CapitalSouth Bank
Founded: 1975 Parent organization: CapitalSouth Bancorp
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CapitalSouth Bank Employees
ServisFirst Bank October 2014 - Present
Trustmark National Bank February 2013 - October 2014
BankTrust July 2009 - February 2013
CapitalSouth Bank August 2008 - July 2009
Summit America June 2007 - August 2008
Regions Bank October 1991 - April 2007
Regions Financial Corporation 1991 - 2007
Skills
Sales Management, Accounting, Banking, Credit, Commercial Banking, Loans, Underwriting, Small Business Lending, Strategic Planning, Customer Relations, Real Estate, Budgeting, Team Building, Coaching, Portfolio Management, Analysis, Negotiation, Public Speaking, Problem Solving, Customer Service, Financial Analysis, Hiring, Bank Operations, Administration, Business Strategy, New Business Development, Microsoft Office, Excel, Team Leadership, Financial Management, Word, PowerPoint, Forecasting, Commercial Lending, Business Planning, Leadership Development, Contract Negotiations, Product Development, P&L Management, Performance Management, Process Improvement, Executive Management, Mentoring, Management, Microsoft Excel, Microsoft Word, System Administration, Budgets, Business Development, Risk Management
Education
University of Alabama 1987 — 1991
Bachelor of Science in Commerce and Business Administration, Accounting
Georgetown University/ABA Banking School
Banking School, ABA/Stonier Executive Graduate School of Banking, 2003
Vanderbilt University/BAI Banking School
Banking School, BAI/School of Bank Financial Management, 1998-high honors
EverBank February 2015 - Present
Sunrise Community Capital April 2014 - February 2015
IBERIABANK May 2012 - March 2014
IBERIABANK August 2009 - May 2012
CapitalSouth Bank October 2008 - August 2009
SunTrust Bank October 2007 - October 2008
SunTrust Bank June 2005 - October 2007
Madrin Corp. December 2002 - June 2005
Bank of America - Specialty Group January 1998 - December 2001
Barnett Bank September 1991 - January 1998
Skills
Commercial Banking, Risk Management, Commercial Real Estate, Leadership, Commercial Lending, Credit, Loan Origination, Business Development, Relationship Management, Portfolio Management, Finance, Commercial Mortgages, Due Diligence, Financial Analysis, Data Analytics, Research, Treasury Management, Retail Banking, Financial Modeling, Mergers & Acquisitions, Executive Management, Real Estate Financing, Financial Services, Strategy, Lines Of Credit, Financial Structuring, Management, Investments, Banking, Real Estate, Asset Management, Strategic Financial..., Refinance, Cross Selling, Equities, Small Business, Mortgage Banking, Wealth Management, Valuation, Investment Banking, Private Banking, Corporate Finance, Securities, Mutual Funds, Credit Cards, Cash Flow, Asset Managment, Financial Reporting, Insurance, Accounting
Education
Jacksonville University 2014 — 2017
Doctor of Business Administration, Finance and Economics
University of West Florida - College of Business 1988 — 1991
MBA, Accounting
University of West Florida - College of Business 1988 — 1991
BSBA, Accounting
University of Southern Mississippi 1979 — 1984
BSBA, Marketing Management
Peoples Bank of Alabama June 2009 - Present
CapitalSouth Bank 2000 - 2006
Pinnacle Bank Jasper Al 1991 - 1999
Skills
Real Estate, Loans, Commercial Banking, Finance, Mortgage Lending, Credit, Banking, Mergers, Refinance, Underwriting, Portfolio Management, Small Business, Financial Analysis, Mergers & Acquisitions, Commercial Lending, Small Business Lending, Retail Banking, Investments
Education
University of Alabama at Birmingham
Bachelor's degree, Marketing
David Lipscomb University
Renasant Bank October 2009 - Present
CapitalSouth Bank January 2007 - August 2009
