First National Bank of Santa Fe
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First National Bank of Santa Fe Employees
Employee
Years
Job
Industry
Primus Washington Primus Washington's First National Bank of Santa Fe Experience May 1999 - Present
Job Bank Officer/ Personal Banking Representative at First National Bank of Santa Fe
Industry Banking
Experience
First National Bank of Santa Fe May 1999 - Present
First National Bank of Santa Fe May 1999 - Present
Skills
IT Operations, Customer Service..., Banking, Credit, Loans, Home Equity Lines of..., Cross Selling, Consumer Lending, Lines Of Credit, Home Equity Loans, Banking Relationships, Long-term Customer..., Small Business Lending, Auditing, Credit Risk, Financial Institutions, Microsoft Excel, Microsoft Office, Microsoft Word, Team Leadership, Deposits, Teller Operations, Cash, Process Improvement, Management, Lotus Notes, Branch Banking, Refinance, Customer Service, Public Speaking
Education
Trident Technical College
First National Bank of Santa Fe May 1999 - Present
First National Bank of Santa Fe May 1999 - Present
Skills
IT Operations, Customer Service..., Banking, Credit, Loans, Home Equity Lines of..., Cross Selling, Consumer Lending, Lines Of Credit, Home Equity Loans, Banking Relationships, Long-term Customer..., Small Business Lending, Auditing, Credit Risk, Financial Institutions, Microsoft Excel, Microsoft Office, Microsoft Word, Team Leadership, Deposits, Teller Operations, Cash, Process Improvement, Management, Lotus Notes, Branch Banking, Refinance, Customer Service, Public Speaking
Education
Trident Technical College
Nicholas Selak Nicholas Selak's First National Bank of Santa Fe Experience August 2015 - Present
Job Assistant Controller at First National Bank of Santa Fe
Industry Financial Services
Experience
First National Bank of Santa Fe August 2015 - Present
CoBiz Financial Inc. September 2006 - August 2015
Trinidad Benham October 2000 - September 2006
Skills
Sarbanes-Oxley Act, Accounting, Financial Analysis, GAAP, Internal Controls, CPA, Auditing, Cash Management, Sarbanes-Oxley, Finance, Treasury Management, Strategic Financial..., Payroll, Financial Modeling, General Ledger, Variance Analysis, Budgets
Education
Miami University 1999 — 2000
Master's degree, Accounting
Miami University 1995 — 1999
Bachelor's degree, Accounting
First National Bank of Santa Fe August 2015 - Present
CoBiz Financial Inc. September 2006 - August 2015
Trinidad Benham October 2000 - September 2006
Skills
Sarbanes-Oxley Act, Accounting, Financial Analysis, GAAP, Internal Controls, CPA, Auditing, Cash Management, Sarbanes-Oxley, Finance, Treasury Management, Strategic Financial..., Payroll, Financial Modeling, General Ledger, Variance Analysis, Budgets
Education
Miami University 1999 — 2000
Master's degree, Accounting
Miami University 1995 — 1999
Bachelor's degree, Accounting
Matt Rasmusson Matt Rasmusson's First National Bank of Santa Fe Experience September 2012 - August 2013
Job Vice President, Commercial Banking at Colorado Business Bank
Industry Banking
Experience
Colorado Business Bank August 2013 - Present
First National Bank of Santa Fe September 2012 - August 2013
US Bank March 2012 - September 2012
US Bank November 2011 - March 2012
US Bank September 2010 - November 2011
US Bank October 2009 - September 2010
US Bank February 2007 - October 2009
Skills
Credit Analysis, Commercial Banking, Portfolio Management, Credit, Financial Analysis, Risk Management, Underwriting, Commercial Lending, Loans, Small Business Lending, Finance, New Business Development, Financial Risk, Cash Flow, Banking, Middle Market, Economics, Cash Flow Forecasting, Economic Forecasting, C&I Lending, Financial Modeling, Management, Non-Profit Lending, Strategic Partnerships, Referral Networking, SBA
