Coconut Grove Bank
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Coconut Grove Bank Employees
Employee
Years
Job
Industry
Aracely Oliva Aracely Oliva's Coconut Grove Bank Experience September 2006 - August 2008
Job Product support representative III
Industry Financial Services
Experience
FIS September 2014 - Present
Northern Trust August 2008 - September 2014
Coconut Grove Bank September 2006 - August 2008
Skills
Portfolio Management, Loan documentation, Collateral systems, Banking, Risk Management, Loans, Financial Analysis, Retail Banking, Credit, Commercial Banking, AML, Credit Analysis, Finance, Private Banking, Small Business Lending, Bank Secrecy Act, OFAC, Fraud, Internet Banking, Commercial Lending, Mortgage Lending, Consumer Lending, Credit Risk, Operational Risk, Anti Money Laundering
Education
Miami Dade College 1996 — 1999
American banking association
Miami senior High School
High school diploma
south Florida center for financial services
FIS September 2014 - Present
Northern Trust August 2008 - September 2014
Coconut Grove Bank September 2006 - August 2008
Skills
Portfolio Management, Loan documentation, Collateral systems, Banking, Risk Management, Loans, Financial Analysis, Retail Banking, Credit, Commercial Banking, AML, Credit Analysis, Finance, Private Banking, Small Business Lending, Bank Secrecy Act, OFAC, Fraud, Internet Banking, Commercial Lending, Mortgage Lending, Consumer Lending, Credit Risk, Operational Risk, Anti Money Laundering
Education
Miami Dade College 1996 — 1999
American banking association
Miami senior High School
High school diploma
south Florida center for financial services
Viviana Cruz Viviana Cruz's Coconut Grove Bank Experience January 1996 - March 1998
Job Property Manager
Industry Financial Services
Experience
Grove Gardens Inc. April 2013 - Present
Sucden Americas Corp. March 1998 - January 2013
Coconut Grove Bank January 1996 - March 1998
Skills
Banking, Financial Markets, Trading, Commodity, Options, Trading Strategies, Microsoft Office, Sales Management, Financial Modeling, PowerPoint, Sales, Microsoft Word, Business Strategy, Strategic Planning, Management, Credit, Accounting, Finance, Customer Service, Financial Analysis, Microsoft Excel, Budgets, Negotiation, Marketing
Education
Florida International University - College of Business Administration 1994 — 2002
Bachelor of Arts (B.A.), Marketing
Miami Dade College 1991 — 1994
Associate's degree, Journalism
Grove Gardens Inc. April 2013 - Present
Sucden Americas Corp. March 1998 - January 2013
Coconut Grove Bank January 1996 - March 1998
Skills
Banking, Financial Markets, Trading, Commodity, Options, Trading Strategies, Microsoft Office, Sales Management, Financial Modeling, PowerPoint, Sales, Microsoft Word, Business Strategy, Strategic Planning, Management, Credit, Accounting, Finance, Customer Service, Financial Analysis, Microsoft Excel, Budgets, Negotiation, Marketing
Education
Florida International University - College of Business Administration 1994 — 2002
Bachelor of Arts (B.A.), Marketing
Miami Dade College 1991 — 1994
Associate's degree, Journalism
Edgar J. Nieto Edgar J. Nieto's Coconut Grove Bank Experience July 2013 - May 2015
Job Vice President Loan Officer at Biscayne Bank
Industry Banking
Experience
Biscayne Bank May 2015 - Present
Coconut Grove Bank July 2013 - May 2015
Coconut Grove Bank August 2012 - July 2013
Coconut Grove Bank April 2011 - July 2012
Skills
Banking, Loans, Commercial Lending, Consumer Lending, Portfolio Management, Small Business Lending, Commercial Banking, Credit, Credit Analysis, Mortgage Lending, Private Banking, Retail Banking, Customer Service, Cash Management, Commercial Mortgages, Financial Analysis, Lines Of Credit
Education
Florida International University
Master of Business Administration (MBA), Business Administration and Management, General
Florida International University
Bachelor of Business Administration (BBA), Finance, General
Biscayne Bank May 2015 - Present
Coconut Grove Bank July 2013 - May 2015
Coconut Grove Bank August 2012 - July 2013
Coconut Grove Bank April 2011 - July 2012
Skills
Banking, Loans, Commercial Lending, Consumer Lending, Portfolio Management, Small Business Lending, Commercial Banking, Credit, Credit Analysis, Mortgage Lending, Private Banking, Retail Banking, Customer Service, Cash Management, Commercial Mortgages, Financial Analysis, Lines Of Credit
Education
Florida International University
Master of Business Administration (MBA), Business Administration and Management, General
Florida International University
Bachelor of Business Administration (BBA), Finance, General
Josephine Knight Josephine Knight's Coconut Grove Bank Experience April 2006 - June 2007
Job Investigation Senior Professional at Thompson, Cobb, Bazilio & Associates, PC
Industry Banking
Experience
Thompson, Cobb, Bazilio & Associates, PC May 2009 - Present
Gibraltar Private Bank & Trust June 2007 - July 2008
Coconut Grove Bank April 2006 - June 2007
First State Bank of Ft. lauderdale August 2003 - March 2006
Bank Hapoalim August 1980 - May 2003
Skills
Operations Research, Legal Research, Fraud, Financial Services, Policy, Auditing, Banking, Financial Analysis, Due Diligence, Internal Controls, Loans, Mortgage Lending, Financial Risk, Risk Management, Loss Mitigation, Credit, Mortgage Banking, Enterprise Risk..., Accounting, Finance, Credit Risk, AML, Internal Audit, Credit Analysis, Bank Secrecy Act, Underwriting, Sarbanes-Oxley Act
Education
University of Phoenix 2008 — 2009
Miami Dade College 1990 — 1994
Accounting
Thompson, Cobb, Bazilio & Associates, PC May 2009 - Present
Gibraltar Private Bank & Trust June 2007 - July 2008
Coconut Grove Bank April 2006 - June 2007
First State Bank of Ft. lauderdale August 2003 - March 2006
Bank Hapoalim August 1980 - May 2003
Skills
Operations Research, Legal Research, Fraud, Financial Services, Policy, Auditing, Banking, Financial Analysis, Due Diligence, Internal Controls, Loans, Mortgage Lending, Financial Risk, Risk Management, Loss Mitigation, Credit, Mortgage Banking, Enterprise Risk..., Accounting, Finance, Credit Risk, AML, Internal Audit, Credit Analysis, Bank Secrecy Act, Underwriting, Sarbanes-Oxley Act
Education
University of Phoenix 2008 — 2009
Miami Dade College 1990 — 1994
Accounting
Kristen Winte's Coconut Grove Bank Experience May 2013 - July 2013
Job
Industry
Experience
University of Miami School of Communication February 2013 - Present
University of Miami Athletic Department February 2012 - Present
University of Miami School of Business August 2011 - December 2013
Coconut Grove Bank May 2013 - July 2013
The Islander Boutique July 2008 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Communication, Marketing, Marketing Strategy, Sales
Education
University of Miami 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing and Finance with a minor in Accounting, Senior
Ocean City High School 2006 — 2010
University of Miami School of Communication February 2013 - Present
University of Miami Athletic Department February 2012 - Present
University of Miami School of Business August 2011 - December 2013
Coconut Grove Bank May 2013 - July 2013
The Islander Boutique July 2008 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Communication, Marketing, Marketing Strategy, Sales
Education
University of Miami 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing and Finance with a minor in Accounting, Senior
Ocean City High School 2006 — 2010
Bruce Worthington Bruce Worthington's Coconut Grove Bank Experience 1997 - 1999
Job CFO / Controller / Consultant
Industry Hospital & Health Care
Experience
Cove Center for Recovery / Inspirations for Youth & Families January 2013 - November 2014
B-Thomas Consulting September 2009 - January 2013
Liberty Power August 2007 - September 2009
Innovative Computer Environemnts 2003 - 2007
New York Life 2000 - 2004
TradeStation Securities 1999 - 2000
Coconut Grove Bank 1997 - 1999
Zesiger Capital Group LLC 1996 - 1997
Northern Trust 1993 - 1996
Skills
Financial Analysis, Management, Budgets, Analysis, Leadership, Strategic Planning, Accounting, Risk Management, Business Planning, Commodity Markets, Forecasting, Financial Modeling, Program Management, Business Analysis, Data Analysis, Project Management, Finance, Microsoft Office, Business Development, Process Improvement, Executive Management, Managerial Finance, Contract Management, Business Process..., Start-ups, Strategic Financial..., Operations Management, Negotiation, SQL, Microsoft Access, Microsoft Excel, KIPU, CollaborateMD, Mergers & Acquisitions, Business Strategy, Business Growth..., Strategy, Managing Business Growth, Financial Reporting, Internal Controls, GAAP, Auditing, CRM, Sales, Due Diligence, Contract Negotiation, Training, Cross-functional Team..., Team Leadership, Consulting
Education
Saint Bonaventure University 1990 — 1992
MBA, Accounting and Finance
State University of New York College at Oneonta 1985 — 1989
BS, Business Economics and Finance
Cove Center for Recovery / Inspirations for Youth & Families January 2013 - November 2014
B-Thomas Consulting September 2009 - January 2013
Liberty Power August 2007 - September 2009
Innovative Computer Environemnts 2003 - 2007
New York Life 2000 - 2004
TradeStation Securities 1999 - 2000
Coconut Grove Bank 1997 - 1999
Zesiger Capital Group LLC 1996 - 1997
Northern Trust 1993 - 1996
Skills
Financial Analysis, Management, Budgets, Analysis, Leadership, Strategic Planning, Accounting, Risk Management, Business Planning, Commodity Markets, Forecasting, Financial Modeling, Program Management, Business Analysis, Data Analysis, Project Management, Finance, Microsoft Office, Business Development, Process Improvement, Executive Management, Managerial Finance, Contract Management, Business Process..., Start-ups, Strategic Financial..., Operations Management, Negotiation, SQL, Microsoft Access, Microsoft Excel, KIPU, CollaborateMD, Mergers & Acquisitions, Business Strategy, Business Growth..., Strategy, Managing Business Growth, Financial Reporting, Internal Controls, GAAP, Auditing, CRM, Sales, Due Diligence, Contract Negotiation, Training, Cross-functional Team..., Team Leadership, Consulting
Education
Saint Bonaventure University 1990 — 1992
MBA, Accounting and Finance
State University of New York College at Oneonta 1985 — 1989
BS, Business Economics and Finance
Barry Givner's Coconut Grove Bank Experience March 2006 - January 2012
Job Senior Vice President and Senior Wealth Strategist at First National Bank of South Miami
Industry Banking
Experience
First National Bank of South Miami January 2012 - Present
Coconut Grove Bank March 2006 - January 2012
SunTrust Bank January 2001 - March 2006
Colonial Bank Trust and Wealth Management March 1998 - January 2001
Bank of America (Nations Bank) March 1997 - March 1998
Bank of America (Merrill Lynch Trust Company) June 1995 - March 1997
Bank of America (Barnett Banks Trust Company) March 1985 - June 1995
Pantry Pride 1980 - 1985
Skills
Wealth Management, Financial Planners, Banking, Loans, Commercial Banking, Wealth Management..., Estate Planning, High Net Worth..., Portfolio Management, Asset Managment, Private Banking, Investments, Small Business Lending, Asset Management, Mortgage Lending, Consumer Lending, Retirement Planning, Insurance, Wealth, Asset Allocation, Financial Advisory, Investment Management, Credit Analysis, Commercial Mortgages, Investment Advisory, Retail Banking, AML, Financial Planning
Education
University of Miami - School of Business 1973 — 1977
BBA, Accounting
First National Bank of South Miami January 2012 - Present
Coconut Grove Bank March 2006 - January 2012
SunTrust Bank January 2001 - March 2006
Colonial Bank Trust and Wealth Management March 1998 - January 2001
Bank of America (Nations Bank) March 1997 - March 1998
Bank of America (Merrill Lynch Trust Company) June 1995 - March 1997
Bank of America (Barnett Banks Trust Company) March 1985 - June 1995
