Bank One Texas, NA
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Bank One Texas, NA Employees
Employee
Years
Job
Industry
Richard Truitt Richard Truitt's Bank One Texas, NA Experience November 1987 - November 1992
Job President at William F. Robertson & Assoc.
Industry Financial Services
Experience
William F. Robertson & Assoc. May 2004 - Present
KS Financial Group, Inc. November 1992 - May 2004
Bank One, Texas N.A. November 1987 - November 1992
Skills
Personal Financial..., Investment Management
Education
The University of Texas at Austin 1985 — 1987
Master of Business Administration (M.B.A.), Finance/Accounting
Texas A&M University 1980 — 1984
Bachelor of Science (B.S.), Geology
William F. Robertson & Assoc. May 2004 - Present
KS Financial Group, Inc. November 1992 - May 2004
Bank One, Texas N.A. November 1987 - November 1992
Skills
Personal Financial..., Investment Management
Education
The University of Texas at Austin 1985 — 1987
Master of Business Administration (M.B.A.), Finance/Accounting
Texas A&M University 1980 — 1984
Bachelor of Science (B.S.), Geology
Cheryl Gilbert Cheryl Gilbert's Bank One Texas, NA Experience February 2000 - October 2000
Job Loan Operation Funder at Veritex Communtiy Bank
Industry Banking
Experience
Veritex Communtiy Bank April 2014 - Present
Park Cities Bank May 2012 - March 2014
United Central Bank August 2006 - March 2012
United Central Bank April 2001 - August 2006
Bank One, Texas N.A. February 2000 - October 2000
Bank One, Texas, N.A. n/k/a JPMorgan Chase December 1997 - October 2000
Skills
Photographer / Graphic..., Consumer Lending, Human Resources, Sales, Loans, Banking, Credit, Software Documentation, Finance, Commercial Lending, Commercial Banking, Auditing, Management, Financial Analysis, Account Reconciliation, Mortgage Lending, Underwriting, Credit Analysis, CRM, Financial Services, Accounting, Credit Risk
Education
El Centro College
Associate of Arts and Sciences (AAS), Computer Science
Veritex Communtiy Bank April 2014 - Present
Park Cities Bank May 2012 - March 2014
United Central Bank August 2006 - March 2012
United Central Bank April 2001 - August 2006
Bank One, Texas N.A. February 2000 - October 2000
Bank One, Texas, N.A. n/k/a JPMorgan Chase December 1997 - October 2000
Skills
Photographer / Graphic..., Consumer Lending, Human Resources, Sales, Loans, Banking, Credit, Software Documentation, Finance, Commercial Lending, Commercial Banking, Auditing, Management, Financial Analysis, Account Reconciliation, Mortgage Lending, Underwriting, Credit Analysis, CRM, Financial Services, Accounting, Credit Risk
Education
El Centro College
Associate of Arts and Sciences (AAS), Computer Science
Debra J. Legrid Debra J. Legrid's Bank One Texas, NA Experience September 1985 - January 1992
Job System Support/ Trainer at TenA Companies
Industry Financial Services
Experience
TenA Companies, Inc. May 2012 - Present
Levy Restaurants September 2011 - January 2014
City of Lake St Croix Beach, MN January 2009 - January 2013
Como Northtown Community Credit Union (Now TopLine Federal Credit Union) August 2005 - February 2011
CU Companies Inc 2000 - 2005
Unity One Federal Credit Union December 1997 - February 2003
I.B.E.W. 110 Credit Union (Now St Paul Federal Credit Union) January 2000 - March 2001
Highgrove Community Federal Credit Union (Now Wings Financial Credit Union) January 1997 - December 1997
VIP Metro Federal Credit Union (Now City and County Credit Union) November 1992 - January 1997
Bank One Texas, NA September 1985 - January 1992
Skills
Credit, Budgets, Mortgage Lending, Loans, Leadership, Marketing, Strategic Planning, Microsoft Office, Credit Analysis, Mortgage Banking, Finance, Customer Service, Banking, Consumer Lending, Loan Origination, Underwriting
Education
College of St. Benedict
Minnesota School of Bartending
Worthington Sr High
TenA Companies, Inc. May 2012 - Present
Levy Restaurants September 2011 - January 2014
City of Lake St Croix Beach, MN January 2009 - January 2013
Como Northtown Community Credit Union (Now TopLine Federal Credit Union) August 2005 - February 2011
CU Companies Inc 2000 - 2005
Unity One Federal Credit Union December 1997 - February 2003
I.B.E.W. 110 Credit Union (Now St Paul Federal Credit Union) January 2000 - March 2001
Highgrove Community Federal Credit Union (Now Wings Financial Credit Union) January 1997 - December 1997
VIP Metro Federal Credit Union (Now City and County Credit Union) November 1992 - January 1997
Bank One Texas, NA September 1985 - January 1992
Skills
