
Carreker Corporation October 1998 - January 2008
Bank One December 1995 - October 1998
Central Bank and Trust June 1992 - December 1995
Skills
Financial Analysis, Banking, Product Management, Management Consulting, Business Strategy, Analysis, Process Improvement, Client Development, Product Design, Financial Reporting, Financial Modeling, Product Development, Revenue Enhancement, Strategic Consulting, Project Management, Program Management, Finance, Business Analysis
Education
Texas Christian University - M.J. Neeley School of Business 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
CVS/Caremark April 2009 - Present
TransUnion September 2008 - April 2009
TransUnion May 2005 - September 2008
Bank One 2003 - 2004
Alliance Consulting 2000 - 2003
Skills
Vendor Management, PMO, SDLC, PMP, Project Portfolio..., Program Management, Process Development, Process Improvement, Resource Management, MS Project, IT Management, SOX, Portfolio Management, Risk Management, Change Management, Application Development, Vendor Relations, Software Project..., IT Governance, Requirements Gathering, Requirements Analysis, Information Technology, Visio, Project Management, Business Analysis, Enterprise Architecture, Business Intelligence, Disaster Recovery, Integration, Business Process, Cross-functional Team..., Business Process..., SharePoint
Education
Syracuse University 1981 — 1992
Masters, Computer Engineering
Syracuse University
BS, Computer Science
EY October 1997 - Present
Sprouse & Winn, LLP January 1992 - October 1997
Bank One December 1990 - December 1991
Skills
Assurance, Accounting, Strategic Leadership, Talent Management, Talent Developer, Financial Accounting, Mergers & Acquisitions
Education
Texas A&M University 1987 — 1990
Accounting
Texas A&M University
JPMorgan Chase & Co. October 2014 - Present
Barclays Bank Delaware March 2000 - October 2014
Bank One May 1998 - March 2000
First National Bank in Fleetwood August 1993 - April 1998
Skills
Regulatory Requirements, Banking, Financial Risk, AML, Operational Risk, Governance, Business Continuity, Credit Cards
Education
Syracuse University 1988 — 1992
BA, BS, Political Science, Social Studies Education
A Plus FCU January 2006 - Present
A+ Federal Credit Union 2006 - Present
HEB Federal Credit Union September 2002 - October 2005
Bank One 1978 - 1998
Skills
Mortgage Lending, Credit Unions, Banking, Loans, Branch Banking, Sales
Education
Texas State University 1968 — 1971
Freelance November 1998 - Present
Mary Kay 1994 - 1998
Mary Kay Cosmetics, Inc. 1994 - 1998
Bank One January 1992 - April 1994
Team Bank 1989 - 1992
Skills
Internal Communications, Corporate Communications, Copywriting, Fiction, Marketing Communications, Media Relations, Newsletters, Advertising, Marketing, Editing, Social Media Marketing, Marketing Strategy, Public Relations, Social Media
Education
Texas Christian University 1986 — 1990
Bachelor of Arts (B.A.), Journalism/Marketing
Texas Christian University
Bachelor's degree, Journalism/Marketing
Fort Worth ISD January 2008 - Present
Fort Worth ISD 2008 - Present
Frost national Bank February 2002 - June 2005
Bank One August 1999 - February 2002
Skills
Classroom Management, Teaching, Curriculum Design, Lesson Planning, Curriculum Development, Educational Leadership, Educational Technology, ESL, Language Arts, Teaching English as a..., Tutoring
Education
Texas Wesleyan University 2004 — 2007
BS, Liberal Arts
Texas Department of Motor Vehicles April 2013 - Present
Employees Retirement System of Texas 2001 - April 2013
Bank One July 1996 - November 2001
IBM January 1994 - June 1996
Skills
Disaster Recovery, Business Analysis
Education
Texas A&M University 1989 — 1992
Bachelor of Science (BS)
IBERIABANK April 2014 - Present
BBVA Compass January 2008 - March 2014
JPMorgan Chase May 2003 - May 2007
Bank One May 1998 - May 2003
Education
Texas State University-San Marcos
BBA, Business Management
Bank One September 1993 - February 2004
Arthur Andersen 1989 - 1993
Skills
Management Consulting, IT Audit, Operating Systems, Process Improvement, Auditing, Security
Education
Texas Christian University - M.J. Neeley School of Business 1987 — 1989
MBA
Texas Christian University 1984 — 1988
BS, Computer Science
HHH Group, Inc. January 2008 - Present
Southern Landscape of Texas January 2012 - Present
RISE Advisory Services 2010 - Present
Trinity Leasing April 2007 - June 2008
First Community Bank 2004 - 2007
US Bank 2001 - 2004
Cap Gemini Ernst & Young 1998 - 2001
Bank One January 1995 - January 1998
Skills