Pantry Pride 1980 - 1985
Skills
Wealth Management, Financial Planners, Banking, Loans, Commercial Banking, Wealth Management..., Estate Planning, High Net Worth..., Portfolio Management, Asset Managment, Private Banking, Investments, Small Business Lending, Asset Management, Mortgage Lending, Consumer Lending, Retirement Planning, Insurance, Wealth, Asset Allocation, Financial Advisory, Investment Management, Credit Analysis, Commercial Mortgages, Investment Advisory, Retail Banking, AML, Financial Planning
Education
University of Miami - School of Business 1973 — 1977
BBA, Accounting
Alejandro Fonseca's Coconut Grove Bank Experience June 2013 - August 2015
Job Community Banker
Industry Banking
Experience
International Finance Bank (IFB) August 2015 - Present
Coconut Grove Bank June 2013 - August 2015
JPMorgan Chase February 2011 - April 2013
Bank of America July 2005 - September 2010
Skills
Banking, Loans, Credit, Small Business Lending, Commercial Banking, Consumer Lending, Retail Banking, Credit Analysis, Mortgage Lending, Commercial Lending, Lines Of Credit, Customer Service, Cross Selling, Data Analysis, Loan Origination, Finance, Portfolio Management, Cash Management, Financial Modeling, Financial Analysis, Risk Management, Insurance, Investments
Education
University of Miami 2014 — 2015
Executive CFP® Certification Program, Financial Planning
Florida International University - College of Business Administration 2004 — 2010
Bachelor of Business Administration, Finance
G. Holmes Braddock Senior High School 2000 — 2004
International Finance Bank (IFB) August 2015 - Present
Coconut Grove Bank June 2013 - August 2015
JPMorgan Chase February 2011 - April 2013
Bank of America July 2005 - September 2010
Skills
Banking, Loans, Credit, Small Business Lending, Commercial Banking, Consumer Lending, Retail Banking, Credit Analysis, Mortgage Lending, Commercial Lending, Lines Of Credit, Customer Service, Cross Selling, Data Analysis, Loan Origination, Finance, Portfolio Management, Cash Management, Financial Modeling, Financial Analysis, Risk Management, Insurance, Investments
Education
University of Miami 2014 — 2015
Executive CFP® Certification Program, Financial Planning
Florida International University - College of Business Administration 2004 — 2010
Bachelor of Business Administration, Finance
G. Holmes Braddock Senior High School 2000 — 2004
Dyron Hernandez Dyron Hernandez's Coconut Grove Bank Experience June 2012 - Present
Job Online Sales & Service Associate at Coconut Grove Bank
Industry Banking
Experience
Coconut Grove Bank June 2012 - Present
Coconut Grove Bank January 2010 - June 2012
Coconut Grove Bank August 2008 - January 2010
Bank of America May 2006 - July 2008
Skills
Strategic Planning, Banking, Retail Banking, Consumer Lending, Customer Service, Sales, Commercial Banking, Marketing, Private Banking, Cash Management, Internet Banking, Microsoft Excel, Microsoft Word, Microsoft Office, OFAC, Marketing Strategy, Social Networking, Facebook, Social Media Marketing, Online Marketing, Marketing Communications, Event Planning, Social Media, Online Advertising, Credit, Loans, Portfolio Management
Education
Florida International University 2011 — 2012
Master of Business Administration (MBA), Marketing
Florida International University 2005 — 2010
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Coconut Grove Bank June 2012 - Present
Coconut Grove Bank January 2010 - June 2012
Coconut Grove Bank August 2008 - January 2010
Bank of America May 2006 - July 2008
Skills
Strategic Planning, Banking, Retail Banking, Consumer Lending, Customer Service, Sales, Commercial Banking, Marketing, Private Banking, Cash Management, Internet Banking, Microsoft Excel, Microsoft Word, Microsoft Office, OFAC, Marketing Strategy, Social Networking, Facebook, Social Media Marketing, Online Marketing, Marketing Communications, Event Planning, Social Media, Online Advertising, Credit, Loans, Portfolio Management
Education
Florida International University 2011 — 2012
Master of Business Administration (MBA), Marketing
Florida International University 2005 — 2010
Bachelor's degree, Public Relations, Advertising, and Applied Communication
JUAN C. MIJARES JUAN C. MIJARES's Coconut Grove Bank Experience January 1979 - February 2006
Job Area Manager South Florida at Medantex
Industry Banking
Experience
Medantex April 2012 - Present
Bank of Coral Gables June 2007 - March 2012
TransAtlantic Bank February 2006 - June 2007
Coconut Grove Bank January 1979 - February 2006
Skills
Banking, Commercial Banking, Portfolio Management, Investment Banking, Experince business..., Due Diligence, Corporate Finance, CRM, New Business Development, Private Banking, Accounting, Real Estate Transactions, KYC, Bank Secrecy Act, Small Business Lending, Finance
Education
MIAMI DADE COMMUNITY COLLEGE, KENDALL 1990 — 1993
Associate of Arts and Sciences (A.A.S.), Banking and Financial Support Services
University of Florida
Certificate Banking & Finance, Banking and Financial Support Services
Medantex April 2012 - Present
Bank of Coral Gables June 2007 - March 2012
TransAtlantic Bank February 2006 - June 2007
Coconut Grove Bank January 1979 - February 2006
Skills
Banking, Commercial Banking, Portfolio Management, Investment Banking, Experince business..., Due Diligence, Corporate Finance, CRM, New Business Development, Private Banking, Accounting, Real Estate Transactions, KYC, Bank Secrecy Act, Small Business Lending, Finance
Education
MIAMI DADE COMMUNITY COLLEGE, KENDALL 1990 — 1993
Associate of Arts and Sciences (A.A.S.), Banking and Financial Support Services
University of Florida
Certificate Banking & Finance, Banking and Financial Support Services
Igor Duque Igor Duque's Coconut Grove Bank Experience November 1987 - January 2005
Job Sr. IT Help Desk & Network Admin. at MedEnvios HealthCare, Inc.
Industry Professional Training & Coaching
Experience
MedEnvios HealthCare, Inc. Instructor & IT SpecialistSullivan & Cogliano Training CentersApril 2008 - September 2012
Duque Financial Services February 2005 - December 2011
TransAtlantic Bank June 2005 - June 2006
Coconut Grove Bank November 1987 - January 2005
Skills
A + Certification, Insurance & Coding..., Microsoft Master...
Education
Florida International University 1982 — 1984
Bachelor of Business Administration, Management Information Systems
Miami Dade College 1980 — 1982
Associate in Science, Accounting
MedEnvios HealthCare, Inc. Instructor & IT SpecialistSullivan & Cogliano Training CentersApril 2008 - September 2012
Duque Financial Services February 2005 - December 2011
TransAtlantic Bank June 2005 - June 2006
Coconut Grove Bank November 1987 - January 2005
Skills
A + Certification, Insurance & Coding..., Microsoft Master...
Education
Florida International University 1982 — 1984
Bachelor of Business Administration, Management Information Systems
Miami Dade College 1980 — 1982
Associate in Science, Accounting
Neil Stickler's Coconut Grove Bank Experience July 2012 - December 2012
Job
Industry Banking
Experience
Miami Dade College December 2013 - Present
Miami Dade College June 2013 - December 2013
Coconut Grove Bank July 2012 - December 2012
Gibraltar Private Bank & Trust April 2010 - April 2012
SunTrust Bank February 1999 - March 2010
Skills
Retail Banking, Commercial Banking, Private Banking, Training Delivery, Certified Financial..., Commercial Lending, Higher Education, Banking, Consumer Lending, Credit, Credit Analysis, Loans, Mortgage Lending, Portfolio Management, Small Business Lending, Treasury Management, Wealth Management, Cash Management, Credit Risk, Loan Origination, Relationship Management, AML, Internet Banking, Mortgage Banking, Underwriting, Deposits, Financial Risk, Operational Risk, Branch Banking, Cross Selling
Education
Florida State University 1969 — 1973
Master of Business Administration (MBA), Business Administration and Management, General
Miami Dade College December 2013 - Present
Miami Dade College June 2013 - December 2013
Coconut Grove Bank July 2012 - December 2012
Gibraltar Private Bank & Trust April 2010 - April 2012
SunTrust Bank February 1999 - March 2010
Skills
Retail Banking, Commercial Banking, Private Banking, Training Delivery, Certified Financial..., Commercial Lending, Higher Education, Banking, Consumer Lending, Credit, Credit Analysis, Loans, Mortgage Lending, Portfolio Management, Small Business Lending, Treasury Management, Wealth Management, Cash Management, Credit Risk, Loan Origination, Relationship Management, AML, Internet Banking, Mortgage Banking, Underwriting, Deposits, Financial Risk, Operational Risk, Branch Banking, Cross Selling
Education
Florida State University 1969 — 1973
Master of Business Administration (MBA), Business Administration and Management, General
Luz Elena Lera Luz Elena Lera's Coconut Grove Bank Experience August 1995 - June 1997
Job Construction/Collateral Adm/Asset based, warehousing manager
Industry Banking
Experience
City National Bank 1999 - Present
Amstar Insurance Company October 1998 - April 1999
Medical Utilization Review Associates June 1997 - October 1998
Coconut Grove Bank August 1995 - June 1997
Skills
Credit Risk, Credit Analysis, Financial Analysis, Commercial Lending, Risk Management, Banking, Analysis, Credit, Cash Management, Construction Management, Asset Based Lending, Stock Management, Portfolio Management
Education
Florida International University 1995 — 1999
Bachelor's degree, Finance and Accounting
South Miami Senior High School 1992 — 1995
High School Diploma
City National Bank 1999 - Present
Amstar Insurance Company October 1998 - April 1999
Medical Utilization Review Associates June 1997 - October 1998
Coconut Grove Bank August 1995 - June 1997
Skills
Credit Risk, Credit Analysis, Financial Analysis, Commercial Lending, Risk Management, Banking, Analysis, Credit, Cash Management, Construction Management, Asset Based Lending, Stock Management, Portfolio Management
Education
Florida International University 1995 — 1999
Bachelor's degree, Finance and Accounting
South Miami Senior High School 1992 — 1995
High School Diploma
Luis Rodriguez-Molina's Coconut Grove Bank Experience August 2014 - Present
Job Senior Vice President/Commercial Loan Officer
Industry Banking
Experience
Coconut Grove Bank August 2014 - Present
Banco Popular of North America-Popular Community Bank 2011 - 2014
Total Bank 2010 - 2011
Gibraltar Private Bank and Trust 1998 - 2010
Ready State Bank 1995 - 1998
Capital Bank 1989 - 1995
United National Bank 1986 - 1989
Intercontinental Bank 1982 - 1986
Atlantic National Bank 1981 - 1982
Skills
Banking, Credit Risk, Investment Banking, Credit, Portfolio Management, Commercial Banking, Credit Analysis, Retail Banking, Investments, Commercial Lending, Private Banking, Wealth Management, AML, Loans, Small Business Lending
Education
University of Miami - School of Business 1976 — 1980
Bachelor of Business Administration (BBA), International Finance
Coconut Grove Bank August 2014 - Present
Banco Popular of North America-Popular Community Bank 2011 - 2014
Total Bank 2010 - 2011
Gibraltar Private Bank and Trust 1998 - 2010
Ready State Bank 1995 - 1998
Capital Bank 1989 - 1995
United National Bank 1986 - 1989
Intercontinental Bank 1982 - 1986
Atlantic National Bank 1981 - 1982
Skills
Banking, Credit Risk, Investment Banking, Credit, Portfolio Management, Commercial Banking, Credit Analysis, Retail Banking, Investments, Commercial Lending, Private Banking, Wealth Management, AML, Loans, Small Business Lending
Education
University of Miami - School of Business 1976 — 1980
Bachelor of Business Administration (BBA), International Finance
Alex Jimenez Alex Jimenez's Coconut Grove Bank Experience July 2009 - July 2014
Job VP/Branch Manager at Apollo Bank
Industry Banking
Experience
Apollo Bank July 2014 - Present
Coconut Grove Bank July 2009 - July 2014
Coconut Grove Bank July 2005 - July 2009
Coconut Grove Bank February 2003 - July 2005
Skills
