First-Citizens Bank & Trust Company
Description
Headquarters: Raleigh, NC Founded: 1898 Parent organization: First Citizens BancShares Subsidiaries: Neuse Financial Services, Inc., Cordia Bancorp Inc.,
First-Citizens Bank & Trust Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First-Citizens Bank & Trust Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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First-Citizens Bank & Trust Company Employees
Employee
Years
Job
Industry
Kevin Ryan, CPA CFP CTFA Kevin Ryan, CPA CFP CTFA's First-Citizens Bank & Trust Company Experience July 1987 - February 1991
Job Senior Vice President, Wealth Strategist, BBVA
Industry Banking
Experience
BBVA Global Wealth January 2013 - Present
Bank of America Merrill Lynch Global Wealth Management November 2010 - December 2012
SunTrust May 2004 - March 2010
Bank of America January 1994 - April 2004
The Hearst Corporation July 1991 - October 1993
FIRST CITIZENS BANK & TRUST COMPANY July 1987 - February 1991
CHASE MANHATTAN BANK June 1984 - June 1987
BBC Sparta August 1982 - April 1984
Skills
Project Management, Financial Planning, Estate Planning, Financial Analysis, Financial Reporting, Investment Banking, Banking, Training, Problem Solving, Wealth Management, Wealth Preservation..., Multi-generational..., Strategic Financial..., Finance, Structured Finance, Personal Finance, College Basketball, Basketball Coaching, Songwriting, Commercial Lending, High Net Worth..., Legacy Giving, Estate Tax Planning, Accounting, Financial Accounting, International Relations, Communication Skills, Loans, Private Banking, Mortgage Banking, Strategic Planning, Education, Capital Markets, Curriculum Design, Risk Management, Credit Derivatives, Fixed Income, Project Planning, Project Coordination, Project Finance, Project Delivery, Foreign Relations, Family Business, Financial Advisory, Investment Strategies, Wealth Management...
Education
Colgate University 1979 — 1982
BA, Economics
University of North Carolina at Charlotte - Belk College of Business 1988 — 1990
Master of Business Administration (MBA), Business
Keller Graduate School of Management of DeVry University 2009 — 2010
MAFM, Accounting
Fordham University
Worcester Academy 1976 — 1977
High School
Calhoun 1974 — 1976
High School
BBVA Global Wealth January 2013 - Present
Bank of America Merrill Lynch Global Wealth Management November 2010 - December 2012
SunTrust May 2004 - March 2010
Bank of America January 1994 - April 2004
The Hearst Corporation July 1991 - October 1993
FIRST CITIZENS BANK & TRUST COMPANY July 1987 - February 1991
CHASE MANHATTAN BANK June 1984 - June 1987
BBC Sparta August 1982 - April 1984
Skills
Project Management, Financial Planning, Estate Planning, Financial Analysis, Financial Reporting, Investment Banking, Banking, Training, Problem Solving, Wealth Management, Wealth Preservation..., Multi-generational..., Strategic Financial..., Finance, Structured Finance, Personal Finance, College Basketball, Basketball Coaching, Songwriting, Commercial Lending, High Net Worth..., Legacy Giving, Estate Tax Planning, Accounting, Financial Accounting, International Relations, Communication Skills, Loans, Private Banking, Mortgage Banking, Strategic Planning, Education, Capital Markets, Curriculum Design, Risk Management, Credit Derivatives, Fixed Income, Project Planning, Project Coordination, Project Finance, Project Delivery, Foreign Relations, Family Business, Financial Advisory, Investment Strategies, Wealth Management...