CapitalSouth Bank January 2004 - January 2007
Education
Hampden-Sydney College 1989 — 1993
BA, Economics
Communication Network Corporation June 2014 - Present
Burr & Forman LLP July 2007 - June 2014
CapitalSouth Bank September 2006 - July 2007
Vesta Insurance Group October 2005 - August 2006
Communication Network Corporation June 2000 - October 2005
Skills
Telecommunications, Wireless, Active Directory, Troubleshooting, Blackberry, Microsoft Word, Microsoft Exchange, Training, PowerPoint, LAN-WAN, Project Management, Cisco Technologies, Contract Negotiation, Customer Service, Disaster Recovery, Leadership, Management, Network Engineering, Public Speaking, Technical Support, Windows XP, VMware, Windows Server, Banking, Cisco Call Manager, Citrix, Civil Litigation, Commercial Litigation, Data Center, Databases, Document Management, Document Review, Legal Research, Legal Writing, Litigation, Litigation Support, Mediation, Microsoft Excel, Microsoft Office, Microsoft SQL Server, Network Security, Outlook, Real Estate, Security, Servers, SharePoint, Software Documentation, Strategic Planning, Team Building, VB.NET
Education
Auburn University 1997 — 2000
BA, Criminal Justice
Vantage Point - Commercial Investment Real Estate May 2013 - Present
Shannon Waltchack June 2011 - April 2013
Southpace Properties 2007 - May 2011
CapitalSouth Bank January 2004 - December 2006
SouthTrust Bank January 2002 - December 2003
Education
Birmingham-Southern College
Bachelor of Science (BS), Accounting
Harris Insurance January 2015 - Present
Trammel, Harper & Williams, Inc. 2009 - December 2014
CapitalSouth Bank August 2005 - 2009
Eason, Graham and Sandner Commercial Real Estate 2003 - 2005
Skills
Umbrella Insurance, Commercial Insurance, Personal Insurance, Insurance, Professional Liability
Education
University of Alabama 1995 — 1998
BS, Business Management
Main Street Checks August 2015 - Present
AloStar Bank Of Commerce August 2011 - August 2015
The Beck Agency January 2008 - December 2011
The Worth Collection December 2006 - September 2008
CapitalSouth Bank January 2004 - February 2008
Literacy Council of Central Alabama 2001 - 2005
Skills
Strategic Planning, Management, Team Building, Project Management, Marketing, Coaching, Sales, Public Speaking, Training, Project Planning, Business Development, Small Business, Analysis, Entrepreneurship, Risk Management, Financial Analysis, New Business Development, Consulting, Sales Management, Human Resources, Insurance, Marketing Strategy, Market Planning, Banking, Social Media Marketing, Executive Management, Commercial Lending, Mergers & Acquisitions, Start-ups, Customer Service, Social Networking, Strategy, Leadership, Business Planning, Loans, Leadership Development, Public Relations, Small Business Lending, Finance, Credit, Portfolio Management
Education
ABA Stonier Graduate School of Banking 2014 — 2016
Graduate Degree Banking
University of Pennsylvania - The Wharton School 2014 — 2016
Leadership Certification
The Altamont School
The Catholic University of America
Reliance Bank July 2013 - Present
Iberia Bank August 2009 - June 2013
CapitalSouth Bank June 2004 - August 2009
Union Planters Bank June 1993 - June 2004
First Alabama Bank May 1979 - May 1993
Education
University of Alabama
Bachelor of Science (B.S.), Banking
Meadows & Howell, LLC September 2009 - Present
Scott, Sullivan, Streetman and Fox, P.C. August 2008 - April 2009
CapitalSouth Bank 2007 - 2009
Skills
Tax Debt Resolution, Business Formation and..., Contractual Agreements, Tax Law, Tax, Legal Assistance, Estate Planning, Legal Research, Asset Protection, Corporate Law, LLC, Business Formation, Appeals, Estate Administration, Courts, Trials, Trusts, Wills, Hearings, Powers of Attorney
Education
Samford University, Cumberland School of Law 2006 — 2009
J.D.