Credit, Budgets, Mortgage Lending, Loans, Leadership, Marketing, Strategic Planning, Microsoft Office, Credit Analysis, Mortgage Banking, Finance, Customer Service, Banking, Consumer Lending, Loan Origination, Underwriting
Education
College of St. Benedict
Minnesota School of Bartending
Worthington Sr High
Shasi Wilson Shasi Wilson's Bank One Texas, NA Experience 1989 - 1990
Job Owner, Shasi Wilson Company
Industry Financial Services
Experience
Shasi Wilson Company 1991 - 2011
Bank One-Texas, N.A. 1989 - 1990
M Bank Austin 1984 - 1989
Mercantile National Bank of Dallas 1982 - 1984
Education
Texas A&M University 1979 — 1982
MS, Agricultural Economics
Texas A&M University 1976 — 1979
BS, Economics
University of Miami 1975 — 1976
Shasi Wilson Company 1991 - 2011
Bank One-Texas, N.A. 1989 - 1990
M Bank Austin 1984 - 1989
Mercantile National Bank of Dallas 1982 - 1984
Education
Texas A&M University 1979 — 1982
MS, Agricultural Economics
Texas A&M University 1976 — 1979
BS, Economics
University of Miami 1975 — 1976
Jennifer Gladson Jennifer Gladson's Bank One Texas, NA Experience September 1998 - March 1999
Job Realtor at RE/MAX the Group
Industry Real Estate
Experience
RE/MAX the Group January 2013 - Present
Casuals ETCETERA Inc January 2003 - June 2013
Avon September 2010 - January 2013
The Bank of Casper October 2008 - June 2009
American National Bank July 1993 - April 2005
Bank One Texas NA September 1998 - March 1999
Skills
Retail, Marketing Strategy, Customer Service, Fashion, Sales, Real Estate, Investment Properties, Commercial Banking, Direct Sales, Leadership, Marketing, Merchandising, Loans, New Business Development, Selling, Negotiation, Small Business, Event Planning, Training, Public Speaking, Team Building, Apparel, Coaching, Cold Calling, Financial Analysis, Residential Homes, Sales Management, Strategic Planning, Social Networking, Recruiting, Social Media, Marketing Communications, Budgets, Fundraising, Inventory Management, Sellers, Property Management, Foreclosures, Investors, Buyers, Relocation, Customer Satisfaction, Management, First Time Home Buyers, Contract Negotiation, Social Media Marketing, Real Estate Transactions, Online Marketing, Public Relations, Advertising
Education
University of Colorado at Boulder
Graduate - Banking, Finance
RE/MAX the Group January 2013 - Present
Casuals ETCETERA Inc January 2003 - June 2013
Avon September 2010 - January 2013
The Bank of Casper October 2008 - June 2009
American National Bank July 1993 - April 2005
Bank One Texas NA September 1998 - March 1999
Skills
Retail, Marketing Strategy, Customer Service, Fashion, Sales, Real Estate, Investment Properties, Commercial Banking, Direct Sales, Leadership, Marketing, Merchandising, Loans, New Business Development, Selling, Negotiation, Small Business, Event Planning, Training, Public Speaking, Team Building, Apparel, Coaching, Cold Calling, Financial Analysis, Residential Homes, Sales Management, Strategic Planning, Social Networking, Recruiting, Social Media, Marketing Communications, Budgets, Fundraising, Inventory Management, Sellers, Property Management, Foreclosures, Investors, Buyers, Relocation, Customer Satisfaction, Management, First Time Home Buyers, Contract Negotiation, Social Media Marketing, Real Estate Transactions, Online Marketing, Public Relations, Advertising
Education
University of Colorado at Boulder
Graduate - Banking, Finance
Chris Holmberg Chris Holmberg's Bank One Texas, NA Experience January 1989 - May 1994
Job Regional Manager at Ritchie Bros. Auctioneers
Industry Machinery
Experience
Ritchie Bros. Auctioneers August 2008 - Present
Ritchie Bros. Auctioneers January 2006 - July 2008
Ritchie Bros. Auctioneers June 2004 - January 2006
TCF Leasing 2003 - 2004
Citicapital 1998 - 2003
SPC Office Products May 1996 - May 1998
Omni Communications May 1994 - May 1996
Bank One Texas, NA January 1989 - May 1994
Skills
Sales Management, Financial Analysis, Contract Negotiation, Sales Presentations, Conflict Resolution, Salesforce Training, Credit, Budgets, New Business Development, Key Account Management, Management, Sales Operations, Selling, Start-ups, Training, Real Estate, Sales, Finance, Marketing, Leadership, Direct Sales, Forecasting, Strategic Planning, P&L, Negotiation, Loans, Portfolio Management, Operations Management, Banking, Business Planning, Team Building, Pricing, Business Development, Account Management, Cold Calling, Investments, Investment Properties, Executive Management, Sales Process, P&L Management, CRM, Business Strategy, Team Leadership, Strategy, Relationship Management, Managerial Finance, Process Improvement, Customer Satisfaction, Cross-functional Team...