Education
Colgate University 1979 — 1982
BA, Economics
University of North Carolina at Charlotte - Belk College of Business 1988 — 1990
Master of Business Administration (MBA), Business
Keller Graduate School of Management of DeVry University 2009 — 2010
MAFM, Accounting
Fordham University
Worcester Academy 1976 — 1977
High School
Calhoun 1974 — 1976
High School
Aaron Contreras Aaron Contreras's First-Citizens Bank & Trust Company Experience February 2008 - Present
Job FirstCitizens Bank & Trust Company
Industry Banking
Experience
First-Citizens Bank & Trust Company February 2008 - Present
US Bank August 2006 - February 2008
US Bank July 2004 - April 2005
Washington Mutual September 2003 - June 2004
Washington Mutual March 2002 - September 2003
Wells Fargo June 2000 - July 2001
Wells Fargo May 1998 - June 2000
Wells Fargo June 1997 - June 1998
Skills
Retail Banking
Education
Portland Community College 2001 — 2008
Criminal Justice
Rio Hondo College
General Education
First-Citizens Bank & Trust Company February 2008 - Present
US Bank August 2006 - February 2008
US Bank July 2004 - April 2005
Washington Mutual September 2003 - June 2004
Washington Mutual March 2002 - September 2003
Wells Fargo June 2000 - July 2001
Wells Fargo May 1998 - June 2000
Wells Fargo June 1997 - June 1998
Skills
Retail Banking
Education
Portland Community College 2001 — 2008
Criminal Justice
Rio Hondo College
General Education
James R. Hill, CFP(R) James R. Hill, CFP(R)'s First-Citizens Bank & Trust Company Experience January 2000 - January 2004
Job Life Insurance Conservation Specialist with MetLife
Industry Financial Services
Experience
MetLife July 2013 - Present
The Carolinas Financial Network July 2011 - July 2013
Data Driven Safety, Inc. March 2010 - July 2011
AMERICAN GENERAL LIFE INSURANCE COMPANY March 2008 - June 2009
GATEHILL FINANCIAL PLANNING, LLC March 2007 - March 2008
MORGAN STANLEY SMITH BARNEY, INC June 2004 - March 2007
FIRST CITIZENS BANK & TRUST COMPANY January 2000 - January 2004
AXA ADVISORS, LLC January 1994 - January 2000
Skills
Insurance, New Business Development, Fixed Annuities, Small Business, Executive Management, Finance, Sales, Life Insurance
Education
Queens University of Charlotte 1999 — 2000
Post Graduate Certificate, Personal Financial Planning
Purdue University 1978 — 1982
Bachelor of Science, Business Management
North Carolina Home State Insurance
MetLife July 2013 - Present
The Carolinas Financial Network July 2011 - July 2013
Data Driven Safety, Inc. March 2010 - July 2011
AMERICAN GENERAL LIFE INSURANCE COMPANY March 2008 - June 2009
GATEHILL FINANCIAL PLANNING, LLC March 2007 - March 2008
MORGAN STANLEY SMITH BARNEY, INC June 2004 - March 2007
FIRST CITIZENS BANK & TRUST COMPANY January 2000 - January 2004
AXA ADVISORS, LLC January 1994 - January 2000
Skills
Insurance, New Business Development, Fixed Annuities, Small Business, Executive Management, Finance, Sales, Life Insurance
Education
Queens University of Charlotte 1999 — 2000
Post Graduate Certificate, Personal Financial Planning
Purdue University 1978 — 1982
Bachelor of Science, Business Management
North Carolina Home State Insurance
Dan Klincko Dan Klincko's First-Citizens Bank & Trust Company Experience January 2015 - Present
Job Senior Commercial Resolution Officer/VP at First Citizens Bank & Trust Company
Industry Financial Services
Experience
First Citizens Bank & Trust Company January 2015 - Present
Renova Partners, LLC http://renovapartners.net/ April 2013 - December 2014
CHARABANC FINANCIAL SERVICES February 2012 - April 2013
Lender Recruiting, LLC September 2011 - January 2013
Community & Southern Bank February 2010 - August 2011
Omni National Bank June 2008 - January 2010
Key Credit Corp June 2005 - June 2008
BTE - Butch Thompson Entp. January 2003 - May 2005
TFC Textron Financial 1978 - 1998
CitiCorp Financial (CitiBank, N.A.) September 1976 - August 1978
Skills
Renewals, Leadership, Mergers & Acquisitions, Commercial Banking, Credit, Investments, Commercial Lending, Loans, Financial Services, Underwriting, Lines Of Credit, Banking, Program Management, Training, Small Business Lending, Commercial Real Estate, Budgets, Executive Management, Negotiation, Asset Based Lending, Portfolio Management
Education
Cleveland State University
History
Cuyahoga Community College
Business Finance
Parma Sr High
First Citizens Bank & Trust Company January 2015 - Present
Renova Partners, LLC http://renovapartners.net/ April 2013 - December 2014
CHARABANC FINANCIAL SERVICES February 2012 - April 2013
Lender Recruiting, LLC September 2011 - January 2013
Community & Southern Bank February 2010 - August 2011
Omni National Bank June 2008 - January 2010
Key Credit Corp June 2005 - June 2008
BTE - Butch Thompson Entp. January 2003 - May 2005
TFC Textron Financial 1978 - 1998
CitiCorp Financial (CitiBank, N.A.) September 1976 - August 1978
Skills
Renewals, Leadership, Mergers & Acquisitions, Commercial Banking, Credit, Investments, Commercial Lending, Loans, Financial Services, Underwriting, Lines Of Credit, Banking, Program Management, Training, Small Business Lending, Commercial Real Estate, Budgets, Executive Management, Negotiation, Asset Based Lending, Portfolio Management
Education
Cleveland State University
History
Cuyahoga Community College
Business Finance
Parma Sr High
Bill Happer Bill Happer's First-Citizens Bank & Trust Company Experience July 1993 - Present
Job First Citizens Bank & Trust Company, Metro Area of Charlotte, N.C.
