CapStone Bank
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CapStone Bank Employees
NewBridge Bank April 2014 - Present
Capstone Bank August 2013 - April 2014
Education
East Carolina University 1992 — 1997
Bachelor of Science (BS) Applied Economics, Business and Economics
Lincoln Financial Group March 2015 - Present
Lincoln Financial Group August 2013 - Present
Lincoln Financial Group August 2012 - August 2013
Lincoln Financial Group August 2011 - August 2012
CapStone Bank May 2010 - August 2010
North State Bank May 2008 - July 2008
Skills
SEO, Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Project Management, Analytics, Google Analytics, Data Analysis, Social Media Marketing, PPC, Leadership, Digital Marketing, Marketing, Advertising
Education
University of North Carolina at Chapel Hill 2007 — 2011
BS, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BS, Business Administration; Minors in History and Philosophy
Broughton
Capstone Bank September 2015 - Present
BBVA Compass October 2012 - September 2015
Wells Fargo January 2008 - October 2012
AmSouth Bank 2004 - 2008
National City Bank 1999 - 2004
Fifth Third Bank 1994 - 1999
LDI Corp 1987 - 1994
Skills
Banking, Management, Strategic Planning, Commercial Banking, Leadership, Customer Service, Credit, Financial Analysis, Credit Analysis, Loans
Education
John Carroll University 1984 — 1988
BSBA, Business - Marketing
Paragon Bank September 2014 - Present
CapStone Bank August 2007 - September 2014
Southern Community Bank & Trust January 2006 - June 2007
First Citizens Bank June 1998 - December 2005
Wells Fargo June 1987 - June 1998
Skills
Retirement Planning, Commercial Lending, Banking, Portfolio Management, Investments, Loans, Credit, Management, Commercial Banking, Real Estate, Financial Analysis, Credit Analysis, Small Business Lending, Underwriting
Education
University of North Carolina at Chapel Hill
BA, Economics
New Century bank October 2013 - Present
CapStone Bank January 2006 - July 2012
Triangle Bank April 1990 - April 2001
Education
North Carolina State University 1968 — 1972
Bachelor of Arts (BA), Economics
KPMG August 2015 - Present
Leadership August 2014 - July 2015
Lawrence, Hitt, and Pugh, LLP, CPA August 2013 - April 2014
Capstone Bank June 2013 - August 2013
Skills
Microsoft Excel, Team Leadership, Financial Reporting, Financial Audits, Accounting, Financial Accounting, Auditing, Financial Analysis, QuickBooks, Accounts Payable, Account Reconciliation, Tax, Internal Controls
Education
University of Alabama 2014 — 2015
Master's Degree, Accounting, 3.3
University of Alabama 2010 — 2014
Bachelor's Degree, Commerce and Business Administration; Professional Accounting, 3.15
BankFirst Financial Services November 2014 - Present
Capstone Bank May 2010 - November 2014
RBC Bank May 2006 - May 2010
Skills
Loans, Small Business Lending, Credit, Banking, Consumer Lending, Refinance
Education
University of Alabama 1998 — 2002
Bachelor of Science (B.S.)