Loans, Banking, Credit, Customer Service, Portfolio Management, Risk Management, Coaching, Financial Analysis, Strategic Planning, Team Building, Management, Consumer Lending, Sales Management, Internet Banking, Sales, Credit Analysis, Lines Of Credit, Change Management, Commercial Banking, Retail Banking
Education
Florida International University 1998 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Apollo Bank July 2014 - Present
Coconut Grove Bank July 2009 - July 2014
Coconut Grove Bank July 2005 - July 2009
Coconut Grove Bank February 2003 - July 2005
Skills
Loans, Banking, Credit, Customer Service, Portfolio Management, Risk Management, Coaching, Financial Analysis, Strategic Planning, Team Building, Management, Consumer Lending, Sales Management, Internet Banking, Sales, Credit Analysis, Lines Of Credit, Change Management, Commercial Banking, Retail Banking
Education
Florida International University 1998 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ken Carlson, CWS, MBA's Coconut Grove Bank Experience July 2002 - December 2006
Job Senior Vice President & Senior Portfolio Manger at IBERIABANK
Industry Investment Management
Experience
IBERIABANK November 2012 - Present
BNY Mellon Wealth Management July 2011 - November 2012
KeyBank January 2009 - July 2011
Wells Fargo December 2006 - December 2008
Coconut Grove Bank July 2002 - December 2006
Charles Schwab November 1992 - July 2002
Skills
Portfolio Management, Wealth Management, Investments, Asset Allocation, Mutual Funds, Finance, Investment Management, Equities, Asset Management, Relationship Management, Banking, Alternative Investments, Investment Strategies, Due Diligence, Series 7, Private Banking, Sales, Asset Managment, Estate Planning, Bonds, Wealth Management..., Wealth, Fixed Income, Loans, Financial Advisory, Financial Planning, Series 63, Series 65, Credit, Strategic Financial..., Securities, Contract Negotiation, Marketing, FINRA, Ice Hockey, Football, Golf, Triathlon, Boating, USCG Captain, Office Linebacker
Education
University of Colorado Boulder 1999 — 2001
MBA, Management
Ferris State University 1989 — 1992
Bachelor of Science (B.S.), Accounting and Finance
IBERIABANK November 2012 - Present
BNY Mellon Wealth Management July 2011 - November 2012
KeyBank January 2009 - July 2011
Wells Fargo December 2006 - December 2008
Coconut Grove Bank July 2002 - December 2006
Charles Schwab November 1992 - July 2002
Skills
Portfolio Management, Wealth Management, Investments, Asset Allocation, Mutual Funds, Finance, Investment Management, Equities, Asset Management, Relationship Management, Banking, Alternative Investments, Investment Strategies, Due Diligence, Series 7, Private Banking, Sales, Asset Managment, Estate Planning, Bonds, Wealth Management..., Wealth, Fixed Income, Loans, Financial Advisory, Financial Planning, Series 63, Series 65, Credit, Strategic Financial..., Securities, Contract Negotiation, Marketing, FINRA, Ice Hockey, Football, Golf, Triathlon, Boating, USCG Captain, Office Linebacker
Education
University of Colorado Boulder 1999 — 2001
MBA, Management
Ferris State University 1989 — 1992
Bachelor of Science (B.S.), Accounting and Finance
Jorge Calienes's Coconut Grove Bank Experience December 2008 - Present
Job Director of Information Technology
Industry Banking
Experience
Coconut Grove Bank December 2008 - Present
Turnberry Bank October 2006 - December 2008
FirstBank Florida February 2003 - October 2006
Guarded Networks, Inc June 2001 - December 2002
Skills
Networking, Active Directory, Technical Support, Microsoft Exchange, Strategic Planning, SQL, Disaster Recovery, Information Technology, Business Analysis, Microsoft SQL Server, Business Intelligence, Security, Web Development, Team Leadership, Management, Information Security, C#, Microsoft Office..., Network Security, MySQL, C++, Photoshop, Microsoft Office, Cisco..., MS SharePoint Server, Adobe Dreamweaver, Adobe LightRoom, Adobe Photoshop, Cisco Unity/Call..., MS Exchange, MS SQL, TCP/IP Networking, VMWare Server/Desktop, Windows AD, English/Spanish Fluency, SharePoint Server, SharePoint
Education
Florida State University 1996 — 2000
Bachelor of Science (B.S.), Management Information Systems, General
National Graduate School of Banking
Coconut Grove Bank December 2008 - Present
Turnberry Bank October 2006 - December 2008
FirstBank Florida February 2003 - October 2006
Guarded Networks, Inc June 2001 - December 2002
Skills
Networking, Active Directory, Technical Support, Microsoft Exchange, Strategic Planning, SQL, Disaster Recovery, Information Technology, Business Analysis, Microsoft SQL Server, Business Intelligence, Security, Web Development, Team Leadership, Management, Information Security, C#, Microsoft Office..., Network Security, MySQL, C++, Photoshop, Microsoft Office, Cisco..., MS SharePoint Server, Adobe Dreamweaver, Adobe LightRoom, Adobe Photoshop, Cisco Unity/Call..., MS Exchange, MS SQL, TCP/IP Networking, VMWare Server/Desktop, Windows AD, English/Spanish Fluency, SharePoint Server, SharePoint
Education
Florida State University 1996 — 2000
Bachelor of Science (B.S.), Management Information Systems, General
National Graduate School of Banking
Michael A. Cabanas Michael A. Cabanas's Coconut Grove Bank Experience August 2014 - Present
Job EVP/ Head of Wealth Management
Industry Financial Services
Experience
Coconut Grove Bank August 2014 - Present
BNY Mellon Wealth Management January 2013 - August 2014
Fiduciary Trust International September 2006 - January 2013
JPMorgan Private Bank January 2000 - August 2006
JPMorgan Chase 2000 - 2006
Skills
High Net Worth..., Family Offices, Multi-Family Offices, Trust Services, Personal Finance, Wealth Management, Wealth Transfer, Private Wealth..., Client Focus, Custom Solutions, Wealth Management..., Investment Advisory, Family Office, Trusts, Alternative Investments, Custom Software, Investment Management, Asset Management, Leadership, Wealth, Asset Allocation, Investment Strategies, Mutual Funds, Estate Planning, Strategic Financial..., Securities, Asset Managment, Financial Services, Investments, Private Banking, Portfolio Management, Finance, Series 7, Financial Planning, International..., International Sales, Sales Management
Education
Nova Southeastern University 2004 — 2005
MBA, Finance, General
Florida International University 1990 — 1994
BA
Christopher Columbus H.S. 1986 — 1990
Coconut Grove Bank August 2014 - Present
BNY Mellon Wealth Management January 2013 - August 2014
Fiduciary Trust International September 2006 - January 2013
JPMorgan Private Bank January 2000 - August 2006
JPMorgan Chase 2000 - 2006
Skills
High Net Worth..., Family Offices, Multi-Family Offices, Trust Services, Personal Finance, Wealth Management, Wealth Transfer, Private Wealth..., Client Focus, Custom Solutions, Wealth Management..., Investment Advisory, Family Office, Trusts, Alternative Investments, Custom Software, Investment Management, Asset Management, Leadership, Wealth, Asset Allocation, Investment Strategies, Mutual Funds, Estate Planning, Strategic Financial..., Securities, Asset Managment, Financial Services, Investments, Private Banking, Portfolio Management, Finance, Series 7, Financial Planning, International..., International Sales, Sales Management
Education
Nova Southeastern University 2004 — 2005
MBA, Finance, General
Florida International University 1990 — 1994
BA
Christopher Columbus H.S. 1986 — 1990
Allyson Feanny Sparks Allyson Feanny Sparks's Coconut Grove Bank Experience August 2013 - Present
Job Commercial Lending Assistant
Industry Banking
Experience
Coconut Grove Bank August 2013 - Present
Coconut Grove Bank June 2009 - June 2013
Coconut Grove Bank January 2005 - May 2009
SunTrust Bank January 2000 - January 2005
Skills
Bank Secrecy Act, Banking, Credit, Customer Service, Loans, Risk Management
Education
Florida International University 1996 — 1999
Criminal Justice/Police Science
Miami Killian Senior High School 1991 — 1993
High School Diploma
Coconut Grove Bank August 2013 - Present
Coconut Grove Bank June 2009 - June 2013
Coconut Grove Bank January 2005 - May 2009
SunTrust Bank January 2000 - January 2005
Skills
Bank Secrecy Act, Banking, Credit, Customer Service, Loans, Risk Management
Education
Florida International University 1996 — 1999
Criminal Justice/Police Science
Miami Killian Senior High School 1991 — 1993
High School Diploma
Jonathan Liguori Jonathan Liguori's Coconut Grove Bank Experience December 2004 - June 2008
Job CTO
Industry Banking
Experience
Apollo Bank March 2010 - Present
Apollo Bancshares July 2008 - January 2011
Coconut Grove Bank December 2004 - June 2008
Sunrise Community, Inc January 1998 - November 2004
Skills
Project Management, Strategic Planning, Banking, Continuous Integration, Risk Management, Security, Customer Service, Microsoft Office, Financial Analysis, Disaster Recovery, Data Center, IT Strategy, Software Development, Change Management, Virtualization, Network Security
Education
University of South Florida 1985 — 1987
B.S., Engineering Management
Alfred State College - SUNY College of Technology 1977 — 1979
A.A.S., Civil Engineering
Apollo Bank March 2010 - Present
Apollo Bancshares July 2008 - January 2011
Coconut Grove Bank December 2004 - June 2008
Sunrise Community, Inc January 1998 - November 2004
Skills
Project Management, Strategic Planning, Banking, Continuous Integration, Risk Management, Security, Customer Service, Microsoft Office, Financial Analysis, Disaster Recovery, Data Center, IT Strategy, Software Development, Change Management, Virtualization, Network Security
Education
University of South Florida 1985 — 1987
B.S., Engineering Management
Alfred State College - SUNY College of Technology 1977 — 1979
A.A.S., Civil Engineering
Fernando Arevalo, MBA Fernando Arevalo, MBA's Coconut Grove Bank Experience September 2000 - February 2002
Job Underwriter at Home Financing Center
Industry Financial Services
Experience
Home Financing Center January 2013 - April 2013
Richards & Associates, P.A. November 2012 - December 2012
Bayview Asset Management June 2012 - September 2012
The Continental Group November 2009 - May 2012
Miami Dade College August 2008 - December 2009
Credit Union Capital Business, LLC February 2009 - June 2009
Silver Hill Financial July 2004 - April 2008
Bayview Financial Trading Group, LP February 2002 - July 2004
Coconut Grove Bank September 2000 - February 2002
Skills
Microsoft Office, Credit, Financial Analysis, Loans, Mortgage, Microsoft Excel, Microsoft Word, Contract Negotiation, Customer Service, Problem Solving, Teamwork, Work Ethic, Building Relationships, Mortgage Lending, Training, Analysis, Budgets, Accounting, Banking, Negotiation, Strategic Planning, Finance
Education
Nova Southeastern University 2003 — 2004
MBA, Business Administration
Florida International University - College of Business 1997 — 1999
BA, Finance
Home Financing Center January 2013 - April 2013
Richards & Associates, P.A. November 2012 - December 2012
Bayview Asset Management June 2012 - September 2012
The Continental Group November 2009 - May 2012
Miami Dade College August 2008 - December 2009
Credit Union Capital Business, LLC February 2009 - June 2009
Silver Hill Financial July 2004 - April 2008
Bayview Financial Trading Group, LP February 2002 - July 2004
Coconut Grove Bank September 2000 - February 2002
Skills
Microsoft Office, Credit, Financial Analysis, Loans, Mortgage, Microsoft Excel, Microsoft Word, Contract Negotiation, Customer Service, Problem Solving, Teamwork, Work Ethic, Building Relationships, Mortgage Lending, Training, Analysis, Budgets, Accounting, Banking, Negotiation, Strategic Planning, Finance
Education
Nova Southeastern University 2003 — 2004
MBA, Business Administration
Florida International University - College of Business 1997 — 1999
BA, Finance
Ann de las Pozas Ann de las Pozas's Coconut Grove Bank Experience January 2009 - July 2013
Job Executive Director, Foundation for New Education Initiatives, inc.
