Excel Bank
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Excel Bank Employees
Reliant Financial Services, LLC March 2012 - Present
KleinBank Minnesota 2004 - 2011
Excel Bank 1997 - 2004
Skills
SBA Lending, C&I Lending, Banking/Lending..., Financial Structuring &..., Business Financial..., Budgeting, Forecasting..., Business Performance..., Banking, Mergers & Acquisitions, Loans, Credit Risk, SBA, Small Business, Budgets, Commercial Banking, Small Business Lending, Commercial Lending, Commercial Mortgages, Asset Based Lending, Credit, Loan Origination, Credit Analysis, Strategic Financial..., Financial Planning
Education
Iowa State University
Master's degree, Economics
Iowa State University 1969 — 1973
Bachelor's degree, Business/Economics
American Bankers Association 1980 — 1981
Commercial Lending Graduate School, Banking, Corporate, Finance, and Securities Law
the dd+p group June 2015 - Present
Schultz Morley Consulting, LLC January 2014 - Present
MEDIVATORS January 2015 - June 2015
Nascent Surgical January 2013 - January 2014
Nascent Surgical, LLC January 2010 - December 2012
JLJ Medical Devices May 2003 - December 2009
Wenger Corporation May 2009 - July 2009
Tennant Company June 2008 - October 2008
Excel Bank May 2006 - September 2006
Minnesota Attorney General's Office February 2005 - May 2005
Skills
Forecasting, Medical Devices, Analysis, Mergers & Acquisitions, Strategic Planning, Business Planning, Competitive Analysis, Management, Marketing Strategy, Leadership, Investments, Business Strategy, Sales Management, Market Analysis, Executive Management, Financial Modeling, Marketing Management, Product Development, New Business Development, Entrepreneurship, Project Management, Political Campaigns, Project Planning, Regulatory Affairs, Excel, SAS, SPSS, Quantitative Analytics, Data Analysis, Business Valuation, Policy Analysis, Public Policy, Political Consulting, MailChimp, Data Center, Voter Contact, Political Communication, Political Management, Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Communication, Strategy
Education
University of St. Thomas 2007 — 2009
MBA, Economics and Finance
Macalester College 2003 — 2006
BA, Economics
Vantage Point March 2014 - Present
Bartlett Grain Co June 2009 - Present
DICK'S Sporting Goods October 2013 - April 2014
Excel Bank April 2006 - June 2009
Bank of Lee's Summit December 1999 - April 2006
Skills
Microsoft Excel, Microsoft Word, Customer Service, Risk Management, PowerPoint, Logistics, Forecasting, Management, Process Improvement, Inventory Management, Negotiation, Leadership, Strategic Planning, Supply Chain
Education
Lee's Summit High School 1999 — 2002
Longview Community College
Associate's degree, General Arts
Solutran September 2009 - Present
M & I Bank December 2004 - August 2009
Excel Bank 2004 - 2007
Associated Bank August 1998 - December 2004
Skills
10 Key, Cash Handling, Forklift Operation, Microsoft Excel, Microsoft Word, Customer Service, English, Outlook
Education
Rasmussen College 2008 — 2010
Associate of Science (A.S.), Criminal Justice
Rasmussen College 2008 — 2010
Associate of Science (A.S.), Criminal Justice/Safety Studies
Normandale Community College 1996 — 1997
Liberal Arts
Alerus Financial May 2012 - Present
M&I, A part of BMO Financial Group July 2007 - January 2012
Excel Bank February 2002 - July 2007
Marquette Capital Bank February 1992 - February 2002
Skills
Private Banking, Commercial Lending, Commercial Banking, Banking, Loans, Credit, Small Business Lending, Credit Risk, Financial Services, Strategic Financial..., Management, Financial Analysis, Relationship Management, Mortgage Lending, Credit Analysis, Lines Of Credit, Portfolio Management, Risk Management, Cash Management, Underwriting, Commercial Mortgages, Consumer Lending, Treasury Management, Wealth Management
Education
Michigan State University 1986 — 1988
MM
University of Wisconsin-Madison 1982 — 1986
Scottrade Bank October 2012 - Present
Scottrade Bank October 2011 - November 2012
Excel Bank March 2010 - October 2011
Excel Bank February 2009 - March 2010