Commercial Lending, Financial Analysis, Loans, Credit, Commercial Banking, Credit Analysis, Financial Modeling, Banking, Portfolio Management, Strategic Financial..., Due Diligence, Mergers, Strategic Planning, Risk Management, Finance, Treasury Management, Valuation, Cash Management, Financial Reporting, Entrepreneurship, Contractors, Landscaping, Management Consulting, Construction, Controllers, Corporate Finance, Managerial Finance, Cost Accounting, Executive Management, Mergers & Acquisitions, Small Business, Private Equity, Business Planning, Leadership
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
MBA, Strategy
Texas A&M University - Mays Business School 1990 — 1994
BBA, Finance
Kingwood High School
Fannie Mae September 2011 - Present
Fannie Mae August 2010 - Present
JP Morgan Chase March 1985 - October 2006
Bank One 1990 - 2005
Skills
Visio, Mortgage Lending
Education
Texas Tech University
State of Texas, Office of Consumer Credit Commissioner September 2008 - Present
Marquette Consumer Finance November 2003 - January 2008
UACC 2000 - 2003
Autobond 1995 - 2000
Bank One 1990 - 1994
Ford Motor Credit 1984 - 1990
Skills
Analysis, Enforcement, Credit, Finance, Financial Analysis, Risk Management, Banking, Credit Analysis, Strategic Financial..., Financial Services, Process Improvement, Leadership, Loans, Strategic Planning, Program Management, Financial Risk, Underwriting, Consumer Lending, Auditing, Access
Education
Texas State University-San Marcos
BBA
The University of Texas at Austin
Colliers International May 2010 - Present
Resource Commercial Real Estate Services May 2005 - May 2010
AHM Graves Commerical Real Estate 2000 - 2005
FORUM Credit Union 1998 - 2000
Servicecorp 1987 - 1998
Bank One 1983 - 1987
American Fletcher National Bank 1981 - 1983
Skills
Commercial Real Estate, Indianapolis Office..., Fishers Office Space, Carmel Office Space, Noblesville Office Space, Leasing Services, Tenant Representation, Buyer Representation, Disposition, Investment Properties, Dispositions
Education
Taylor University 1978 — 1981
BS, Business Systems
Unity of Arlington December 2014 - Present
Boise Cascade Company May 2005 - March 2013
Grande Communications Networks LLC July 2001 - April 2004
Americredit June 2000 - March 2001
Bank One December 1998 - April 2000
Bank of America May 1997 - December 1998
Lerner June 1995 - July 1997
Skills
Inventory Management, Social Media, Sales, Social Networking, Microsoft Office, Customer Service, Leadership, Sales Management, Team Building, Budgets, Training, Account Management, Management, Microsoft Excel, Negotiation, Strategic Planning, Microsoft Word, Project Management, PowerPoint, Public Relations, Coaching, Employee Relations, Account Reconciliation, Accounts Receivable, Invoicing, Public Speaking, New Business Development, Event Management
Education
Texas Wesleyan University 1994 — 1995
Mansfield High School 1990 — 1994
Diploma, Honors
JPMorgan Chase March 2012 - Present
JPMorgan Chase August 2007 - February 2012
JPMorgan Chase November 2005 - July 2007
Chase Card Services October 2004 - October 2005
Bank One August 2002 - October 2005
Heald Consulting September 1998 - March 2001
First USA 1995 - 2001
First USA January 1995 - November 1997
Skills
Direct Marketing, Integrated Marketing, Strategic Partnerships, Marketing Strategy, Strategy, CRM, Digital Marketing, Online Marketing, Marketing, Product Marketing, Team Management, Market Research, Product Management, Market Planning, Advertising, Start-ups, Trade Shows, Product Development, Strategic Planning, Database Marketing, Multi-channel Marketing, Sales Process, Direct Mail, Sales, Retail, Competitive Analysis, Email Marketing, Management, Marketing Management, Healthcare Marketing, Social Media, Social Media Marketing, Customer Acquisition, Lead Generation
Education
Temple University 1987 — 1991
BA, Advertising, Marketing, PR
Sun Valley High School 1985 — 1987
diploma, college prep
Capital Financial Partners - TX April 2015 - Present
Oklahoma State University 2010 - Present
American National Bank of Texas June 2013 - January 2015
Wealth Management and Corporate Consultant August 2012 - June 2013
U.S. Trust, Bank of America Private Wealth Management January 2011 - August 2012
Comerica Bank December 2009 - March 2011
Big Brothers Big Sisters 2010 - 2011
Clifton Capital Partners, Inc. August 2007 - December 2009
Wells Fargo Bank 2002 - 2007
Bank One 1995 - 2002
Skills
Wealth Management, Strategic Financial..., High Net Worth..., Corporate Branding, Relationship Marketing, Cash Management, Investment Management, Loans, Portfolio Management, Trust Management, Charitable Trusts, Trusted Advisor, Insurance, Event Planning, Business Development, Donor Relations, Fundraising, Estate Planning, Wealth, Real Estate, Series 7, Asset Allocation, Retirement Planning, Due Diligence, Investments, Wealth Management..., Mutual Funds, Financial Analysis, Finance, Financial Services, Relationship Management, Banking, Securities, Strategy, Credit, Credit Analysis, Financial Planning, Investment Advisory
