First City National Bank of Houston
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First City National Bank of Houston Employees
Raymond James March 1997 - Present
L.A. Bernard & Associates 1991 - 1997
Thompson & Knight LLP 1986 - 1991
First City National Bank of Houston 1978 - 1986
Skills
Investments, Portfolio Management, Securities, Financial Advisory, Wealth Management, Investment Strategies, Private Equity, Alternative Investments, Risk Management, Finance, Financial Services, Management
Education
University of Houston Law Center 1985 — 1987
Doctor of Law (JD)
South Texas College of Law 1984 — 1985
University of Pennsylvania 1974 — 1978
Bachelor of Arts (BA), Political Science and Government
St. John's School 1962 — 1974
Merrill Lynch 2008 - Present
Gary L. Recer, CPA June 1989 - January 2008
First City National Bank - Westheimer Plaza April 1987 - June 1989
First City National Bank of Houston February 1984 - March 1987
Skills
Accounting, Banking, Business Development, Business Strategy, Contract Negotiation, Corporate Finance, Credit, Customer Service, Finance, Financial Analysis, Financial Modeling, Fixed Annuities, Investment Properties, Investments, Management, Managerial Finance, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, Project Management, PowerPoint, Public Speaking, Real Estate, Research, Risk Management, Sales, Sales Management, Series 7, Strategic Financial..., Team Building
Education
Southern Methodist University
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
University of Houston
Master of Science in Accountancy, Accountancy
University of North Texas
Bachelor of Business Administration (BBA), Finance, General
Sterling Associates 2006 - Present
Chemical Bank - Dallas/Texas Commerce Bank - Dallas 1988 - 1989
First City National Bank of Houston 1984 - 1988
Andrews Kurth LLP 1982 - 1984
Skills
Non-profits, Strategic Planning, Annual Giving, Fundraising, Board Development, Event Planning, Event Management, Marketing Communications, Philanthropy, Community Outreach, Public Speaking, Project Management, Research, Budgets, Public Relations, Volunteer Management, Grants, Grant Writing, Leadership, Nonprofits, Community Development, Proposal Writing, Management Consulting
Education
Hollins University 1978 — 1982
BA, Political Science and French
The Kinkaid School 1970 — 1978
NYLIFE Securities LLC September 2012 - Present
New York Life Insurance Company December 2011 - Present
Consultant February 2008 - July 2011
Calyon Corporate and Investment Bank 2001 - 2008
Banc of America Securities 1992 - 2001
First Chicago (now JPMorgan Chase) 1990 - 1992
Scotiabank 1985 - 1990
First City National Bank of Houston 1982 - 1985
Skills
Retirement Planning, Retirement, Investments, Life Insurance, Financial Planning, Mutual Funds, Investment Strategies, IRAs, Long Term Care Insurance, Wealth Management, Financial Services, Insurance, Fixed Annuities, Variable Annuities, Finance, Securities, Series 63, Asset Allocation, Equities, Bonds, Capital Markets, Financial Analysis, Risk Management
Education
University of Denver 1980 — 1981
BSBA, Finance and Marketing
CORDA Investment Management May 2010 - Present
Strake Jesuit Art Museum 2002 - 2008
St Francis Epsicopal School 2002 - 2004
First City National Bank of Houston 1981 - 1988
Skills
Report Writing, Project Planning, Transition Planning, Financial Analysis, Project Implementation, Analysis, Editing, Art History, Finance, Business Development, Leadership, Management, Risk Management
Education
Thunderbird School of Global Management 1980 — 1981
MBA, International Finance
Texas Tech University 1975 — 1978
BA, French
Big Spring High
Cavanal Hill Investment Management June 2010 - Present
Moody's Investors Service January 1999 - June 2010
Governmental Accounting Standards Board (GASB) 2003 - 2008
Federal Home Loan Bank of Dallas June 1993 - December 1998
Price Waterhouse (now FTI Consulting) June 1991 - June 1993
