First Fidelity Bank
This is about a banking company in Oklahoma City. First Fidelity Bank is an American retail bank and financial services corporation which was chartered in Oklahoma in 1920. The bank is a subsidiary of First Fidelity Bancorp, which was founded in 1982. Headquarters: Oklahoma City, Oklahoma, United States Founded: 1920 Total assets: 1.4 billion USD (2014) Parent organization: First Fidelity Bancorp, Inc.
First Fidelity Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First Fidelity Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
First Fidelity Bank Salaries. You can even request information on how much does First Fidelity Bank pay if you want to. Learn about salaries, pros and cons of working for First Fidelity Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
404 First Fidelity Bank employees in database. Find out everything there's to know about First Fidelity Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
First Fidelity Bank Employees
Arvest Bank September 2013 - Present
JPMorgan Chase January 2013 - September 2013
First Fidelity Bank January 2007 - January 2013
Midwest Housing Equity Group, Inc November 2006 - November 2007
Chase Manhattan Corporation January 2003 - November 2006
Bank of America January 1989 - January 2003
Allied Bank 1983 - 1989
Skills
Banking, Credit, Loans, Refinance, Commercial Lending, Credit Analysis, Mortgage Banking, Management, Construction Loans, Risk Management, Investments, Consumer Lending, Business Development, Small Business Lending, Lines Of Credit, Mortgage Lending, Relationship Management, Portfolio Management, FHA, Financial Analysis, Loan Origination, Commercial Banking, Leadership, Retail Banking, Finance
Education
University of Oklahoma
Music Education
TNBank December 2013 - Present
Oak Ridge Utility District September 2001 - December 2013
Sun-Trust Bank April 1996 - February 2001
K-25 Federal Credit Union April 1992 - April 1996
First Fidelity Bank October 1989 - April 1992
Skills
Human Capital Mangement, Maketing and..., New Business Development, Budgeting, Forecasting, Customer Relations, Team Building, Strategic Planning, Communication, Budgets, Customer Service, Marketing, Management, Human Capital, Program Management, Operations Management, Business Development, Marketing Strategy, Process Improvement, Proposal Writing, Contract Negotiation, Contract Management, Project Management, Public Relations, Recruiting, Training, Procurement, Event Planning, Policy, Public Speaking, Sales, Sales Management, Marketing Communications, Business Strategy, Team Leadership, Project Planning, Market Research, Analysis, Start-ups, CRM, Strategy, Negotiation, Business Planning, Leadership Development, Organizational..., Entrepreneurship, Time Management, Government, Change Management, Energy
Education
Tusculum College 2007 — 2009
Bachelor of Science, Business; Marketing
Tennessee Technological University 1979 — 1980
BSOM - Marketing Concentration, Business and Marketing
HoganTaylor LLP January 2013 - Present
Various churches and musicians October 2004 - Present
HoganTaylor LLP July 2011 - December 2012
HoganTaylor LLP June 2010 - June 2011
First Fidelity Bank July 2005 - December 2008
Skills
GAAP, US GAAP, External Audit, Internal Controls, Assurance, Auditing, Accounting, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Financial Statements, Microsoft Excel, Drums, Golf, SEC filings, Financial Analysis, General Ledger, Account Reconciliation, Banking, Variance Analysis, Microsoft Office, Financial Audits, Accounting Research, Analysis, Bank Reconciliation, Financial Statement..., Sarbanes-Oxley
Education
University of Oklahoma 2005 — 2010
Bachelor of Business Administration (BBA), Accounting
Communication Federal Credit Union February 2010 - Present
First Fidelity Bank August 2008 - February 2010
JPMorgan Chase August 2005 - August 2008
Skills
Loans, Banking, Credit, Mortgage Lending, Consumer Lending, Small Business Lending, Commercial Banking, Commercial Lending, Loan Origination, Underwriting, Retail Banking, Mortgage Banking, Customer Service, FHA, Portfolio Management, Financial Analysis, Refinance, Microsoft Excel, Credit Analysis, Residential Mortgages, Leadership, Branch Banking, Branch Management, Deposits, Cross Selling, Lines Of Credit, Credit Unions, Management, SBA, Home Equity Lines of..., Credit Cards, Home Equity Loans, Risk Management, Commercial Mortgages
Education
University of Central Oklahoma
Organizational Leadership, Business Administration and Management, General
Cantor Fitzgerald November 2013 - Present
JMP Securities May 2007 - September 2013
Etrade March 2006 - April 2007
Susquehanna International Group May 2004 - February 2006
Charles Schwab 2002 - 2004
NDB Capital Markets August 1996 - March 2002
Cantor Fitzgerald July 1995 - July 1996
First Fidelity Bank April 1993 - June 1995
American Stock Exchange September 1989 - March 1993
Skills
Series 63, Series 24, Series 7, Trading, Bloomberg, Equity Trading, Hedge Funds, Electronic Trading, Investment Sales, Equities, Trading Systems, Securities, Capital Markets, Options, FINRA, Financial Markets, Fixed Income, Investments
Education
University of Delaware 1985 — 1989
rhs
Bank SNB May 2014 - Present
IBC Bank July 2012 - May 2014
New York Life Insurance Company April 2011 - July 2012
First Fidelity Bank December 2007 - April 2011
Skills
Credit Analysis, Commercial Lending, Loan Origination, Credit Risk, Management, Banking, Investments, Investment Banking, Series 6, Series 63, Consumer Lending, Mortgage Lending, Personal Banking, Small Business Lending, Refinance, Employee Training, Underwriting, Financial Services, Financial Analysis
Education
University of Central Oklahoma 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
OneMain Financial November 2013 - Present
CitiFinancial December 2009 - October 2013
CitiFinancial May 2007 - December 2009
CitiFinancial February 2004 - May 2007
CitiFinancial May 2001 - February 2004
Invitrogen September 2000 - May 2001
Affiliated Computer Services March 1999 - September 2000
First Union March 1998 - March 1999
First Union December 1995 - March 1998
First Fidelity Bank July 1994 - December 1995
Education
University of North Carolina at Charlotte 1996 — 1998
MBA
University of Richmond - Robins School of Business 1988 — 1992
BS in Business Administration, Finance & Marketing
First Fidelity Bank September 2011 - Present
Skills
Customer Service, Cross Selling, Problem Solving
Education
University of Central Oklahoma 2011 — 2014
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Platinum Realty Austin September 2012 - Present
Presidio Group Realtors July 2009 - September 2012
Wachovia April 2006 - July 2008
JPMorgan Chase 2002 - 2006
First Fidelity Bank 1995 - 2002
Skills
Real Estate, Real Estate Transactions, Residential Homes, Property, Negotiation, Sales, Mortgage Lending, Selling, Home Staging, Rentals, Real Property, New Homes, House, Investors, Foreclosures, Investment Properties, Referrals, Contract Negotiation, Sellers, Marketing, Commercial Real Estate, Seniors, Customer Service, Single Family Homes, Social Media, Property Management, REO, Real Estate License, Entrepreneurship, First Time Home Buyers, Relocation, New Home Sales, Short Sales, Real Estate Development, Negotiating Contracts, Condos, Buyer Representation, Listings, FHA, Real Estate Financing, Vintage Homes, Modern Homes, Green Building, Architecture, Luxury Homes, Luxury, Management, Buyers, Investments, Townhomes
Education
University of Oklahoma 2005 — 2007
Bachelors, History
University of Oklahoma 1998 — 2001
Masters, Human Relations
First Fidelity Bank March 2010 - Present
Clearent October 2012 - October 2014
Bank of Arizona October 2011 - October 2012
Irwin Union Bank 2006 - 2008
BankUSA October 2005 - July 2006
1st National Bank of Arizona 2004 - 2005
Wells Fargo Home Mortgage 2002 - 2004
M&I Bank August 1999 - June 2002
Mark Twain Bank August 1995 - August 1997
Skills
