First Bank, N.A.

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First Bank, N.A. Employees

Employee
Years
Job
Industry
Ashley Dominey Stewart, CFP® Ashley Dominey Stewart, CFP® Houston, Texas Details
Ashley Dominey Stewart, CFP®'s First Bank, N.A. Experience February 2003 - April 2005
Job Wealth Manager at Efficient Wealth Management LLC
Industry Financial Services
Experience
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

Rigoberto Esparza Rigoberto Esparza Houston, Texas Area Details
Rigoberto Esparza's First Bank, N.A. Experience November 2006 - Present
Job Real Estate Processor at First Bank N.A.
Industry Banking
Experience
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

Anthony E Olivieri Anthony E Olivieri Houston, Texas Area Details
Anthony E Olivieri's First Bank, N.A. Experience March 2015 - Present
Job Senior Vice President at First Bank, N.A.
Industry Banking
Experience
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

Paige Sullivan, CRCM Paige Sullivan, CRCM Bryan/College Station, Texas Area Details
Paige Sullivan, CRCM's First Bank, N.A. Experience March 2011 - July 2015
Job Lending Compliance Officer/Assistant Vice President at The Bank & Trust of Bryan/College Station
Industry Banking
Experience
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

Caleb Bales Caleb Bales Conroe, Texas Details
Caleb Bales's First Bank, N.A. Experience May 2008 - December 2013
Job Analyst, Sales & Load Forecasting at Entergy
Industry Utilities
Experience
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

Connie Shannon Connie Shannon Greater Milwaukee Area Details
Connie Shannon's First Bank, N.A. Experience November 1991 - October 1994
Job Executive Vice President and General Counsel at UMB Fund Services
Industry Financial Services
Experience
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

Robert Grehn Robert Grehn Greater Milwaukee Area Details
Robert Grehn's First Bank, N.A. Experience 1991 - 1993
Job Business Consultant at Retired Commercial Banker
Industry Financial Services
Experience
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

Korey Kloesel Korey Kloesel Houston, Texas Area Details
Korey Kloesel's First Bank, N.A. Experience January 2012 - June 2014
Job Rentals Analyst
Industry Oil & Energy
Experience
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

Sheri Barnholdt Sheri Barnholdt Frederick, Colorado Details
Sheri Barnholdt's First Bank, N.A. Experience 2007 - 2008
Job Veterinary Professional
Industry Veterinary
Experience
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