Truman Bank April 2007 - December 2008
Truman Bank September 2006 - April 2007
Truman Bank March 2006 - September 2006
Skills
Commercial Lending, Financial Analysis, Portfolio Management, Commercial Banking, Underwriting, Credit, Loans, Banking, Financial Risk, Due Diligence, Business Development, Credit Risk, Loan Origination, Credit Analysis, Relationship Management, Mortgage Lending
Education
Maryville University of Saint Louis 2002 — 2004
B.A., Marketing
University of Missouri-Columbia 2000 — 2002
Marketing
Windsor
Associated Bank April 2008 - Present
M&I Bank January 2008 - April 2008
Excel Bank October 2003 - December 2007
BNC National Bank September 1999 - October 2003
Faegre & Benson LLP 1996 - 1999
Skills
Banking, Commercial Banking, Construction Loans, Commercial Lending, Commercial Real Estate, Credit, Credit Analysis, Loan Servicing, Loans, Mortgage Lending, Portfolio Management, Real Estate, Syndications, Underwriting, Small Business Lending
Education
University of Minnesota-Twin Cities 1990 — 1994
BA, Economics & Sociology of Law, Criminology & Deviance
Wetzel Concrete 2012 - Present
Excel Bank 2011 - 2012
Maco Management Co 2009 - 2011
Re Transportation (formerly Excel Transportation 2006 - 2009
Skills
Microsoft Word, Accounting, Microsoft Excel, New Business Development, Project Management, Account Management, Bookkeeping, Ten Key, Loan Servicing, Bill Payment, Bidding Process, Management, Payroll, Budgets, Construction, Construction Management, Contract Negotiation, Customer Service, Microsoft Office, Process Scheduler, Public Speaking, Strategic Planning
Education
State Fair Community College 1997 — 1999
Associated Bank June 2015 - Present
BMO Harris Bank June 2012 - June 2015
M & I Bank March 2008 - September 2012
Excel Bank December 2000 - August 2007
Skills
Commercial Banking, Commercial Lending, Loans, Consumer Lending, Banking, Credit Analysis, Credit, Lines Of Credit, Retail Banking
Education
Normandale Community College
Associate of Arts (A.A.)
Highland Bank January 2007 - Present
Excel Bank January 1998 - January 2007
KPMG January 1997 - January 1998
Kellogg Company January 1996 - January 1997
Latin America January 1994 - January 1996
Kellogg Company January 1992 - January 1994
Kellogg Company January 1987 - January 1992
Education
Lakehead University 1984 — 1987
B.Sc, Computer Science
EverBank May 2014 - Present
Bank of America August 2012 - April 2014
Excel Bank September 2008 - July 2012
Arch City Lending May 2006 - September 2008
Skills
Loan Origination, USDA, Mortgage Lending, Management, Mortgage Banking, Analysis, FHA, Strategic Planning, Sellers, Loans, Mergers & Acquisitions, Real Estate, Selling, Portfolio Management
Education
Graduate of Florida Atlantic University
BA, Social Psychology
University of Florida 1990 — 1991
pi beta phi
Grantham University April 2014 - Present
Grantham University May 2013 - April 2014
Grantham University July 2012 - May 2013
Student August 2011 - August 2012
The Universal Group December 2009 - August 2011
Butterfield Youth Services October 2008 - November 2009
The Universal Group January 2008 - October 2008
Excel Bank June 2007 - January 2008
Carlyle Van Lines February 2007 - June 2007
United States Air Force September 1997 - January 2007
Skills
Access, Databases, Public Speaking, Servers, Microsoft Office, Windows, Information Technology, Project Management, Security, System Administration, Program Management, Networking, Technical Support, Testing, Time Management, Training, Troubleshooting, Management, Analysis, Human Resources, Microsoft SQL Server, Team Building, HTML, SharePoint
Education
Grantham University 2012 — 2013
MS, Information Technology, 4.0
Grantham University 2010 — 2012
BS, Information Systems
Community College of the Air Force 1997 — 2007
Criminal Justice
Minnesota Bank & Trust June 2015 - Present
the Private Client Reserve at U.S. Bank April 2007 - March 2015
U.S. Bank May 2007 - August 2013
Excel Bank March 2005 - April 2007
Federal Reserve Bank of Minneapolis May 2000 - March 2005
Skills