Education
Texas A&M University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
Austin Energy July 2015 - Present
Austin Energy April 2001 - July 2015
Janus Capital Group June 1999 - April 2001
Bank One 1996 - 1999
Skills
Process Improvement, Business Process..., Business Analysis, Integration, Requirements Gathering, PMP, Visio, Vendor Management, Requirements Analysis, ITIL, Management, Customer Service, Training, SharePoint, Project Planning, Organizational..., Leadership, CRM, Analysis, Call Centers, Cross-functional Team..., Team Building, Governance, Software Documentation, Risk Management, Business Process, MS Project, Software Project..., Team Leadership, IT Service Management, PMO, System Deployment, Security, IT Strategy, Access, Business Intelligence, Enterprise Software, System Administration, Troubleshooting, Quality Assurance, Information Technology, Data Analysis, Management Consulting, Oracle, Strategic Planning, Strategy, User Acceptance Testing, Project Portfolio..., Testing, Microsoft Project
Education
Texas State University 1992 — 1995
MA, Speech Communication - Organizational Communication
The University of Texas at Austin - Red McCombs School of Business 1985 — 1989
BBA, Management
Neighborhood Service Organization August 2015 - Present
Serenity Christian Church January 2008 - Present
Neighborhood Service Organization May 2015 - August 2015
Level One Bank January 2013 - May 2015
Michigan First Credit Union January 2008 - January 2013
Raytheon Professional Services January 2007 - November 2007
Self Employed December 2002 - 2007
Junior Achievement - Chisholm Trail June 2001 - July 2002
OmniAmerican Credit Union (currently OmniAmerican Bank) September 1999 - June 2001
Bank One December 1998 - September 1999
Skills
Leadership Development, Organizational..., Employee Training, Training, Leadership, Coaching, Human Resources, Recruiting, Staff Development, Strategic Planning, Management, Instructional Design, Banking, Team Building, Public Speaking, Performance Management, Workshop Facilitation, Situational Leadership, Career Development, Program Development, Mentoring, Strategy, Conflict Resolution, Time Management, Employee Relations, Captivate, Training Delivery, Nonprofits, Fundraising, Program Management, DDI, Diversity Training, Employee Benefits, Executive Coaching, Organizational..., Training and Development, MBTI, Curriculum Development, Career Counseling, Learning Management..., Needs Analysis, Policy, Resume Writing, Credit Unions, Church Growth, Franklin Covey, Executive Search, Succession Planning, Applicant Tracking..., ADP HRB
Education
Central Michigan University 2012 — 2016
Graduate Certificate, Human Resources Management
Liberty Baptist Theological Seminary 2010 — 2010
MA, Evangelism & Church Planting
Texas Wesleyan University 1997 — 1999
MBA, Organizational Management
Texas Wesleyan University 1995 — 1997
BBA, Business Administration
AIG May 2014 - Present
Ally Financial Inc. July 2012 - Present
Perot Systems April 2004 - Present
Dell Services April 2005 - July 2012
DELL Services April 2005 - June 2012
Curtis MitchellEMC Mortgage Co June 2004 - April 2005
Bank One April 1991 - March 2005
Bank One April 1991 - June 2004
Bank One April 1991 - June 2004
Bank One April 1991 - June 2004
Skills
Training Facilitation, Training Leadership, Customer Service, Soft Skills, Project Management, Leadership, Management, Curriculum Development, Adult Learning..., Performance Management, IT Service Management, ITIL, Employee Training, Service Delivery, Coaching, Training, Process Improvement, BMC Remedy, Human Resources, Software Documentation, Vendor Management, Organizational..., Talent Management, Incident Management, Call Centers, Program Management, Outsourcing, Team Leadership, Customer Satisfaction
Education
Texas Tech University
Journalism-Public Relations
Texas Tech University
Journalism-Public Relations
Texas Tech University
Bachelor's degree, Journalism-Public Relations Major
Bank of America September 2006 - September 2008
March of Dimes June 2004 - August 2006
Bank One 2000 - 2002
Education
Temple University 1999 — 2000
Comcast Cable June 2012 - Present
Comcast Cable August 2010 - June 2012
Comcast May 2008 - August 2010
Synthes August 2007 - April 2008
GMAC ResCap April 2005 - August 2007
GMAC ResCap April 2004 - April 2005
Ajilon Consulting 2003 - 2004
Bank One 2003 - 2004
SEI Investments January 2000 - April 2002
Skills