Loans, Commercial Lending, Banking, Small Business Lending, Mortgage Lending, Credit, Commercial Banking, Loan Origination, Real Estate, CRM, FHA, Sales Management, Sales, Merchant Services, Business Strategy, Business Development, Building Relationships, Relationship Management, Customer Service, Financial Services, New Business Development, Marketing, Customer Satisfaction, Small Business, Credit Analysis, Lines Of Credit, Portfolio Management, Process Improvement, Finance, Credit Cards, Risk Management, Management, Mortgage Banking, Leadership
Education
Southern Illinois University, Edwardsville 1992 — 1996
Bachelors of Science
University of Missouri- St Louis 1990 — 1991
Normandy High School 1988 — 1991
General Studies
The Provident Bank May 2012 - Present
Wachovia Bank/Wells Fargo January 2000 - January 2010
First Fidelity Bank January 1991 - January 2000
City Federal Savings January 1990 - January 1991
City Federal Savings Bank January 1975 - January 1991
Education
Roselle Park High School
Union County College
Liberal Arts
First Fidelity Bank September 2010 - Present
SunBank September 2007 - July 2010
Skills
Loans, Commercial Lending, Commercial Banking, Real Estate Lending, Working Capital..., Underwriting, Strategic Planning, Credit Analysis, Risk Management, Remote Deposit Capture, Real Estate, Credit, SBA, Portfolio Management, New Business Development, Investments, Retail Banking, Merchant Services, Lines Of Credit, Relationship Management, Mortgage Lending, Banking, Business Development, Finance, Small Business Lending, Wealth Management, Insurance, Mortgage Banking, Sales, Financial Analysis, Financial Services, Consumer Lending, Loan Origination, Sales Management, Cash Management
Education
University of Arizona
BS from Eller College of Management, General Business
Salt Lake City Police Department October 2012 - Present
Rane Designs June 2005 - Present
Tag and Company February 2011 - October 2012
Tate Publishing February 2008 - December 2010
Century Martial Arts April 2006 - February 2008
First Fidelity Bank September 2002 - April 2006
Skills
Typography, Graphic Design, Mac, Catalogs, InDesign, Illustrator, Layout, Logo Design, Illustration, Business Cards, Image Manipulation, Magazines, Posters, Creative Direction, Adobe Acrobat, Books, Graphics, Flyers, Branding & Identity, Brochures, Web Design, Packaging, Adobe Creative Suite, Vector Illustration, Invitations, Photoshop, Advertising, Publishing
Education
University of Central Oklahoma 2002 — 2005
BFA, Advertising, Graphic Design
Oklahoma City Community College 2000 — 2002
AA, Graphic Arts
NewBridge Services, Inc. August 2014 - April 2015
Lake Drive School for Deaf and Hard of Hearing September 2013 - April 2014
Outdoor Lighting Perspectives May 2008 - August 2013
Kinnelon Board of Education April 2007 - April 2010
First Fidelity Bank January 1992 - December 1993
Poskanzer Tulp Company January 1985 - November 1990
Skills
Excel, Quickbooks, Real Estate, Microsoft Office, Word, Outlook, QuickBooks, Microsoft Excel, Microsoft Word, Marketing, Accounts Payable, Contract Negotiation, Banking, Strategic Planning, Purchasing, Social Media, Customer Service, Team Building, Finance, Public Speaking, Leadership, Management, New Business Development, Customer Satisfaction, Social Services, Coaching, Budgets
Education
Kean University 2013 — 2015
Master’s Degree, Social Work
University of Miami - School of Business 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Teaneck High School 1975 — 1979
Lenders Service Inc September 1999 - March 2003
WestPac Banking Corporation March 1997 - June 1998
First Fidelity Bank January 1991 - January 1997
City Federal Savings Bank 1986 - 1990
American Savings and Loan Assc 1981 - 1985
Central Federal Savings and Loan Association 1967 - 1981
US Navy 1964 - 1967
Skills
Banking, Loans, Credit, Strategic Planning, Commercial Banking, Risk Management, Commercial Lending, Business Strategy, Financial Analysis, Mergers, Mortgage Lending, Portfolio Management
Education
Stanford University 1959 — 1963
Bachelor of Arts, Biology
BancFirst September 2015 - Present
BancFirst October 2014 - August 2015
McDermott Electric August 2014 - October 2014
First Fidelity Bank October 2012 - July 2014
Chesapeake Energy September 2011 - September 2012
Penmark Resources May 2010 - July 2010
University of Oklahoma Athletic Department December 2006 - August 2007
Hendricks Consulting May 2006 - August 2006
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Leadership
Education
University of Oklahoma - Price College of Business 2008 — 2011
Bachelor of Business Administration, Finance
University of Oklahoma
Health and Exercise Science
First Fidelity Bank November 2014 - August 2015
Dillards March 2014 - September 2014
Love's Travel Stops & Country Stores November 2013 - January 2014
Skills
Teamwork, Team Leadership, Event Planning, Public Speaking, Strategic Communications, Customer Service, Microsoft Office, Sales, Written Skills, Group Presentations, Team Oriented, Team Spirit, Volunteer Coordination, Project Coordination, Event Organizer, Organizational..., Organizational..., Organizational..., Community Involvement, Time Management, Enjoy Working with..., Leases, Building Relationships, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Communication, Customer Satisfaction, Retail, Critical Thinking, Fundraising, Outlook, Telephone Skills, Banking, Data Entry, Customer Experience, Cash Handling, People Skills, Cashiering, Access, Retail Sales, Facebook, Team Building, Teller Operations, CRM, Invoicing, Nonprofits
Education
University of Oklahoma 2008 — 2012
Bachelor of Arts, Communication
Putnam City North High School 2002 — 2006
High School Diploma
Helping Hands Day Care April 2008 - Present
New Jersey Housing Mortgage Finance Agency February 2013 - January 2015
PHH Mortgage August 2010 - March 2011
Bankers Mortgages Corp. December 2008 - March 2009
Sovereign Bank June 2006 - September 2007
First Fidelity Bank
Skills
Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Management, Training, Finance, Analysis, Social Media, Public Speaking, Mortgage Lending, Strategic Planning, PowerPoint, Entrepreneurship, Human Resources, Customer Service, CRM, Sales Management
Education
DeVry University 2010 — 2016
BS, Technical Businesss Management
University of Phoenix 2009 — 2010
Transfer Student, Finance, General
First Fidelity Bank March 2015 - Present
Williams-Sonoma, Inc. May 2014 - March 2015
First Fidelity Bank May 2012 - May 2014
Love's Travel Stops October 2010 - February 2012
Skills
Relationship Management, Customer Service, Sales, Microsoft Excel, Corporate Recruiting, Employee Training, Employee Relations, Unemployment Claims, Screening Resumes, New Hire Orientations, Recruiting, Onboarding, Hiring, HR Policies, Talent Acquisition, Sourcing, Job Fairs, I-9 Compliance, Hiring Practices, Business Development, Credit, Human Resources, Management, Training
Education
University of Central Oklahoma
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Bank of Oklahoma November 2012 - Present
Arvest Asset Management September 2001 - November 2012
Arvest Bank August 2000 - September 2001
First Fidelity Bank June 1995 - July 2000
Skills
Financial Analysis, Banking, Estate Planning, Loans, Credit Analysis, Credit, Strategic Planning, Commercial Banking, Life Insurance, Mortgage Lending, Retail Banking, Accounting, Commercial Lending, Microsoft Excel, Internal Controls
Education
University of Oklahoma - Price College of Business 1996 — 2001
BBA, Finance
Moore High School 1994 — 1996
Validictorian
Wells Fargo Insurance Services 2014 - Present
Wells Fargo Bank 2009 - 2014
Wachovia Bank, NA 2008 - 2009
ABN AMRO Bank N.V. 1999 - 2008
ABN AMRO Bank N.V. 1996 - 1999
ABN AMRO 1991 - 1996
First Fidelity Bank 1989 - 1991
Skills
Banking, Commercial Banking, Portfolio Management, Credit Analysis, Capital Markets, Structured Finance, Loans, Credit, Investment Banking, Fixed Income, Credit Risk, Financial Risk, Finance, Risk Management, Treasury Management, Investments, Financial Structuring, Wealth Management, Insurance, Commercial Insurance, Property & Casualty...