Industry Nonprofit Organization Management
Experience
The Foundation for New Education Initiatives, inc. July 2014 - Present
The Learning Experience School November 2013 - July 2014
Our Kids of Miami-Dade/Monroe, Inc March 2012 - August 2013
Coconut Grove Bank January 2009 - July 2013
Family Central, Inc. February 2008 - February 2012
Family Central, Inc. January 2003 - February 2008
Family Central, Inc. February 2001 - January 2003
Performance Executive Search and Management Consulting 1995 - 2001
Panair International Inc 1985 - 1995
Skills
Operations Management, Management Consulting, Project Management, Organizational..., Strategic Planning, Decisiveness, Team Management, Team Building, Employee Relations, Employee Training, Strategic Communications, Community Engagement, Non-profit..., Community Outreach, Philanthropy, Non-profits, Fundraising, Grants, Nonprofits, Public Speaking, Grant Writing, Program Development, Event Management, Volunteer Management, Training, Policy, Leadership Development, Program Management, Board Development, Community Development, Leadership, Government, Staff Development, Budgets, Coaching, Public Relations, Event Planning, Workshop Facilitation, Proposal Writing, Management, Program Evaluation, Conflict Resolution, Change Management, Executive Management, Social Services, Entrepreneurship, Administration, Social Entrepreneurship, Public Policy, Marketing
Education
Florida International University 1995 — 1997
MBA, Business Administration
The Foundation for New Education Initiatives, inc. July 2014 - Present
The Learning Experience School November 2013 - July 2014
Our Kids of Miami-Dade/Monroe, Inc March 2012 - August 2013
Coconut Grove Bank January 2009 - July 2013
Family Central, Inc. February 2008 - February 2012
Family Central, Inc. January 2003 - February 2008
Family Central, Inc. February 2001 - January 2003
Performance Executive Search and Management Consulting 1995 - 2001
Panair International Inc 1985 - 1995
Skills
Operations Management, Management Consulting, Project Management, Organizational..., Strategic Planning, Decisiveness, Team Management, Team Building, Employee Relations, Employee Training, Strategic Communications, Community Engagement, Non-profit..., Community Outreach, Philanthropy, Non-profits, Fundraising, Grants, Nonprofits, Public Speaking, Grant Writing, Program Development, Event Management, Volunteer Management, Training, Policy, Leadership Development, Program Management, Board Development, Community Development, Leadership, Government, Staff Development, Budgets, Coaching, Public Relations, Event Planning, Workshop Facilitation, Proposal Writing, Management, Program Evaluation, Conflict Resolution, Change Management, Executive Management, Social Services, Entrepreneurship, Administration, Social Entrepreneurship, Public Policy, Marketing
Education
Florida International University 1995 — 1997
MBA, Business Administration
Maria Cristina Del Campo Maria Cristina Del Campo's Coconut Grove Bank Experience December 2009 - Present
Job Assistant Vice President at Coconut Grove Bank
Industry Banking
Experience
Coconut Grove Bank December 2009 - Present
SunTrust September 1973 - June 2009
Skills
Banking, Portfolio Management, Commercial Banking, Retail Banking, Loans, Small Business Lending
Education
Miami Dade College
Business
Coconut Grove Bank December 2009 - Present
SunTrust September 1973 - June 2009
Skills
Banking, Portfolio Management, Commercial Banking, Retail Banking, Loans, Small Business Lending
Education
Miami Dade College
Business
Paulo Pulido Paulo Pulido's Coconut Grove Bank Experience March 2005 - June 2009
Job Seeking new Opportunities
Industry Information Technology and Services
Experience
Cubed Group Inc June 2014 - July 2015
SYMBITS August 2010 - March 2013
Coconut Grove Bank March 2005 - June 2009
Coconut Grove Bank March 2006 - October 2008
Sunrise Community, Inc March 2000 - March 2005
Skills
Blackberry Enterprise..., Microsoft Office 2007, Active Directory, Windows, Security, Microsoft Office, Customer Service, Project Management, Analysis, Microsoft Excel, Microsoft Word, SharePoint, Banking, Software Documentation, Network Security, Troubleshooting, Technical Support, Windows Server, Management, Training, Laptops, Software Installation, Blackberry, Computer Hardware, Microsoft Exchange, Networking, Printers, System Administration, Virtualization, Firewalls, Servers, Windows XP, DNS, VPN, Accounting, Bookkeeping, Help Desk Implementation, Help Desk Support, Office Administration, Leadership, System Deployment, Team Building, Documentation, Network Administration, Microsoft Certified..., Windows 7, Server Administration
Education
New Horizons Miami 2013 — 2014
Network + & A+, MCSE & CCNA
Barry University 2005 — 2009
Bachelors of Science, Professional Administration
Cubed Group Inc June 2014 - July 2015
SYMBITS August 2010 - March 2013
Coconut Grove Bank March 2005 - June 2009
Coconut Grove Bank March 2006 - October 2008
Sunrise Community, Inc March 2000 - March 2005
Skills
Blackberry Enterprise..., Microsoft Office 2007, Active Directory, Windows, Security, Microsoft Office, Customer Service, Project Management, Analysis, Microsoft Excel, Microsoft Word, SharePoint, Banking, Software Documentation, Network Security, Troubleshooting, Technical Support, Windows Server, Management, Training, Laptops, Software Installation, Blackberry, Computer Hardware, Microsoft Exchange, Networking, Printers, System Administration, Virtualization, Firewalls, Servers, Windows XP, DNS, VPN, Accounting, Bookkeeping, Help Desk Implementation, Help Desk Support, Office Administration, Leadership, System Deployment, Team Building, Documentation, Network Administration, Microsoft Certified..., Windows 7, Server Administration
Education
New Horizons Miami 2013 — 2014
Network + & A+, MCSE & CCNA
Barry University 2005 — 2009
Bachelors of Science, Professional Administration
Adrian Lageyre's Coconut Grove Bank Experience June 2006 - Present
Job AVP Operations Manager
Industry Banking
Experience
Citi August 2013 - Present
CGB Enterprise June 2006 - Present
Coconut Grove Bank June 2006 - Present
Skills
Project Management, Team Management, Microsoft Office, Operations Management, Customer Satisfaction, Bilingual-English/Spanis..., Sales Operations, Sales Management, Strategic Planning, Banking, Business Development, Coaching, Customer Service, Human Resources, Training, Sales, Management, Credit, Financial Analysis, Team Building, Leadership, Loans, Microsoft Excel, Retail Banking
Education
Florida International University 2001 — 2003
Bachelor in Psychology, Industrial and Organizational Psychology, Bachelor
Citi August 2013 - Present
CGB Enterprise June 2006 - Present
Coconut Grove Bank June 2006 - Present
Skills
Project Management, Team Management, Microsoft Office, Operations Management, Customer Satisfaction, Bilingual-English/Spanis..., Sales Operations, Sales Management, Strategic Planning, Banking, Business Development, Coaching, Customer Service, Human Resources, Training, Sales, Management, Credit, Financial Analysis, Team Building, Leadership, Loans, Microsoft Excel, Retail Banking
Education
Florida International University 2001 — 2003
Bachelor in Psychology, Industrial and Organizational Psychology, Bachelor
Claudia Cardona's Coconut Grove Bank Experience January 2007 - March 2013
Job Business Banker at TotalBank
Industry Banking
Experience
TotalBank March 2013 - Present
Coconut Grove Bank January 2007 - March 2013
Helm Bank 2004 - January 2007
Skills
Portfolio Management, Mortgage Lending, Consumer Lending, Private Banking, Retail Banking, Wealth Management, Asset Management, Financial Analysis, AML, Investments, Risk Management, OFAC, Commercial Banking, Banking, Small Business Lending, Loans, Commercial Lending, Underwriting, Credit, Mortgage Banking, Finance, Credit Analysis, Commercial Real Estate
Education
Nova Southeastern University
Bachelor of Science (BS), Business Administration and Management, General
TotalBank March 2013 - Present
Coconut Grove Bank January 2007 - March 2013
Helm Bank 2004 - January 2007
Skills
Portfolio Management, Mortgage Lending, Consumer Lending, Private Banking, Retail Banking, Wealth Management, Asset Management, Financial Analysis, AML, Investments, Risk Management, OFAC, Commercial Banking, Banking, Small Business Lending, Loans, Commercial Lending, Underwriting, Credit, Mortgage Banking, Finance, Credit Analysis, Commercial Real Estate
Education
Nova Southeastern University
Bachelor of Science (BS), Business Administration and Management, General
Maria Michaels Grijalva Maria Michaels Grijalva's Coconut Grove Bank Experience May 2013 - Present
Job Officer, Relationship Manager at Coconut Grove Bank
Industry Banking
Experience
Coconut Grove Bank May 2013 - Present
Broward County Courthouse December 2011 - May 2013
Dade County Courthouse August 2011 - December 2011
Education
St. Thomas University School of Law 2008 — 2011
Doctor of Law (J.D.)
St. John's University 2004 — 2008
Bachelor of Science (BS), Criminal Justice
Coconut Grove Bank May 2013 - Present
Broward County Courthouse December 2011 - May 2013
Dade County Courthouse August 2011 - December 2011
Education
St. Thomas University School of Law 2008 — 2011
Doctor of Law (J.D.)
St. John's University 2004 — 2008
Bachelor of Science (BS), Criminal Justice
James Karnegis Jr James Karnegis Jr's Coconut Grove Bank Experience 1988 - 1989
Job Vice President Trust & Estate Advisor at Comerica Wealth Management
Industry Banking
Experience
Comerica Bank 1996 - Present
Chase Manhattan Investment Services 1994 - 1996
Northern Trust Corporation 1989 - 1994
Coconut Grove Bank 1988 - 1989
Education
Florida Atlantic University
MBA
Western Carolina University
BSBA, Finance
Comerica Bank 1996 - Present
Chase Manhattan Investment Services 1994 - 1996
Northern Trust Corporation 1989 - 1994
Coconut Grove Bank 1988 - 1989
Education
Florida Atlantic University
MBA
Western Carolina University
BSBA, Finance
Ilana Yuz Brodsky Ilana Yuz Brodsky's Coconut Grove Bank Experience August 2011 - Present
Job Vice President, Trust & Wealth Management at Coconut Grove Bank
Industry Banking
Experience
Coconut Grove Bank August 2011 - Present
Guardian Ad Litem Program May 2010 - August 2011
Skills
Estate Planning, Tax, Trust Services, Trust Management, Corporate Trust, Legal Writing, Legal Research, Wills, Charitable Trusts, Unit Trusts, Trustee, Investment Management, Investment Strategies, Investment Advisory
Education
University of Miami School of Law 2009 — 2010
Master of Laws (LLM), Estate Planning
Nova Southeastern University—Shepard Broad Law Center 2006 — 2009
Doctor of Law (JD), Law
University of Florida 2002 — 2005
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Coconut Grove Bank August 2011 - Present
Guardian Ad Litem Program May 2010 - August 2011
Skills
Estate Planning, Tax, Trust Services, Trust Management, Corporate Trust, Legal Writing, Legal Research, Wills, Charitable Trusts, Unit Trusts, Trustee, Investment Management, Investment Strategies, Investment Advisory
Education
University of Miami School of Law 2009 — 2010
Master of Laws (LLM), Estate Planning
Nova Southeastern University—Shepard Broad Law Center 2006 — 2009
Doctor of Law (JD), Law
University of Florida 2002 — 2005
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Jessica Radtke's Coconut Grove Bank Experience April 2013 - April 2015
Job Risk Officer & Vice President at Coconut Grove Bank
Industry Banking
Experience
Coconut Grove Bank April 2013 - April 2015
Coconut Grove Bank June 2011 - March 2013
Skills
Wealth Management, Trusts, Estate Planning, Coaching, Legal Writing, Public Speaking, Legal Research, Insurance, Banking, Consumer Lending
Education
University of Miami School of Law 2009 — 2010
Master of Laws (LLM), Estate Planning
University of Florida - Fredric G. Levin College of Law 2006 — 2009
Doctor of Law (J.D.)
Adelphi University 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Coconut Grove Bank April 2013 - April 2015
Coconut Grove Bank June 2011 - March 2013
Skills
Wealth Management, Trusts, Estate Planning, Coaching, Legal Writing, Public Speaking, Legal Research, Insurance, Banking, Consumer Lending
Education
University of Miami School of Law 2009 — 2010
Master of Laws (LLM), Estate Planning
University of Florida - Fredric G. Levin College of Law 2006 — 2009
Doctor of Law (J.D.)
Adelphi University 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Anthony Petisco's Coconut Grove Bank Experience December 2008 - October 2011
Job Financial Advisor at Total Wealth Management
Industry Investment Banking
Experience
TotalBank October 2011 - Present
Raymond James Financial Inc. December 2014 - Present
LPL Financial October 2011 - December 2014
Miami-Dade County April 2011 - November 2012
Coconut Grove Bank December 2008 - October 2011
Infinex Financial Group December 2008 - October 2011
Colonial Bank January 2005 - November 2008
SunTrust Bank June 2000 - May 2005
Skills
AML, Asset Management, Banking, Business Development, Commercial Banking, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Commercial Lending, Due Diligence, Finance, Financial Analysis, Financial Services, Investments, Loans, Mergers & Acquisitions, Mortgage Lending, Mutual Funds, Portfolio Management, Private Banking, Retail Banking, Risk Management, Securities, Series 63, Small Business Lending, Strategic Financial..., Wealth Management, Strategic Planning, Series 7, Insurance, Estate Planning, Cash Management, Financial Modeling, Financial Advisory, Investment Advisory, Asset Allocation, Relationship Management, Retirement Planning, Investment Strategies, Alternative Investments, Retirement, Fixed Income, Credit Risk, Management, Fixed Annuities, Financial Risk, Investment Management, Wealth Management..., Life Insurance
Education
Florida International University 2000 — 2003
BA, Political Science
Christopher Columbus 1997 — 2000
TotalBank October 2011 - Present
Raymond James Financial Inc. December 2014 - Present
LPL Financial October 2011 - December 2014
Miami-Dade County April 2011 - November 2012
Coconut Grove Bank December 2008 - October 2011
Infinex Financial Group December 2008 - October 2011
Colonial Bank January 2005 - November 2008
SunTrust Bank June 2000 - May 2005
Skills
AML, Asset Management, Banking, Business Development, Commercial Banking, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Commercial Lending, Due Diligence, Finance, Financial Analysis, Financial Services, Investments, Loans, Mergers & Acquisitions, Mortgage Lending, Mutual Funds, Portfolio Management, Private Banking, Retail Banking, Risk Management, Securities, Series 63, Small Business Lending, Strategic Financial..., Wealth Management, Strategic Planning, Series 7, Insurance, Estate Planning, Cash Management, Financial Modeling, Financial Advisory, Investment Advisory, Asset Allocation, Relationship Management, Retirement Planning, Investment Strategies, Alternative Investments, Retirement, Fixed Income, Credit Risk, Management, Fixed Annuities, Financial Risk, Investment Management, Wealth Management..., Life Insurance
Education
Florida International University 2000 — 2003
BA, Political Science
Christopher Columbus 1997 — 2000
Nik Mendoza, J.D.'s Coconut Grove Bank Experience 2008 - 2012
Job LL.M Candidate | Financial Services and International Affairs Professional
Industry Law Practice
Experience
University of Minnesota January 2015 - May 2015
Minnesota Hispanic Bar Association April 2014 - April 2015
Public Health Law Center January 2015 - March 2015
American Bar Association May 2014 - March 2015
Ramsey County June 2014 - August 2014
Pierce County Superior Court, State of Washington May 2013 - July 2013
Coconut Grove Bank 2008 - 2012
US Navy 2008 - 2008
Republic Federal Bank 2005 - 2008
Associated Group of Public Adjusters (AGPA), Inc 2006 - 2006
Skills
Courts, Legal Writing, International Relations, Trials, Legal Issues, Legal Research, Criminal Law, Research, Public Speaking, Political Science, Spanish, Litigation, Leadership, International Law, Banking, Commercial Litigation, Administrative Law, Public Interest, Public Policy, Public Administration, Human Rights, Diplomacy, Policy Analysis, National Security, Legal Compliance
Education
The George Washington University 2015 — 2016
Master of Laws (LL.M.), Business and Finance Law
William Mitchell College of Law 2012 — 2015
Juris Doctor (J.D.)