Vendor Management, Web Analytics, Enterprise Software, Website Development, Strategy, SEO, Program Management, Leadership, Management, SDLC, Software Documentation, User Experience, Project Management, Digital Media, Cross-functional Team..., IT Strategy, Agile Methodologies, Process Improvement, Integration, Marketing, Telecommunications, Email Marketing, Product Management, CRM
Education
Temple University 1996 — 1998
Graduate Studies for the Master in Education
West Chester University of Pennsylvania 1988 — 1992
BS, Education
Universität Salzburg 1988 — 1988
Certificate, Music
Pioneer Natural Resources Company December 2010 - Present
Acme Brick July 2008 - December 2010
Choice Homes October 2005 - July 2008
Worldwide Flight Services May 1997 - October 2005
Bank One May 1994 - May 1997
Skills
IT Management, Network Architecture, Network Design, Network Administration, Change Management, Process Improvement, CCNP, WAN, Team Leadership, LAN-WAN, Vendor Management, Business Analysis, Disaster Recovery, Networking, Operations Management, Data Center, Cisco Certified
Education
Tarleton State University 2014 — 2015
Master's Degree, Management Information Systems
Texas State University 1991 — 1994
BBA, Finance
Trinity High School
Integrated Equipment, Inc. August 2013 - Present
Technip September 2012 - June 2013
Consolidated Graphics 2008 - September 2012
Live Nation September 2005 - January 2008
Kaiser Aluminum August 1997 - April 2005
Basis Petroleum April 1992 - July 1997
Bank One May 1982 - December 1991
Skills
Accounting, Cash Flow Forecasting, Commodity, Risk Management, Finance, Due Diligence, Credit, Budgets, Variance Analysis, Financial Services, Financial Accounting, Credit Analysis, Payroll, Management, Treasury, Cash Management, Cash Flow, Treasury Management
Education
Texas A&M University 1979 — 1982
BBA, Finance and Accounting
Total Sleep/Graymark Healthcare September 2009 - Present
Brinks U. S. November 2004 - June 2009
Inspire Insurance Solutions December 2000 - November 2004
Brinks Home Security March 1997 - December 2000
Lockheed Martin Logistics March 1993 - March 1997
Bank One 1991 - 1993
Skills
Leadership Development, Employee Engagement, Performance Management, Talent Management, Employee Relations, Organizational..., Change Management, Human Resources, Succession Planning, Leadership, Training, Process Improvement, Team Building, Vendor Management, Mergers & Acquisitions, Operations Management, Personnel Management, Management, Organizational Design, Strategy, Cross-functional Team..., Budgets, Program Management, Recruiting, Deferred Compensation, Onboarding, Strategic Planning, Employee Benefits, Benefits Administration, Coaching, Compensation & Benefit, Executive Pay, HRIS, Labor Relations, Policy, Talent Acquisition, Workforce Planning, Applicant Tracking..., Organizational..., HR Policies, Payroll, College Recruiting, New Hire Orientations
Education
Texas Christian University - M.J. Neeley School of Business
MBA, Finance, Business
BBVA Compass Bank August 2009 - Present
Bank One 1993 - 1997
Education
Texas A&M University 1989 — 1993
Pier 1 Imports January 2000 - Present
Pier 1 Imports January 1997 - Present
Pier 1 Imports January 1997 - Present
Pier 1 Imports August 1990 - Present
Pier 1 Imports January 1990 - January 1997
Bank One January 1989 - January 1990
Skills
Income Statement, Retail, Loss Prevention, Inventory Management, Store Management, Merchandising, Payroll, Inventory Control, Lease Administration, Forecasting, Visual Merchandising, POS
Education
Tarrant County College 2010 — 2011
Associate of Arts (AA), Accounting and Finance, Associates of Arts
American Institute of Banking
Orange County's Credit Union May 2008 - Present
CaroMont Health October 2002 - January 2008
caromont health 2002 - 2008
MBNA November 1998 - April 1999
PNC Bank August 1997 - November 1998
Bank One January 1982 - August 1997
Skills
Predictive Modeling, Risk Management, Process Improvement, Credit Cards, Accounts Receivable, Customer Service, Management, Portfolio Management, Finance, Cards, Banking, Credit, Loans, Leadership
Education
Sul Ross State University 1967 — 1969
associates, accounting
Bank of America May 1995 - Present
Bank One 1989 - 1994
Montgomery Ward Credit Card 1987 - 1989
MBank Corporation 1984 - 1987
Skills
Payment Gateways, Internet Banking, Product Development, Electronic Payments, ATM networks, Banking, Business Analysis, Business Process, Commercial Banking, Credit, Credit Cards, Customer Experience, Deposits, E-commerce, Finance, Financial Services, Integration, Leadership, Management, Mergers, Mobile Banking, Payments, Portfolio Management, Product Management, Project Management, Retail Banking, Risk Management, Security, Segmentation, Strategic Partnerships, Vendor Management, Strategy
Education
Texas A&M University 1980 — 1984
BBA, Finance
