Fidelity Bank of Florida
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Fidelity Bank of Florida Employees
CAH Investments LLC January 2014 - Present
Collabera/Fiserv September 2013 - January 2014
SunTrust December 2011 - September 2013
Fidelity Bank of Florida December 2009 - December 2011
First National Bank of Central Florida September 2007 - December 2009
Florida Community Partners 2005 - 2008
Federal Trust Bank April 2003 - September 2007
Skills
Loan Origination, Mortgage Lending, Commercial Banking, Loans, Small Business Lending, Commercial Lending, Underwriting, Credit, Portfolio Management, Commercial Mortgages, Loan Servicing, Mortgage Banking, Cross Selling, Credit Risk, Banking, Credit Analysis, Lines Of Credit, Deposits, Branch Management, Real Estate, Funding, Finance, Treasury Management, Risk Management, Consumer Lending, Real Estate Financing, Refinance, Financial Risk, Retail Banking, Sales, SBA, Residential Homes, Commercial Real Estate, Asset Management, Financial Analysis, Asset Based Lending, Construction Loans, Due Diligence, Business Development, Relationship Management, Cash Management, Financial Structuring, Residential Mortgages, Analysis, Management
Education
Hofstra University 1981 — 1981
University of Massachusetts Dartmouth 1979 — 1981
Bachelors Degree
Bristol Community College 1977 — 1979
Associates, Business
FirstCity Bank of Commerce February 2012 - Present
David L. Edgar and Associates December 2011 - Present
Community Southern Bank November 2005 - December 2011
Fidelity Bank of Florida June 2004 - September 2005
Florida Choice Bank July 2002 - June 2004
Alliance National Bank July 1999 - July 2002
Community Bank of Georgia 1996 - 1999
Skills
Risk Management, Financial Analysis, Risk, Strategic Planning, Budgeting, Accounting, Process Improvement, Due Diligence, Policy, Executive Management, Customer Relations, Change Management, Financial Reporting, Internal Controls, Microsoft Office, Excel, Problem Solving, Planning, Coaching, Management Consulting, Analysis, Auditing, Internal Audit, Business Strategy, Vendor Management, Risk Assessment, Security, Banking, Commercial Banking, Portfolio Management, Budgets, Customer Service, Financial Risk, Management, Mergers
Education
Graduate School of Banking at LSU 1999 — 2001
Graduate
University of Alabama 1980 — 1984
BS, Accounting
Fidelity Bank of Florida, N.A. March 2015 - Present
Chase March 2013 - March 2015
Fidelity Bank of Florida October 2011 - March 2013
Garant International, LLC March 2007 - October 2011
Florida Bank of Commerce December 2004 - March 2007
Skills
Commercial Banking, SBA 504, Revolving Lines of..., Equipment Financing, Commercial Real Estate, Derivatives, SBA 7a, 1031 Exchanges, Banking, Cash Management, Commercial Lending, Condos, Credit, Credit Analysis, Credit Risk, Finance, Foreclosures, Investment Properties, Lines Of Credit, Loans, Management, Mortgage Lending, Portfolio Management, REO, Real Estate, Retail Banking, SBA, Sales, Sellers, Short Sales, Small Business, Small Business Lending, Strategic Planning, Treasury Management, Waterfront
Education
Webster University 1997 — 1999
MBA, Finance
University of Central Florida 1990 — 1995
BS, Finance
Community Bank of the South January 2015 - Present
Merritt Island Breakfast Rotary Club October 2013 - Present
Fidelity Bank of Florida December 2008 - December 2014
MFSC 2002 - 2008
FirsTrust of Florida 1998 - 2002
Skills
Loans, Credit, Banking, Finance, Portfolio Management, Real Estate, Commercial Lending, Loan Origination, Asset Management, Commercial Mortgages, Real Estate Transactions, Foreclosures, Commercial Real Estate, REO, Short Sales, Capital Markets, Leadership, Management, Residential Homes, Negotiation, Credit Analysis, Financial Analysis, Investment Properties, Real Estate Financing, Mortgage Banking, Marketing, Underwriting, Asset Managment, Due Diligence, Residential Mortgages, Financial Structuring, Mortgage Lending, FHA, Consumer Lending, Sales, Construction Loans, Disposition, Asset Based Lending, Investments
Education
Florida School of Banking 2010 — 2012
Bachelor of Arts (B.A.)