Education
Texas Tech University 1984 — 1988
BBA Finance, Business and Finance
Ritchie Bros. Auctioneers August 2008 - Present
Ritchie Bros. Auctioneers January 2006 - July 2008
Ritchie Bros. Auctioneers June 2004 - January 2006
TCF Leasing 2003 - 2004
Citicapital 1998 - 2003
SPC Office Products May 1996 - May 1998
Omni Communications May 1994 - May 1996
Bank One Texas, NA January 1989 - May 1994
Skills
Sales Management, Financial Analysis, Contract Negotiation, Sales Presentations, Conflict Resolution, Salesforce Training, Credit, Budgets, New Business Development, Key Account Management, Management, Sales Operations, Selling, Start-ups, Training, Real Estate, Sales, Finance, Marketing, Leadership, Direct Sales, Forecasting, Strategic Planning, P&L, Negotiation, Loans, Portfolio Management, Operations Management, Banking, Business Planning, Team Building, Pricing, Business Development, Account Management, Cold Calling, Investments, Investment Properties, Executive Management, Sales Process, P&L Management, CRM, Business Strategy, Team Leadership, Strategy, Relationship Management, Managerial Finance, Process Improvement, Customer Satisfaction, Cross-functional Team...
Education
Texas Tech University 1984 — 1988
BBA Finance, Business and Finance
John Viault, CFA John Viault, CFA's Bank One Texas, NA Experience May 1989 - May 1991
Job Corporate Loan Officer at Mercantil Commercebank
Industry Financial Services
Experience
Mercantil Commercebank N.A. August 2011 - Present
Dresdner Bank AG July 2005 - June 2009
Dresdner Bank Lateinamerika AG April 2003 - June 2005
Dresdner Bank Lateinamerika AG January 2001 - April 2003
Dresdner Bank Lateinamerika AG January 2000 - January 2001
Dresdner Bank Lateinamerika AG May 1997 - January 2000
Banco La Previsora 1994 - 1997
Federal Reserve Bank of Dallas July 1992 - July 1994
Bank One, Texas N.A. May 1989 - May 1991
Skills
Trade Finance, Credit, Financial Analysis, Negotiation, Customer Relations, Customer Service, Portfolio Management, Relationship Management, Payments, Banking, Loans, Finance, Structured Finance, Commercial Lending, Accounting, Commercial Banking, Corporate Finance
Education
Thunderbird School of Global Management 1991 — 1992
MIM, International Management, Finance
Southern Methodist University - Cox School of Business 1985 — 1989
Bachelor of Business Administration, Finance
Mercantil Commercebank N.A. August 2011 - Present
Dresdner Bank AG July 2005 - June 2009
Dresdner Bank Lateinamerika AG April 2003 - June 2005
Dresdner Bank Lateinamerika AG January 2001 - April 2003
Dresdner Bank Lateinamerika AG January 2000 - January 2001
Dresdner Bank Lateinamerika AG May 1997 - January 2000
Banco La Previsora 1994 - 1997
Federal Reserve Bank of Dallas July 1992 - July 1994
Bank One, Texas N.A. May 1989 - May 1991
Skills
Trade Finance, Credit, Financial Analysis, Negotiation, Customer Relations, Customer Service, Portfolio Management, Relationship Management, Payments, Banking, Loans, Finance, Structured Finance, Commercial Lending, Accounting, Commercial Banking, Corporate Finance
Education
Thunderbird School of Global Management 1991 — 1992
MIM, International Management, Finance
Southern Methodist University - Cox School of Business 1985 — 1989
Bachelor of Business Administration, Finance
Shannon Dalton Shannon Dalton's Bank One Texas, NA Experience June 1994 - February 1996
Job Vice President at Berkadia Commercial Mortgage LLC
Industry Financial Services
Experience
Berkadia Commercial Mortgage LLC March 2012 - Present
Solterra Health, LLC January 2010 - March 2012
Greystone Servicing Corporation, Inc. August 2007 - January 2010
Capmark Finance, Inc. June 1997 - August 2007
Concentra, Inc. February 1996 - June 1997
Bank One Texas, N.A. June 1994 - February 1996
Skills
Loans
Education
Texas Tech University 1990 — 1994
Berkadia Commercial Mortgage LLC March 2012 - Present
Solterra Health, LLC January 2010 - March 2012
Greystone Servicing Corporation, Inc. August 2007 - January 2010
Capmark Finance, Inc. June 1997 - August 2007
Concentra, Inc. February 1996 - June 1997
Bank One Texas, N.A. June 1994 - February 1996
Skills
Loans
Education
Texas Tech University 1990 — 1994
Buddy Wilburn Buddy Wilburn's Bank One Texas, NA Experience September 1987 - September 1989
Job Vice President at BBVA Compass
Industry Banking
Experience
BBVA Compass September 1993 - Present
First Interstate Bank of Texas, N.A. October 1989 - August 1993
Bank One-Texas, N.A. September 1987 - September 1989