First City National Bank of Houston January 1986 - August 1989
Skills
Bonds, Fixed Income, Public Finance, Credit Analysis, Portfolio Management, Municipal Bonds, Capital Markets, Investments, Ratings, Financial Analysis, Asset Managment, Fixed Income Analysis, Credit, Valuation, Financial Modeling, Structured Finance, Equities, Credit Risk, Securities, Securitization, Loans, Financial Structuring, Hedge Funds, Finance, Analysis, Asset Management
Education
Jones Graduate School of Business, Rice University 1989 — 1991
MBA, Accounting
Baylor University - Hankamer School of Business 1981 — 1985
BBA, Finance
Raymond James July 2005 - Present
Legg Mason January 2000 - July 2005
Merrill. Lynch January 1992 - December 2000
First City National Bank of Houston January 1974 - October 1991
Skills
Wealth Management..., Finance, Management, Financial Services, Project Planning, Financial Analysis, Tax, Commercial Lending, Corporate Finance, Credit Analysis, Risk Management, Financial Structuring, Commercial Banking
Education
The University of Texas at Austin 1968 — 1972
BBA, Finance/Marketing
Thunderbird School of Global Management 1972 — 1973
MIM, International Management
Culver Military Academy 1964 — 1968
Southern Methodist University 1985 — 1988
Southwestern Graduate School of Banking, Banking
Doug Mayberry Real Estate 2009 - Present
Keith Bland Fine Art August 1990 - Present
SC Advisors August 2005 - May 2010
Matthews & Wright, NYC 1989 - 1990
Boyle Investment Co.; Memphis 1987 - 1989
First City National Bank of Houston 1983 - 1986
Skills
Real Estate, Commercial Real Estate, Painting, Contemporary Art, Visual Arts, Portraits, Real Estate Development, Portrait Photography, Brokerage, Investment Properties, Marketing, Investments, Strategic Planning, Sellers, Private Equity
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1986 — 1987
MS; Real Estate Development, Commercial Real Estate Finance; Preservation; American Architecture
Baylor University 1977 — 1981
BBA, Finance
Mizuho Bank August 2012 - June 2015
GS Energy Advisors August 2011 - August 2012
Trenegy Incorporated October 2010 - June 2011
Deloitte & Touche October 2000 - September 2010
Harris Webb & Garrison 1998 - 2000
First Seismic Company 1997 - 1998
Allied Bank/First Interstate Bank 1983 - 1997
First City National Bank of Houston 1973 - 1983
Bankers Trust Company, New York 1970 - 1973
Skills
Business Strategy, Corporate Finance, Due Diligence, Energy, Energy Industry, Finance, Financial Analysis, Financial Modeling, Gas, Investment Banking, Loans, Management, Management Consulting, Mergers, Natural Gas, Petroleum, Private Equity, Risk Management, Valuation
Education
Texas Christian University 1964 — 1970
BS/MBA, Geology, Finance
Visiting Angels Living Assistance Services April 2012 - Present
Hollingsworth Consulting July 2011 - November 2011
Radio Shack August 2010 - June 2011
Hollingsworth Consulting June 2009 - August 2010
Glamour Shots January 2007 - January 2008
House of Frames / Starcrest Moulding 1999 - 2006
House of Frames / Starcrest Mounlding 1988 - 1999
First City National Bank of Houston 1983 - 1988
Skills
Sales Management, Negotiation, Merchandising, Event Planning, Customer Service, Retail, Strategic Planning, Customer Relations, New Business Development
Education
Baylor University - Hankamer School of Business 1977 — 1983
MBA, Marketing Management
Everman High School
Comerica Bank August 1995 - Present
NationsBank 1984 - 1995
First City National Bank of Houston January 1981 - August 1984
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Credit Analysis, Middle Market, Loans, Banking, Cash Flow Lending, Credit, Asset Based Lending, C&I, Retail Banking, Lines Of Credit, Credit Risk, Consumer Lending, Portfolio Management, Commercial Mortgages
Education
The University of Texas at Austin 1976 — 1980
BBA and MBA, Finance and Marketing
College of the Mainland 1975 — 1976
Associate of Arts (A.A.)