Industry Banking
Experience
First Citizens Bank & Trust Company July 1993 - Present
Skills
Strategic Planning, Financial Analysis, Management, Financial Reporting, Marketing Strategy, Marketing, New Business Development, Commercial Lending, Leadership, Microsoft Office, Process Improvement, Sales, Budgets, Customer Service, Real Estate, Contract Negotiation, Business Strategy
Education
Catawba College
First Citizens Bank & Trust Company July 1993 - Present
Skills
Strategic Planning, Financial Analysis, Management, Financial Reporting, Marketing Strategy, Marketing, New Business Development, Commercial Lending, Leadership, Microsoft Office, Process Improvement, Sales, Budgets, Customer Service, Real Estate, Contract Negotiation, Business Strategy
Education
Catawba College
Overa McRae-Reid's First-Citizens Bank & Trust Company Experience January 1996 - January 1999
Job Bankruptcy Manager 2 at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage December 2010 - Present
BARCLAYS CAPITAL / HOMEQ April 2002 - October 2010
BARCLAYS CAPITAL / HOMEQ January 1999 - April 2002
FIRST CITIZENS BANK & TRUST COMPANY January 1996 - January 1999
FIRST CITIZENS BANK & TRUST COMPANY January 1995 - January 1996
MECHANICS AND FARMERS BANK January 1991 - January 1995
CENTURA BANK AND TRUST COMPANY January 1987 - January 1991
FIRST CITIZENS BANK AND TRUST COMPANY January 1986 - January 1987
Skills
Call Center, Mortgage Servicing, Employee Relations, Excel, Loans, Default, Credit, Customer Relations, Banking, Compliance, Problem Solving, Customer Satisfaction, Loss Mitigation, Operations Management, Bankruptcy, Coaching, Process Improvement, Customer Service, Team Building, Vendor Management, Mortgage, Team Leadership, Mentoring, Forecasting, Documentation, Policy, Credit Cards, Hiring, Accounting, Foreclosures, Sales Management, Microsoft Excel, Mortgage Lending, Software Documentation, Recruiting, Call Centers, Human Resources, Management, Access
Education
Fayetteville State University 1982 — 1987
BS, Business Adminstration/Management
Wells Fargo Home Mortgage December 2010 - Present
BARCLAYS CAPITAL / HOMEQ April 2002 - October 2010
BARCLAYS CAPITAL / HOMEQ January 1999 - April 2002
FIRST CITIZENS BANK & TRUST COMPANY January 1996 - January 1999
FIRST CITIZENS BANK & TRUST COMPANY January 1995 - January 1996
MECHANICS AND FARMERS BANK January 1991 - January 1995
CENTURA BANK AND TRUST COMPANY January 1987 - January 1991
FIRST CITIZENS BANK AND TRUST COMPANY January 1986 - January 1987
Skills
Call Center, Mortgage Servicing, Employee Relations, Excel, Loans, Default, Credit, Customer Relations, Banking, Compliance, Problem Solving, Customer Satisfaction, Loss Mitigation, Operations Management, Bankruptcy, Coaching, Process Improvement, Customer Service, Team Building, Vendor Management, Mortgage, Team Leadership, Mentoring, Forecasting, Documentation, Policy, Credit Cards, Hiring, Accounting, Foreclosures, Sales Management, Microsoft Excel, Mortgage Lending, Software Documentation, Recruiting, Call Centers, Human Resources, Management, Access
Education
Fayetteville State University 1982 — 1987
BS, Business Adminstration/Management
Chad Thornton Chad Thornton's First-Citizens Bank & Trust Company Experience January 2012 - February 2015
Job Attorney at The Thornton Law Firm
Industry Legal Services
Experience
First Citizens Bank & Trust Company January 2012 - February 2015
First Citizens Bank & Trust Company May 2011 - January 2012
Shedor Law Firm, PLLC July 2007 - May 2011
Moore & Alphin, PLLC April 2006 - May 2007
Investors Title Exchange Corporation February 2005 - April 2006
Shapiro & Ingle, L.L.P August 1998 - January 2005
King, Walker, Lambe & Crabtree, P.L.L.C February 1998 - May 1998
University of North Carolina July 1996 - August 1996
Office of Senator Lauch Faircloth June 1996 - June 1996
Timothy W. Howard May 1995 - August 1995
Skills
Bankruptcy, Courts, Legal Issues, Legal Documents, Real Estate, Wills, Commercial Real Estate, Foreclosures