F&M Bank (Farmers & Merchants Bank) May 2014 - Present
CapStone Bank August 2011 - May 2014
Gateway Bank & Trust/Bank of Hampton Roads October 2005 - October 2010
SunTrust/CCB April 2000 - October 2005
Bank of America January 1996 - April 2000
NationsBank/Bank of America November 1992 - January 1996
Skills
Customer Service, Loans, Deposits, Commercial Banking, Private Banking, Wealth Management, Mortgage Lending, Commercial Lending, Credit, Small Business Lending, Banking, Retail Banking, Financial Analysis, Relationship Management, Finance, Credit Analysis, Commercial Mortgages, Underwriting, Consumer Lending, Lines Of Credit, Loan Origination, Portfolio Management, Credit Risk, Asset Based Lending, Mortgage Banking
Education
North Carolina State University 1987 — 1991
BA, History
Paragon Bank October 2013 - Present
CapStone Bank September 2011 - October 2013
Crescent State Bank August 2004 - September 2011
Capital Bank (Capital Bank Financial Corp.) February 2000 - August 2004
Skills
Consumer Lending, Credit, Banking, Commercial Lending, Underwriting, Small Business Lending, Loan Origination, Loans, Commercial Mortgages, Commercial Banking, Portfolio Management, Wealth Management, Retail Banking, Credit Analysis, Lines Of Credit
Education
North Carolina State University 1991 — 1996
Bachelor of Arts, Sociology
Gunderson High School 1986 — 1990
Regions Financial Corporation January 2015 - Present
NewBridge Bank April 2014 - January 2015
CapStone Bank February 2012 - April 2014
Wells Fargo Private Bank January 2010 - September 2011
Wachovia Bank, NA May 2002 - December 2009
Wachovia Bank, NA 2001 - 2002
Skills
Customer Service, Organizational and..., Client Relationship..., Customer Satisfaction, Organizational Structure, CRM, Communication Skills, High Net Worth..., Credit, Commercial Lending, Commercial Banking
Education
University of North Carolina at Chapel Hill 1985 — 1987
BA, History
St Marys College 1983 — 1985
Associate of Arts
Hughes & Scalise, PC August 2012 - June 2013
Crowne Partners Inc. October 2011 - May 2012
Friedman, Leak, Dazzio, Zulanas & Bowling, PC July 2010 - August 2010
Drummond Company May 2010 - June 2010
Tanner & Guin, LLC August 2009 - November 2009
Rosen Harwood, PA June 2009 - August 2009
Capstone Bank January 2008 - August 2008
Merrill Lynch March 2007 - August 2007
Dallas County District Attorney's Office January 2007 - April 2007
JPMorgan Chase May 2006 - December 2006
Skills
Legal Research, Legal Writing, Legal, Sales, Management, Public Speaking, Organization, Creativity, Arts, Event Planning, Motions, Licensing
Education
The University of Alabama School of Law 2008 — 2011
J.D., Law
Southern Methodist University 2003 — 2006
Bachelor's degree, Psychology, with honors
ResCare July 2013 - Present
Heartworks Childrens Medical Home April 2012 - March 2013
Capstone Bank February 2012 - August 2012
UPS Supply Chain Solutions October 2011 - January 2012
Simply Fashion Stores, Ltd. October 2008 - October 2010
Maxim Healthcare Services April 2006 - October 2010
Lasalle Healthcare February 2004 - March 2006
Skills
Customer Service, Microsoft Office, Teamwork, Customer Satisfaction, Microsoft Excel, Team Leadership, Microsoft Word, Retail, Store Management, Sales, Team Building, Coaching, PowerPoint, Marketing, Merchandising, Social Networking, Strategic Planning, Payroll, Social Media, Training, Time Management, Data Entry, Leadership, Call Centers, Public Speaking, Leadership Development
Education
Durham Technical Community College 2006 — 2007
Gericare 2002 — 2002
Certified Nursing Assistant
QRPS May 2014 - Present
CapStone Bank January 2012 - May 2014
Saving Lives Spay/Neuter Animal Clinic September 2010 - December 2011
After Hours Small Animal Emergency Clinic January 2011 - November 2011
SPCA of Wake County June 2007 - September 2010
Crescent State Bank October 2006 - June 2007