Education
University of Kansas 1997 — 2003
Biochemistry, Genetics
Smoky Valley High School 1994 — 1997
Washburn University
BBA, Finance
Colorado Business Bank August 2013 - Present
First National Bank of Santa Fe September 2012 - August 2013
US Bank March 2012 - September 2012
US Bank November 2011 - March 2012
US Bank September 2010 - November 2011
US Bank October 2009 - September 2010
US Bank February 2007 - October 2009
Skills
Credit Analysis, Commercial Banking, Portfolio Management, Credit, Financial Analysis, Risk Management, Underwriting, Commercial Lending, Loans, Small Business Lending, Finance, New Business Development, Financial Risk, Cash Flow, Banking, Middle Market, Economics, Cash Flow Forecasting, Economic Forecasting, C&I Lending, Financial Modeling, Management, Non-Profit Lending, Strategic Partnerships, Referral Networking, SBA
Education
University of Kansas 1997 — 2003
Biochemistry, Genetics
Smoky Valley High School 1994 — 1997
Washburn University
BBA, Finance
Jay Carter Jay Carter's First National Bank of Santa Fe Experience 1986 - 1989
Job Mergers & Acquisitions I Capital Raising I Exit Planning Managing Partner, The JL Carter Group, LLC
Industry Financial Services
Experience
The JL Carter Group, LLC 2012 - Present
Greer & Walker Corporate Finance, LLC 2008 - October 2012
Remington Capital Securities, LLC April 1996 - September 2008
Bank of America 1989 - 1996
First National Bank of Santa Fe 1986 - 1989
Skills
Mergers, Business Planning, Venture Capital, Strategic Planning, Restructuring, Business Strategy, Corporate Finance, Due Diligence, Financial Analysis, Private Equity, Entrepreneurship, Strategy Development, Asset Management, Financial Planning, Financial Modeling, Risk Management, Investment Banking, Business Valuation, Small Business, Management Consulting, Budgeting, Valuation, Negotiation, Start-ups, Entrepreneur, Financial Management, Credit, Asset Managment, Strategic Financial..., Banking, Investments, Strategy, Private Placements, Mergers & Acquisitions, Financial Structuring, Managerial Finance, Executive Management, Budgets, Management
Education
University of Colorado Boulder - Leeds School of Business 1979 — 1983
BS, Finance
The JL Carter Group, LLC 2012 - Present
Greer & Walker Corporate Finance, LLC 2008 - October 2012
Remington Capital Securities, LLC April 1996 - September 2008
Bank of America 1989 - 1996
First National Bank of Santa Fe 1986 - 1989
Skills
Mergers, Business Planning, Venture Capital, Strategic Planning, Restructuring, Business Strategy, Corporate Finance, Due Diligence, Financial Analysis, Private Equity, Entrepreneurship, Strategy Development, Asset Management, Financial Planning, Financial Modeling, Risk Management, Investment Banking, Business Valuation, Small Business, Management Consulting, Budgeting, Valuation, Negotiation, Start-ups, Entrepreneur, Financial Management, Credit, Asset Managment, Strategic Financial..., Banking, Investments, Strategy, Private Placements, Mergers & Acquisitions, Financial Structuring, Managerial Finance, Executive Management, Budgets, Management
Education
University of Colorado Boulder - Leeds School of Business 1979 — 1983
BS, Finance
Margarita Guerra Terrell Margarita Guerra Terrell's First National Bank of Santa Fe Experience March 2015 - Present
Job CRM Administrator at First National Bank of Santa Fe
Industry Banking
Experience
First National Bank of Santa Fe March 2015 - Present
First National Bank of Santa Fe June 2012 - February 2015
Bluenergy Solarwind August 2011 - September 2012
NIC Inc. September 2009 - June 2011
NIC Inc. May 2005 - August 2009
Western Governors University 2001 - 2005
Spring Nextel Corp. 2000 - 2001
Weber State University 1993 - 2000