Stetson University 1993 — 1995
M.A., English
Florida State University 1991 — 1993
B.A., Theater
FBA Tax Return Analysis Seminar
FBA Tax Return Analysis Seminar
Merchants Bank of Bangor March 2015 - Present
SunTrust Bank July 2012 - July 2014
Fidelity Bank of Florida January 2003 - July 2011
Skills
Banking, Customer Service, Management, Risk Management, Leadership, Financial Analysis, Credit, Sales, Microsoft Office, Business Analysis, Loans, Credit Analysis, Finance, Commercial Lending, Small Business Lending, Commercial Banking, Loan Origination, Retail Banking, Mortgage Lending, Consumer Lending
Education
University of Cincinnati 1981 — 1982
Computer Science, General Business, Liberal Arts
Dunedin HIgh School
City of Cocoa Beach August 2011 - Present
Fidelity Bank of Florida April 2010 - August 2011
Rhonda L. Hinds & Associates, CPA's PA January 2009 - March 2010
Keller Williams Realty of Brevard 2005 - 2007
Brevard County Sheriffs Office 2001 - 2005
Skills
Accounting, Financial Analysis, Budgets, Financial Accounting, Microsoft Office, Microsoft Excel, Financial Reporting, Strategic Planning, Training
Education
University of Central Florida - College of Business Administration 2005 — 2008
Bachelor of Science, Accounting
Brevard Community College 2003 — 2005
Associate of Arts, Liberal Arts
B&C Financial Advisors April 2014 - Present
B&C Financial Advisors April 2013 - Present
The Newport Group February 2009 - April 2013
Bank of America June 2008 - January 2009
Fidelity Bank of Florida 2007 - 2007
Skills
Investments, Asset Allocation, 401k, Financial Analysis, Asset Management, Financial Modeling, Retirement, Investment Advisory, Portfolio Management, Financial Planning
Education
University of Florida - Warrington College Of Business 2004 — 2008
BS
Florida Capital Bank February 2014 - Present
Black Business Investment Fund January 2013 - 2015
Fidelity Bank of Florida March 2012 - January 2014
GulfCoast Business Finance June 2009 - March 2012
Risk Management Association/ Orlando 2008 - 2010
Community West Bank 2005 - June 2008
Bank of America 2001 - 2004
Charles E Simon & Co. 1985 - 1996
Skills
Commercial Lending, Small Business Lending, Credit Analysis, Loans, SBA, Finance, Banking, Portfolio Management, Loan Origination, Commercial Mortgages, Real Estate, Commercial Real Estate, Commercial Banking, Mortgage Lending, Investment Properties, Investments, Research, Real Estate Financing, Refinance, Credit, Financial Analysis, Funding, Financial Services, Underwriting, Credit Risk, Small Business, Mergers, Lending, Mergers & Acquisitions
Education
The American University - WaDC 1990 — 1992
Master of Business Administration (MBA), Real Estate & Urban Development
The Catholic University of America 1981 — 1985
Bachelor of Arts (B.A.), Finance and Financial Management
Fidelity Bank of Florida June 2012 - Present
Marine Bank And Trust Company November 2005 - April 2012
Ohio Mutual Insurance Company May 2002 - October 2005
Richland Bank July 1987 - July 2001
Sprint Nextel July 1973 - April 1984
Skills
Banking, Customer Service, Credit, Credit Analysis, Credit Risk, Underwriting, Commercial Banking, Loans, Insurance, Financial Analysis, Microsoft Office, Commercial Credit, Cash Flow, Excel, Analysis, Lines Of Credit, Credit Administration
Education
The Ohio State University 1984 — 1987
BSBA, Finance
Kent State University 1969 — 1971
Mathematics
Hudson Realty Capital 2012 - Present
Losardo Consulting, LLC April 2011 - Present
Hudson Realty Capital 2012 - 2012
Fidelity Bank of Florida 2011 - 2012
TCBA 2010 - April 2011
MMC 2008 - 2009
Riverside Bank of The Gulf Coast 2008 - 2009
Fifth Third Bank 2006 - 2007
Skills
Portfolio Management, Financial Services, Asset Management, Due Diligence, Underwriting, Credit, Banking, Investments, Loans, Real Estate Economics, Management, Valuation, Commercial Real Estate, Commercial Lending, Loan Origination, Finance, Real Estate Financing, Financial Modeling, Commercial Mortgages, Real Estate, Financial Structuring
Education
University of Phoenix 2008 — 2012
Bachelors, Finance, General, 3.4