First Charter Bank November 2005 - October 2006
Skills
Social Skills, Banking, Customer Service, Training, Management, Loans, Program Management
Education
College of St. Catherine 2002 — 2005
B.A, American Sign Language
Wells College 2000 — 2002
Biology
Hopkins High School
High School Diploma
Reynolds, Reynolds, & Little October 2012 - Present
PNC June 2010 - October 2012
Capstone Bank April 2008 - March 2009
Regions/AmSouth Bank May 2001 - March 2008
Skills
Banking, Commercial Lending, Loans, Wealth Management, Microsoft Office, Estate Planning, Insurance, Customer Service, Microsoft Excel, Risk Management, Credit, Strategic Financial..., Financial Analysis, Retirement Planning, Sales, Microsoft Word, New Business Development, PowerPoint, Team Building, Fundraising, Small Business Lending, Mortgage Lending, Commercial Banking, Budgets, Credit Analysis, Investments, Portfolio Management, Leadership
Education
University of Alabama 2000 — 2004
BS, Financial Planning and Services
Duke University May 2013 - Present
CapStone Bank 2012 - 2013
CapStone Bank 2012 - 2013
CapStone Bank 2012 - 2013
Greystone Bank Raleigh NC July 2009 - February 2012
Harrington Bank October 2006 - July 2009
First Citizens Bank 2006 - 2006
Central Carolina Bank 1999 - 2004
National Commerce Financial 1999 - 2004
Skills
Inventory Management, Account Reconciliation, Banking, Accounting, Financial Analysis, Training, Debit Cards, Credit, Cash Management, Credit Analysis, Risk Management, Loans, Credit Cards, Payments
Education
Campbell University
BA, Social Science
Peace College
AA Liberal Arts
NewBridge Bank April 2014 - Present
CapStone Bank December 2010 - April 2014
Self Employed - Computer Consultant July 2002 - December 2010
Communications Technology, Inc. April 2004 - August 2006
Magellan Charter School June 1997 - June 2002
Hewlett-Packard January 1984 - June 1985
Texas Instruments January 1978 - January 1984
Skills
Technology Needs..., Listener, Troubleshooting, Project Planning, Staff Development, Technical Support, CRM, System Administration, Unix, SharePoint, Microsoft Office, Team Leadership, SQL, Customer Service, Project Management, Networking, Change Management, Security, Computer Repair, Computer Hardware
Education
Longwood University
BS, Mathematics & Visual Arts
First US Bank October 2010 - Present
Capstone Bank October 2008 - October 2010
Security Bank February 2006 - October 2008
Skills
Commercial Banking, Credit, Small Business Lending, Commercial Lending, Lines Of Credit, Consumer Lending, Portfolio Management, Credit Analysis, Banking, Loans
Education
Samford University 1989 — 1993
Master of Business Administration (M.B.A.), Business/Commerce, General
The University of Alabama 1983 — 1987
BS in Commerce and Business Administration
Capstone Bank July 2015 - Present
Jim 'N Nick's Community Bar-B-Q February 2015 - July 2015
Jim 'N Nick's Bar-B-Q October 2013 - July 2015
Jim 'N Nick's Community Bar-B-Q June 2013 - October 2013
Taziki's Mediterranean Cafe June 2013 - October 2013
Apple Lane Farms/Applelicious August 2010 - June 2013
Yellow Book May 2007 - December 2008
TNT Fireworks January 2007 - May 2007
Florence Ophthalmology January 2005 - January 2007
Skills
Marketing, Sales, Sales Management, Sales Operations, Advertising, Advertising Sales, Fundraising, Event Planning, Office Administration, Market Planning, Social Media Marketing, Cheerleading, Sports Coaching, Events Coordination, Marketing Communications, Communication Skills, Business Networking, Community Development, Community Outreach, Brand Development, Corporate Gifts, Executive Gifts, Client Gifts, Catering, New Business Development, Sales Presentations, Lead Generation, B2B, Social Networking, Management, Strategic Planning, Communication, Leadership
Education
University of North Alabama 2003 — 2007
Bachelor of Science (BS), Communication, Public Marketing Minor