Skills
Marketing, Web Project Management, Marketing Strategy, SEO, Web Analytics, CRM, Marketing Research, Social Media, Customer Service, Marketing Communications, Press Releases, Google Analytics, CRM Integration, Salesforce.com, Strategy, Facebook, Email Marketing, Social Media Marketing, Salesforce Administrator, SharePoint, 360 View CRM
Education
Michigan State University 1991 — 1993
Master of Social Work (MSW)
Madras School of Social Work (India) 1992 — 1992
Alma College 1987 — 1991
Bachelor of Arts (BA), Sociology
Tandem Escuela Cultural (Spain) 1989 — 1990
Nouvel Catholic Central High School 1983 — 1987
First National Bank of Santa Fe March 2015 - Present
First National Bank of Santa Fe June 2012 - February 2015
Bluenergy Solarwind August 2011 - September 2012
NIC Inc. September 2009 - June 2011
NIC Inc. May 2005 - August 2009
Western Governors University 2001 - 2005
Spring Nextel Corp. 2000 - 2001
Weber State University 1993 - 2000
Skills
Marketing, Web Project Management, Marketing Strategy, SEO, Web Analytics, CRM, Marketing Research, Social Media, Customer Service, Marketing Communications, Press Releases, Google Analytics, CRM Integration, Salesforce.com, Strategy, Facebook, Email Marketing, Social Media Marketing, Salesforce Administrator, SharePoint, 360 View CRM
Education
Michigan State University 1991 — 1993
Master of Social Work (MSW)
Madras School of Social Work (India) 1992 — 1992
Alma College 1987 — 1991
Bachelor of Arts (BA), Sociology
Tandem Escuela Cultural (Spain) 1989 — 1990
Nouvel Catholic Central High School 1983 — 1987
Beverly Bendicksen Beverly Bendicksen's First National Bank of Santa Fe Experience 2009 - 2011
Job Chief Financial Officer at Southwest Brands, LLC
Industry Hospitality
Experience
Southwest Brands, LLC 2011 - Present
Heritage Hotels & Resorts, Inc. and Southwest Brands, LLC 2011 - 2014
Blue Sage Capital, LP 2003 - 2012
First National Bank of Santa Fe 2009 - 2011
Bank of the West 2007 - 2009
Vestor Partners, L.P. 1999 - 2003
Skills
Financial Analysis, Venture Capital, Private Equity, Investments, Financial Modeling, Financial Advisory, Business Strategy, Investment Management, Managerial Finance, Strategic Planning, Entrepreneurship, Negotiation, Management, Mergers & Acquisitions, Finance, Small Business, Start-ups, Credit, Executive Management, Valuation, Portfolio Management, Strategic Financial..., Corporate Development, Corporate Finance, Due Diligence
Education
The University of New Mexico - Robert O. Anderson School of Management 1978 — 1981
MBA, Finance
The University of New Mexico 1973 — 1976
BS, Mathematics
New Mexico Institute of Mining and Technology 1971 — 1973
Chemistry, Mathematics
Southwest Brands, LLC 2011 - Present
Heritage Hotels & Resorts, Inc. and Southwest Brands, LLC 2011 - 2014
Blue Sage Capital, LP 2003 - 2012
First National Bank of Santa Fe 2009 - 2011
Bank of the West 2007 - 2009
Vestor Partners, L.P. 1999 - 2003
Skills
Financial Analysis, Venture Capital, Private Equity, Investments, Financial Modeling, Financial Advisory, Business Strategy, Investment Management, Managerial Finance, Strategic Planning, Entrepreneurship, Negotiation, Management, Mergers & Acquisitions, Finance, Small Business, Start-ups, Credit, Executive Management, Valuation, Portfolio Management, Strategic Financial..., Corporate Development, Corporate Finance, Due Diligence
Education
The University of New Mexico - Robert O. Anderson School of Management 1978 — 1981
MBA, Finance
The University of New Mexico 1973 — 1976
BS, Mathematics
New Mexico Institute of Mining and Technology 1971 — 1973
Chemistry, Mathematics
Renae Haslett Renae Haslett's First National Bank of Santa Fe Experience December 1999 - December 2001