Financial Analysis, Banking, Investments, Credit, Portfolio Management, Risk Management, Finance, Credit Analysis, Asset Management, Financial Planning, Wealth Management, Management, Financial Services, Mortgage Lending
Education
University of Minnesota - Carlson School of Management 2002 — 2004
Master of Business Administration (MBA), Finance, General
University of Wisconsin-River Falls 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Medica November 2013 - Present
Christensen Group - IRI March 2011 - October 2013
Alliance Bank September 2007 - February 2011
Excel Bank 2001 - 2007
Associated Bank (formerly Bank Windsor) 1991 - 2001
Skills
Employee Benefits, Benefits Administration, Human Resources, Employee Relations, Performance Management, Payroll, Sales Management, HRIS, Strategic Planning, Process Improvement
Education
Gustavus Adolphus College 1988 — 1992
BA, Business Management
Tommy Hilfiger October 2012 - Present
West Elm May 2011 - October 2012
West Elm November 2010 - May 2011
Kenneth Cole Productions August 2008 - October 2010
Brooks Brothers September 2006 - August 2008
Best Buy July 2005 - September 2006
Excel Bank September 2004 - June 2005
COUNTRY Financial January 2004 - September 2004
Skills
Merchandising, Apparel, Trend Analysis, Inventory Management, Forecasting, Merchandise Planning, Asset Allocation, Retail, Demand Planning, Assortment, CPFR, Fashion, Trend
Education
University of Minnesota-Twin Cities 1998 — 2002
B.A., Economics
Alliance Française
Beacon Bank - Eden Prairie March 2014 - Present
Flagship Bank Minnesota January 2008 - February 2014
M&I Bank August 2007 - January 2008
Excel Bank February 1999 - August 2007
Skills
Loans, Commercial Banking, Commercial Lending, Banking, Small Business Lending, Consumer Lending, Strategic Planning, Retail Banking, Sales Management, Lines Of Credit, Branch Management, Portfolio Management, Relationship Management, Community Outreach, Non-profits, Leadership, Nonprofits, Finance, Small Business, Private Banking, Sales, Business Development, Mortgage Lending, Customer Service, Credit Cards, Investments, Networking, Treasury Management, Loan Origination, Mortgage Banking, Cash Management, Risk Management, Credit Risk, Residential Mortgages, FHA, Refinance, Team Building, Credit, Management, Strategic Leadership, Marketing, New Business Development
Education
North Hennepin Community College 1979 — 1982
Business
Anchor Bank, N.A. April 2015 - Present
Voyager Bank (Acquired by Anchor Bank N.A.) September 2005 - April 2015
KleinBank 2002 - 2005
Textron Financial Corporation 1999 - 2002
Excel Bank 1998 - 1999
Landmark Community Bank 1997 - 1998
First National Bank of the Lakes 1986 - 1994
Skills
Real Estate, Capital Markets, Loans, Small Business Lending, Lines Of Credit, Commercial Mortgages, Commercial Lending, Credit, Term Loans, Commercial Banking, Asset Based Lending, SBA, Credit Analysis, Loan Origination, Mortgage Lending, Banking, Commercial Real Estate, Underwriting, Finance, Financial Analysis, Financial Services, Portfolio Management, Credit Risk
Education
University of Minnesota - Carlson School of Management 1990 — 1992
MBA, Finance
Marquette University 1982 — 1985
BS, Finance
BPD Bank May 1998 - May 2012
BPD Bank July 2003 - July 2005
BPD Bank May 1998 - July 2003
Excel Bank November 1997 - May 1998
Banco Industrial de Venezuela January 1995 - November 1997
Education
Pace University 2010 — 2013
Master of Science (MS), Information Systems, concentration in Security and Information Assurance
Pace University 2012 — 2013
Post Graduate Certificate, Information and Communication Technology Strategy and Innovation
Project Management Institute (PMI) 2006 — 2007
PMP, Certification as Project Management Professional (PMP)
CUNY John Jay College
BS, Information Systems and Public Administration Combined Major
New York University
Business Project Management
Freedom Financial Bank December 1998 - Present
Excel Bank November 1996 - December 1998
United Bankers' Bank June 1994 - November 1996
Skills
Management, Customer Service, Nonprofits, Leadership, Team Building, Sales, Marketing, Strategic Planning