Stephenville High School 1976 — 1980
CENTURY 21 Arizona Foothills March 2012 - Present
Real Estate Sales January 2002 - Present
Turnstone, LLC October 2008 - February 2012
SMR Advisory Group February 1993 - October 2001
Bank One June 1992 - February 1993
Skills
Investors, Single Family Residences, Real Estate, Investment Properties, REO, Urban Infill Development, Real Estate Development, Real Estate Transactions, Entitlements, Assemblage, Wholesale Real Estate, Apartments
Education
Texas A&M University 1988 — 1991
BA, Psychology
JPMorgan Chase Mortgage Banking January 2015 - Present
JPMorgan Chase June 2011 - June 2013
JP Morgan 2006 - June 2011
JPMorgan Chase 2005 - June 2011
Bank One 1992 - 2003
Banc One Corporation 1992 - 2001
Skills
Leadership, Asset Managment, Management, Risk Management, Operational Risk, Product Management, Auditing, Banking, Wealth Management, Mortgage Lending, Investments, Asset Management, Financial Services, Mutual Funds, Securities, Portfolio Management, Finance
Education
Texas A&M University
BBA, Finance
University of Houston
Post baccalaureate work in Accounting
LegacyTexas Bank 2008 - Present
Aledo United Methodist Church 2011 - 2014
OmniAmerican Bank 2006 - 2007
Frost Bank April 2000 - July 2006
Bank of America 1993 - 2000
American Federal Bank June 1992 - August 1993
Bank One November 1982 - June 1992
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Financial Analysis, Loans, Management, New Business Development, Portfolio Management, Real Estate, Small Business Lending, Underwriting, Loan Origination
Education
Tarleton State University 1978 — 1981
BS, Ag Business
Currently Looking for a New Opportunity July 2015 - Present
Green Tree Servicing July 2012 - July 2015
North Dallas Advanced Diagnostics June 2006 - July 2012
GED Medical Management Inc. February 2006 - February 2008
GreenPoint Mortgage April 1999 - April 2002
Prime Wheels May 1998 - February 1999
Bank One 1997 - 1998
Skills
Project Management, Mortgage Underwriting, Management, Budgets, Sales Management, Research, Customer Satisfaction, Marketing Strategy, Microsoft Office, Outlook, Marketing, Sales, Customer Service, Strategic Planning, Leadership, Employee Training, Healthcare, Accounts Payable, Team Building, Account Management, Selling, Retail, Teamwork, Real Estate, Sales Operations, Advertising, Microsoft Excel, Time Management, Payroll, Credit, Risk Management, Banking, Loans, CRM, Process Improvement, Business Development, Demographic Profiling, Call Centers, Document Management, Document Review
Education
The University of Texas at Arlington 2003 — 2012
B.A. Interdisciplinary studies, Business Management
Tarrant County College 1997 — 2000
Assciates, Liberal Arts
Bank of Texas June 2012 - Present
JP Morgan Chase 2004 - June 2012
Bank One 1990 - 2004
Skills
Commercial Lending, Commercial Banking, Loans, Credit Analysis, Banking, Credit Risk, Credit, Underwriting, Portfolio Management, Financial Analysis, Mortgage Lending, Loan Origination, Mortgage Banking, Finance, Investments
Education
Texas Tech University 1987 — 1989
Master of Business Administration (MBA), Finance, General
Texas A&M University 1983 — 1987
Bachelor of Business Administration (BBA), Marketing
AssetMark, Inc. 2004 - Present
John Hancock (Manulife) 2003 - 2004
AMIC Distribution Partners 2002 - 2003
Janus Capital Group 1999 - 2002
Bank One 1995 - 1999
Stein, Roe & Farnham 1993 - 1995
The MONY Group 1992 - 1993
Education
University of Illinois at Urbana-Champaign 1988 — 1991
BA, Political Science, Minors International and Middle East Studies
Tel Aviv University
Overseas Program
Hogg Middle School August 2013 - Present
Chapel Hill Middle School August 2010 - August 2013
Jacksonvill ISD August 2009 - August 2010
Bank One August 1981 - October 1989
Skills
Coaching, Research, Public Speaking, Teaching, Microsoft Office
Education
University of Houston 1984 — 1987
MBA
Stephen F. Austin State University 1977 — 1981
BBA, Finance
Marcus & Millichap Senior Vice PresidentMarcus & MillichapJune 1992 - Present
Bank One 1987 - 1992
Education
Stephen F. Austin State University 1983 — 1987
Bachelor's, Finance & Economics
Civista Bank December 2014 - Present
Fremont Federal Credit Union May 2012 - November 2014
Fremont Federal Credit Union January 1999 - May 2012
Bank One August 1997 - June 1998
Bank One January 1995 - August 1997
Bank One September 1982 - January 1995
Skills
Staff Management, Compliance, Consumer Lending, Marketing, Strategic Planning, New Business Development, Policy, Financial Services, Operations Management, Mergers & Acquisitions, Credit, Leadership, Risk Management, Public Speaking
Education
Tiffin University 2010 — 2011
BBA, Human Resources
Tiffin University 2001 — 2003
