First Bank, N.A.
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First Bank, N.A. Employees
Efficient Wealth Management LLC October 2013 - Present
HWS August 2012 - October 2013
Saunders & Associates April 2011 - August 2012
Avondale Wealth Management September 2010 - October 2010
Ackley Financial Group January 2010 - July 2010
Edward Jones May 2008 - August 2008
First Bank, N.A. February 2003 - April 2005
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Estate Planning, Retirement, Asset Allocation, Investments, Financial Planners, Investment Advisory, Financial Advisory, Mutual Funds, Fixed Annuities, 401k, Series 7, Investment Strategies, Life Insurance, Wealth, Uniform Combined State..., Finance, 401k Rollovers, Personal Financial..., Investment Management, FINRA, IRAs, Long-term Care, Personal Finance, Series 63, Wealth Accumulation, Portfolio Management, Certified Financial..., Securities, Asset Management, Financial Services, Wealth Management..., High Net Worth..., Alternative Investments, ETFs, Roth IRA, Long Term Care Insurance, College Savings Plans, Financial Planning
Education
Texas Tech University 2004 — 2009
Master of Science, Personal Financial Planning
Texas Tech University 2004 — 2008
Bachelor of Science, Personal Financial Planning
Conroe High School
First Bank, N.A. November 2006 - Present
Skills
Banking, Customer Service, Loans, Commercial Banking, Credit, Financial Analysis, Mortgage Lending, Retail Banking, Risk Management, Sales, Commercial Lending, Consumer Lending, Credit Analysis, Leadership, Management, Microsoft Office, Small Business Lending
Education
Sam Houston State University 2011 — 2019
Bachelor of Business Administration (BBA), Banking and Financial Institutions
First Bank, N.A. March 2015 - Present
Tradition Bank 2012 - February 2015
TIB - The Independent BankersBank 2007 - 2011
Skills
Commercial Lending, Underwriting, Financial Analysis, Strategic Financial..., Portfolio Management, Real Estate, Investments, Negotiation, Small Business Lending, Contract Negotiation, Financial Planning, Strategic Planning, Credit Risk, Customer Service, Finance, Team Building, Management
Education
Texas A&M University
Bachelor of Business Administration (BBA), Finance, General
The Bank & Trust of Bryan/College Station August 2015 - Present
First Bank, N.A. March 2011 - July 2015
First Bank, N.A. June 2010 - March 2011
Oliver, Rainey & Wojtek, LLP May 2008 - April 2010
Skills
Banking, Internal Audit, Loans, Auditing, Analysis, Accounting, Management, Bank Secrecy Act, Quality Auditing, Customer Service, Credit, Commercial Lending, Commercial Banking, Credit Analysis, Risk Management
Education
Tarleton State University 2005 — 2008
Bachelor's Degree, Administrative Systems
Entergy August 2015 - Present
Entergy December 2013 - August 2015
First Bank, N.A. May 2008 - December 2013
First Bank, N.A. November 2007 - May 2008
First Bank, N.A. November 2006 - November 2007
First Bank, N.A. August 2006 - November 2006
Skills
Banking, Internal Audit, Internal Controls, Financial Reporting, GAAP, Financial Statement..., Analysis, Credit Analysis, Credit Risk, Accounting, Bank Reconciliation, Account Reconciliation, Finance, Budgets, Microsoft Excel, Financial Analysis
Education
Auburn University 2015 — 2016
Master of Business Administration (MBA), Finance
Sam Houston State University 2004 — 2006
BBA, Banking & Financial Institutions, Summa Cum Laude
UMB Fund Services (formerly Sunstone Financial) 2004 - Present
UMB Fund Services, Inc. February 1995 - July 2004
First Bank, N.A. November 1991 - October 1994
Blunt Ellis & Loewi 1988 - 1991
Skills
Securities, Hedge Funds, Corporate Governance, FINRA, Mutual Funds, Financial Services, AML, Securities Regulation, Series 7, Alternative Investments, Private Equity, Investment Advisory, Asset Management, Investments, Investment Management, Equities
Education
Hamline University School of Law 1982 — 1985
JD
University of Wisconsin-Madison 1980 — 1982
BA, English and Political Science
Retired Commercial Banker February 2014 - Present
Wells Fargo Bank 2006 - January 2014
Lighthouse Photographic and MotoPhoto 1993 - 2005
First Bank, N.A. 1991 - 1993
First Wisconsin National Bank 1980 - 1990
State of Wisconsin Office of the Commissioner of Insurance 1977 - 1980
Northland College 1975 - 1977
United States Air Force 1973 - 1975
Skills
Non-profits, Credit, Loans, Banking, Investments, Nonprofits, Corporate Finance, Management
Education
Chapman University, The George L. Argyros School of Business and Economics 1973 — 1975
M.A., Business Administration - Finance
Northland College 1967 — 1972
B.S., Business Administration, Geography
Shell Pipeline Company LP June 2014 - Present
First Bank, N.A. January 2012 - June 2014
First Bank, N.A. June 2003 - December 2011
Skills
Commercial Lending, Commercial Banking, Banking, Credit, Credit Analysis, Customer Service, Financial Analysis, Management, Microsoft Office
Education
Sam Houston State University 2008 — 2011
Bachelor's degree, Finance, General
First Bank, N.A. 2007 - 2008
Coal Ridge Animal Hospital 2004 - 2007
Accountemps 1999 - 2004
Skills
Data Entry, Pet Sitting, Microsoft Word, Microsoft Excel, Telephone Reception, Remittance Processing, Cash Management
Education
Front Range Community College 2001 — 2004
Associate of Applied Science (AAS), VeterinaryTechnology, 3.95 gpa
North Dakota State University 1988 — 1989
Zoology/Animal Biology, 3.9 gpa