United Bank of Texas September 1982 - June 1987
Dallas Public Library 1976 - 1982
Skills
Commercial Lending, Funding, Risk Management, Commercial Banking, OFAC, Loans, Banking, Wealth Management, Consumer Lending, Small Business Lending, Credit, Credit Analysis, Commercial Real Estate, Commercial Mortgages, Loan Origination, Financial Risk
Education
The University of Texas at Austin 1978 — 1987
History and Government
Brookhaven Community College 1982 — 1982
General
W. T. White HIgh School 1975 — 1978
Charles A Gill
BBVA Compass September 1993 - Present
First Interstate Bank of Texas, N.A. October 1989 - August 1993
Bank One-Texas, N.A. September 1987 - September 1989
United Bank of Texas September 1982 - June 1987
Dallas Public Library 1976 - 1982
Skills
Commercial Lending, Funding, Risk Management, Commercial Banking, OFAC, Loans, Banking, Wealth Management, Consumer Lending, Small Business Lending, Credit, Credit Analysis, Commercial Real Estate, Commercial Mortgages, Loan Origination, Financial Risk
Education
The University of Texas at Austin 1978 — 1987
History and Government
Brookhaven Community College 1982 — 1982
General
W. T. White HIgh School 1975 — 1978
Charles A Gill
Bruce Thomson Bruce Thomson's Bank One Texas, NA Experience January 1990 - June 1997
Job Senior Vice President Commercial Lender at American State Bank
Industry Banking
Experience
American State Bank April 2014 - Present
Bank of Texas January 2013 - November 2013
BancorpSouth March 2010 - January 2013
First Community Bank, NA October 2006 - March 2010
Extraco Banks April 2003 - October 2006
BBVA Compass April 2001 - April 2003
American Income Life Insurance Company April 2000 - April 2001
BBVA Compass June 1997 - April 2000
Bank One, Texas N.A. January 1990 - June 1997
Skills
Credit, Loans, Commercial Banking, Credit Analysis, Credit Risk, Mortgage Lending, Consumer Lending, Commercial Lending, Cross Selling, Portfolio Management, Underwriting, Finance, Commercial Mortgages, Construction Loans, Real Estate
Education
Baylor University - Hankamer School of Business 1987 — 1989
Master of Business Administration (M.B.A.), Finance
Baylor University - Hankamer School of Business 1977 — 1979
Bachelor of Business Administration (B.B.A.), Real Estate
American State Bank April 2014 - Present
Bank of Texas January 2013 - November 2013
BancorpSouth March 2010 - January 2013
First Community Bank, NA October 2006 - March 2010
Extraco Banks April 2003 - October 2006
BBVA Compass April 2001 - April 2003
American Income Life Insurance Company April 2000 - April 2001
BBVA Compass June 1997 - April 2000
Bank One, Texas N.A. January 1990 - June 1997
Skills
Credit, Loans, Commercial Banking, Credit Analysis, Credit Risk, Mortgage Lending, Consumer Lending, Commercial Lending, Cross Selling, Portfolio Management, Underwriting, Finance, Commercial Mortgages, Construction Loans, Real Estate
Education
Baylor University - Hankamer School of Business 1987 — 1989
Master of Business Administration (M.B.A.), Finance
Baylor University - Hankamer School of Business 1977 — 1979
Bachelor of Business Administration (B.B.A.), Real Estate
Brenda Edwards Brenda Edwards's Bank One Texas, NA Experience 1993 - 1996
Job Vice President, Commercial and SBA Lending at Plains State Bank
Industry Banking
Experience
Plains State Bank August 2015 - Present
Community Certified Development Corporation January 2015 - July 2015
Houston Galveston Economic Development Corp CDC (Statesman Business Advisors) April 2013 - December 2014
ING Bank 2004 - 2006
Shanghai American School 2002 - 2003
Bank United of Texas, FSB 1996 - 2001
Bank One, Texas N.A. 1993 - 1996
Michigan National Bank 1990 - 1993
Skills
Credit Analysis, Small Business Lending, Loan Origination, Construction Loans, Commercial Mortgages, Commercial Banking, Loan Servicing, Credit Risk, Commercial Lending, Portfolio Management, Financial Analysis, SBA Loans, SBA 504, Banking, Credit
Education
Central Michigan University
Bachelor of Science (B.S.), Finance, Magna Cum Laude
University of Houston
Master of Business Administration (M.B.A.), Finance and Accounting
Plains State Bank August 2015 - Present
Community Certified Development Corporation January 2015 - July 2015
Houston Galveston Economic Development Corp CDC (Statesman Business Advisors) April 2013 - December 2014
ING Bank 2004 - 2006
Shanghai American School 2002 - 2003
Bank United of Texas, FSB 1996 - 2001
Bank One, Texas N.A. 1993 - 1996
Michigan National Bank 1990 - 1993
Skills