Erasmus University Rotterdam 2014 — 2015
Study Abroad Program, International and Comparative Law
Florida International University 2009 — 2011
Bachelor's of Arts, Political Science, Cum Laude
Miami Dade College 2006 — 2009
Associate's Degree, Pre-Law Studies
University of Minnesota January 2015 - May 2015
Minnesota Hispanic Bar Association April 2014 - April 2015
Public Health Law Center January 2015 - March 2015
American Bar Association May 2014 - March 2015
Ramsey County June 2014 - August 2014
Pierce County Superior Court, State of Washington May 2013 - July 2013
Coconut Grove Bank 2008 - 2012
US Navy 2008 - 2008
Republic Federal Bank 2005 - 2008
Associated Group of Public Adjusters (AGPA), Inc 2006 - 2006
Skills
Courts, Legal Writing, International Relations, Trials, Legal Issues, Legal Research, Criminal Law, Research, Public Speaking, Political Science, Spanish, Litigation, Leadership, International Law, Banking, Commercial Litigation, Administrative Law, Public Interest, Public Policy, Public Administration, Human Rights, Diplomacy, Policy Analysis, National Security, Legal Compliance
Education
The George Washington University 2015 — 2016
Master of Laws (LL.M.), Business and Finance Law
William Mitchell College of Law 2012 — 2015
Juris Doctor (J.D.)
Erasmus University Rotterdam 2014 — 2015
Study Abroad Program, International and Comparative Law
Florida International University 2009 — 2011
Bachelor's of Arts, Political Science, Cum Laude
Miami Dade College 2006 — 2009
Associate's Degree, Pre-Law Studies
Daniel Doddo Daniel Doddo's Coconut Grove Bank Experience June 2005 - August 2006
Job Analyst at Daruma Capital Management, Inc.
Industry Investment Management
Experience
Daruma Capital Management, Inc. May 2012 - Present
UBS Investment Bank May 2010 - May 2012
Bank of America Merrill Lynch 2009 - May 2010
UBS Investment Bank February 2008 - 2009
Coconut Grove Bank June 2005 - August 2006
Skills
Financial Modeling, Equity Valuation, Financial Analysis, Equity Research, Fundamental Research, Financial Accounting, Excel, Factset, Bloomberg, Writing
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Finance, Legal Studies
Daruma Capital Management, Inc. May 2012 - Present
UBS Investment Bank May 2010 - May 2012
Bank of America Merrill Lynch 2009 - May 2010
UBS Investment Bank February 2008 - 2009
Coconut Grove Bank June 2005 - August 2006
Skills
Financial Modeling, Equity Valuation, Financial Analysis, Equity Research, Fundamental Research, Financial Accounting, Excel, Factset, Bloomberg, Writing
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Finance, Legal Studies
Raquel Hickey's Coconut Grove Bank Experience August 2008 - April 2012
Job at City National Bank
Industry Banking
Experience
City National Bank April 2012 - Present
South Miami Rotary Club March 1998 - Present
Coconut Grove Bank August 2008 - April 2012
Coral Gables Chamber of Commerce January 1991 - August 2011
BankUnited FSB April 2004 - July 2008
Citrus Bank March 2003 - March 2004
AXA Advisors October 1998 - March 2003
Republic National Bank March 1993 - September 1998
Republic National Bank 1993 - 1998
Skills
Loans, Commercial Lending, Cash Management, Consumer Lending, Banking, Financial Services, Commercial Banking, Branch Banking, Portfolio Management, Management, Insurance, Commercial Mortgages, Lines Of Credit, Small Business Lending, Private Banking, Risk Management, Leadership, Strategic Financial..., Real Estate, Business Development, AML, Asset Based Lending, Treasury Management, Social Media Marketing, Asset Management, Financial Institutions, Loan Origination, Asset Managment, Small Business, Non-profit Leadership, Non-profit Volunteering, Residential Mortgages
Education
Nova Southeastern University 1989 — 1991
MBA, Banking
The College of New Jersey 1978 — 1982
BA, Art Therapy and Psychology
City National Bank April 2012 - Present
South Miami Rotary Club March 1998 - Present
Coconut Grove Bank August 2008 - April 2012
Coral Gables Chamber of Commerce January 1991 - August 2011
BankUnited FSB April 2004 - July 2008
Citrus Bank March 2003 - March 2004
AXA Advisors October 1998 - March 2003
Republic National Bank March 1993 - September 1998
Republic National Bank 1993 - 1998
Skills
Loans, Commercial Lending, Cash Management, Consumer Lending, Banking, Financial Services, Commercial Banking, Branch Banking, Portfolio Management, Management, Insurance, Commercial Mortgages, Lines Of Credit, Small Business Lending, Private Banking, Risk Management, Leadership, Strategic Financial..., Real Estate, Business Development, AML, Asset Based Lending, Treasury Management, Social Media Marketing, Asset Management, Financial Institutions, Loan Origination, Asset Managment, Small Business, Non-profit Leadership, Non-profit Volunteering, Residential Mortgages
Education
Nova Southeastern University 1989 — 1991
MBA, Banking
The College of New Jersey 1978 — 1982
BA, Art Therapy and Psychology
Ramon Usategui Ramon Usategui's Coconut Grove Bank Experience April 2002 - January 2009
Job CFO/CoFounder at
Industry Banking
Experience
Campo Organico September 2009 - Present
Bank of Coral Gables January 2009 - July 2009
Coconut Grove Bank April 2002 - January 2009
Education
Florida International university - MSF 2007 — 2008
MSF, Masters in Science of Finance
Florida International University - College of Business 1997 — 2002
Bachelors, Finance & Real Estate
Belen Jesuit Preperatory School
Campo Organico September 2009 - Present
Bank of Coral Gables January 2009 - July 2009
Coconut Grove Bank April 2002 - January 2009
Education
Florida International university - MSF 2007 — 2008
MSF, Masters in Science of Finance
Florida International University - College of Business 1997 — 2002
Bachelors, Finance & Real Estate
Belen Jesuit Preperatory School
David Davidoff, SPHR, SHRM-SCP David Davidoff, SPHR, SHRM-SCP's Coconut Grove Bank Experience 2001 - 2009
Job Senior Human Resources Consultant and 2015 GMSHRM CoDirector of Programs
Industry Human Resources
Experience
Nason & Nason Executive Search June 2011 - Present
Saks Fifth Avenue March 2009 - May 2011
Coconut Grove Bank 2001 - 2009
SunTrust Bank 1994 - 2001
JByrons Department Stores 1988 - 1994
SmithKline Bio-Science January 1987 - September 1988
Jordan Marsh Department Stores 1982 - 1987
Skills
Full-cycle Recruiting, Employee Relations, HR Strategy, Change Management, Employee Engagement, Performance Management, Strategic Planning, Management Consulting, Coaching, Talent Acquisition, Talent Development, Customer Service, Leadership Development, Mentoring, Organizational..., Customer Relations, Team Building, SDLC, Talent Management, Personnel Management, Recruiting, Human Resources, HRIS, HR Policies, ADP Virtual Edge, Bullhorn, Labor Relations, Onboarding, Job Descriptions, Employee Benefits, Training, College Recruiting, Sourcing, Workforce Planning, Strategic HR, Benefits Administration, Deferred Compensation, New Hire Orientations, Management, Executive Search, Management Development, Employment Law, Succession Planning, FMLA, Conflict Resolution, Applicant Tracking..., Organizational..., Employee Training, Employee Handbooks, Interviews
Education
Florida State University
Bachelor of Arts, Communications/Psychology
Miami Dade College
Associate of Arts, Business Administration and Management, General
South Miami High
Nason & Nason Executive Search June 2011 - Present
Saks Fifth Avenue March 2009 - May 2011
Coconut Grove Bank 2001 - 2009
SunTrust Bank 1994 - 2001
JByrons Department Stores 1988 - 1994
SmithKline Bio-Science January 1987 - September 1988
Jordan Marsh Department Stores 1982 - 1987
Skills
Full-cycle Recruiting, Employee Relations, HR Strategy, Change Management, Employee Engagement, Performance Management, Strategic Planning, Management Consulting, Coaching, Talent Acquisition, Talent Development, Customer Service, Leadership Development, Mentoring, Organizational..., Customer Relations, Team Building, SDLC, Talent Management, Personnel Management, Recruiting, Human Resources, HRIS, HR Policies, ADP Virtual Edge, Bullhorn, Labor Relations, Onboarding, Job Descriptions, Employee Benefits, Training, College Recruiting, Sourcing, Workforce Planning, Strategic HR, Benefits Administration, Deferred Compensation, New Hire Orientations, Management, Executive Search, Management Development, Employment Law, Succession Planning, FMLA, Conflict Resolution, Applicant Tracking..., Organizational..., Employee Training, Employee Handbooks, Interviews
Education
Florida State University
Bachelor of Arts, Communications/Psychology
Miami Dade College
Associate of Arts, Business Administration and Management, General
South Miami High
Gregory Stephen Gregory Stephen's Coconut Grove Bank Experience January 2013 - Present
Job Bank Operation Specialist at Coconut Grove Bank
Industry Banking
Experience
Coconut Grove Bank January 2013 - Present
Regions Financial Corporation 2008 - 2012
Hertz May 2004 - January 2008
Skills
Banking, Loans, Deposits, Branch Banking, Branch Management, Cross Selling, Bank Secrecy Act, Internet Banking, Cash Management, Relationship Management
Education
Jones College-Miami Campus 2000 — 2004
Bachelor’s Degree, Business Administration and Management, General, 3.8
Jones College-Miami Campus 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Coconut Grove Bank January 2013 - Present
Regions Financial Corporation 2008 - 2012
Hertz May 2004 - January 2008
Skills
Banking, Loans, Deposits, Branch Banking, Branch Management, Cross Selling, Bank Secrecy Act, Internet Banking, Cash Management, Relationship Management
Education
Jones College-Miami Campus 2000 — 2004
Bachelor’s Degree, Business Administration and Management, General, 3.8
Jones College-Miami Campus 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Abilio Mederos Abilio Mederos's Coconut Grove Bank Experience November 2001 - April 2003
Job Implementation Consultant at ADP TotalSource
Industry Human Resources
Experience
ADP TotalSource November 2007 - Present
ADP TotalSource February 2006 - November 2007
Presidion Solutions April 2003 - February 2006
Coconut Grove Bank November 2001 - April 2003
Coconut Grove Bank July 1996 - November 2001
Skills
PEO, ADP Payroll, Time & Attendance, Benefits Administration, Employee Benefits, Human Resources, Onboarding, Project Management, Employee Relations, Performance Management, Payroll, Training, Accounts Payable, Time Management, Accounts Receivable, Sales, Customer Service, Leadership, Recruiting, Talent Acquisition, Management, HRIS, Salesforce.com
Education
Miami Dade College 1994 — 1996
ADP TotalSource November 2007 - Present
ADP TotalSource February 2006 - November 2007
Presidion Solutions April 2003 - February 2006
Coconut Grove Bank November 2001 - April 2003
Coconut Grove Bank July 1996 - November 2001
Skills
PEO, ADP Payroll, Time & Attendance, Benefits Administration, Employee Benefits, Human Resources, Onboarding, Project Management, Employee Relations, Performance Management, Payroll, Training, Accounts Payable, Time Management, Accounts Receivable, Sales, Customer Service, Leadership, Recruiting, Talent Acquisition, Management, HRIS, Salesforce.com
Education
Miami Dade College 1994 — 1996
Christine Woll's Coconut Grove Bank Experience December 2008 - April 2015
Job VP, Marketing and Executive Relations, Professional Bank
Industry Financial Services
Experience
PROFESSIONAL BANK ® April 2015 - Present
Coconut Grove Bank December 2008 - April 2015
Coconut Grove Bank February 2006 - December 2008
Florida International Bankers Association (FIBA) February 2005 - February 2006
Lloyds Bank 2004 - 2005
Banco Santander May 2003 - September 2003
Skills
Marketing Strategy, Strategic Events, Public Relations, Project Planning, Business Development, Customer Service, Commercial Banking, Employee Relations, Event Planning, Management, Sales Management, Sales Operations, Social Media Marketing, Small Business, Time Management, Email Marketing, New Business Development, Event Management, Press Releases, Leadership, Finance, Social Networking, Credit
Education
University of Miami - School of Business 2001 — 2004
Bachelor of Arts (B.A.), Marketing and Business Management & Organization
University of Pennsylvania - The Wharton School 2013 — 2013
Leading and Managing People Certificate
PROFESSIONAL BANK ® April 2015 - Present
Coconut Grove Bank December 2008 - April 2015
Coconut Grove Bank February 2006 - December 2008
Florida International Bankers Association (FIBA) February 2005 - February 2006
Lloyds Bank 2004 - 2005
Banco Santander May 2003 - September 2003
Skills
Marketing Strategy, Strategic Events, Public Relations, Project Planning, Business Development, Customer Service, Commercial Banking, Employee Relations, Event Planning, Management, Sales Management, Sales Operations, Social Media Marketing, Small Business, Time Management, Email Marketing, New Business Development, Event Management, Press Releases, Leadership, Finance, Social Networking, Credit
Education
University of Miami - School of Business 2001 — 2004
Bachelor of Arts (B.A.), Marketing and Business Management & Organization
University of Pennsylvania - The Wharton School 2013 — 2013
Leading and Managing People Certificate
Maria Elena Corp Maria Elena Corp's Coconut Grove Bank Experience March 2006 - October 2008