Episcopal Diocese of Arkansas 2007 - Present
First City National Bank of Houston 1979 - 1987
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Palladium December 2013 - Present
Abt Associates April 2013 - December 2013
PRB August 2007 - April 2013
Futures Group October 2003 - August 2007
Institute for Reproductive Health at Georgetown University October 2000 - October 2003
First City National Bank of Houston January 1981 - June 1983
Skills
International..., Reproductive Health, Qualitative Research, Global Health, NGOs, Proposal Writing, Public Health, Policy Analysis, Program Evaluation, Strategic Planning, Capacity Building, Technical Assistance, Data Analysis, International Health, Grants, Survey Research, Public Policy
Education
Washington Theological Union 1992 — 1997
MA
Harvard T.H. Chan School of Public Health 1985 — 1990
ScD, Population
University of Buenos Aires 1983 — 1984
salud publica
The University of Texas at Austin 1976 — 1980
BA, BBA, Spanish, marketing
Strake Jesuit 1971 — 1976
New York Life Insurance Company May 2014 - Present
Rancho Cucamonga Public Library February 2008 - Present
eviCore healthcare formally CareCore National August 2007 - April 2014
United Health Care June 2003 - August 2007
CIGNA August 2001 - June 2003
PacifiCare Health Systems June 1990 - August 2001
Xerox corporation 1988 - 1990
3M 1985 - 1987
First City National Bank of Houston June 1981 - May 1985
Skills
Leadership, Account Management, Strategy, Strategic Planning, Sales, Management, Training, Insurance, Customer Service, Marketing, Team Building, Process Improvement, Sales Operations, CRM, Whole Life Insurance, New Business Development, Life Insurance, Life insurance..., Licensed Life & Health..., Term Life Insurance, Customer Retention, Retirement Planning, Relationship Management, Protection..., Permanent Life Insurance, Networking, Multi Generational..., Lifetime Income..., LGBT Planning, Legacy Planning, Business Development, Asset Protection, Annuity Sales, Estate Planning, Grandchild Gifting, Key Person Insurance, IRA Rollovers, Multi-tasking Skills, Healthcare, Business Networking, Public Speaking, Whole Life
Education
Fisk University
Bachelor of Science (BS), Business/Managerial Economics
Notre Dame High School San Jose, California
HS Diploma
Baylor University 2004 - Present
Houston Treasury Management Association 1990 - 2004
Cooper Industries Ltd. 1985 - 2004
Union Texas Petroleum 1984 - 1985
First City National Bank of Houston 1978 - 1984
First City National Bank 1977 - 1984
Skills
Credit, Financial Analysis, Treasury Management, Commercial Banking, Finance, Financial Modeling, Corporate Finance, Risk Management, Management, Trading, Valuation, Treasury, Mergers & Acquisitions, Investments, Portfolio Management
Education
Baylor University - Hankamer School of Business 1976 — 1977
MIM, Finance
Baylor University 1972 — 1976
BA, Foreign Service
Seinan Gakuin University 1974 — 1975
Certificate, Japan Studies
Wells Fargo Bank, N.A. June 2002 - Present
JPMorgan Chase February 1993 - June 2002
First City National Bank of Houston December 1979 - February 1993
Skills
Nonprofits, Relationship Management, Retirement, Credit, Employee Benefits, Investments, Banking, Accounting, Leases, Financial Services, Loans, Portfolio Management, Financial Analysis, Management, Negotiation, Wealth Management, Mutual Funds, Retirement Planning, Risk Management, Finance
Education
University of Houston-Downtown 1992 — 1997
Bachelor of Business Administration, Accounting
Wall Street Firms 1971 - 2011
First City National Bank of Houston January 1973 - August 1987
Skills
Logical, rational,..., Microsoft Office, Customer Service, Microsoft Excel
Education
The University of Texas at Arlington 1967 — 1973
Bachelor's degree, Economics, Dean's List
Marsh & McLennan Agency LLC August 2001 - Present
Northwest Bank 1990 - 1994
J. Ronald Tucker & Associates 1989 - 1990
First City National Bank of Houston 1980 - 1989
Skills
Spreadsheets, PowerPoint, Microsoft Word, Microsoft Office, Human Resources, Spreedsheets, Customer Service, Data entry, Time Management, Training
Education
Houston Community College 1993 — 1996
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Southern Baptists of Texas Foundation March 2014 - Present
Walnut Ridge Baptist Church March 2011 - March 2014
Tate Springs Baptist Church November 2001 - March 2011
First City National Bank of Houston 1984 - 1992
First City National Bank of Houston 1984 - 1992
Skills
Leadership Development, Public Speaking
Education
Southwestern Baptist Theological Seminary 1997 — 1999
Master's Degree, MDIV-Biblical Languages
Texas A&M University 1980 — 1984
Bachelor of Business Administration (BBA), Accounting and Finance
Home Based Office 2010 - Present
BMC Software Inc. 1988 - 2010
First City National Bank of Houston 1983 - 1988
American General Life Companies is now part of the AIG Family! 1966 - 1983
American National Insurance 1963 - 1966
Education
LOMA (Life Office Management Association) 1964 — 1973
FLMI® Fellow, Life Management Institute™, Life insurance office management with a specialty in data processing
University of Houston 1960 — 1963
Bachelor's Degree, General Business, Economics and Finance, Graduated Magna Cum Laude