Education
The College of William and Mary - The Mason School of Business 1988 — 1989
MBA Master of Business Administration, Finance & Statistics
The College of William and Mary 1983 — 1987
BA Bachelor of Arts, Economics
The Weiss Group, Inc. April 2013 - Present
The Weiss Group, Inc. May 2007 - April 2013
The Weiss Group, Inc. November 2005 - April 2007
The Weiss Group, Inc. September 2003 - October 2005
The Weiss Group, Inc. February 2001 - August 2003
SASI February 2000 - November 2000
SASI May 1997 - January 2000
First Fidelity Bank 1993 - 1997
Skills
MSSQL Server 2000-2008, MSSQL DBA, SharePoint..., Team Foundation Systems..., Visual Basic, VB.NET, Visual FoxPro, Microsoft SQL Server, TFS, Database Admin, ASP, FoxPro, SQL, ASP.NET, Database Design, Disaster Recovery, T-SQL, Database Administration, .NET, Visual Studio, T-SQL Stored Procedures, XML, Web Services, SSRS, SSIS, Windows, Databases, SharePoint, Software Development, Software Design, IIS, Integration, HTML
Education
Temple University 1989 — 1990
City National Bank April 2015 - August 2015
Arizona Bank & Trust July 2013 - April 2015
First Fidelity Bank October 2010 - July 2013
Home National Bank June 2006 - October 2010
Home National Bank June 2005 - June 2006
Northwestern Mutual June 2004 - January 2005
Skills
Credit Analysis, Financial Analysis, Commercial Lending, Cash Management, Banking, Financial Services, Management, New Business Development, Marketing, Sales Management, Leadership, Sales Process, Finance, Business Development, CRM, Retail, Branch Banking, Loans, Mortgage Lending, Portfolio Management, Credit, Sales, Small Business Lending, Commercial Banking, Loan Origination, Retail Banking, Treasury Management, Customer Service, Investments, Cross Selling, Consumer Lending, Relationship Management, Credit Cards
Education
University of Arizona 2001 — 2005
Bachelor's Degree, Economics
La Costa Canyon High School 1998 — 2001
First Fidelity Bank November 2011 - Present
MidFirst Bank January 2005 - November 2011
Ruse Winery September 1999 - July 2002
Skills
Commercial Lending, Credit, Credit Analysis, Credit Risk, Loans, Executive Reporting, Data Research, Project Management, Data Analysis, Analytical Chemistry, Quality Management, ISO 2000, Small Business Lending, Banking, Financial Analysis, Finance
Education
University of Oklahoma - Price College of Business 2002 — 2004
MBA
Sofia University St. Kliment Ohridski 1989 — 1994
Master of Science (M.S.), Chemistry
Wells Fargo Advisors, LLC December 2008 - Present
Sager Financial Group of Wells Fargo Advisors, LLC September 2005 - December 2008
Morgan Stanley September 2001 - August 2005
First Fidelity Bank June 1998 - August 2001
Education
University of Oklahoma - Price College of Business 1997 — 2001
BBA, Finance
University of Pennsylvania - The Wharton School 2013 — 2013
IMCA Certified Investment Management Analyst Program
First Fidelity Bank August 2003 - Present
Skills
Loans, Banking, Commercial Banking, Credit, Credit Analysis, Small Business Lending, Commercial Lending, Underwriting, Marketing, Consumer Lending, Strategic Planning, Event Planning, Public Relations, Financial Analysis, Loan Origination, Investments, Portfolio Management, Cross Selling, Retail Banking, Credit Risk, Cash Management
Education
University of Oklahoma 1999 — 2001
Master’s Degree, Human Relations
University of Oklahoma 1991 — 1995
Bachelor’s Degree, Undergraduate in Industrial Psychology
Citibank February 2015 - Present
Citibank October 2010 - August 2014
P & G Associates June 2010 - October 2010
Citibank August 2002 - September 2008
Prudential Insurance 1999 - 2002
Prudential Insurance 1998 - 1999
Prudential Insurance 1996 - 1998
First Fidelity Bank 1994 - 1996
First Fidelity Bank 1992 - 1994
First Fidelity Bank 1984 - 1992
Skills
Internal Audit, Financial Risk, Internal Controls, Accounting, Operational Risk..., Data Privacy, Fraud Investigations, Operational Risk, Fraud, Auditing, Risk Management, Banking, Leadership, Credit, Management, Cash Management, AML, Mergers & Acquisitions, Enterprise Risk..., Financial Services, Managerial Finance, Credit Risk, Finance, Sarbanes-Oxley Act, Insurance, KYC, Financial Analysis, IT Audit, Due Diligence, Securities, Loans, Credit Analysis, Budgets, Risk Assessment, Corporate Finance, Corporate Governance, Governance, Program Management, Commercial Banking, Financial Institutions, Business Continuity, Investment Banking, Treasury Management, Private Banking, Portfolio Management, Anti Money Laundering
Education
Fairleigh Dickinson University-Metropolitan Campus 1979 — 1982
BS, Accounting
Union County College 1977 — 1979
Associate, Business
A&D Supply January 2015 - Present
Cedar Creek Lumber May 2000 - December 2014
First Fidelity Bank May 1999 - May 2000
Republic Bank of Norman 1995 - May 1999
Sears, Roebuck and Co. 1990 - 1997
Skills
Forecasting, Income Statement, Budgets
Education
City College 1993 — 1994
Certificate in Accounting, Accounting
University of Oklahoma 1989 — 1991
Business & Accounting
American Fidelity April 2013 - Present
First Fidelity Bank February 2011 - April 2013
Northwestern Mutual Financial Network April 2010 - February 2011
Skills
Insurance, Employee Benefits, Accident Insurance, Disability Insurance, Life Insurance, Small Business, Health Insurance, Underwriting, Group Insurance, Critical Illness, Leadership, Finance, Credit, Banking, Insurance Brokerage, Loans
Education
University of Central Oklahoma
B.B.A., Management, Business
Family & Children's Services November 2014 - Present
Pioneer Library System 2012 - 2014
University of Oklahoma June 2010 - January 2012
University of Oklahoma January 2010 - May 2010
Norman High School August 2009 - December 2009
University of Oklahoma August 2008 - May 2009
First Fidelity Bank January 2001 - May 2004
Skills
Social Inclusion, Community Outreach, Events Coordination, Microsoft Excel, Budgeting, Strategic Planning, Website Updating, Social Media Marketing, Community Organizing, Coalition Development, General Reference, Collection Development, Program Evaluation
Education
University of Oklahoma 2007 — 2010
Bachelor's Degree, Women's and Gender Studies, 3.9 GPA
Trustmark Title January 2015 - Present
Transition House, Inc. June 2012 - Present
Bank of the West April 2012 - January 2015
First Fidelity Bank August 2004 - April 2012
Skills
Project Management, Data Analysis, Microsoft Office, Microsoft Excel, 55 Words Per Minute..., Leadership, Public Relations
Education
University of Oklahoma
Bachelor of Fine Arts (BFA), Studio Art
Neiman Marcus July 2014 - Present
Honeywell FM&T February 2014 - July 2014
Raytheon October 2011 - February 2014
First Fidelity Bank October 2010 - September 2011
Wells Fargo May 2010 - September 2010
Skills
Microsoft Excel, SAP, Finance, Six Sigma, Program Management, Accounting, Credit, Variance Analysis, Earned Value Management, Sales, Financial Analysis, Loans, Financial Reporting, Financial Modeling, Strategic Financial..., Analysis, Risk Management, Forecasting, Process Improvement, Managerial Finance, Budgets, Corporate Finance, PeopleSoft, General Ledger, Account Reconciliation, Invoicing, Journal Entries, Accruals, Banking
Education
University of Oklahoma 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Stage2Sell,LLC June 2009 - Present
St. Paul's Day School September 1992 - May 2005
First Fidelity Bank April 1983 - April 1985
Chemical Bank, New York, NY June 1980 - April 1983
Skills
Residential Homes, Real Estate, Home Staging, Sellers, Luxury, Editing, Sales, Investment Properties
Education
University of Rhode Island - College of Business Administration 1976 — 1980
Bachelor of Science, Finance
Oklahoma City Thunder January 2012 - Present
Oklahoma City Thunder August 2008 - January 2012
First Fidelity Bank January 2008 - August 2008
First Fidelity Bank December 2005 - January 2008
First Fidelity Bank May 2005 - December 2005
Skills