Job Teacher at Sangre de Cristo School District
Industry Primary/Secondary Education
Experience
Sangre de Cristo School District August 2006 - Present
Adams State College June 2002 - December 2005
First National Bank of Santa Fe December 1999 - December 2001
Skills
Teaching Reading, Elementary Education, Pianist, Singing, Teaching, Tutoring, Curriculum Development, Curriculum Design, Educational Leadership, Classroom, Music Education, Music Theory, Staff Development, Student Engagement, Adult Education, Language Arts, Parent Education, Differentiated..., Literacy
Education
Adams State College 2008 — 2010
Master of Arts (M.A.), Literacy, Language and Culture
Adams State University 2004 — 2006
Bachelor's degree and Master's degree, Elementary Education and Teaching
Sangre de Cristo School District August 2006 - Present
Adams State College June 2002 - December 2005
First National Bank of Santa Fe December 1999 - December 2001
Skills
Teaching Reading, Elementary Education, Pianist, Singing, Teaching, Tutoring, Curriculum Development, Curriculum Design, Educational Leadership, Classroom, Music Education, Music Theory, Staff Development, Student Engagement, Adult Education, Language Arts, Parent Education, Differentiated..., Literacy
Education
Adams State College 2008 — 2010
Master of Arts (M.A.), Literacy, Language and Culture
Adams State University 2004 — 2006
Bachelor's degree and Master's degree, Elementary Education and Teaching
Garrett Ray Garrett Ray's First National Bank of Santa Fe Experience January 2012 - June 2013
Job Commercial Banking Lecturer at UNM Anderson School of Management
Industry Banking
Experience
UNM Anderson School of Management August 2013 - Present
First National Bank of Santa Fe January 2012 - June 2013
Toastmasters International 2012 - 2013
First National Bank of Santa Fe November 2010 - December 2011
Wells Fargo July 2010 - November 2010
Skills
Financial Analysis, Credit Analysis, Credit, Commercial Banking, Loans, Banking, Risk Management, Underwriting, Mortgage Lending, Financial Risk, Internal Controls, C&I Lending, C&I, Commercial Real Estate, Commercial Real Estate..., Bank Regulation
Education
The University of New Mexico - Robert O. Anderson School of Management 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance
The University of New Mexico - Robert O. Anderson School of Management
Master of Business Administration (M.B.A.), Management of Information Systems & Information Assurance
UNM Anderson School of Management August 2013 - Present
First National Bank of Santa Fe January 2012 - June 2013
Toastmasters International 2012 - 2013
First National Bank of Santa Fe November 2010 - December 2011
Wells Fargo July 2010 - November 2010
Skills
Financial Analysis, Credit Analysis, Credit, Commercial Banking, Loans, Banking, Risk Management, Underwriting, Mortgage Lending, Financial Risk, Internal Controls, C&I Lending, C&I, Commercial Real Estate, Commercial Real Estate..., Bank Regulation
Education
The University of New Mexico - Robert O. Anderson School of Management 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance
The University of New Mexico - Robert O. Anderson School of Management
Master of Business Administration (M.B.A.), Management of Information Systems & Information Assurance
Jeff Newcom Jeff Newcom's First National Bank of Santa Fe Experience August 2001 - August 2002
Job Chief Compliance OfficerFulton Financial
Industry Financial Services
Experience
Fulton Financial Corporation 2014 - Present
Protiviti February 2010 - January 2014
First Community Bank June 2008 - February 2010
Protiviti August 2002 - June 2008
First National Bank of Santa Fe August 2001 - August 2002
Arthur Andersen December 1997 - August 2001
Education