Vanderbilt University 2002 — 2006
Bachelor of Arts, Communications, Political Science, Philosophy
Richland High School
U.S. Bank July 2015 - Present
The Bank of New York Mellon July 2007 - March 2015
CapitalSouth Bank January 2006 - July 2007
Skills
Account Management, Customer Service, Risk Management, Banking, Financial Services, Relationship Management, Finance, Investments, Bloomberg, Fixed Income, Securities, Financial Analysis, Mutual Funds, Portfolio Management, Credit, Financial Risk
Education
University of North Florida 2003 — 2006
Business Administration
Michigan State University 2000 — 2001
PreMed, Lyman Briggs College
Calhoun Area Technology Center 1999 — 2000
First Response, 21st Century Health
Kellogg Community College 1999 — 2000
In association with 21st Century Health Program - Fields of study: Physiology, Biology & Chemistry
Regions Bank June 2011 - Present
Regions Bank June 2010 - May 2012
Southern States Bank February 2008 - June 2010
First Commercial Bank May 2005 - November 2007
CapitalSouth Bank December 2002 - May 2005
Education
Auburn University, College of Business 1992 — 1997
BS, International Business - Finance
Landmark Bancshares, Inc. July 2015 - Present
First Landmark Bank September 2007 - Present
First Landmark Bank September 2011 - October 2014
New South Federal Savings Bank June 2003 - August 2007
CapitalSouth Bank October 2001 - May 2003
Collegiate Sports Partners 1998 - 2001
Cadence Bank March 1990 - July 1998
Skills
Banking, Loans, Strategic Financial..., Financial Reporting, Cash Management, Small Business Lending, Retail Banking, Mergers & Acquisitions, Commercial Banking, Corporate Finance, Credit, Financial Services, Portfolio Management, Executive Management, Accounting, Credit Analysis, Risk Management, Financial Analysis, Commercial Lending, Finance, Underwriting
Education
University of Alabama 1979 — 1983
B.S., Accounting
ServisFirst Bank October 2011 - Present
IBERIABANK August 2009 - October 2011
CapitalSouth Bank May 2009 - August 2009
CapitalSouth Bank September 2004 - May 2009
SouthTrust Bank April 2002 - September 2004
Skills
Commercial Lending, Commercial Banking, Risk Management, Financial Analysis, Banking, Loans, Cash Management, Accounting, Credit, Credit Analysis, SEC filings, Financial Reporting, Cash Flow, Sarbanes-Oxley Act, General Ledger, Auditing, Internal Controls, US GAAP, Finance, Financial Institutions, Asset Based Lending, Small Business Lending
Education
University of Alabama at Birmingham 1996 — 2001
BS, Accounting
Regions Bank August 2009 - Present
Frontier Bank 2006 - 2009
CapitalSouth Bank 2004 - 2006
Colonial Bank 2003 - 2005
Southtrust Bank 2000 - 2003
Education
University of Alabama at Birmingham 2000 — 2003
BA, Economics
Harley-Davidson Financial Services June 2010 - Present
Harley Davidson Financial Services November 2007 - Present
CapitalSouth Bank 2006 - 2007
Genworth Financial 2003 - 2006
Education
Georgia Southern University - College of Business Administration 1984 — 1988
BBA, Finance
Reliable Sign Services Inc. September 2011 - Present
IBERIABANK August 2009 - September 2011
CapitalSouth Bank April 2007 - August 2009
Union State Bank 1994 - 2007
Skills
Credit, Banking, Loans, Retail Banking, Consumer Lending, Customer Service, Small Business, Team Building, Cash Management, Deposits, Operations Management, Small Business Lending, Commercial Banking, Commercial Lending, Mortgage Lending, Loan Origination, Credit Analysis, Risk Management, Mortgage Banking, Portfolio Management, Lines Of Credit, Financial Analysis, Underwriting, Sales, Insurance, Real Estate, FHA, Branch Banking, Leadership, Finance, Coaching, Investment Properties, Management, Sales Management, New Business Development
Education
Birmingham-Southern College 1996 — 1999
BS, Business Administration
IBERIABANK August 2009 - Present
CapitalSouth Bank April 2008 - August 2009
Education
Birmingham-Southern College
Bachelor of Science, Major: Accounting - Minor: Business Administration
Corporate Tax September 2004 - March 2009
CapitalSouth Bank August 2002 - June 2004
Dixie Specialty Insurance August 1997 - July 2003
Deposit Guaranty National Bank May 1994 - June 1996
Education
University of Alabama at Birmingham 2009 — 2012