Education
University of North Carolina at Chapel Hill
Bachelor of Science, Business Administration
University of North Carolina at Chapel Hill School of Law
Juris Doctor
First Citizens Bank & Trust Company January 2012 - February 2015
First Citizens Bank & Trust Company May 2011 - January 2012
Shedor Law Firm, PLLC July 2007 - May 2011
Moore & Alphin, PLLC April 2006 - May 2007
Investors Title Exchange Corporation February 2005 - April 2006
Shapiro & Ingle, L.L.P August 1998 - January 2005
King, Walker, Lambe & Crabtree, P.L.L.C February 1998 - May 1998
University of North Carolina July 1996 - August 1996
Office of Senator Lauch Faircloth June 1996 - June 1996
Timothy W. Howard May 1995 - August 1995
Skills
Bankruptcy, Courts, Legal Issues, Legal Documents, Real Estate, Wills, Commercial Real Estate, Foreclosures
Education
University of North Carolina at Chapel Hill
Bachelor of Science, Business Administration
University of North Carolina at Chapel Hill School of Law
Juris Doctor
Neal Awayan Neal Awayan's First-Citizens Bank & Trust Company Experience November 2009 - May 2011
Job Secondary Marketing Analyst/Accounting Associate at Envoy Mortgage
Industry Banking
Experience
Envoy Mortgage May 2011 - Present
First-Citizens Bank & Trust Company November 2009 - May 2011
Chase September 2008 - November 2009
Washington Mutual Bank October 2003 - September 2008
Skills
Loans, Mortgage Lending, Mortgage Banking, Credit, Commercial Lending, Banking, Credit Analysis, Financial Analysis, Residential Mortgages, FHA, Loan Origination, Financial Services, Portfolio Management, Finance
Education
University of Houston-Downtown
International Business
Envoy Mortgage May 2011 - Present
First-Citizens Bank & Trust Company November 2009 - May 2011
Chase September 2008 - November 2009
Washington Mutual Bank October 2003 - September 2008
Skills
Loans, Mortgage Lending, Mortgage Banking, Credit, Commercial Lending, Banking, Credit Analysis, Financial Analysis, Residential Mortgages, FHA, Loan Origination, Financial Services, Portfolio Management, Finance
Education
University of Houston-Downtown
International Business
Robert Meacomes Robert Meacomes's First-Citizens Bank & Trust Company Experience June 2011 - July 2012
Job Banker Commercial Lending and Credit Administration
Industry Banking
Experience
Florida Community Bank, N.A. February 2014 - August 2014
Great Florida Bank November 2012 - February 2014
First-Citizens Bank & Trust Company June 2011 - July 2012
First-Citizens Bank & Trust Company March 2010 - June 2011
Sun American Bank January 2002 - March 2010
PanAmerican Bank August 2000 - December 2001
Jefferson Bank March 1992 - August 1994
United National Bank August 1988 - May 1991
Florida National Bank February 1980 - August 1985
Skills
Financial Reporting
Education
University of North Carolina at Charlotte
Bachelor of Science (BS), Accounting
University of North Carolina at Charlotte
Bachelor of Arts (BA), Spanish Language and Literature
Florida Community Bank, N.A. February 2014 - August 2014
Great Florida Bank November 2012 - February 2014
First-Citizens Bank & Trust Company June 2011 - July 2012
First-Citizens Bank & Trust Company March 2010 - June 2011
Sun American Bank January 2002 - March 2010
PanAmerican Bank August 2000 - December 2001
Jefferson Bank March 1992 - August 1994
United National Bank August 1988 - May 1991
Florida National Bank February 1980 - August 1985
Skills
Financial Reporting
Education
University of North Carolina at Charlotte
Bachelor of Science (BS), Accounting
University of North Carolina at Charlotte
Bachelor of Arts (BA), Spanish Language and Literature
Caric Martin's First-Citizens Bank & Trust Company Experience October 2009 - August 2011
Job District Director, Congressman Barry Loudermilk
Industry Government Relations
Experience
Congressman Barry Loudermilk January 2015 - Present
Dogwood Golf Club November 2004 - January 2015
Danny W. Jett & Associates July 2013 - December 2014