Credit Analysis, Small Business Lending, Loan Origination, Construction Loans, Commercial Mortgages, Commercial Banking, Loan Servicing, Credit Risk, Commercial Lending, Portfolio Management, Financial Analysis, SBA Loans, SBA 504, Banking, Credit
Education
Central Michigan University
Bachelor of Science (B.S.), Finance, Magna Cum Laude
University of Houston
Master of Business Administration (M.B.A.), Finance and Accounting
Dennis Bing Dennis Bing's Bank One Texas, NA Experience January 1988 - January 1995
Job Senior Real Estate/Commercial Loans Special Asset Specialist at Stanford Federal Credit Union
Industry Banking
Experience
Stanford Federal Credit Union December 2012 - Present
KeyPoint Credit Union March 2008 - December 2012
KeyPoint Credit Union April 2007 - March 2008
Financial Federal Credit Inc May 2001 - March 2007
Orix Financial Services, Inc. May 1999 - May 2001
Orix Financial Services, Inc. May 1998 - May 1999
Transworld Systems, Inc January 1995 - May 1998
Bank One Texas, NA January 1988 - January 1995
Bank One Texas, NA January 1981 - January 1988
Skills
Loans, Financial Analysis, Portfolio Management, Finance, Real Estate, Outlook, Consumer Lending, Bankruptcy, Banking, Commercial Lending, Recruiting, Management, Credit Analysis, Mortgage Lending, Credit Risk, Sales, Real Estate Financing, Credit Unions, Commercial Banking
Education
Jackson Community College
Stanford Federal Credit Union December 2012 - Present
KeyPoint Credit Union March 2008 - December 2012
KeyPoint Credit Union April 2007 - March 2008
Financial Federal Credit Inc May 2001 - March 2007
Orix Financial Services, Inc. May 1999 - May 2001
Orix Financial Services, Inc. May 1998 - May 1999
Transworld Systems, Inc January 1995 - May 1998
Bank One Texas, NA January 1988 - January 1995
Bank One Texas, NA January 1981 - January 1988
Skills
Loans, Financial Analysis, Portfolio Management, Finance, Real Estate, Outlook, Consumer Lending, Bankruptcy, Banking, Commercial Lending, Recruiting, Management, Credit Analysis, Mortgage Lending, Credit Risk, Sales, Real Estate Financing, Credit Unions, Commercial Banking
Education
Jackson Community College
John R Thomas John R Thomas's Bank One Texas, NA Experience October 1994 - June 1996
Job Chief Executive Officer at MedSynergies, Inc.
Industry Hospital & Health Care
Experience
MedSynergies President & Chief Executive OfficerMedSynergies Surgical Division2006 - Present
MedSynergies April 1999 - Present
MedSynergies, Inc. 1996 - 2009
MedSynergies September 1997 - April 1999
MedSynergies June 1996 - April 1997
Bank One Texas, N.A. October 1994 - June 1996
Bank One Texas 1994 - 1996
Texas Commerce Bank, N.A. May 1992 - October 1994
Texas Commerce Bank 1991 - 1994
The Danny Thomas Company June 1990 - May 1991
Education
The University of Texas at Austin 1988 — 1990
M.B.A., Finance and Management
The University of Texas at Austin - Red McCombs School of Business 1988 — 1990
MBA, Business
University of Arkansas 1982 — 1986
B.A., Zoology
MedSynergies President & Chief Executive OfficerMedSynergies Surgical Division2006 - Present
MedSynergies April 1999 - Present
MedSynergies, Inc. 1996 - 2009
MedSynergies September 1997 - April 1999
MedSynergies June 1996 - April 1997
Bank One Texas, N.A. October 1994 - June 1996
Bank One Texas 1994 - 1996
Texas Commerce Bank, N.A. May 1992 - October 1994
Texas Commerce Bank 1991 - 1994
The Danny Thomas Company June 1990 - May 1991
Education
The University of Texas at Austin 1988 — 1990
M.B.A., Finance and Management
The University of Texas at Austin - Red McCombs School of Business 1988 — 1990
MBA, Business
University of Arkansas 1982 — 1986
B.A., Zoology
Cynthia Crites's Bank One Texas, NA Experience June 1989 - June 1995
Job Senior Vice President, Credit Officer at Texas Capital Bank
Industry Banking
Experience
Texas Capital Bank May 2015 - Present
J.P. Morgan December 2011 - May 2015
J.P. Morgan January 2008 - December 2011
JPMorgan Chase November 1997 - December 2007
The Bank of New York July 1995 - November 1997
Bank One, Texas N.A. June 1989 - June 1995
Skills
Loans, Finance, Credit Analysis, Mortgage Lending, Commercial Lending, Mortgage Banking
Education
Texas Christian University - M.J. Neeley School of Business 1978 — 1982
Texas Capital Bank May 2015 - Present
J.P. Morgan December 2011 - May 2015
J.P. Morgan January 2008 - December 2011
JPMorgan Chase November 1997 - December 2007
The Bank of New York July 1995 - November 1997
Bank One, Texas N.A. June 1989 - June 1995
Skills