Education
St. Olaf College 1990 — 1994
BA, Economics
tcg financial services LLC October 2008 - Present
TCG Financial Services LLC 2008 - Present
Insured Deposits Conduit LLC 2005 - 2008
Institutional Deposits Corporation 2000 - 2005
Excel Bank 1998 - 1999
CIC Capital LLC 1987 - 1995
FAIC Securities 1980 - 1990
Skills
Trading, Investments, Securities, Mutual Funds, Funding, Financial Services, Commercial Banking, Banking, Insurance, Portfolio Management, Fixed Income, Asset Management, Risk Management, Credit, Capital Markets
Education
Pace University 1970 — 1971
Associate, Economics
Pace University NYC
Accounting and Finance
Bremer Bank August 2012 - Present
BMO Harris Bank June 2007 - August 2012
Excel Bank July 2004 - August 2007
TCF Bank 1986 - 2004
Skills
Commercial Banking, Commercial Lending, Lines Of Credit, Finance, Banking, Loans, Management, Credit, Private Banking, Mortgage Lending, Middle Market, Risk Management, Leadership, Business Development, Retail Banking, Credit Analysis, Portfolio Management, Small Business Lending, Sales, Commercial Real Estate, Consumer Lending, Relationship Management, Underwriting, Financial Services, Team Building, Financial Analysis, Loan Origination, Cash Management
Education
St. Cloud State University - Herberger Business School 1979 — 1982
Finance, Business and Finance
Burnsville High School
St. Cloud State University
Finance
Excel Bank July 2009 - Present
Great Western Bank September 2007 - July 2009
Hawthorn Bank September 2005 - September 2007
Skills
Microsoft Excel, Teller Operations, Microsoft Word, Accounting, Customer Service, Leadership, Banking
Education
Merritt Davis Business College 1982 — 1983
Secretarial and Business Studies, Business diploma awarded 1983
Northwest Christian College 1980 — 1982
General Studies
University of Oregon
Physical Education Teaching and Coaching
Minnesota Bank and Trust December 2007 - Present
Excel Bank November 2004 - December 2007
US Bank April 1985 - November 2004
Education
University of Minnesota-Twin Cities 1976 — 1980
BS, Business Administration
Paragon Bank 2005 - 2009
Excel Bank 2003 - 2004
First Minnetonka City Bank 1993 - 2003
Skills
Credit, Loans, Banking, Retail Banking
Education
University of Minnesota-Twin Cities
Business Administration
TD June 2013 - March 2014
Whole Foods Market September 2012 - June 2013
First Republic Bank October 2000 - October 2011
Excel Bank 1997 - 1999
Atlantic Bank of New York January 1992 - December 1995
Skills
Fluent Italian, Fluent Spanish, Notary Public, Banking, Excel, PowerPoint, Word, Hiring, Scheduling, FX, Customer Satisfaction, Outlook, Microsoft Excel, Compliance Operations, Microsoft Word, Bank Management, Process Scheduler, Sales&Marketing, Credit, Finance, Private Banking
Education
Academy of St. Aloysius 1980 — 1984
H.S., French, Science
University of Phoenix
Business Administration
Sunrise Banks September 2013 - Present
Park Midway Bank June 2008 - August 2013
MidCountry Bank October 2007 - June 2008
Excel Bank 1999 - 2007
Skills
Credit Analysis, Credit, Banking, Financial Analysis, Risk Management, Financial Risk, Financial Modeling, Portfolio Management, Commercial Banking, Commercial Lending, Windows, Microsoft Excel, MS Excel Pivot Tables, Excel Models
Education
University of Minnesota-Twin Cities 1986 — 1992
BS, Geophysics
BMC & Associates February 1996 - Present
Excel Bank February 2012 - November 2012
Skills
Management Consulting, Organizational..., Program Development, Project Management, Legal Research, Troubleshooting, System Monitoring, Internal Audit, Document Review, Document Management, Risk Assessment, Staff Development, Supervisory Skills, Document Drafting, Management, Operations Management, Records Management, Records Retention..., Report Writing, Committees, Training Delivery, Employee Training
Education
Bellevue University 1991 — 1993
Master of Arts, Management, Busienss management, Masters
National University, San Diego, CA 1979 — 1981
Bachelors of Business Administration, Business Administration and Management, General, Bachelors degree