Event Planning, Event Management, Leadership, Training, Marketing, Social Networking, Public Relations, Social Media Marketing, Experienced Sales..., Public Speaking, Social Media, Customer Driven, Communicative Skills, Technology, Mentoring, Customer Service, Management, Communication, Microsoft Office, Sports Marketing, Sales, Marketing Communications, Team Building, Account Management
Education
University of Oklahoma 2007 — 2011
Bachelor of Business Administration, Management
First Fidelity Bank December 2006 - Present
VI Marketing and Branding March 2004 - December 2006
Skills
Marketing Strategy, Advertising, Marketing, Sales, Social Media Marketing, Sales Management, Social Media, Public Relations, New Business Development, Strategic Planning, Account Management, Management, Customer Service, Leadership, Direct Marketing, Event Management, Online Advertising, Coaching, Press Releases, Event Planning, Team Building, Marketing Communications
Education
University of Central Oklahoma
B.A., English
First Citizens Bank August 2011 - Present
Young Living Essential Oils October 2012 - Present
First Fidelity Bank November 2008 - August 2011
Bank of the West 2002 - 2008
US Bank 1997 - 2002
Skills
Customer Service, Banking, Loans, Risk Management, Financial Analysis, Credit, Leadership, Finance, Operations Management, Training, Consumer Lending, Commercial Banking, Retail Banking, Management
Education
University of Central Oklahoma 2002 — 2006
Business Administration, Finance and Accounting
Kickapoo High School 1992 — 1996
High School Diploma, General Education
Playworks August 2015 - Present
Xhale Hookah Lounge October 2014 - May 2015
Summit Church October 2012 - May 2015
First Fidelity Bank June 2013 - January 2014
Journey Covenant Church May 2012 - August 2012
Skills
Public Speaking, Leadership, Community Outreach, Customer Service, Social Media, Social Networking, Event Planning, People Skills, Communication, Fundraising, Leadership Development, Volunteer Management, Organizational..., Teaching, Facebook, Discipleship, Microsoft Office, PowerPoint, Microsoft Word
Education
University of Oklahoma 2011 — 2015
Religious History with an Emphasis in Biblical Studies
Citibank May 2009 - Present
Banco Popular January 2004 - December 2008
Banco Popular April 2000 - January 2004
Banco Popular September 1993 - April 2000
First Fidelity Bank April 1992 - September 1993
Fidelity Bank September 1986 - April 1992
Wilmington Tust January 1981 - September 1986
Skills
Strategy, Product Management, Cross-functional Team..., Training, Sales, Business Development, Product Marketing, Leadership, Business Strategy, Competitive Analysis, Vendor Management, Management, Marketing Strategy, Analysis, Market Research, Strategic Partnerships, Executive Management, Marketing, Coaching, Strategic Planning, Product Development, Sales Management, Project Management, Mergers & Acquisitions, Banking, New Business Development
Education
University of South Carolina - Darla Moore School of Business 1978 — 1980
MBA, Marketing
University of North Carolina at Chapel Hill 1975 — 1978
B.A., American History
Hyatt Hotels Corporation November 2014 - Present
First Fidelity Bank January 2014 - November 2014
First Fidelity Bank March 2013 - January 2014
First Fidelity Bank February 2012 - March 2013
Metropolitan Library System December 2009 - July 2011
Skills
Spanish, Training, Microsoft Office, Research, Team Leadership, Sales, Management, Banking, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Public Speaking, PowerPoint, Loans, Event Planning, Social Media, Analysis, History, Conflict Resolution, International Relations, Latin American Studies, Community Outreach, Data Analysis, Public Relations, Customer Support, Customer Acquisition, Project Management, Program Management, Retail, Leadership, Team Building, Coaching, Customer Satisfaction, Consumer Lending, Leadership Development, Strategic Planning, Administration
Education
University of Oklahoma 2009 — 2013
Bachelor of Arts (B.A.), International and Area Studies (Latin American Studies)
University of Viña del Mar 2011 — 2011
Study Abroad, Spanish Language and Literature
H&R Block September 2015 - Present
ULTA Beauty April 2015 - September 2015
Bath and Body Works September 2009 - April 2015
SunTrust Bank September 2003 - October 2004
First Fidelity Bank January 2000 - August 2002
Skills
Sales, Retail, Cash, Branch Banking, Marketing, Coaching, Cash Handling Experience, Team Building, Cash Flow, Management, Team Leadership, Microsoft Word, Deposits, Cash Management, Banking, Commercial Banking
Education
Southwestern Christian University 1997 — 1999
Associate of Arts
Fidelity Investments September 2014 - Present
Fidelity Investments May 2013 - September 2014
Fidelity Investments November 2012 - May 2013
Fidelity Investments April 2012 - November 2012
Edward Jones April 2010 - April 2012
AHF, Inc. May 2007 - April 2010
First Fidelity Bank July 2006 - May 2007
Skills
Investments, Portfolio Management, CRM, Finance, Sales, Retirement Planning, 401k, Financial Services, Credit, Customer Service, Team Building, Public Speaking
Education
University of Oklahoma 2004 — 2006
M.M., Piano Performance and Pedagogy
University of North Carolina at Chapel Hill 1999 — 2003
B.M., Piano Performance
Valliance Bank July 2015 - Present
McCormack & Associates, inc. August 2012 - July 2015
First Fidelity Bank December 2011 - August 2012
Arvest Bank 2003 - 2008
Skills
Loans, Banking, Retail Banking, Commercial Banking, Credit, Management, Customer Service, Teamwork, Team Building, Auditing, Coaching, Employee Training, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Consumer Lending, Lines Of Credit, Risk Management, Insurance, Financial Analysis, Finance, Deposits, Commercial Lending, Cash Management, Cross Selling, Teller Operations, Credit Analysis, Construction Loans, Loan Origination, Mortgage Banking, Mortgage Lending, Underwriting, Credit Risk, Loan Servicing, Mortgage Servicing, Credit Scoring, Financial Services, Home Equity Loans, Branch Management, Relationship Management, FHA, Small Business Lending, Branch Banking, SBA, Credit Unions, Bank Secrecy Act, VA loans, FHA financing
Education
University of Science and Arts of Oklahoma 1993 — 1998
Bachelor of Arts (B.A.), Music Teacher Education
CrossFirst Bank March 2015 - Present
Bank of Oklahoma August 2008 - March 2015
First Fidelity Bank March 2005 - August 2008
Skills
Commercial Banking, Loans, Banking, Finance, Financial Services, Commercial Lending, Management, Credit, Credit Analysis, Leadership, Executive Management
Education
University of Central Oklahoma 1982 — 1986
Bachelor of Science, Accounting
BOK Financial February 2015 - Present
Walgreens August 2009 - February 2015
University of Oklahoma June 2013 - November 2014
BOK Financial May 2014 - August 2014
First Fidelity Bank June 2013 - October 2013
University of Oklahoma February 2012 - June 2013
Walgreens July 2008 - July 2009
Skills
PowerPoint, Analysis, Customer Service, Troubleshooting, Management, Access, Teamwork, Time Management
Education
University of Oklahoma - Price College of Business 2009 — 2014
Bachelor's Degree, Management Information Systems, HR Management, Sociology Minor
First Fidelity Bank June 2012 - Present
Southern Nazarene University August 2011 - May 2012
Nearly New Shoppe April 2010 - July 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Type 60 wpm, Customer Service, Communication Skills, Multitasking Skills, Academic Writing, Cash Handling Experience, Maintaining A Positive..., Highly detail oriented, Time Management
Education
Southern Nazarene University 2011 — 2015
Bachelor's Degree, Physics and Mathematics, 3.098
Western Governors University 2009 — 2011
Empower Hour with Tracie & Denise Radio Talk Show June 2015 - Present
InnerStrength Fitness & Nutrition July 2014 - Present
Everfit June 2014 - Present
Envision-WithInSight June 2007 - Present
Envision With InSight August 2000 - Present
LA Fitness November 2011 - June 2014
PartyLite Gifts March 1999 - May 2007