Job Director of Human Resources at Marriott Key Largo Resort, Ocean Properties Ltd
Industry Hospitality
Experience
Marriott International April 2010 - Present
Bank of America October 2008 - March 2010
Coconut Grove Bank March 2006 - October 2008
Diebold 1998 - 2006
Skills
Banking, Change Management, Customer Service, Risk Management, Team Building, Financial Analysis, Strategic Planning, Leadership, Operations Management, Vendor Management, Process Improvement, Budgets, Training, Commercial Banking, Performance Management, Employee Relations, Management, Customer Satisfaction, Hiring, Team Leadership, Onboarding, Employee Training, Benefits Administration, Leadership Development, Deferred Compensation, Interviews, Personnel Management, Talent Acquisition
Education
Miami Dade College 1979 — 1981
Marriott International April 2010 - Present
Bank of America October 2008 - March 2010
Coconut Grove Bank March 2006 - October 2008
Diebold 1998 - 2006
Skills
Banking, Change Management, Customer Service, Risk Management, Team Building, Financial Analysis, Strategic Planning, Leadership, Operations Management, Vendor Management, Process Improvement, Budgets, Training, Commercial Banking, Performance Management, Employee Relations, Management, Customer Satisfaction, Hiring, Team Leadership, Onboarding, Employee Training, Benefits Administration, Leadership Development, Deferred Compensation, Interviews, Personnel Management, Talent Acquisition
Education
Miami Dade College 1979 — 1981
Camilo Parra's Coconut Grove Bank Experience 2013 - 2013
Job Consultant | Deloitte & Touche
Industry Financial Services
Experience
Deloitte & Touche July 2014 - Present
McKinsey & Company January 2014 - July 2014
CFA Institute Equity Research Challenge January 2013 - January 2014
Florida International University Department of Finance 2013 - 2014
Coconut Grove Bank 2013 - 2013
AF International Consulting 2011 - 2012
1Miami May 2011 - August 2011
Student Consulting Initiative June 2010 - May 2011
Skills
Strategic M&A, Strategy, Microsoft Excel, Finance, Corporate Finance, Valuation, Financial Modeling, DCF Valuation, Public Speaking, Consulting, Negotiation, Risk Management, Project Management, Leadership, Analysis, PowerPoint, Investments, Strategic Planning, Due Diligence, Bloomberg Terminal, Portfolio Management, Equities, Equity Capital Markets, Operations Management, Data Analysis, Cash Flow Forecasting, Capital IQ, Big Data, VBA, Statistical Modeling
Education
Florida International University 2011 — 2014
Bachelor, Business Administration; Finance, Highest Honors
Indiana University Bloomington 2010 — 2011
Associate's degree, Business Economics and Finance, 3.80
Deloitte & Touche July 2014 - Present
McKinsey & Company January 2014 - July 2014
CFA Institute Equity Research Challenge January 2013 - January 2014
Florida International University Department of Finance 2013 - 2014
Coconut Grove Bank 2013 - 2013
AF International Consulting 2011 - 2012
1Miami May 2011 - August 2011
Student Consulting Initiative June 2010 - May 2011
Skills
Strategic M&A, Strategy, Microsoft Excel, Finance, Corporate Finance, Valuation, Financial Modeling, DCF Valuation, Public Speaking, Consulting, Negotiation, Risk Management, Project Management, Leadership, Analysis, PowerPoint, Investments, Strategic Planning, Due Diligence, Bloomberg Terminal, Portfolio Management, Equities, Equity Capital Markets, Operations Management, Data Analysis, Cash Flow Forecasting, Capital IQ, Big Data, VBA, Statistical Modeling
Education
Florida International University 2011 — 2014
Bachelor, Business Administration; Finance, Highest Honors
Indiana University Bloomington 2010 — 2011
Associate's degree, Business Economics and Finance, 3.80
Emilio Vazquez's Coconut Grove Bank Experience August 2005 - January 2013
Job SVP & Head of Wealth Management Continental National Bank
Industry Banking
Experience
Continental National Bank January 2013 - Present
Coconut Grove Bank August 2005 - January 2013
Citi March 1991 - August 2005
Skills
Banking, Loans, Credit, Commercial Banking, Retail Banking, Mortgage Lending, Credit Analysis, Commercial Lending, Portfolio Management, Consumer Lending, Small Business Lending, Wealth Management, Commercial Mortgages, AML, Private Banking, Asset Management, Series 63, Wealth Management..., Treasury Management, Mortgage Banking, Financial Modeling, Cross Selling, Relationship Management, Risk Management, Insurance, Finance, Equities, Series 7, Financial Analysis, Due Diligence, Cash Management, Financial Services, Asset Based Lending, Financial Risk, Investments, Underwriting, Credit Risk, Loan Origination
Education
Florida International University 1990 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Miami Dade College 1987 — 1990
Associate of Arts (AA), Mass Communication - Broadcasting
Coral Park Senior High 1985 — 1986
Mount St. Michael Academy 1983 — 1984
Continental National Bank January 2013 - Present
Coconut Grove Bank August 2005 - January 2013
Citi March 1991 - August 2005
Skills
Banking, Loans, Credit, Commercial Banking, Retail Banking, Mortgage Lending, Credit Analysis, Commercial Lending, Portfolio Management, Consumer Lending, Small Business Lending, Wealth Management, Commercial Mortgages, AML, Private Banking, Asset Management, Series 63, Wealth Management..., Treasury Management, Mortgage Banking, Financial Modeling, Cross Selling, Relationship Management, Risk Management, Insurance, Finance, Equities, Series 7, Financial Analysis, Due Diligence, Cash Management, Financial Services, Asset Based Lending, Financial Risk, Investments, Underwriting, Credit Risk, Loan Origination
Education
Florida International University 1990 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Miami Dade College 1987 — 1990
Associate of Arts (AA), Mass Communication - Broadcasting
Coral Park Senior High 1985 — 1986
Mount St. Michael Academy 1983 — 1984
Mauricio A. Mendoza Mauricio A. Mendoza's Coconut Grove Bank Experience December 2006 - November 2007
Job Program Manager Branches, Inc
Industry Management Consulting
Experience
Miami Dade College May 2013 - Present
Branches, Inc. October 2012 - Present
SBO Consulting July 2012 - Present
Asam Investments January 2008 - July 2012
Coconut Grove Bank December 2006 - November 2007
Washington Mutual Bank March 2003 - November 2006
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Corporate Finance, Managerial Finance, Finance, Sales, Customer Service, Retail Banking, Commercial Banking, Mortgage Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Real Estate Lending
Education
Florida State University - College of Business 2009 — 2010
Bachelor of Science (B.S.), Finance, General
Miami Dade College 2008 — 2009
Associate of Arts (A.A.), Business Administration
Miami Dade College May 2013 - Present
Branches, Inc. October 2012 - Present
SBO Consulting July 2012 - Present
Asam Investments January 2008 - July 2012
Coconut Grove Bank December 2006 - November 2007
Washington Mutual Bank March 2003 - November 2006
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Corporate Finance, Managerial Finance, Finance, Sales, Customer Service, Retail Banking, Commercial Banking, Mortgage Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Real Estate Lending
Education
Florida State University - College of Business 2009 — 2010
Bachelor of Science (B.S.), Finance, General
Miami Dade College 2008 — 2009
Associate of Arts (A.A.), Business Administration
Andy Manrara Andy Manrara's Coconut Grove Bank Experience September 2010 - Present
Job Trust Investment Associate at Coconut Grove Bank
Industry Banking
Experience
Coconut Grove Bank September 2010 - Present
Skills
Series 7, Investments, Banking, Management, Client Service Oriented, Leadership, Strategic Planning
Education
Florida International University 2014 — 2016
Master of Business Administration (M.B.A.)
University of Florida 2006 — 2008
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Miami Dade College 2004 — 2006
Associate of Arts (AA), Business Administration and Management, General
Belen Jesuit Preparatory School 1997 — 2004
High School Diploma
Coconut Grove Bank September 2010 - Present
Skills
Series 7, Investments, Banking, Management, Client Service Oriented, Leadership, Strategic Planning
Education
Florida International University 2014 — 2016
Master of Business Administration (M.B.A.)
University of Florida 2006 — 2008
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Miami Dade College 2004 — 2006
Associate of Arts (AA), Business Administration and Management, General
Belen Jesuit Preparatory School 1997 — 2004
High School Diploma
Haydee Orozco Haydee Orozco's Coconut Grove Bank Experience
Job Senior Vice President at Coconut Grove Bank
Industry Banking
Experience
Coconut Grove Bank
Skills
Wealth Management..., Loans, Wealth Management, Banking, Commercial Banking, Private Banking, Small Business Lending, Consumer Lending, Commercial Lending, Retail Banking, Portfolio Management, Bank Secrecy Act, Mortgage Lending, Internet Banking, Credit, Risk Management, Financial Analysis, Investments
Education
Florida International University
Bachelor in Psychology, Psychology
Florida Trust School at University of South Florida
Coconut Grove Bank
Skills
Wealth Management..., Loans, Wealth Management, Banking, Commercial Banking, Private Banking, Small Business Lending, Consumer Lending, Commercial Lending, Retail Banking, Portfolio Management, Bank Secrecy Act, Mortgage Lending, Internet Banking, Credit, Risk Management, Financial Analysis, Investments
Education
Florida International University
Bachelor in Psychology, Psychology
Florida Trust School at University of South Florida
Juan Camilo Perez, MPA's Coconut Grove Bank Experience January 2002 - January 2004
Job Founder / Managing Partner at High Maintenance Services
Industry Facilities Services
Experience
High Maintenance Services January 2004 - Present
Help House Humanity January 2010 - January 2012
Consulate General of Colombia in Miami January 2008 - September 2010
Bank of America January 2004 - January 2005
Gap Inc./Banana Republic January 2002 - January 2004
Coconut Grove Bank January 2002 - January 2004
Skills
Strategic Planning, Team Building, Public Speaking, Marketing Strategy, Marketing, Social Media, Business Strategy, Online Advertising, New Business Development, Customer Service, Team Leadership, Advertising, Entrepreneurship, Business Development, Management, Sales, Budgets, Contract Negotiation, Strategy, Account Management
Education
Florida International University 2010 — 2011
Masters, Public Administration
Florida International University 2007 — 2009
BA, Public Administration
High Maintenance Services January 2004 - Present
Help House Humanity January 2010 - January 2012
Consulate General of Colombia in Miami January 2008 - September 2010
Bank of America January 2004 - January 2005
Gap Inc./Banana Republic January 2002 - January 2004
Coconut Grove Bank January 2002 - January 2004
Skills
Strategic Planning, Team Building, Public Speaking, Marketing Strategy, Marketing, Social Media, Business Strategy, Online Advertising, New Business Development, Customer Service, Team Leadership, Advertising, Entrepreneurship, Business Development, Management, Sales, Budgets, Contract Negotiation, Strategy, Account Management
Education
Florida International University 2010 — 2011
Masters, Public Administration
Florida International University 2007 — 2009
BA, Public Administration
Sandy Fleites Sandy Fleites's Coconut Grove Bank Experience March 2015 - Present
Job Accounting Supervisor at Coconut Grove Bank
Industry Banking
Experience
Coconut Grove Bank March 2015 - Present
Coconut Grove Bank December 2011 - Present
Banco ITAÚ Europa June 2007 - November 2011
ABN AMRO Bank N.V. June 1999 - June 2007
ABN AMRO Bank N.V. March 1991 - June 1999
Skills
Banking, Credit, Loans, Derivatives, Accounting, Financial Reporting, Monthly Close, Balance Sheet Review, Intercompany Accounts, G/L Reconciliations, 1099 Preparation, Fixed Asset Depreciation, Sage FAS, Amortization, Depreciation, Fixed Income, Financial Markets, Capital Markets, Account Reconciliation, Financial Analysis, Financial Statements, Management, Finance, Portfolio Management, Private Banking, Investments, Wealth Management, Risk Management
Education
Florida International University 2015 — 2016
Master of Business Administration (M.B.A.)
St. Thomas University 2000 — 2001
Bachelors Degree, Organizational Leadership
Miami Dade College 1988 — 1996
Associate of Arts (A.A.), Business Administration and Management, General
Coconut Grove Bank March 2015 - Present
Coconut Grove Bank December 2011 - Present
Banco ITAÚ Europa June 2007 - November 2011
ABN AMRO Bank N.V. June 1999 - June 2007
ABN AMRO Bank N.V. March 1991 - June 1999
Skills
Banking, Credit, Loans, Derivatives, Accounting, Financial Reporting, Monthly Close, Balance Sheet Review, Intercompany Accounts, G/L Reconciliations, 1099 Preparation, Fixed Asset Depreciation, Sage FAS, Amortization, Depreciation, Fixed Income, Financial Markets, Capital Markets, Account Reconciliation, Financial Analysis, Financial Statements, Management, Finance, Portfolio Management, Private Banking, Investments, Wealth Management, Risk Management
Education
Florida International University 2015 — 2016
Master of Business Administration (M.B.A.)