Douglas County Bank/Hamilton State Bank September 2011 - May 2013
First Citizens Bank & Trust Company October 2009 - August 2011
Georgian Bank August 2000 - September 2009
Georgia State Bank/Community Bank & Trust, Mableton, Ga. September 1985 - July 2000
The National Bank of Georgia 1980 - 1985
Skills
Small Business Lending, Banking, Credit Analysis, Commercial Banking, Credit, Commercial Lending, Underwriting, Loans, Financial Analysis, Mortgage Lending, Consumer Lending, Customer Service, Deposits, Retail Banking, Sales, Financial Institutions, Cross Selling, Asset Based Lending, Sales Management, Finance, Refinance, Cash Management, Small Business, Investment Properties, Portfolio Management, Mortgage Banking, Treasury Management, Leadership, Real Estate, Risk Management, Lines Of Credit, Business Development, Strategic Financial..., Wealth Management, Credit Risk, Loan Origination, FHA, Residential Mortgages, Financial Services, Investments, Strategic Planning, Insurance, Accounting, Construction Loans, Financial Risk, Private Banking, Commercial Mortgages, Banking Relationships, Executive Management, Mergers & Acquisitions
Education
Graduate School of Banking at Louisiana State University
University of Georgia - Terry College of Business 1978 — 1980
MBA, Commercial Banking
University of Georgia 1976 — 1978
BBA, Accounting
KSU Continuing Ed
Congressman Barry Loudermilk January 2015 - Present
Dogwood Golf Club November 2004 - January 2015
Danny W. Jett & Associates July 2013 - December 2014
Douglas County Bank/Hamilton State Bank September 2011 - May 2013
First Citizens Bank & Trust Company October 2009 - August 2011
Georgian Bank August 2000 - September 2009
Georgia State Bank/Community Bank & Trust, Mableton, Ga. September 1985 - July 2000
The National Bank of Georgia 1980 - 1985
Skills
Small Business Lending, Banking, Credit Analysis, Commercial Banking, Credit, Commercial Lending, Underwriting, Loans, Financial Analysis, Mortgage Lending, Consumer Lending, Customer Service, Deposits, Retail Banking, Sales, Financial Institutions, Cross Selling, Asset Based Lending, Sales Management, Finance, Refinance, Cash Management, Small Business, Investment Properties, Portfolio Management, Mortgage Banking, Treasury Management, Leadership, Real Estate, Risk Management, Lines Of Credit, Business Development, Strategic Financial..., Wealth Management, Credit Risk, Loan Origination, FHA, Residential Mortgages, Financial Services, Investments, Strategic Planning, Insurance, Accounting, Construction Loans, Financial Risk, Private Banking, Commercial Mortgages, Banking Relationships, Executive Management, Mergers & Acquisitions
Education
Graduate School of Banking at Louisiana State University
University of Georgia - Terry College of Business 1978 — 1980
MBA, Commercial Banking
University of Georgia 1976 — 1978
BBA, Accounting
KSU Continuing Ed
Emily Martin's First-Citizens Bank & Trust Company Experience 2007 - 2010
Job Senior Director at Beautycounter www.emilymartin.beautycounter.com
Industry Health, Wellness and Fitness
Experience
Beautycounter January 2014 - Present
Homemaker 2010 - Present
First Citizens Bank & Trust Company 2007 - 2010
Monarch Bank - Private Client Group / Wealth Management 2005 - 2007
Wachovia Mortgage Corporation 2004 - 2005
Skills
Sales Management, Sales, Customer Service, Relationship Management, Team Building
Education
East Carolina University - College of Business 1999 — 2003
BS Business Administration, Marketing
Beautycounter January 2014 - Present
Homemaker 2010 - Present
First Citizens Bank & Trust Company 2007 - 2010
Monarch Bank - Private Client Group / Wealth Management 2005 - 2007
Wachovia Mortgage Corporation 2004 - 2005
Skills
Sales Management, Sales, Customer Service, Relationship Management, Team Building
Education
East Carolina University - College of Business 1999 — 2003
BS Business Administration, Marketing
Aniruddh Patel's First-Citizens Bank & Trust Company Experience November 2010 - Present