First Union National Bank July 1993 - February 1999
First Fidelity Bank July 1993 - February 1999
First Fidelity Bank December 1992 - July 1993
Skills
Training, Risk Management, Leadership, Fraud, Physical Security, New Business Development, Sales, Process Improvement, Private Investigations, Investigation, Strategic Planning, Team Building, Project Management, Recruiting, Security, Leadership Development, Coaching, Risk Assessment, Corporate Security, Interrogation, Conflict Resolution, Public Speaking, Nutritional Counseling, Nutrition Education, Weight Training, Bodybuilding, Body Image, Running, Overcome Obstacles, Plyometrics, Boot Camp, Team Leadership, Time Management, Motivational Speaking, Positive Coaching, Weight Loss Coaching, Kettlebells, Wellness Coaching, Life Coaching, Empower, Spiritual Counselor
Education
Temple University 1989 — 1993
Bachelor of Arts, Criminal Justice
Temple University 1989 — 1993
Bachelor of Arts; Bachelor of Arts, Criminal Justice
First Fidelity Bank December 2011 - Present
Oklahoma Employees Credit Union February 2011 - December 2011
Bank of Oklahoma November 2003 - February 2011
Skills
Banking, Credit, Loans, Mortgage Lending, Management, Sales, Consumer Lending, Small Business Lending, Retail Banking, Coaching, Compliance, Customer Service, Employee Relations, Team Building, Recruiting, Sales Management, Branch Banking, Cycling, Commercial Lending
Education
University of Central Oklahoma 1991 — 1995
BS, Occupational Safety and Health
Edmond Memorial 1988 — 1990
Fidelity Investments August 2015 - Present
Paint Booth Specialist February 2015 - June 2015
Paradigm Church January 2014 - January 2015
First Fidelity Bank June 2013 - June 2014
North Creek Church June 2013 - August 2013
Republic Bank & Trust August 2012 - June 2013
Skills
Public Speaking, Fundraising, Event Planning, Customer Service, Leadership Development
Education
University of Oklahoma 2009 — 2014
Bachelor's Degree, Religious Studies
Tishomingo High School 2004 — 2008
High School
LHA (Lippert/Heilshorn & Associates) 2014 - Present
Sigma Designs June 2007 - October 2012
Winterthur IMC/Credit Suisse October 1995 - May 2007
Beacon Trust Company June 1992 - October 1995
Bessemer Trust March 1984 - May 1992
First Fidelity Bank June 1981 - March 1984
Skills
Financial Modeling, Semiconductors, Equity Research Analysis, Portfolio Management, Investor Relations, Competitive Analysis, Investments, Asset Allocation, Market Research, Equities, Equity Research, Analysis, Management, Mergers & Acquisitions, Economics, Corporate Finance, Start-ups, IPO, Hedge Funds, Financial Analysis, Corporate Development, Equity Valuation, Capital Markets, Private Equity, Bloomberg, Alternative Investments, Asset Management
Education
Stevens Institute of Technology 1977 — 1981
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Dell July 2015 - Present
US Navy September 2009 - May 2015
US Navy April 2010 - May 2012
JCPenney May 2009 - September 2009
First Fidelity Bank January 2007 - May 2009
Skills
Organizational..., Strategic Planning, Logistics, Project Planning, Close Attention to..., Customer Engagement, Master Scheduling, Public Relations, Situational Leadership, Instrumentalist, Tuba, Music, Composition, Music Education, Teaching, Music Theory, Military, Military Operations, Sales, Customer Service, Microsoft Office
Education
University of Oklahoma 2013 — 2016
Bachelor of Arts (B.A.), Administrative Leadership
University of Oklahoma 2004 — 2009
Bachelor of Fine Arts (B.F.A.), Instrumental Music Education
Keller Williams Realty Advantage May 2010 - Present
The F&M Bank & Trust Company June 2008 - February 2010
First Fidelity Bank May 2007 - June 2008
Bank of Oklahoma April 2006 - May 2007
Republic Bank & Trust 1997 - 2006
Skills
Commercial Lending, Mortgage Lending, Banking, Loans, Real Estate, FHA, Credit, Loan Origination, Commercial Banking, Small Business Lending, Residential Mortgages, Mortgage Banking, Refinance, Consumer Lending, Financial Analysis, Cash Management, Residential Homes, Commercial Real Estate, Due Diligence, Construction Loans, Listings, Buyers, Buyer Representation, Private Banking, Credit Analysis
Education
University of Oklahoma - Price College of Business 1991 — 1995
BBA, Finance and Accounting
Kemper Personal and Commercial LInes Insurance August 2014 - Present
Kemper Personal and Commercial Lines Insurance January 2007 - August 2014
Compass Bank June 2003 - November 2006
First Fidelity Bank January 2001 - January 2003
Skills
Insurance, Property & Casualty..., Sales, Customer Service, Marketing Strategy, Management, Underwriting, Marketing, Sales Management, New Business Development, Relationship Management, Team Building, Coaching, Strategic Planning, Leadership, Account Management, General Insurance, Team Leadership, Commercial Insurance, Competitive Analysis, Fixed Annuities, Inside Sales Management, Pricing, Small Business, Sales Operations, Customer Retention
Education
University of Oklahoma 1999 — 2003
B.A, Psychology
University of Kansas 1998 — 1999
Psychology
Wolters Kluwer Financial Services December 2008 - Present
Communispond 2008 - 2009
Learning Tree International 2006 - 2008
Conway Management Company 2000 - 2006
IKON Office Solutions 1998 - 2000
Ricoh Business Systems 1995 - 1997
Fifth Third Bank 1989 - 1991
First Fidelity Bank 1985 - 1989
Skills
Business Development, Marketing Strategy, New Business Development, Management, Salesforce.com, Process Improvement, Marketing, Sales, Sales Operations, Strategy, Leadership, Customer Service, Project Management, Selling, Business Strategy, Team Building, Forecasting, Negotiation, Account Management, B2B, Sales Management, Financial Services, Strategic Planning, Training, Solution Selling, Banking, Management Consulting, Sales Process, Product Launch, Direct Sales
Education
St. Lawrence University 1980 — 1984
BA, English
Monat Global December 2014 - Present
Home October 2012 - Present
Zeal For Life September 2014 - August 2015
Chesapeake Energy December 2011 - October 2012
Chesapeake Energy February 2009 - December 2011
TRG Staffing LLC August 2008 - February 2009
Toys R Us April 2007 - January 2009
Lowe's Home Improvement January 2007 - April 2007
First Fidelity Bank May 2004 - January 2007
Walmart November 2002 - May 2004
Skills
PeopleSoft, Microsoft Office, Compliance, Business Analysis, Onboarding, Staffing Services, Employee Relations, HRIS
Education
University of Oklahoma 2003 — 2007
BA, Sociology
Norman High School 1999 — 2003
Diploma
Wilentz, Goldman & Spitzer September 1991 - February 2006
First Fidelity Bank May 1989 - February 1991
Skills
Commercial Litigation, Land Use Law, Employment Law, Litigation, Land Use, Civil Litigation, Courts, Appeals, Legal Research, Legal Writing, Trials, Business Litigation, Legal Issues, Depositions, Pleadings, Municipal Law, Hearings, Trial Practice, Westlaw, Property Law
Education
Seton Hall University School of Law 2001 — 2005
JD, Law
Rutgers College, New Brunswick 1985 — 1989
BA, English
Piscataway High School 1981 — 1985
High School Diploma
University of Oklahoma - Cleveland Area Rapid Transit February 2013 - Present
University of Oklahoma - Cleveland Area Rapid Transit November 2006 - January 2013
Norman Public Schools December 2003 - November 2006
First Fidelity Bank June 2000 - August 2002
Skills
Public Speaking, Microsoft Office, Event Planning, Customer Service, Research, Public Relations, Event Management, Microsoft Word, Press Releases, Social Media, Microsoft Excel, Project Management
Education
University of Oklahoma 1996 — 2002
BA, Sociology/Psychology/History
Lone Grove High School, Lone Grove, OK 1992 — 1996
AmerisourceBergen 2013 - Present
BSN SPORTS 2010 - 2013
Twids Sporting Goods Inc 2008 - 2010
First Fidelity Bank 2007 - 2008
Skills
Sales, Account Management, Merchandising, Sales Operations, Retail
Education
University of Central Oklahoma 2002 — 2006
Bachelor of Business Administration (B.B.A.)