St. Thomas University 2000 — 2001
Bachelors Degree, Organizational Leadership
Miami Dade College 1988 — 1996
Associate of Arts (A.A.), Business Administration and Management, General
Derek W. Johnson, CFA Derek W. Johnson, CFA's Coconut Grove Bank Experience April 2014 - January 2015
Job Portfolio Manager Seeking Opportunity
Industry Financial Services
Experience
Coconut Grove Bank April 2014 - January 2015
Merrill Lynch April 2012 - April 2014
Comerica 2007 - April 2012
SunTrust 1998 - 2007
Skills
Portfolios, Stocks, Fixed Income, Business Relationship...
Education
University of Miami - School of Business 1997 — 1999
MBA, Financial Planning
Coconut Grove Bank April 2014 - January 2015
Merrill Lynch April 2012 - April 2014
Comerica 2007 - April 2012
SunTrust 1998 - 2007
Skills
Portfolios, Stocks, Fixed Income, Business Relationship...
Education
University of Miami - School of Business 1997 — 1999
MBA, Financial Planning
Hans C. Mueller Hans C. Mueller's Coconut Grove Bank Experience May 2007 - December 2009
Job Seaside National Bank and Trust Company
Industry Banking
Experience
Seaside National Bank and Trust Company August 2013 - Present
Gibraltar Private Bank & Trust 2009 - 2013
American Finanical Corp 1999 - 2010
Coconut Grove Bank May 2007 - December 2009
Coconut Grove Bank April 2005 - December 2009
Beach Bank 2002 - 2004
SE Bank 1974 - 1982
Skills
OFAC, Loans, AML, Risk Management, Mortgage Lending, Wealth Management, Financial Analysis, Strategic Planning, Contract Negotiation, Change Management, Customer Service, Fraud, Commercial Lending, Financial Risk, Portfolio Management, Commercial Banking, Private Banking, Investments, Credit Analysis, Internet Banking, Financial Institutions, Asset Management, Management, Due Diligence, Finance, Consumer Lending, Credit, Small Business Lending
Education
University of Wisconsin-Madison 1975 — 1977
Graduate Banking Degree, Banking and Finance
St. Edward's University 1970 — 1974
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Seaside National Bank and Trust Company August 2013 - Present
Gibraltar Private Bank & Trust 2009 - 2013
American Finanical Corp 1999 - 2010
Coconut Grove Bank May 2007 - December 2009
Coconut Grove Bank April 2005 - December 2009
Beach Bank 2002 - 2004
SE Bank 1974 - 1982
Skills
OFAC, Loans, AML, Risk Management, Mortgage Lending, Wealth Management, Financial Analysis, Strategic Planning, Contract Negotiation, Change Management, Customer Service, Fraud, Commercial Lending, Financial Risk, Portfolio Management, Commercial Banking, Private Banking, Investments, Credit Analysis, Internet Banking, Financial Institutions, Asset Management, Management, Due Diligence, Finance, Consumer Lending, Credit, Small Business Lending
Education
University of Wisconsin-Madison 1975 — 1977
Graduate Banking Degree, Banking and Finance
St. Edward's University 1970 — 1974
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Maira Diaz-Giusti's Coconut Grove Bank Experience February 2006 - Present
Job Senior Vice President at Coconut Grove Bank
Industry Banking
Experience
Coconut Grove Bank February 2006 - Present
BankUnited April 2001 - February 2006
Banco Internacional de Costa Rica October 1997 - April 2001
Skills
Banking, Loans, Commercial Lending, Commercial Banking, Small Business Lending, Retail Banking, Mortgage Lending, Private Banking, Wealth Management, Consumer Lending, Risk Management, Bank Secrecy Act, Lines Of Credit, Commercial Mortgages, Mortgage Banking
Education
Florida International University 2004 — 2005
Certified Financial Planning Certificate
Florida International University - College of Business Administration 1990 — 1995
Bachelor of Arts (B.A.), Business Administration and Management, General
Coconut Grove Bank February 2006 - Present
BankUnited April 2001 - February 2006
Banco Internacional de Costa Rica October 1997 - April 2001
Skills
Banking, Loans, Commercial Lending, Commercial Banking, Small Business Lending, Retail Banking, Mortgage Lending, Private Banking, Wealth Management, Consumer Lending, Risk Management, Bank Secrecy Act, Lines Of Credit, Commercial Mortgages, Mortgage Banking
Education
Florida International University 2004 — 2005
Certified Financial Planning Certificate
Florida International University - College of Business Administration 1990 — 1995
Bachelor of Arts (B.A.), Business Administration and Management, General
Ana Ishii, PHR's Coconut Grove Bank Experience 2003 - Present
Job Human Resources Director at Coconut Grove Bank
Industry Banking
Experience
Coconut Grove Bank 2003 - Present
Miami Dade County 2001 - 2003
SunTrust Bank 1998 - 2001
City National Bank 1995 - 1998
Skills
Performance Measurement, Organizational Needs..., Human Capital, Strategic Human..., Consulting, Employee Relations, Benefits Administration, Personnel Management, Banking, Talent Acquisition, Credit, Human Resources, HRIS, Coaching, Change Management, Human Resource..., Talent Management
Education
Florida International University
Bachelor's degree, Psychology
St. Thomas University
Master's degree, HR Management
Coconut Grove Bank 2003 - Present
Miami Dade County 2001 - 2003
SunTrust Bank 1998 - 2001
City National Bank 1995 - 1998
Skills
Performance Measurement, Organizational Needs..., Human Capital, Strategic Human..., Consulting, Employee Relations, Benefits Administration, Personnel Management, Banking, Talent Acquisition, Credit, Human Resources, HRIS, Coaching, Change Management, Human Resource..., Talent Management
Education
Florida International University
Bachelor's degree, Psychology
St. Thomas University
Master's degree, HR Management
Eduardo Subervi's Coconut Grove Bank Experience May 2003 - Present
Job Personal Banking Officer at Coconut Grove Bank
Industry Banking
Experience
Coconut Grove Bank May 2003 - Present
Education
Florida International University - College of Business 2002 — 2006
International Business
Coconut Grove Bank May 2003 - Present
Education
Florida International University - College of Business 2002 — 2006
International Business
Jeffrey Levinson's Coconut Grove Bank Experience 2012 - 2014
Job Senior Vice President, Client Manager at C1 Bank
Industry Banking
Experience
C1 Bank 2015 - Present
Northeast Dade Municipal Advisory Committee 2013 - Present
Junior Achievement of Greater Miami 1991 - Present
Michael-Ann Russell J.C.C. 1999 - Present
Aventura Marketing Council 1999 - Present
Coconut Grove Bank 2012 - 2014
BNY Mellon 1998 - 2012
SunTrust Bank 1991 - 1998
University of Miami 1989 - 1991
Skills
Banking, Commercial Lending, Credit, Business Development, Loans, Financial Services, Small Business Lending, Finance, Mortgage Lending, Credit Analysis, Cash Management, Leadership, Private Banking, Portfolio Management, Financial Analysis, Asset Based Lending, Underwriting, Relationship Management, Marketing, Management, Commercial Banking, Investments, Entrepreneurship, Revolving Lines of..., Middle Market, Fundraising, Risk Management, New Business Development, Treasury Management, Credit Risk, Nonprofits, Asset Managment, Real Estate, Wealth Management, Loan Origination, Real Estate Economics, Magicians, Asset Management
Education
University of Miami 1989 — 1991
M.B.A., International Business, Strategic Management
University of Illinois at Urbana-Champaign 1985 — 1989
B.A., Economics
Parkway Central Sr. High 1981 — 1985
C1 Bank 2015 - Present
Northeast Dade Municipal Advisory Committee 2013 - Present
Junior Achievement of Greater Miami 1991 - Present
Michael-Ann Russell J.C.C. 1999 - Present
Aventura Marketing Council 1999 - Present
Coconut Grove Bank 2012 - 2014
BNY Mellon 1998 - 2012
SunTrust Bank 1991 - 1998
University of Miami 1989 - 1991
Skills
Banking, Commercial Lending, Credit, Business Development, Loans, Financial Services, Small Business Lending, Finance, Mortgage Lending, Credit Analysis, Cash Management, Leadership, Private Banking, Portfolio Management, Financial Analysis, Asset Based Lending, Underwriting, Relationship Management, Marketing, Management, Commercial Banking, Investments, Entrepreneurship, Revolving Lines of..., Middle Market, Fundraising, Risk Management, New Business Development, Treasury Management, Credit Risk, Nonprofits, Asset Managment, Real Estate, Wealth Management, Loan Origination, Real Estate Economics, Magicians, Asset Management
Education
University of Miami 1989 — 1991
M.B.A., International Business, Strategic Management
University of Illinois at Urbana-Champaign 1985 — 1989
B.A., Economics
Parkway Central Sr. High 1981 — 1985
Annette Cagle's Coconut Grove Bank Experience 1972 - 1975
Job President at Brandywine Travel
Industry Leisure, Travel & Tourism
Experience
Brandywine Travel March 1986 - Present
Brandywine Travel March 1986 - Present
Piedmont Airlines 1980 - 1986
Coconut Grove Bank 1972 - 1975
Skills
Tourism, Travel Management, Vacation, Leisure Travel, Tour Operators, Cruises, Leisure, Business Travel, Honeymoons, Hotels, Airlines, Sabre, Hospitality, Destination Marketing, Marketing Strategy, Resorts, Online Travel, Revenue Analysis, Strategic Planning, Event Management, Incentives, Adventure Travel, Travel Planning, Yield Management, Incentive Travel
Education
Miami Dade Community College 1975 — 1976
Brandywine Travel March 1986 - Present
Brandywine Travel March 1986 - Present
Piedmont Airlines 1980 - 1986
Coconut Grove Bank 1972 - 1975
Skills
Tourism, Travel Management, Vacation, Leisure Travel, Tour Operators, Cruises, Leisure, Business Travel, Honeymoons, Hotels, Airlines, Sabre, Hospitality, Destination Marketing, Marketing Strategy, Resorts, Online Travel, Revenue Analysis, Strategic Planning, Event Management, Incentives, Adventure Travel, Travel Planning, Yield Management, Incentive Travel
Education
Miami Dade Community College 1975 — 1976
Kip Rabin's Coconut Grove Bank Experience April 2003 - July 2006
Job Management Consultant DRT Global LLC
Industry Management Consulting
Experience
DRT Global August 2013 - Present
VersaVest, Inc. 2000 - Present
ILTC 1997 - December 2012
Coconut Grove Bank April 2003 - July 2006
Skills
Litigation, Commercial Litigation, Forensic Accounting, Civil Litigation, Business Valuation, Strategic Planning, Bankruptcy, Due Diligence, Small Business, Tax, Mergers, Corporate Governance, Litigation Support, Mergers & Acquisitions, Restructuring, Investments, Risk Management, Finance, Asset Management, Financial Analysis, Banking, Wealth Management, Fraud, Financial Modeling, Real Estate, Private Equity, Portfolio Management, Credit, Contract Negotiation, Corporate Finance, Management
Education
University of Florida 1966 — 1970
BSBA, Accounting
DRT Global August 2013 - Present
VersaVest, Inc. 2000 - Present
ILTC 1997 - December 2012
Coconut Grove Bank April 2003 - July 2006
Skills
Litigation, Commercial Litigation, Forensic Accounting, Civil Litigation, Business Valuation, Strategic Planning, Bankruptcy, Due Diligence, Small Business, Tax, Mergers, Corporate Governance, Litigation Support, Mergers & Acquisitions, Restructuring, Investments, Risk Management, Finance, Asset Management, Financial Analysis, Banking, Wealth Management, Fraud, Financial Modeling, Real Estate, Private Equity, Portfolio Management, Credit, Contract Negotiation, Corporate Finance, Management
Education
University of Florida 1966 — 1970
BSBA, Accounting
Anthony Noboa's Coconut Grove Bank Experience October 2005 - August 2009
Job Property Management
Industry Management Consulting
Experience
Florida's Property Management Group, Corp. August 2010 - Present
Coconut Grove Chamber of Commerce 2006 - 2012
Coconut Grove Bank October 2005 - August 2009
Skills
Asset Management, Banking, Wealth Management, Customer Relations, Customer Service, Property Management, Asset Managment, Due Diligence, Retail Banking, Budgets, Credit Analysis
Education
Miami Dade College
AA, Business Adminstration
Florida's Property Management Group, Corp. August 2010 - Present
Coconut Grove Chamber of Commerce 2006 - 2012
Coconut Grove Bank October 2005 - August 2009
Skills
Asset Management, Banking, Wealth Management, Customer Relations, Customer Service, Property Management, Asset Managment, Due Diligence, Retail Banking, Budgets, Credit Analysis
Education
Miami Dade College
AA, Business Adminstration
Gloria R Flores SCBSAO's Coconut Grove Bank Experience June 2006 - Present
Job AVP BSA/AML ANALYST at Coconut Grove Bank
Industry Banking
Experience
Coconut Grove Bank June 2006 - Present
BankUnited June 2002 - June 2006
BankUnited, FSB 2002 - 2006
SunTrust Bank 1986 - 2002
Skills
BSA, Banking, AML, Bank Secrecy Act, OFAC, Commercial Banking, USA PATRIOT Act, Retail Banking, Operational Risk, Risk Management, Due Diligence, Credit, Auditing, Internet Banking, Loans, Fraud, Anti Money Laundering
Education
Miami Dade College 1971 — 1974
Bachelor, Banking
Coconut Grove Bank June 2006 - Present
BankUnited June 2002 - June 2006
BankUnited, FSB 2002 - 2006
SunTrust Bank 1986 - 2002
Skills
BSA, Banking, AML, Bank Secrecy Act, OFAC, Commercial Banking, USA PATRIOT Act, Retail Banking, Operational Risk, Risk Management, Due Diligence, Credit, Auditing, Internet Banking, Loans, Fraud, Anti Money Laundering
Education
Miami Dade College 1971 — 1974
Bachelor, Banking
Maria Gonzalez, MBA, PHR, SHRM-CP's Coconut Grove Bank Experience November 2011 - January 2012
Job Corporate Recruiter at Baptist Health South Florida
Industry Human Resources
Experience
Baptist Health South Florida May 2014 - Present
Miami Children's Hospital February 2013 - April 2014
Robert Half International May 2012 - June 2012
Coconut Grove Bank November 2011 - January 2012
Coconut Grove Bank January 2009 - October 2011
DADE COUNTY FEDERAL CREDIT UNION April 2005 - December 2008
Skills
Employee Relations, Human Resources, Recruiting, Employee Benefits, Training, New Hire Orientations, Interviews, Personnel Management, Hiring, Fluent in Spanish, PHR, Temporary Placement, Sourcing, Policy, Career Development, Taleo, Lawson HRIS, Social Media
Education
Florida International University 2013 — 2015
Master of Business Administration (M.B.A.)