BBA, Organizational Management
Ohio School of Banking 1992 — 1993
Banking Finance and Operations, Overall Study of Banking Functions
Terra State Community College 1984 — 1986
Associate Degree, Business & Financial Services
Arnold & Associates, Inc. January 2011 - Present
Arnold & Associates, Inc. April 2002 - December 2010
Dana Commercial Credit March 1998 - March 2002
Bank One 1991 - 1998
Skills
Contractors, Contract Negotiation, Construction, Project Management, Construction Management, Strategic Planning, Process Scheduler, Project Planning, LEED, Contract Management, Project Estimation, Value Engineering, Budgets, Cost Management, Green Building, MS Project, Renovation, LEED AP, Management, Facilities Management
Education
The University of Texas at Arlington 1992 — 1996
Master of Science (MS), Real Estate Finance
Texas A&M University 1982 — 1986
Bachelor of Science (BS), Building Construction
JPMorgan Chase June 2009 - Present
JPMorgan Chase April 2006 - December 2008
Bank One September 1995 - April 2006
National City Bank August 1989 - September 1995
Skills
Leadership, Financial Reporting, Finance, Budgets, Financial Modeling, Internal Controls, Project Management, Management, Mergers & Acquisitions, Project Planning, Banking, Operations Management, Financial Analysis, Managerial Finance, Strategic Financial..., Analysis, Forecasting, Internal Audit, Retail, Accounting, Business Analysis
Education
Taylor University 1978 — 1982
Bachelor of Science, Accounting/Systems
Caris Life Sciences February 2010 - Present
SOURCECORP June 2006 - March 2010
McKesson February 2001 - June 2006
Centex Corporation November 1998 - February 2001
Bank One 1993 - 1998
Coopers & Lybrand 1991 - 1993
Office of Thrift Supervision, Department of U.S. Treasury 1989 - 1991
Coopers & Lybrand 1981 - 1989
Education
Texas Tech University 1977 — 1981
BBA, Accounting
US Small Business Administration October 2005 - Present
EECU December 2003 - January 2005
Guaranty Bank June 2000 - December 2003
Bank One June 1993 - April 1999
Skills
Loans, Commercial Banking, Credit Analysis, Credit, Commercial Lending, Banking, Financial Analysis, Risk Management, Strategic Planning, Customer Service, Microsoft Office, Budgets, Microsoft Excel, Real Estate, Insurance, Microsoft Word, PowerPoint, Social Media, Business Strategy, Sales
Education
Tarrant County College 1991 — 1993
Far West Capital February 2008 - Present
Comresco Capital 2001 - 2007
Guaranty Business Credit 1999 - 2002
Fidelity Funding 1995 - 1999
Fidelity Funding 1994 - 1999
Bank One 1997 - 1998
Texas American Bank 1983 - 1989
Skills
Commercial Finance, Factoring, Asset Based Lending, Portfolio Management, Credit Analysis, Commercial Lending, Loans, Restructuring, Trade Finance, Finance, Funding, Credit, Cash Flow, Corporate Finance, Banking, Structured Finance, Small Business, Underwriting, Small Business Lending, Commercial Banking, Mergers & Acquisitions, Credit Risk, Working Capital..., Financial Structuring, Risk Management, Executive Management, Capital, Private Equity, Due Diligence, Financial Risk, Financial Services, Loan Origination, Leveraged Finance, Cash Management, Capital Markets, Investment Banking, Treasury Management, Debt Restructuring
Education
Texas Tech University 1979 — 1983
BBA, Economics
Warren Travis White 1975 — 1978
Industry Bancshares, Inc. January 2008 - Present
KPMG July 2005 - January 2008
Coupland State Bank September 2001 - June 2005
KPMG September 1998 - September 2001
Bank One May 1995 - August 1997
Frost Bank July 1993 - April 1995
Education
Texas Lutheran University
Accounting
Universal 1 CU October 2003 - Present
Universal 1 Credit Union, Inc. 2003 - Present
Bank One December 1996 - March 2003
Alliance Capital Management 1991 - 1993
Skills
Options, Financial Modeling, 401k, Securities, Asset Managment, Equities, Series 63, Capital Markets, Series 24, ETFs, Fixed Annuities, Uniform Combined State..., Retirement, Loans, Credit, Mortgage Lending, Insurance, Asset Management, Financial Planners, Life Insurance, Banking, Credit Analysis, Underwriting, Credit Unions, Annuity Sales, Wealth Management..., Saving for Education, Term Life Insurance, Qualified Retirement..., Investment Strategies, Series 65, IRAs, 401k Rollovers, Variable Annuities, Separately Managed..., Branch Management, 529 Plans, Disability Insurance, Wealth Accumulation, Financial Advisory, Long Term Care Insurance, Retirement Plan..., FINRA, Consumer Lending, Long-term Care, Commercial Banking, Roth IRA, College Savings Plans, Series 6
Education
Stony Brook University 1984 — 1989
BA, Psychology, Social Sciences
Stony Brook University 1984 — 1989
Bachelor of Science (BS), Psychology & Social Sciences