Sagamore Partners May 2002 - Present
PNC Capital Markets March 1998 - May 2002
PNC Bank January 1997 - March 1998
PNC Bank January 1996 - January 1997
Midlantic National Bank December 1993 - December 1995
First Fidelity Bank 1986 - 1993
Skills
Mergers, Valuation, Restructuring, Recapitalizations, Mergers & Acquisitions, Middle Market, Private Equity, Due Diligence, Business Valuation, Asset Based Lending, Corporate Finance, Credit, Strategy, Corporate Development, Management, Leadership, Financial Structuring, Consulting, M&A experience, Executive Management, Finance, Portfolio Management, Entrepreneurship, Start-ups, Venture Capital, Team Leadership
Education
University of Pennsylvania - The Wharton School 1978 — 1982
B. S. in Economics, Finance and Political Science
MidCoast Community Bank February 2014 - Present
Vantage Point Bank and Financial Services March 2012 - February 2014
Stonebridge Bank January 2003 - March 2012
Premier Bank January 2001 - January 2003
Progress Bank November 1999 - November 2001
Premier Bank January 1996 - January 1999
IPS-Sendero 1999 - 1999
First Fidelity Bank January 1992 - January 1996
First Fidelity Bank January 1990 - January 1992
Skills
Financial Reporting, Financial Analysis, ALM, Interest Rate Risk..., Liquidity, Accounting, Securities, Budgeting, Banking, Budgets, Credit, Forecasting, Finance, Management, Loans, Investments, General Ledger, Analysis, Account Reconciliation, Portfolio Management, Cash Management, Business Planning, Derivatives, Variance Analysis, Executive Management, Risk Management, Financial Risk, Strategic Financial..., Funding, Credit Analysis
Education
Temple University 1986 — 1990
Bachelors
The Carter Center August 2013 - Present
The Georgia Center for Child Advocacy March 2013 - Present
Self Employed 1998 - 2009
American Express Bank 2001 - 2002
Vacation Care*Asia 1997 - 1998
Norwegian Cruise Line 1995 - 1997
First Fidelity Bank 1993 - 1995
Education
Graduate School of Management, Rutgers 1992 — 1994
MBA, Business Administration and Management, General
Coach U
Core Essentials Graduate (CEG)
Rutgers College
Bachelor of Arts (B.A.), Political Science and Psychology
University of California, Santa Barbara
Montclair High School
First Fidelity Bank August 2013 - Present
Sunrise Bank of Arizona March 2011 - August 2013
Sunrise Bank of Arizona 2002 - March 2011
Skills
Portfolio Management, Commercial Lending, Commercial Banking, Credit Analysis, Credit, Loans, Small Business Lending, Banking, Credit Risk, Financial Analysis, Underwriting, Commercial Mortgages
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1993 — 1997
Bachelor's Degree, Accounting
Great Plains National Bank October 2014 - Present
First United Bank Mortgage June 2010 - November 2014
JP Morgan Chase Paymentech December 2008 - March 2010
First Fidelity Bank 2009 - 2010
JPMorgan Chase April 2006 - October 2007
Skills
Banking, Retail, Budgeting, Mortgage, Loans, FHA, USDA, Mortgage Lending, VA, Home, Conventional, Credit, Refinance, Purchase, Residential, First Time Home Buyers, Real Estate, Sellers, Customer Service, Underwriting, Referrals, Construction, Investments, Mortgage Industry, Options, Rates, Funding, Customer Relations, Payments, Compliance, Purchasing, Microsoft Office, Production, Investment Properties, Portfolio Management, Loan Origination, Mortgage Banking, Budgets, Management, Residential Mortgages, Retail Banking, Residential Homes
Education
University of Central Oklahoma 2000 — 2002
Ambit Energy September 2011 - Present
WJ Deutsch & Sons June 2008 - October 2009
CSAB May 2007 - December 2008
Cadbury Schweppes-Americas Beverages 2004 - 2007
Cadbury schweppes Americas Beverages May 2000 - May 2004
Diageo April 2000 - May 2000
Diageo April 1999 - March 2000
CITYSCAPE LTD 1996 - 1999
First Fidelity Bank 1991 - 1995
Skills
TM1, Variance Analysis, Financial Analysis, Financial Reporting, Forecasting, Account Reconciliation, Budget, Accruals, SAP, QAD, Navision, Budgets
Education
State University of New York at Albany 1991 — 1995
Bachelor of Applied Science (BASc), Accounting
State University of New York at Albany 1991 — 1995
Bachelor of Applied Science (BASc), Accounting
Affiliated Movers of OKC, Inc. agent for Arpin Van Lines September 2000 - Present
First Fidelity Bank March 1998 - September 2000
Skills
Transportation, Trucking, Transportation..., Shipping, Contract Negotiation, Team Building, Freight Forwarding, Sales, Truckload, Relocation, Management, Operations Management, Customer Service, Logistics, Corporate Relocation, New Business Development, Account Management, LTL, Warehousing, Budgets, Sales Management, Freight, Dispatching, Logistics Management, Flatbed, Move Management, Training, Supply Chain, Business Development, Customer Satisfaction, Negotiation, Inventory Management, Air Freight, P&L, 3PL, Ocean, Small Business, Pricing, Container, Process Improvement, Marketing, Cold Calling, Supply Chain Management, Strategic Planning, Sales Operations, International Logistics, Leadership, Fleet Management, Customs Regulations, Selling
Education
University of Oklahoma 1998 — 2000
Bachelor's of Business Adminstration, Business Administration and Management, General
University of Oklahoma - Price College of Business 1998 — 2000
Business, Marketing
Story Worldwide September 2004 - July 2008
Bank of America September 2000 - September 2004
Citibank October 1994 - September 2000
First Fidelity Bank 1986 - 1994
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
MBA, Finance
Trinity College-Hartford 1982 — 1986
Holt Logistics Corp. July 1999 - Present
BDO Seidman LLP September 1994 - July 1999
Silo, Inc. 1992 - 1994
First Fidelity Bank 1991 - 1992
Skills
Cash Management, Financial Reporting, Accounts Payable, Budgeting, Leadership, Internal Controls, Cash Flow, Budgets, Accounting, Financial Modeling, Auditing, Finance, Internal Audit, Financial Analysis, Accounts Receivable
Education
Temple University 1985 — 1989
BA, Accounting
First Fidelity Bank
Skills
Banking, Customer Service, Credit, Financial Analysis, Risk Management, Sales, Finance, Portfolio Management, Retail Banking, Credit Analysis
Education
University of Central Oklahoma 1986 — 1987