Florida International University 1999 — 2003
Bachelors Degree, Business Administration, HR Management
Baptist Health South Florida May 2014 - Present
Miami Children's Hospital February 2013 - April 2014
Robert Half International May 2012 - June 2012
Coconut Grove Bank November 2011 - January 2012
Coconut Grove Bank January 2009 - October 2011
DADE COUNTY FEDERAL CREDIT UNION April 2005 - December 2008
Skills
Employee Relations, Human Resources, Recruiting, Employee Benefits, Training, New Hire Orientations, Interviews, Personnel Management, Hiring, Fluent in Spanish, PHR, Temporary Placement, Sourcing, Policy, Career Development, Taleo, Lawson HRIS, Social Media
Education
Florida International University 2013 — 2015
Master of Business Administration (M.B.A.)
Florida International University 1999 — 2003
Bachelors Degree, Business Administration, HR Management
Charles Umberger's Coconut Grove Bank Experience February 1998 - November 2003
Job President and CEO at Old Town Bank
Industry Banking
Experience
Old Town Bank January 2008 - Present
Pointe Bank December 2003 - July 2007
Coconut Grove Bank February 1998 - November 2003
Barnett Bank October 1991 - August 1996
Southeast Bank 1980 - 1991
Skills
Banking
Education
Duke University
AB History
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA)
Old Town Bank January 2008 - Present
Pointe Bank December 2003 - July 2007
Coconut Grove Bank February 1998 - November 2003
Barnett Bank October 1991 - August 1996
Southeast Bank 1980 - 1991
Skills
Banking
Education
Duke University
AB History
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA)
Allison J. McCreary's Coconut Grove Bank Experience 2002 - Present
Job Assistant Vice President Personal Banking Officer at Coconut Grove Bank
Industry Banking
Experience
Coconut Grove Bank 2002 - Present
Skills
Banking, Customer Service, Real Estate, Mortgage Lending, Wealth Management, Due Diligence, Asset Managment, Credit, Auditing, Internet Banking, Loans, Retail Banking, Commercial Banking, Risk Management, Private Banking, AML, Strategic Planning, Credit Analysis, Portfolio Management, Consumer Lending, Small Business Lending, Asset Management
Education
Florida State University 1997 — 2001
Bachelor of Arts (BA), Humanities/Humanistic Studies with a Minor in Communication
Coconut Grove Bank 2002 - Present
Skills
Banking, Customer Service, Real Estate, Mortgage Lending, Wealth Management, Due Diligence, Asset Managment, Credit, Auditing, Internet Banking, Loans, Retail Banking, Commercial Banking, Risk Management, Private Banking, AML, Strategic Planning, Credit Analysis, Portfolio Management, Consumer Lending, Small Business Lending, Asset Management
Education
Florida State University 1997 — 2001
Bachelor of Arts (BA), Humanities/Humanistic Studies with a Minor in Communication
Javier Amaran's Coconut Grove Bank Experience March 2012 - July 2014
Job Senior Analyst for Capital One | MS Finance Candidate at Georgetown University
Industry Financial Services
Experience
Capital One October 2014 - Present
Coconut Grove Bank March 2012 - July 2014
Banco Santander April 2011 - December 2011
John Hancock Life Insurance Company (U.S.A.) May 2010 - December 2010
Delta Sigma Pi- Xi Omega December 2009 - December 2010
Perry Ellis October 2008 - February 2010
G by Guess April 2008 - October 2008
Saks Fifth Avenue June 2006 - May 2007
Skills
Leadership, Management, Sales, Budgets, Finance, Marketing, Inventory Management, Customer Service, Retail, Microsoft Excel, Human Resources, Sales Management, Analysis, Financial Analysis, Microsoft Office, Investments, Data Analysis, Credit, PowerPoint, Portfolio Management, Loans, Financial Modeling, Forecasting, Banking, Microsoft Word, Research, Accounting, Credit Analysis, Teamwork, Financial Risk, Credit Risk, Corporate Finance, Financial Accounting, Strategic Planning, Risk Management, Financial Reporting, Strategy, Valuation, Process Improvement, Team Leadership, Account Reconciliation
Education
Georgetown University 2014 — 2016
Master of Science in Finance, Finance
Miami Dade College 2012 — 2014
Credit Analyst Certificate, Finance, 3.4
Florida International University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Capital One October 2014 - Present
Coconut Grove Bank March 2012 - July 2014
Banco Santander April 2011 - December 2011
John Hancock Life Insurance Company (U.S.A.) May 2010 - December 2010
Delta Sigma Pi- Xi Omega December 2009 - December 2010
Perry Ellis October 2008 - February 2010
G by Guess April 2008 - October 2008
Saks Fifth Avenue June 2006 - May 2007
Skills
Leadership, Management, Sales, Budgets, Finance, Marketing, Inventory Management, Customer Service, Retail, Microsoft Excel, Human Resources, Sales Management, Analysis, Financial Analysis, Microsoft Office, Investments, Data Analysis, Credit, PowerPoint, Portfolio Management, Loans, Financial Modeling, Forecasting, Banking, Microsoft Word, Research, Accounting, Credit Analysis, Teamwork, Financial Risk, Credit Risk, Corporate Finance, Financial Accounting, Strategic Planning, Risk Management, Financial Reporting, Strategy, Valuation, Process Improvement, Team Leadership, Account Reconciliation
Education
Georgetown University 2014 — 2016
Master of Science in Finance, Finance
Miami Dade College 2012 — 2014
Credit Analyst Certificate, Finance, 3.4
Florida International University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Efren Soza's Coconut Grove Bank Experience March 2005 - January 2012
Job Bank Operation Specialist at Coconut Grove Bank
Industry Banking
Experience
Coconut Grove Bank March 2005 - January 2012
Skills
Banking, Microsoft Office, Phoenix Core System, Fifth Third ATM Card, IDOC, ICheck, EIP, ICold, Multitasker, Able To Work Under..., Goal Oriented, Document Scanning, POS/ATM WD, Scanners, Data Entry, Accurate Data Entry, Customer Service
Education
Miami Dade College 1997 — 2000
Associate of Arts (A.A.), Accounting
Florida International University
Coconut Grove Bank March 2005 - January 2012
Skills
Banking, Microsoft Office, Phoenix Core System, Fifth Third ATM Card, IDOC, ICheck, EIP, ICold, Multitasker, Able To Work Under..., Goal Oriented, Document Scanning, POS/ATM WD, Scanners, Data Entry, Accurate Data Entry, Customer Service
Education
Miami Dade College 1997 — 2000
Associate of Arts (A.A.), Accounting
Florida International University
Andy Pino's Coconut Grove Bank Experience April 2008 - September 2009
Job Private Banker at Gibraltar Private Bank & Trust
Industry Banking
Experience
Gibraltar Private Bank & Trust September 2013 - Present
Gibraltar Private Bank & Trust September 2011 - September 2013
Gibraltar Private Bank & Trust September 2009 - September 2011
Coconut Grove Bank April 2008 - September 2009
SunTrust Bank January 2006 - April 2008
Skills
Banking, Commercial Lending, Loans, Credit, Credit Analysis, Commercial Banking, Small Business Lending, Portfolio Management, Risk Management, Mortgage Lending, Private Banking, Financial Analysis, Financial Risk, Consumer Lending
Education
University of Florida
Bachelor's degree, Finance, General
Gibraltar Private Bank & Trust September 2013 - Present
Gibraltar Private Bank & Trust September 2011 - September 2013
Gibraltar Private Bank & Trust September 2009 - September 2011
Coconut Grove Bank April 2008 - September 2009
SunTrust Bank January 2006 - April 2008
Skills
Banking, Commercial Lending, Loans, Credit, Credit Analysis, Commercial Banking, Small Business Lending, Portfolio Management, Risk Management, Mortgage Lending, Private Banking, Financial Analysis, Financial Risk, Consumer Lending
Education
University of Florida
Bachelor's degree, Finance, General
Edna L. Barbosa's Coconut Grove Bank Experience 1997 - 2001
Job Office Administrator at Kozyak Tropin & Throckmorton Law Firm
Industry Human Resources
Experience
Kozyak Tropin & Throckmorton Law Firm August 2011 - Present
HR Consulting August 2010 - July 2011
Buchanan Ingersoll & Rooney PC September 2007 - August 2010
Arnstein & Lehr LLP March 2004 - September 2007
Executive National Bank January 2002 - May 2003
Coconut Grove Bank 1997 - 2001
Education
Barry University 1991 — 1993
Bachelors, HR Management
Kozyak Tropin & Throckmorton Law Firm August 2011 - Present
HR Consulting August 2010 - July 2011
Buchanan Ingersoll & Rooney PC September 2007 - August 2010
Arnstein & Lehr LLP March 2004 - September 2007
Executive National Bank January 2002 - May 2003
Coconut Grove Bank 1997 - 2001
Education
Barry University 1991 — 1993
Bachelors, HR Management
delmin bustillo's Coconut Grove Bank Experience January 2009 - Present
Job Senior Vice President at Coconut Grove Bank
Industry Banking
Experience
Coconut Grove Bank January 2009 - Present
Coconut Grove Bank September 2005 - Present
Beach Bank December 2002 - September 2005
Executive National Bank September 2001 - December 2002
Education
Florida International University 1999 — 2001
BS, Finance and Management
Coconut Grove Bank January 2009 - Present
Coconut Grove Bank September 2005 - Present
Beach Bank December 2002 - September 2005
Executive National Bank September 2001 - December 2002
Education
Florida International University 1999 — 2001
BS, Finance and Management
Daniel C. Eggland's Coconut Grove Bank Experience September 2000 - June 2009
Job President & CEO at Bank of Coral Gables
Industry Banking
Experience
Bank of Coral Gables March 2012 - Present
Sunstate Bank October 2009 - September 2010
Coconut Grove Bank September 2000 - June 2009
Metrobank of Dade County January 1984 - April 2000
Education
University of Delaware - Stonier Graduate School of Banking 1984 — 1986
Minnesota State University, Mankato 1967 — 1969
Bachelor of Science, Business Administration
Bank of Coral Gables March 2012 - Present
Sunstate Bank October 2009 - September 2010
Coconut Grove Bank September 2000 - June 2009
Metrobank of Dade County January 1984 - April 2000
Education
University of Delaware - Stonier Graduate School of Banking 1984 — 1986
Minnesota State University, Mankato 1967 — 1969
Bachelor of Science, Business Administration
Vania E. Orozco's Coconut Grove Bank Experience September 2015 - Present
Job Officer, Relationship Manager at Coconut Grove Bank
Industry Banking
Experience
Coconut Grove Bank September 2015 - Present
Coconut Grove Bank May 2010 - September 2015
Skills
Banking, Loans, Retail Banking, Commercial Banking, Small Business Lending, Private Banking, Commercial Lending, Consumer Lending, Asset Management, Risk Management, Finance, Financial Analysis
Education
Florida International University
Miami Dade College
The Florida Trust and Wealth Management School
Coconut Grove Bank September 2015 - Present
Coconut Grove Bank May 2010 - September 2015
Skills
Banking, Loans, Retail Banking, Commercial Banking, Small Business Lending, Private Banking, Commercial Lending, Consumer Lending, Asset Management, Risk Management, Finance, Financial Analysis
Education
Florida International University
Miami Dade College
The Florida Trust and Wealth Management School
Stephanie Szucs's Coconut Grove Bank Experience September 2011 - Present
Job Teller at Coconut Grove Bank
Industry Banking
Experience
Coconut Grove Bank September 2011 - Present
Wells Fargo September 2009 - September 2011
RadioShack June 2006 - January 2009
Education
Miami Dade College 2013 — 2015
Associate of Arts (A.A.), Human Resources Management/Personnel Administration, General
Coconut Grove Bank September 2011 - Present
Wells Fargo September 2009 - September 2011
RadioShack June 2006 - January 2009
Education
Miami Dade College 2013 — 2015
Associate of Arts (A.A.), Human Resources Management/Personnel Administration, General