Bank of Texas November 2013 - Present
Bank of Texas April 2009 - November 2013
JPMorgan Chase 1992 - 2008
Bank One 1992 - 2004
Skills
Financial Analysis, Mergers, Banking, Investments, Portfolio Management, Credit Analysis, Credit, Asset Managment, Financial Modeling, Finance, Business Development, Commercial Banking, Commercial Lending, Healthcare
Education
University of North Texas 1991 — 1992
MBA, Finance and Banking
Texas A&M University 1984 — 1988
BBA, Finance
Lake Highlands 1982 — 1984
JPMorgan Chase October 2011 - Present
AEI Consultants September 2010 - November 2011
Self January 2010 - October 2010
WaMu 2003 - 2009
IVI International, Inc 1999 - 2003
EMG 1998 - 1999
Bank One 1996 - 1998
First Republic/FRMI/AMRESCO/NCNB/NationsBank 1988 - 1996
Army & Air Force Exchange Service 1979 - 1988
HKS 1978 - 1979
Education
Texas A&M University 1972 — 1978
M ARCH, Environmental Design, Architecture
Wells Fargo January 2013 - Present
Wells Fargo Bank April 2002 - December 2012
First State Bank of Texas/Wells Fargo Bank March 2000 - March 2002
Bank One July 1999 - March 2000
Bank One May 1997 - May 1998
Bank One July 1995 - May 1998
Education
Texas Tech University - Rawls College of Business 1990 — 2004
Bachelor of Business Administration (BBA), Finance, General
Texas Tech University - Rawls College of Business 1994 — 1995
Master's degree, Finance, General
The Bank of River Oaks September 2013 - Present
Comerica Bank May 2009 - September 2013
Wachovia Bank April 2002 - May 2009
Comerica Bank March 1993 - April 2002
Bank One September 1984 - March 1993
Skills
Commercial Lending, Commercial Banking
Education
Texas A&M University 1978 — 1984
BBA, MBA, Finance
Citizens National Bank (Henderson, TX) April 2007 - Present
JPMorgan Chase January 1999 - March 2007
Bank One April 1997 - February 1999
Bank One July 1995 - April 1997
Bank One October 1992 - July 1995
Bank One January 1990 - October 1992
Allied Bancshares July 1984 - December 1989
Skills
Loans, Commercial Lending, Commercial Banking, Credit Analysis, Small Business Lending, Mortgage Lending, Banking, Underwriting, Credit, Financial Analysis, Portfolio Management, Risk Management, Business Development, Credit Risk, SBA, Commercial Mortgages, Loan Origination, Consumer Lending, Lines Of Credit, Investments, Cash Management, Securities, Wealth Management, Executive Management, Asset Based Lending, Finance, Treasury Management, Financial Modeling, Mergers & Acquisitions, Financial Services, Due Diligence, Financial Risk, Retirement Planning, Mortgage Banking, Leadership, Strategic Financial..., Insurance, Retail Banking, Real Estate, Financial Institutions
Education
Texas A&M University 1983 — 1984
MA, Ag Finance
Texas A&M University 1979 — 1983
BS, Ag Economics
Comerica Bank 2011 - Present
JPMorgan Chase 1995 - 2010
Wachovia Bank May 1987 - February 1992
Bank One 1986 - 1988
Skills
Credit Analysis, Treasury Management, Commercial Banking, Commercial Lending, Loans, Treasury Services, Cash Management, Credit, Banking, Portfolio Management, Relationship Management, Finance, Lines Of Credit
Education
Texas A&M University
B.A.
Broadway Bank September 1994 - Present
Bank One September 1993 - September 1994
Skills
Credit, Banking, Loans, Commercial Banking, Leadership Development, Vendor Management, Asset Management, Mortgage Lending, Change Management, Leadership, Commercial Lending, Forecasting, Consumer Lending, Team Building, Small Business Lending, Sales Management, Process Improvement, Risk Management, Customer Service, Financial Analysis, Finance, Credit Analysis, Business Development, Wealth Management, Project Management, Strategic Financial..., Retail Banking, Program Management, ACH, Financial Modeling, Strategic Planning, Project Planning, Loan Origination, Cash Management, Budgets, Underwriting, Portfolio Management, Team Leadership, Investments, Analysis, Treasury Management, Branch Management, Call Centers, Operations Management, Financial Services, Business Analysis, Mergers & Acquisitions, Sales, Mortgage Banking, Business Strategy
Education
The University of Texas at San Antonio 1996 — 1999
MBA, Business
Texas A&M University 1982 — 1989
BBA, Finance, Management
Weatherford Physical Therapy 2012 - Present
Community Bank January 1994 - October 2011
Bank One November 1992 - January 1994
Sunbelt Federal Savings, FSB/Bank December 1978 - June 1992
Skills
Documentation, Training and Development, Jack Henry CIF 2020..., Problem Solving, Policy, Banking, Team Building, Process Improvement, Operations Management, Product Development, Excel, PowerPoint, Word, Microsoft Office, Mergers, Microsoft Excel, Software Documentation, Microsoft Word, Management, Credit, Budgets, Financial Analysis, Risk Management, Analysis, Strategic Planning, Customer Service, Project Management, Finance, Training, Sales, Leadership, Team Leadership, Credit Analysis, Mortgage Lending, Business Analysis, Cash Management, Vendor Management, Portfolio Management, Loans, Mergers & Acquisitions, Commercial Banking