Loans, Finance, Credit Analysis, Mortgage Lending, Commercial Lending, Mortgage Banking
Education
Texas Christian University - M.J. Neeley School of Business 1978 — 1982
Chad Warner's Bank One Texas, NA Experience July 1998 - June 2000
Job Alternative Data Sales Lead at Equifax
Industry Information Technology and Services
Experience
Equifax February 2013 - Present
BBVA Compass November 2009 - November 2012
BBVA Compass January 2009 - October 2009
Compass Bank December 2004 - December 2008
Carreker Corporation July 2000 - November 2004
Bank One, Texas NA July 1998 - June 2000
Bank One, Texas NA May 1995 - June 1998
Skills
Banking, Retail Banking, Credit, Consumer Lending, Portfolio Management, Credit Cards, Financial Services, Risk Management, Financial Analysis, Commercial Banking, Finance, Mortgage Lending, Financial Risk, Executive Management, Analytics, Credit Analysis, Analysis, Deposits, Management, Strategy, Wealth Management
Education
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
Equifax February 2013 - Present
BBVA Compass November 2009 - November 2012
BBVA Compass January 2009 - October 2009
Compass Bank December 2004 - December 2008
Carreker Corporation July 2000 - November 2004
Bank One, Texas NA July 1998 - June 2000
Bank One, Texas NA May 1995 - June 1998
Skills
Banking, Retail Banking, Credit, Consumer Lending, Portfolio Management, Credit Cards, Financial Services, Risk Management, Financial Analysis, Commercial Banking, Finance, Mortgage Lending, Financial Risk, Executive Management, Analytics, Credit Analysis, Analysis, Deposits, Management, Strategy, Wealth Management
Education
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
Michael Robin Yutuc's Bank One Texas, NA Experience 1994 - 1998
Job Director Information Technology
Industry Information Technology and Services
Experience
Taylored Services March 2015 - Present
Self- employed Information Technology Consultant September 2014 - March 2015
Performance Team 2003 - September 2014
APL Logistics 2002 - 2003
Hudd Distribution 1999 - 2002
Elro Sign Company 1998 - 1999
Bank One, Texas NA 1994 - 1998
Skills
Supply Chain Management, Logistics, 3PL, Warehouse Management, Process Improvement, Operations Management, Management, Transportation, Warehousing, Forecasting, Supply Chain..., Shipping, Customer Service, Visio, Transportation..., IT Management, IT Strategy, IT Operations, Team Building, Change Management, Oracle SQL Developer, Order Fulfillment, Database Administration
Education
California State University-Fullerton 1990 — 1993
Business Administration, Management Informations System
University of California, Los Angeles
Business Economics
Taylored Services March 2015 - Present
Self- employed Information Technology Consultant September 2014 - March 2015
Performance Team 2003 - September 2014
APL Logistics 2002 - 2003
Hudd Distribution 1999 - 2002
Elro Sign Company 1998 - 1999
Bank One, Texas NA 1994 - 1998
Skills
Supply Chain Management, Logistics, 3PL, Warehouse Management, Process Improvement, Operations Management, Management, Transportation, Warehousing, Forecasting, Supply Chain..., Shipping, Customer Service, Visio, Transportation..., IT Management, IT Strategy, IT Operations, Team Building, Change Management, Oracle SQL Developer, Order Fulfillment, Database Administration
Education
California State University-Fullerton 1990 — 1993
Business Administration, Management Informations System
University of California, Los Angeles
Business Economics
Weir Goodwin's Bank One Texas, NA Experience June 1985 - February 1991
Job Partner at The Kaplan Companies
Industry Real Estate
Experience
The Kaplan Companies June 2015 - Present
Grandbridge Real Estate Capital, LLC May 2012 - May 2015
Flagship Capital Partners, LLC September 2011 - May 2012
Wrightwood Capital July 2006 - June 2011
Wells Fargo September 1996 - July 2006
RECOLL Management Corporation August 1991 - June 1995
Bank One Texas, NA June 1985 - February 1991
InterFirst Bank Houston September 1979 - May 1985
Skills
Real Estate Private..., Risk Management, Structured Finance, Capital Markets, Leases, Location Intelligence, Equities, Venture Capital, Contract Negotiation, Valuation, Loan Origination, Mergers, Financial Modeling
Education
Baylor University 1974 — 1979
MS Economics, Economics, Finance, Accounting
The Kaplan Companies June 2015 - Present
Grandbridge Real Estate Capital, LLC May 2012 - May 2015
Flagship Capital Partners, LLC September 2011 - May 2012
Wrightwood Capital July 2006 - June 2011