Hartselle High School 1999 — 2003
Capstone Bank October 2012 - Present
Synovus Financial Corporation June 2001 - August 2012
Bank of Tuscaloosa, a Division of Synovus Bank June 2001 - August 2012
Skills
Credit Analysis, Commercial Lending, Credit, Customer Service, Banking, Small Business Lending, Commercial Banking, Consumer Lending, Microsoft Office, Retail Banking, Strategic Planning, Financial Risk, Leadership, Public Speaking, Loans, Cross Selling, Financial Analysis, Portfolio Management, Mortgage Lending, Credit Risk, Sales, PowerPoint, Commercial Mortgages
Education
Stillman College 2000 — 2004
Business Administration and Management, General
Shelton State Community College 2001 — 2003
Core Courses of Study
Cornerstone Financial Credit Union January 2014 - Present
Capstone Bank November 2012 - January 2014
Capstone Bank January 2009 - November 2012
Skills
Customer Service, Microsoft Office, Banking, Retail Banking, Microsoft Excel, Call Center, Microsoft Word, Commercial Banking, Customer Satisfaction, Outlook, PowerPoint, Teamwork, Sales, Team Leadership, Team Management, Risk Management, Internet Banking, Call Centers, Public Speaking, Social Media
Education
University of Alabama 2011 — 2013
Bachelor of Business Administration (BBA), Consumer Marketing
Shelton State Community College 2008 — 2010
Associate of Arts and Sciences (AAS)
Guntersville High School
Paragon Bank June 2014 - Present
NewBridge Bank July 2011 - June 2014
CapStone Bank December 2009 - July 2011
Everest Group, LLC August 2007 - December 2009
Skills
Commercial Lending
Education
Appalachian State University 1994 — 1996
MBA, Finance
Appalachian State University 1988 — 1994
BS, History
Capstone Bank August 2010 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Research
Education
DeVry University 2010 — 2017
Bachelor of Science (BS), Human Resource Management
Devry
Clarkston Consulting October 2014 - Present
Mark Vitek CPA, P.A. January 2014 - October 2014
CapStone Bank October 2010 - April 2014
AllSouth Corporation August 2007 - May 2010
Regions Bank June 1993 - August 2007
Education
Auburn University at Montgomery 1989 — 1993
BSBA, Accounting
CapStone Bank September 2007 - Present
Cooperative Bank December 2005 - August 2007
North Carolina Bankers Association 2004 - 2005
Education
University of North Carolina at Wilmington
Finance
Greek Resource Services, Inc. December 1987 - Present
Capstone Bank 2008 - Present
St. Vincent's Hospital May 1987 - December 1987
Education
University of Alabama 1981 — 1984
Bachelor's Degree, Accounting
Capstone Bank May 2009 - Present
Alfa Insurance January 2009 - May 2009
The UA Athletic Department August 2007 - May 2009
Alabama Department of Economic & Community Affairs August 2008 - December 2008
The UA Athletic Department May 2008 - August 2008
Southern Fence May 2004 - August 2005
American Eagle Outfitters May 2003 - June 2004
Skills
vSphere 4.1, vSphere 5.0, San Storage, XP, SQL Server, Visio, Visual Basic, SQL, VB.NET, HTML, JavaScript, Windows Server 2003, IIS, ASP.NET, C#, C++, Active Directory, XHTML, Windows Server 2008, VSS, Windows, Access, XML, .NET, Visual Studio, MS Project, SharePoint, Microsoft Office, Troubleshooting, ASP, Windows Server, Crystal Reports, Excel, Databases, Microsoft SQL Server, Networking, Network Administration
Education
University of Alabama 2005 — 2009
Bachelor of Commerce & Business Administration, Management Information Systems
John C Calhoun State Community College 2003 — 2005
Paragon Bank April 2014 - Present
CapStone Bank August 2008 - April 2014
Feld Entertainment October 2005 - April 2008
Meredith College 2001 - 2005
Skills
Customer Service, Marketing, Microsoft Office, Leadership, Microsoft Excel, Fundraising, Microsoft Word, Team Leadership, Event Planning, Customer Satisfaction, Project Management, Event Management, Public Relations, Human Resources, Commercial Banking, Social Networking