Education
Texas Woman's University 1976 — 1976
Library Science
Tarleton State University 1971 — 1975
BBA, Business and Education
Texas Tech University
Two year banking certificate, Banking
Frontier Communications March 2012 - Present
Services United January 2008 - March 2012
EMC Mortgage/BearStearns December 2000 - May 2008
Bank One January 1996 - July 2000
Skills
Mergers, Accounting, Analysis, Information Technology, Project Management, Entrepreneurship, Process Improvement, Teamwork, Sarbanes-Oxley, Executive Management, PeopleSoft, Financial Analysis, Account Reconciliation, Banking, Business Analysis, Business Development, Business Intelligence, Business Process, Business Process..., CRM, Credit, Customer Service, Finance, Financial Modeling, Financial Reporting, Financial Services, Forecasting, IT Management, Internal Controls, Leadership, Management, Managerial Finance, Mergers, Operations Management, Risk Management, Sarbanes-Oxley Act, Software Documentation, Strategy, System Administration, Team Building, Time Management, Training, Vendor Management, Visio, Access
Education
TechSkills 2010 — 2011
MCSA, Microsoft Certified System Administrator
Texas A&M University-Commerce
Bachelor of Science, Business Administration
Get Swip Swap December 2012 - Present
Anthem School PTA 2009 - June 2013
Etcetera Clothing April 2011 - January 2012
ICMA-RC 2000 - 2003
Bank One 1999 - 2000
Nationwide Insurance 1996 - 1999
Education
State University of New York College at Oswego 1989 — 1993
Kindred Healthcare January 1998 - Present
Bank One January 1996 - December 1997
Skills
General Ledger, Auditing
Education
Tennessee Technological University 1991 — 1995
Bachelor of Science, Sociology and Associates Degree in Criminal Justice
Birdville ISD January 2015 - Present
Tarrant County College 2010 - Present
JPMorgan Chase 2002 - 2009
Bank One 1999 - 2002
Manpower January 1999 - January 1999
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Access, Time Management, Teamwork, Data Entry, Research, Data Analysis
Education
Tarrant County College 2011 — 2014
Associate of Applied Science Business, Business
Tarrant Area Food Bank April 2012 - Present
Accident Compensation Corporation, New Zealand 2001 - 2010
Bank One 1991 - 2000
Skills
Microsoft Office, Fundraising, Leadership, Community Outreach, Volunteer Management, Banking, Event Planning, Public Speaking, Grant Writing, Program Management, Public Relations, Budgets, Strategic Planning, Nonprofits, Program Development
Education
Texas Tech University
Bachelor of Science (B.S.), Child Development
HOLT CAT August 2013 - Present
CH Guenther & Son, Inc. May 2009 - August 2013
CH Guenther & Son, Inc. November 2005 - May 2009
Broadway National Bank June 2001 - November 2005
Wells Fargo June 2000 - June 2001
Bank One October 1996 - June 2000
Frost Bank July 1995 - October 1996
Education
Texas A&M University
Bachelor of Business Administration (BBA), Finance
Bank One 1989 - 1991
Education
State University of New York College at Potsdam 1975 — 1979
Bachelor of Arts (B.A.), English and Psychology
RadioShack August 2014 - Present
RadioShack January 2005 - August 2014
RadioShack January 2004 - January 2005
Tandy Security Systems January 1999 - January 2004
Tandy Security Systems January 1997 - January 1999
Tandy Security Systems January 1994 - January 1997
Bank One January 1990 - January 1994
Skills
Database management, Data Analysis, Accounts Receivable, Security, General Ledger, Invoicing, Purchase Orders, Inventory Management, Leadership, Retail, Merchandising, Loss Prevention, Inventory Control, Sales, Management, Store Management, Profit, Time Management, Store Operations, Customer Service, Visual Merchandising, Customer Satisfaction, Retail Sales, Microsoft Office, P&L, Microsoft Excel, Microsoft Word
Education
Texas Woman's University 2014 — 2017
Bachelor of Business Administration (B.B.A.), Accounting
Tarrant County College 2012 — 2014
Associate of Arts (A.A), Accounting
Self-employed QuickBooks and Tax Preparation at Patrick D Shields, CPA & Associates, LLC.Vice PresientFrost Bank2000 - 2003
Bank One 1997 - 2000
Skills
Small Business, Entrepreneurship, Tax, Business Strategy, Accounting, Tax Preparation, Income Tax, Bookkeeping, Corporate Tax, Business Planning, QuickBooks, Finance, CPA, Sales
Education
Tarleton State University
Bachelor of Business Administration (BBA), Accounting and Finance
Breckenridge High Shcool 1977 — 1980