Wells Fargo September 1996 - July 2006
RECOLL Management Corporation August 1991 - June 1995
Bank One Texas, NA June 1985 - February 1991
InterFirst Bank Houston September 1979 - May 1985
Skills
Real Estate Private..., Risk Management, Structured Finance, Capital Markets, Leases, Location Intelligence, Equities, Venture Capital, Contract Negotiation, Valuation, Loan Origination, Mergers, Financial Modeling
Education
Baylor University 1974 — 1979
MS Economics, Economics, Finance, Accounting
Michael Trice's Bank One Texas, NA Experience 1989 - 1994
Job Credit Manager at Performance Foodservice
Industry Wholesale
Experience
Performance Foodservice 2006 - Present
Turfgrass America 2001 - 2006
Stephenville Bank and Trust Co. 1997 - 2000
Bank of America Texas,NA 1994 - 1997
Bank One Texas, NA 1989 - 1994
Employees Federal Credit Union 1980 - 1989
Skills
Customer Service, Negotiation, Underwriting, Credit, Accounts Receivable, Sales, Forecasting, Sales Management, Account Management, Financial Analysis, Microsoft Excel, Credit Analysis, Strategic Planning, Cash Flow, Inventory Management, Team Building, Sales Operations, Food Service, P&L, Marketing, Risk Management, Budgets, Banking, Finance, Loans, Process Scheduler, Time Management, Income Statement, Process Improvement, Pricing, Management, Change Management, Food, Leadership, Portfolio Management, Project Planning, Key Account Development, Merchandising, Program Management, Catering
Education
University of Texas at Arlington 1974 — 1976
Business, Sociology
Tarleton State University 1972 — 1974
Business, Sociology
Performance Foodservice 2006 - Present
Turfgrass America 2001 - 2006
Stephenville Bank and Trust Co. 1997 - 2000
Bank of America Texas,NA 1994 - 1997
Bank One Texas, NA 1989 - 1994
Employees Federal Credit Union 1980 - 1989
Skills
Customer Service, Negotiation, Underwriting, Credit, Accounts Receivable, Sales, Forecasting, Sales Management, Account Management, Financial Analysis, Microsoft Excel, Credit Analysis, Strategic Planning, Cash Flow, Inventory Management, Team Building, Sales Operations, Food Service, P&L, Marketing, Risk Management, Budgets, Banking, Finance, Loans, Process Scheduler, Time Management, Income Statement, Process Improvement, Pricing, Management, Change Management, Food, Leadership, Portfolio Management, Project Planning, Key Account Development, Merchandising, Program Management, Catering
Education
University of Texas at Arlington 1974 — 1976
Business, Sociology
Tarleton State University 1972 — 1974
Business, Sociology
David Hackney's Bank One Texas, NA Experience 1998 - 1999
Job Sr. Vice President at Regions Bank
Industry Banking
Experience
Regions Bank 2005 - Present
SouthTrust Bank 2000 - 2005
Bank One Texas, NA 1998 - 1999
First Interstate Bank of Texas 1989 - 1996
First Interstate Bank of Texas January 1986 - December 1988
Allied Bank of Texas 1982 - 1985
FDIC 1976 - 1982
Skills
Credit, Commercial Banking, Commercial Lending, Loans
Education
University of Oklahoma
BBA
Regions Bank 2005 - Present
SouthTrust Bank 2000 - 2005
Bank One Texas, NA 1998 - 1999
First Interstate Bank of Texas 1989 - 1996
First Interstate Bank of Texas January 1986 - December 1988
Allied Bank of Texas 1982 - 1985
FDIC 1976 - 1982
Skills
Credit, Commercial Banking, Commercial Lending, Loans
Education
University of Oklahoma
BBA
Bill Kesler's Bank One Texas, NA Experience 1982 - 1992
Job Retired EVP / Treasurer at HSBC Finance Corporation
Industry Financial Services
Experience
HSBC Finance Corporation 2006 - 2011
HSBC Finance Corporation 2005 - 2006
HSBC Finance Company 1996 - 2005
Alexander Hamilton Life insurance Company 1992 - 1996
BANK ONE, TEXAS NA 1982 - 1992
The Northern Trust 1973 - 1982
Skills
Derivatives, Interest Rate Risk..., Portfolio Management, Capital Markets, Structured Finance, Securitization, Financial Risk, Investment Banking, Fixed Income, Securities, Equities, Banking, Credit, Financial Structuring, Investments, Finance, Treasury Management, Credit Risk, Credit Analysis, Investment Management, FX Options, Structured Products, Bonds, Swaps, Market Risk, Hedge Funds, Financial Markets, Liquidity Management, Funding, Financial Services, Cash Management, Commercial Banking
Education
Colorado State University 1969 — 1973
BS, Finance
HSBC Finance Corporation 2006 - 2011
HSBC Finance Corporation 2005 - 2006
HSBC Finance Company 1996 - 2005
Alexander Hamilton Life insurance Company 1992 - 1996
BANK ONE, TEXAS NA 1982 - 1992
The Northern Trust 1973 - 1982
Skills