Job First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank & Trust Company November 2010 - Present
First Citizens Bank & Trust Company December 2008 - October 2010
Fist Citizens Bank & Trust Company November 2007 - November 2008
Marathon Key stop March 2007 - September 2007
First Citizens Bank December 2006 - February 2007
First Citizens Bank March 2006 - December 2006
BP Amoco Gas Station December 2005 - March 2006
ICICI Lombard General Insurance Company January 2003 - June 2003
Skills
Team Management, Management, Financial Analysis, Budgets, Project Planning, Analysis, Recruiting, Accounting, Coaching, Customer Satisfaction, Customer Service, Portfolio Management, Credit, Program Management, Sales, Banking, Microsoft Office, Project Management, Process Improvement
Education
Sardar Patel University 2003 — 2004
Post Graduate Diploma, Marketing Management
Sardar Patel University 2001 — 2003
MEC
Sardar Patel University
Masters of E, Commerce
Sardar Patel University
Bachelors of Commerce
First Citizens Bank & Trust Company November 2010 - Present
First Citizens Bank & Trust Company December 2008 - October 2010
Fist Citizens Bank & Trust Company November 2007 - November 2008
Marathon Key stop March 2007 - September 2007
First Citizens Bank December 2006 - February 2007
First Citizens Bank March 2006 - December 2006
BP Amoco Gas Station December 2005 - March 2006
ICICI Lombard General Insurance Company January 2003 - June 2003
Skills
Team Management, Management, Financial Analysis, Budgets, Project Planning, Analysis, Recruiting, Accounting, Coaching, Customer Satisfaction, Customer Service, Portfolio Management, Credit, Program Management, Sales, Banking, Microsoft Office, Project Management, Process Improvement
Education
Sardar Patel University 2003 — 2004
Post Graduate Diploma, Marketing Management
Sardar Patel University 2001 — 2003
MEC
Sardar Patel University
Masters of E, Commerce
Sardar Patel University
Bachelors of Commerce
David Overstreet's First-Citizens Bank & Trust Company Experience November 2009 - June 2012
Job Relationship Banker
Industry Banking
Experience
JPMorgan Chase Bank March 2015 - Present
AAA Auto Club South August 2013 - March 2015
Element Funding September 2012 - September 2013
First Citizens Bank & Trust Company November 2009 - June 2012
Urban Trust Bank June 2009 - November 2009
Bank of America August 2008 - April 2009
Bank of America June 2007 - August 2008
Skills
Mortgage Lending, Loans, Banking, Consumer Lending, Loan Origination, Mortgage Banking, Credit Analysis, Leadership, Commercial Lending, Commercial Banking, Customer Service, Mutual Funds, Branch Banking, Residential Mortgages, Construction Loans, Commercial Mortgages, Branch Management, Mortgage Underwriting, VA loans, Credit, Small Business Lending, Retail Banking, Financial Analysis, Risk Management, Underwriting, Investments, Refinance, Credit Risk, FHA, Cross Selling, Portfolio Management, Team Building, Finance, Property & Casualty...
Education
United States Army Aviation School 1981 — 1982
University of Mobile 1977 — 1981
Bachelor of Science (B.S.), Accounting/ Business
JPMorgan Chase Bank March 2015 - Present
AAA Auto Club South August 2013 - March 2015
Element Funding September 2012 - September 2013
First Citizens Bank & Trust Company November 2009 - June 2012
Urban Trust Bank June 2009 - November 2009
Bank of America August 2008 - April 2009
Bank of America June 2007 - August 2008
Skills
Mortgage Lending, Loans, Banking, Consumer Lending, Loan Origination, Mortgage Banking, Credit Analysis, Leadership, Commercial Lending, Commercial Banking, Customer Service, Mutual Funds, Branch Banking, Residential Mortgages, Construction Loans, Commercial Mortgages, Branch Management, Mortgage Underwriting, VA loans, Credit, Small Business Lending, Retail Banking, Financial Analysis, Risk Management, Underwriting, Investments, Refinance, Credit Risk, FHA, Cross Selling, Portfolio Management, Team Building, Finance, Property & Casualty...