First Fidelity Bank 1990 - Present
Skills
Commercial Banking, Small Business Lending, Credit Analysis, Portfolio Management, Consumer Lending, Mortgage Lending, Loan Origination, Leadership, Credit Risk, Underwriting, Treasury Management, Small Business, Risk Management, Executive Management, Financial Analysis, Mortgage Banking, Business Development
Education
Stonier Graduate School of Banking
University of Oklahoma
BBA, Finance
Community Financial Services October 2013 - Present
County Educators Federal Credit Union July 2008 - September 2013
McGraw-Hill Employees Federal Credit Union October 1999 - February 2008
Proponent Federal Credit Union May 1987 - October 1999
Proponent Federal Credit Union 1987 - 1992
Proponent Federal Credit Union 1987 - 1987
First Fidelity Bank 1985 - 1987
Howard Savings Bank 1981 - 1985
Skills
General Ledger, Word, Budgeting, Cash Management, Outlook, Financial Analysis, Account Reconciliation, Accruals, Accounts Payable, Accounts Receivable, Accounting, Financial Reporting, Budgets, Financial Statements
Education
St. John's University, The Peter J. Tobin College of Business 1977 — 1981
Bachelor, Business Management
America Express September 1996 - Present
First Fidelity Bank September 1993 - September 1995
Education
Thomas Edison State College 1972 — 1976
BS, Business Mgmt
GM Financial/AmeriCredit 2015 - Present
GM Financial/AmeriCredit January 2010 - Present
WELLS FARGO AUTO FINANCE February 2001 - February 2009
ONYX ACCEPTANCE CORP February 2000 - February 2001
Flagship Credit Corp September 1997 - February 2000
AMERICAN AUTO FUNDING CORP January 1996 - January 1997
AEGIS CONSUMER FINANCE January 1995 - January 1996
PRUDENTIAL FINANCIAL SERVICES January 1991 - January 1994
MIDLANTIC NATIONAL BANK January 1990 - January 1991
First Fidelity Bank January 1989 - January 1990
Skills
Credit, Loans, Underwriting, Mortgage Lending, Commercial Lending, Leadership, Training, Management, Sales Operations, New Business Development, Funding, Marketing, Consumer Lending, Credit Analysis, Profit, Forecasting, Financial Services, Banking, Relationship Management, Valuation, Sales, Sales Management
Education
Syracuse University 1971 — 1975
Marketing/ Business Administration
Levatus Consulting January 2015 - Present
TADE Management 2001 - Present
BM Medical Management January 2014 - December 2014
Infectious Disease Doctors, PA October 1999 - August 2012
First Union National Bank 1996 - 2000
First Fidelity Bank 1992 - 1995
Hay Management Consultants October 1991 - October 1992
Education
University of Oklahoma Health Sciences Center 1992 — 1994
MS, Physics and Applied Math
University of Pennsylvania 1987 — 1991
BS, Biological Basis of Behavior
Wells Fargo Bank 2009 - Present
Wachovia Securities 1989 - 2008
First Union National Bank 2003 - 2005
First Union National Bank 2001 - 2003
First Union National Bank 1996 - 2000
First Fidelity Bank 1993 - 1996
First Fidelity Bank Leasing Group 1989 - 1993
Coopers & Lybrand 1987 - 1989
Education
Temple University 1993 — 1996
MBA
University of Delaware 1982 — 1986
BS, Accounting
Investors Bank June 2015 - Present
1st Constitution Bank June 2014 - June 2015
Capital One Bank October 2008 - May 2014
Wachovia Bank January 1988 - October 2008
Wachovia 1988 - 2008
Risk Management Assoc 2000 - 2007
First Fidelity Bank 1988 - 1993
Skills
Commercial Banking, Asset Based Lending, Loans, Middle Market, Commercial Lending, Credit Analysis, Banking, Portfolio Management, Small Business Lending, Funding, Loan Origination, Corporate Finance, Credit Risk, Treasury Management, Lines Of Credit, Commercial Mortgages, Consumer Lending, Financial Services
Education
University of Delaware - Lerner College of Business and Economics 1982 — 1987
BS, Economics
St Rose High School
National Cooperative Bank ControllerWindow Media, LLC2002 - 2006
Associated Management Services, Inc. 1998 - 2002
Capital Bank, NA 1990 - 1998
First Fidelity Bank 1988 - 1990
Education
University of Delaware 1982 — 1987
BS, Finance
U.S. Department of Housing and Urban Development, Philadelphia, PA 2010 - Present
Enterprise Community Investment, Inc. 2006 - 2009
GMAC Commercial Mortgage 1996 - 2005
Midlantic Bank 1992 - 1996
First Fidelity Bank 1989 - 1992
Skills
Asset Managment, Real Estate Economics, Asset Management, Real Estate
Education
University of California, Los Angeles - The Anderson School of Management 1982 — 1984
MBA, Finance and Strategic Studies
Rutgers College
BA, Political Science
American Airlines November 2005 - Present
American Airlines August 2001 - November 2005
American Airlines October 1997 - August 2001
American Airlines April 1994 - September 1997
American Airlines January 1990 - April 1994
First Fidelity Bank September 1987 - January 1990
Skills
•Bilingual: Spanish/..., •Microsoft Excel, •Microsoft Word for..., •SABRE and Qik Sales, •DECS, •Freight SABRE, Air Freight, Freight, Flights, Transportation, Sales Operations, Procurement, Shipping, Flight Safety, Sales, Leadership, Customer Service, Training, Sabre, Airports, Commercial Aviation, Airport Management, Aviation Security, Airlines, Aviation
Education
Universidad del Sagrado Corazón 1981 — 1985
Associate's degree, Public Relations/Image Management
Institute of Banking
Completed one-year program., Banking and Financial Support Services
Bank of America 2010 - Present
Merrill Lynch 2009 - 2010
American List Counsel 2004 - 2009
eCom 2002 - 2004
eCom 1999 - 2002
Prudential Insurance 1996 - 1999
First Fidelity Bank 1991 - 1996
Chase Manhattan Bank 1987 - 1991
Skills
Business Analysis, Process Improvement, Vendor Management, Financial Services, Strategic Planning, Payments, Electronic Payments, Account Management, Analytics, Budgets, Project Management, Financial Analysis, New Business Development, Banking, Mergers, Mergers & Acquisitions, CRM, Management, Leadership, Analysis, Business Strategy, Program Management, Executive Management, Strategy, Accounting, Marketing Strategy, PMO, E-commerce, Product Management, Enterprise Software, Business Process, Customer Acquisition, Finance, Business Intelligence, Integration, Cross-functional Team..., Sales, SDLC, Change Management, Business Process...