Education
Meredith College 2001 — 2005
Batchelor of Science, Business
Capstone Bank August 2012 - Present
Human Resource Management, Inc. July 2011 - Present
Superior Bank October 2005 - April 2011
Wells Fargo January 1999 - January 2005
SouthTrust Bank January 1998 - January 1999
Skills
Employee Relations, Performance Management, Recruiting, Human Resources, Deferred Compensation, Employee Benefits, Strategic Planning, Payroll, Training, Compensation & Benefit, Accounting, Management, Benefits Administration, Hiring, Career Development, Personnel Management, Temporary Placement
Education
Birmingham-Southern College 1987 — 1993
BA, Human Resource Management
Hewitt-Trussville
Synovus Financial June 2010 - Present
Capstone Bank February 2010 - June 2010
Regions Financial Corporation January 2004 - May 2009
Regions September 2001 - January 2004
Compass Bank April 1998 - September 2001
National Bank of Commerce of Birmingham April 1994 - April 1998
Skills
Credit Analysis, Banking, Credit, Portfolio Management, Loans, Commercial Banking, Commercial Lending, Retail Banking, Underwriting, Relationship Management, Strategy, Small Business Lending, Financial Services, Finance, Consumer Lending
Education
University of Alabama at Birmingham 1998 — 2001
MBA
Auburn University, College of Business 1988 — 1993
BS, Finance
NewBridge Bank September 2014 - Present
CapStone Bank March 2013 - April 2014
The Fidelity Bank 2003 - February 2013
CCB Salem Group 1997 - 2002
Wachovia Bank 1992 - 1997
Skills
Commercial Banking, Small Business Lending, Loans, Banking, New Business Development, Credit, Commercial Lending, Mergers & Acquisitions, Consumer Lending, Commercial Mortgages, Cash Management, Credit Analysis, Portfolio Management, Underwriting, Relationship Management, Wealth Management, Investments, Real Estate, Lines Of Credit, Mortgage Lending, Cross Selling, Mortgage Banking, Construction Loans, Loan Origination, Retail Banking, Deposits
Education
Elon University
BA, Economics, Political Science
North Carolina School of Banking
North Carolina State University
First Partners Bank October 2011 - Present
Capstone Bank August 2010 - October 2011
Red Mountain Bank June 2004 - August 2010
Heritage Bank December 2002 - June 2004
Vision Bank August 2001 - December 2002
Skills
Loans, Commercial Lending, Commercial Banking, Credit, Small Business Lending, Credit Analysis, Banking, Asset Based Lending, Commercial Mortgages, Consumer Lending
Education
Bachelor's Degree 1997 — 2001
University of Alabama, Management
University of Alabama 1997 — 2001
Management
BB&T November 2012 - Present
CapStone Bank April 2010 - October 2012
KenanSoperBryant, Ltd. July 2006 - April 2010
SouthTrust Bank November 2003 - May 2006
Wachovia June 1987 - October 2000
JPMorgan Chase 1993 - 1994
Skills
Cash Management, Treasury Services, Product Management, Relationship Development, Commercial Banking, Commercial Lending, Financial Services
Education
Sewanee-The University of the South 1983 — 1987
B. S., Mathematics
NewBridge Bank April 2014 - Present
CapStone Bank December 2011 - March 2014
SunTrust Bank May 1995 - November 2011
Skills
Banking, Commercial Banking, Commercial Lending, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Credit Risk, Customer Service, Financial Analysis, Leadership, Loans, Management, Portfolio Management, Risk Management, Small Business Lending, Underwriting, Loan Origination
Education
University of North Carolina at Chapel Hill 1976 — 1980
BS, Business Administration
Grantham Consulting PresidentGrantham ConsultingDecember 2013 - Present
Lafayette State Bank 2014 - 2015
Lafayette State Bank 2014 - 2015
Lafayette State Bank 2014 - 2015
Global Security Glazing November 2012 - November 2013
Capstone Bank March 2008 - October 2012
Peoples Bank and Trust Company 1999 - 2008
Vanity Fair 1996 - 1999
Skills