Education
United States Army Aviation School 1981 — 1982
University of Mobile 1977 — 1981
Bachelor of Science (B.S.), Accounting/ Business
Candace Kintzele's First-Citizens Bank & Trust Company Experience May 2013 - Present
Job SBA Resolution Specialist at First Citizens Bank
Industry Banking
Experience
First-Citizens Bank & Trust Company May 2013 - Present
KeyBank January 1998 - April 2013
General Electric Company January 1994 - January 1997
Skills
Commercial Banking, Credit, Banking, Commercial Lending, Financial Analysis, Marketing Communications, Event Planning, Loans, Customer Service, Credit Analysis, Event Management, Marketing, Nonprofits, Portfolio Management, Project Management
Education
University of Colorado
Marketing
University of Colorado Boulder
Business, Marketing
American Institute of Banking
First-Citizens Bank & Trust Company May 2013 - Present
KeyBank January 1998 - April 2013
General Electric Company January 1994 - January 1997
Skills
Commercial Banking, Credit, Banking, Commercial Lending, Financial Analysis, Marketing Communications, Event Planning, Loans, Customer Service, Credit Analysis, Event Management, Marketing, Nonprofits, Portfolio Management, Project Management
Education
University of Colorado
Marketing
University of Colorado Boulder
Business, Marketing
American Institute of Banking
Curlings Tassie's First-Citizens Bank & Trust Company Experience August 2004 - Present
Job Supervisor Doc Services at FirstCitizens Bank & Trust Company
Industry Banking
Experience
First-Citizens Bank & Trust Company August 2004 - Present
First Citizens Bank 2004 - Present
Centura Bank January 1991 - August 2004
Skills
Banking, Loans, Credit, Customer Service, Risk Management, Microsoft Excel, Microsoft Office, Financial Analysis, Commercial Banking, Credit Analysis, Financial Risk, Investments, Portfolio Management, Finance, Mortgage Lending, Insurance, Leadership, Analysis
Education
Nash Community College
Wilson Community College
First-Citizens Bank & Trust Company August 2004 - Present
First Citizens Bank 2004 - Present
Centura Bank January 1991 - August 2004
Skills
Banking, Loans, Credit, Customer Service, Risk Management, Microsoft Excel, Microsoft Office, Financial Analysis, Commercial Banking, Credit Analysis, Financial Risk, Investments, Portfolio Management, Finance, Mortgage Lending, Insurance, Leadership, Analysis
Education
Nash Community College
Wilson Community College
Russ Sprehe's First-Citizens Bank & Trust Company Experience June 1986 - Present
Job Business Banking at First Citizens Bank & Trust Company
Industry Banking
Experience
First Citizens Bank & Trust Company June 1986 - Present
Dun and Bradstreet September 1981 - June 1986
Skills
Banking, Loans, Credit, Mortgage Lending, Commercial Lending, Credit Analysis, Commercial Banking, Small Business Lending, Consumer Lending, Retail Banking, Portfolio Management, Financial Analysis, Underwriting, Mortgage Banking, Loan Origination, Risk Management, Credit Risk
Education
University of North Carolina at Charlotte 1978 — 1980
Bachelor of Business Administration (B.B.A.), Economics
Belmont Abbey College 1976 — 1980
First Citizens Bank & Trust Company June 1986 - Present
Dun and Bradstreet September 1981 - June 1986
Skills
Banking, Loans, Credit, Mortgage Lending, Commercial Lending, Credit Analysis, Commercial Banking, Small Business Lending, Consumer Lending, Retail Banking, Portfolio Management, Financial Analysis, Underwriting, Mortgage Banking, Loan Origination, Risk Management, Credit Risk
Education
University of North Carolina at Charlotte 1978 — 1980
Bachelor of Business Administration (B.B.A.), Economics
Belmont Abbey College 1976 — 1980