Education
CPA 1997 — 1997
CPA, Accounting
Richard Stockton College of New Jersey 1985 — 1987
Bachelor of Arts Degree, Accounting
Yankton College
Peapack-Gladstone Bank Private Banking since 1921 October 2014 - Present
The Promise Foundation 2009 - Present
The Bank of New York 1992 - 1995
First Fidelity Bank 1990 - 1992
First National State Bank 1984 - 1990
Skills
Strategic Sales..., Marketing, People Skills, Highly motivated..., Highly responsible, Highly resourceful, Leadership, Social Media, Marketing Strategy, Sales, Strategic Planning, Banking, Public Speaking, Credit
Education
Fairleigh Dickinson University-Florham Campus 1986 — 1989
Master's Degree, International Business/Trade/Commerce
Skidmore College 1980 — 1984
Bachelor's Degree, Business/Commerce, General
Apple August 2014 - Present
CarMax April 2010 - August 2014
First Fidelity Bank January 2007 - May 2010
Sovereign Bank August 2003 - January 2007
Skills
Public Speaking, Social Media, Finance, Banking, Team Leadership, Loans, Customer Service, Microsoft Excel, Merchandising, Sales, Training, Team Building, Coaching, Consumer Lending, Leadership, Time Management
Education
University of Central Oklahoma 2014 — 2017
Bachelor of Business Administration (B.B.A.), Finance
First Fidelity Bank 2008 - Present
Skills
Mortgage Lending, Refinance, Loans, Training, Credit, VA loans, Credit Analysis, Loan Origination, Microsoft Excel, Insurance, Mortgage Banking, Small Business Lending, Consumer Lending, Coaching, Public Speaking, FHA, Banking, Commercial Lending, Residential Mortgages, Fundraising
Education
University of Oklahoma
BA
First Fidelity Bank 1986 - Present
Education
University of Oklahoma
B.A., Journalism
First Fidelity Bank December 2011 - Present
Arvest Bank December 2001 - December 2011
Skills
Small Business Lending, Loans, Consumer Lending, Banking, Mortgage Lending, Commercial Lending, Commercial Banking, Cross Selling, Retail Banking, Loan Origination, Lines Of Credit
Education
University of Oklahoma 2001 — 2010
University of Oklahoma
First Fidelity Bank Vice President/ControllerHeartland Homes, LLCMay 1993 - March 2008
Education
University of Oklahoma - Price College of Business
BBA, Accounting
Land Services May 2010 - Present
Land Services, Inc May 2010 - Present
First Fidelity Bank June 2009 - March 2010
Sundown Energy June 2008 - January 2009
Education
University of Oklahoma 2006 — 2011
BBA, Energy Management and International Business
University of Aberdeen
Universitat Politècnica de València (UPV)
First Fidelity Bank April 1970 - September 1996
Skills
Microsoft Office, Leadership, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Training, Photoshop
Education
Temple University - Fox School of Business and Management 1970 — 1973
MBA, Finance, General
AIG Business Partners February 2012 - Present
AIG Asset Management Group May 2010 - February 2012
The Prudential Insurance Company of America 2003 - 2010
Ernst and Young 2006 - 2006
Fidelity Investments 2002 - 2003
The Prudential Insurance Company of America 1996 - 2001
Bankers Trust Company 1991 - 1996
First Fidelity Bank 1989 - 1991
Tullett & Tokyo 1989 - 1990
Financial Technologies International, Inc. 1985 - 1989
Skills
Consulting, Business Analysis, Requirements Analysis, Business Intelligence, SDLC, Business Process..., Project Management, Management Consulting, Business Process, Risk Management, Asset Management
Education
Columbia University 2000 — 2002
MBA, Finance, Money and Financial Markets, Business Economics
Tufts University 1976 — 1980
BA, Economics, Magna Cum Laude
First Fidelity Bank September 2010 - Present
Bank of Oklahoma November 1997 - September 2010
Skills
Commercial Lending, Small Business Credit..., Small Business Lending, Credit, Consumer Lending, Banking, Credit Analysis, Underwriting, Loans, Commercial Banking, Mortgage Lending, Lines Of Credit, Credit Risk, Refinance, Branch Banking, Financial Analysis, Customer Service, Strategic Planning, Team Building
Education
Southern Nazarene University 1973 — 1977
Bachelor's degree, Business Administration and Management, General
Neighborhood Alliance of Central Oklahoma October 2014 - Present
Greater Oklahoma City Hispanic Chamber of Commerce September 2008 - September 2014
First Fidelity Bank July 2007 - August 2008
Tyler Media August 2006 - July 2007
Skills
Event Planning, Public Speaking, Public Relations, Nonprofits, Fundraising, Customer Service, Leadership Development, Event Management, Leadership, Social Media, Research, Marketing, Team Building, Social Media Marketing, Strategic Planning, Team Leadership, Volunteer Management, Microsoft Office, PowerPoint, Training, Coaching, Budgets, Management, Non-profits, Microsoft Excel, Teaching, Microsoft Word, Community Development, Community Outreach
Education
University of Central Oklahoma 2011 — 2012
Master of Education (M.Ed.), Adult Ed-Training
University of Central Oklahoma
Bachelor of Business Administration (BBA), Management
University of Central Oklahoma
Bachelor of Business Administration (B.B.A.), Business Administration
First Fidelity Bank May 2015 - Present
MidFirst Bank January 2008 - May 2015
MidFirst Bank January 2008 - April 2013
Oklahoma Employees Credit Union June 2007 - January 2008
Skills
Microsoft Office, Training & Development, Procedure Development, Teaching, Tutoring, Coaching, Leadership, Training, Management
Education
University of Oklahoma 1997 — 2004
bs, physics
Charles Page High School 1994 — 1997
Automated Financial Systems, Inc. (AFS) July 2013 - Present
Wells Fargo formerly known as Wachovia Bank November 1981 - June 2012
First Fidelity Bank January 1986 - January 1990
Skills
commercial loans..., Letters of Credit, Relationship Management, Foreign Languages, Trade Finance, International Trade, Credit Analysis, Financial Risk, Commercial Banking, Credit, Banking, Portfolio Management, Commercial Lending, Cash Management, Loans, Credit Risk, Management, Treasury Management
Education
Temple University 1976 — 1981
Social Administration, Social Work
The Bank of Tokyo-Mitsubishi UFJ, Limited May 2001 - Present
Cowen and Company 1995 - 1999
First Fidelity Bank 1988 - 1995
Skills
COBOL, Electronic Funds..., Correspondent Banking, Marketing, Advertising, Common Sense, Curiosity, Core Banking, WebSphere MQ, Retail, Operational Risk, CICS, Accounting, Tandem Computer, GPP, SQL, University Teaching, Imagination, Logic, Retail Marketing, Management
Education
Saint Luke's
PhD
The College of William and Mary 1974 — 1976
MBA
Universidad de las Américas, A.C. 1966 — 1970
BA, Languages
EVA V. GILLIS November 2006 - May 2013
City National Bank of New Jersey January 2006 - January 2013
The Columbia Bank January 2000 - January 2006
Susquehanna Bank January 2002 - January 2003
Mercantile Safe Deposit & Trust Bank January 1999 - January 2003
First Fidelity Bank January 1994 - January 1997
Skills
Credit, Banking, Loans, Finance, Mortgage Lending, Portfolio Management, Loan Servicing, Analysis, Investments, Funding
Education
Avtech Institute 2014 — 2014
University of Phoenix 2003 — 2004
NC Agricultural and Technical State University 1982 — 1987
Business Administration concentrating Management
AVTech Institute of Technology
First Fidelity Bank June 2015 - Present
Skills
Microsoft Office, Customer Service, Microsoft Word, Teamwork, Retail Banking
Education
University of Oklahoma 2011 — 2016
Finance, General
University of Oklahoma 2011 — 2016
Bachelor’s Degree, Finance, General
First Fidelity Bank Assistant ManagerHAC, Inc. dba Homeland Stores, Country Mart, and United SupermarketsJuly 2010 - December 2012
Education
University of Oklahoma 2008 — 2012
BBA, Marketing (Accounting Minor)