Financial Reporting, Accounting, Internal Controls, Cash Management, GAAP, SOX, Financial Analysis, Cash Flow, Budgeting, General Ledger, Banking, Financial Accounting, SEC reporting, Fixed Assets, Budgets, Sarbanes-Oxley Act, SEC filings, US GAAP, Internal Audit, CPA, Revenue Recognition, Account Reconciliation, Credit Analysis, Variance Analysis, Credit, Financial Risk, Accounts Payable, Commercial Lending, External Audit, Sarbanes-Oxley, Loans, Auditing, Commercial Banking, Risk Management
Education
University of Alabama 1989 — 1992
BS, Accounting
N.G. Whatley Enterprises, LLC May 2006 - Present
Toulmin Cabinetry August 2011 - December 2012
Capstone Bank May 2008 - August 2010
Gallette's, LLC 2006 - 2007
Whatley Contract Carriers, LLC 1995 - 2003
Wash Pro, LLC 1999 - 2000
Skills
Microsoft Office, Financial Analysis, Excel, PowerPoint, Social Media, Customer Relations, Customer Service, Banking, Credit, Cash Flow, Planning, Problem Solving, Retail, Research, Word, New Business Development, Social Networking, Loans, Inventory Management, Event Planning, Process Improvement, Business Analysis
Education
University of Alabama 2003 — 2012
Chase July 2015 - Present
Wells Fargo Bank 2007 - June 2015
CapStone Bank March 2006 - October 2007
Wachovia Bank 1997 - 2006
Skills
Leadership, Commercial Banking, Commercial Lending, Credit, Loans, Investment Properties, Start-ups, Coaching, Leadership Development, Real Estate, Banking, Credit Analysis
Education
North Carolina State University
BS
Alliance One March 2012 - Present
Alliance One September 2010 - March 2012
CapStone Bank May 2010 - September 2010
NCSECU August 2008 - May 2010
Skills
Accounting, General Ledger, Microsoft Office, Financial Accounting, Internal Controls, Account Reconciliation, Accounts Payable, Purchase Orders, SAP, Microsoft Excel, Forecasting, Management
Education
East Carolina University 2000 — 2005
BS, Economics
NewBridge Bank April 2014 - Present
CapStone Bank September 2012 - April 2014
SunTrust Bank December 2011 - September 2012
SunTrust Bank January 2010 - December 2011
SunTrust Bank July 2007 - January 2010
SunTrust Bank August 2004 - July 2007
SunTrust Bank January 2002 - August 2004
Skills
Commercial Lending, Credit Analysis, Small Business Lending, Commercial Banking, Credit, Loans, Banking, Portfolio Management, Credit Risk, Consumer Lending, Underwriting, Retail Banking, Loan Origination, Commercial Mortgages, Financial Analysis, Finance, Lines Of Credit, Financial Services, Asset Based Lending, Risk Management, Real Estate Economics, Construction Loans, Due Diligence, Mortgage Lending, Financial Risk, Investments, Mortgage Underwriting, Real Estate Financing, Relationship Management, Strategic Financial..., Refinance, Asset Management, Cross Selling
Education
Montreat College 1996 — 2000
Business, Business Managment
Capstone Bank Operations SpecialistCapstone BankAugust 2009 - Present
Education
George C Wallace State Community College-Selma 2006 — 2008
Associate of Science (AS), Accounting
NewBridge Bank April 2014 - Present
Fonville Morisey Realty January 2012 - Present
CapStone Bank April 2013 - April 2014
Crooked Creek Golf Club December 2006 - October 2013
Patriot State Bank November 2011 - April 2013
Education
East Carolina University - College of Business
Bachelor's Degree, Management Information Systems, General
Wake Technical Community College 2008 — 2012
Associate's Degree, Associates of Arts
Fuquay Varina High School
NewBridge Bank April 2014 - Present
CapStone Bank January 2013 - March 2014
Patriot State Bank April 2007 - January 2013
Patriot State Bank November 2006 - April 2007
Skills
Cash Management, Risk Management, Portfolio Management, Financial Analysis, SEC Financial Reporting, Budget Forecasts, General Ledger, Personnel Management, Credit Analysis, Year-end Close, Internal Audit, Finance
Education
North Carolina State University
BA in Accounting