Derivatives, Interest Rate Risk..., Portfolio Management, Capital Markets, Structured Finance, Securitization, Financial Risk, Investment Banking, Fixed Income, Securities, Equities, Banking, Credit, Financial Structuring, Investments, Finance, Treasury Management, Credit Risk, Credit Analysis, Investment Management, FX Options, Structured Products, Bonds, Swaps, Market Risk, Hedge Funds, Financial Markets, Liquidity Management, Funding, Financial Services, Cash Management, Commercial Banking
Education
Colorado State University 1969 — 1973
BS, Finance
Anhthony Tony Graham's Bank One Texas, NA Experience February 1993 - February 1998
Job TRANSPORTATION ASSOCIATE at YMCA of San Diego County
Industry Financial Services
Experience
California Small Business District Center February 2012 - Present
YMCA of San Diego County November 2010 - Present
First Horizon Home Loans November 1999 - May 2004
AB Financial Services, Inc February 1998 - April 1999
Bank One, Texas NA February 1993 - February 1998
Home Federal Savings and Loan August 1985 - August 1988
First Interstate Bank of California December 1974 - April 1984
Skills
Retirement Planning, Investments, Mutual Funds, Retirement, Fixed Annuities, Series 7, Strategic Financial..., Securities, Equities, Series 63, Financial Analysis, Insurance, Wealth Management, Estate Planning, Credit, Long-term Care, Banking, Life Insurance, Disability Insurance, Fixed Income
Education
San Diego State University-California State University
Business Management
California Small Business District Center February 2012 - Present
YMCA of San Diego County November 2010 - Present
First Horizon Home Loans November 1999 - May 2004
AB Financial Services, Inc February 1998 - April 1999
Bank One, Texas NA February 1993 - February 1998
Home Federal Savings and Loan August 1985 - August 1988
First Interstate Bank of California December 1974 - April 1984
Skills
Retirement Planning, Investments, Mutual Funds, Retirement, Fixed Annuities, Series 7, Strategic Financial..., Securities, Equities, Series 63, Financial Analysis, Insurance, Wealth Management, Estate Planning, Credit, Long-term Care, Banking, Life Insurance, Disability Insurance, Fixed Income
Education
San Diego State University-California State University
Business Management
Eric Gould's Bank One Texas, NA Experience April 1990 - August 1991
Job Attorney at O'CONNOR, CRAIG, GOULD & EVANS
Industry Legal Services
Experience
O'Connor, Craig, Gould & Evans September 1991 - Present
Bank One Texas, N.A. April 1990 - August 1991
Skills
Commercial Litigation, Litigation, Foreclosures, Bankruptcy, Appeals, Creditors' Rights, Corporate Law, Loans, Civil Litigation, Trials, Trial Practice, Arbitration, Business Litigation, Mediation
Education
State University of New York at Buffalo - Law School 1978 — 1981
J.D., LAW
State University of New York at Buffalo 1975 — 1978
Bachelor of Arts (B.A.), Political Science, Cum Laude
O'Connor, Craig, Gould & Evans September 1991 - Present
Bank One Texas, N.A. April 1990 - August 1991
Skills
Commercial Litigation, Litigation, Foreclosures, Bankruptcy, Appeals, Creditors' Rights, Corporate Law, Loans, Civil Litigation, Trials, Trial Practice, Arbitration, Business Litigation, Mediation
Education
State University of New York at Buffalo - Law School 1978 — 1981
J.D., LAW
State University of New York at Buffalo 1975 — 1978
Bachelor of Arts (B.A.), Political Science, Cum Laude
Grace Coleman's Bank One Texas, NA Experience 1994 - 1996
Job Branch and Teen Programming Assistant
Industry Libraries
Experience
Spartanburg County Public Libraries 2005 - Present
Beverly Huntley Legal Research Associate 2003 - 2005
Bank of America 1997 - 2000
Bank of America 1996 - 1997
Bank One Texas, N.A. 1994 - 1996
Bank One Texas, N.A. 1993 - 1994
Nations Bank 1992 - 1993
American Red Cross 1991 - 1992
Medical University of South Carolina 1991 - 1992
Skills
Banking, Customer Service, Microsoft Office, Time Management
Education
College of Charleston 1987 — 1991
Bachelor of Science (B.S.), Sociology
Spartanburg County Public Libraries 2005 - Present
Beverly Huntley Legal Research Associate 2003 - 2005
Bank of America 1997 - 2000
Bank of America 1996 - 1997
Bank One Texas, N.A. 1994 - 1996
Bank One Texas, N.A. 1993 - 1994
Nations Bank 1992 - 1993
American Red Cross 1991 - 1992
Medical University of South Carolina 1991 - 1992
Skills
Banking, Customer Service, Microsoft Office, Time Management
Education
College of Charleston 1987 — 1991
Bachelor of Science (B.S.), Sociology