The University of New Mexico - Robert O. Anderson School of Management 1991 — 1997
Bachelor of Business Administration (BBA), Accounting
Fulton Financial Corporation 2014 - Present
Protiviti February 2010 - January 2014
First Community Bank June 2008 - February 2010
Protiviti August 2002 - June 2008
First National Bank of Santa Fe August 2001 - August 2002
Arthur Andersen December 1997 - August 2001
Education
The University of New Mexico - Robert O. Anderson School of Management 1991 — 1997
Bachelor of Business Administration (BBA), Accounting
Christine Whaley Christine Whaley's First National Bank of Santa Fe Experience March 2009 - April 2010
Job Operations Manager at Front Range Bank
Industry Financial Services
Experience
Front Range Bank March 2014 - Present
Denver Mortgage Company April 2010 - March 2014
First National Bank of Santa Fe March 2009 - April 2010
Evergreen National Bank January 2003 - March 2009
Skills
Banking, Branch Banking, Credit, Customer Service, Financial Services, Human Resources, Loans, Mortgage Banking, Mortgage Lending, Finance, Refinance, Loan Origination, Residential Mortgages
Education
Colorado State University-Global Campus
Bachelor of Science (BS), Accounting
Front Range Bank March 2014 - Present
Denver Mortgage Company April 2010 - March 2014
First National Bank of Santa Fe March 2009 - April 2010
Evergreen National Bank January 2003 - March 2009
Skills
Banking, Branch Banking, Credit, Customer Service, Financial Services, Human Resources, Loans, Mortgage Banking, Mortgage Lending, Finance, Refinance, Loan Origination, Residential Mortgages
Education
Colorado State University-Global Campus
Bachelor of Science (BS), Accounting
Diane Marbourg's First National Bank of Santa Fe Experience May 1994 - August 1996
Job Human Resources Manager at LabCorp
Industry Hospital & Health Care
Experience
LabCorp December 2010 - Present
Genzyme Genetics August 1996 - December 2010
First National Bank of Santa Fe May 1994 - August 1996
Hertz 1992 - 1994
Four Seasons Hotels and Resorts 1990 - 1992
Skills
Human Resources, Conflict Resolution, Staff Development, Talent Management, Performance Management, Employee Relations, Organizational..., Onboarding, Talent Acquisition, Recruiting, Personnel Management, Employee Benefits, Deferred Compensation, HR Policies, Succession Planning, Leadership
Education
California State University-Chico
Bachelor's Degree, Business Management
The College of Santa Fe
Master of Business Administration (MBA), Human Resources
LabCorp December 2010 - Present
Genzyme Genetics August 1996 - December 2010
First National Bank of Santa Fe May 1994 - August 1996
Hertz 1992 - 1994
Four Seasons Hotels and Resorts 1990 - 1992
Skills
Human Resources, Conflict Resolution, Staff Development, Talent Management, Performance Management, Employee Relations, Organizational..., Onboarding, Talent Acquisition, Recruiting, Personnel Management, Employee Benefits, Deferred Compensation, HR Policies, Succession Planning, Leadership
Education
California State University-Chico
Bachelor's Degree, Business Management
The College of Santa Fe
Master of Business Administration (MBA), Human Resources
Robert Gossard Robert Gossard's First National Bank of Santa Fe Experience May 2006 - December 2007
Job Bank Financial/Operations Executive
Industry Banking
Experience
Goswardo LLC May 2012 - Present
HarVest Bank of Maryland January 2011 - April 2012
First National Bank of Santa Fe May 2006 - December 2007
Century Bank, FSB February 2005 - May 2006
Valley National Bank in Espanola September 1993 - February 2005
New Mexico Federal Savings & Loan September 1985 - December 1987
Moncor/First City Financial Corporation September 1977 - August 1985
Skills
Financial Analysis and..., Budget Development, Project Management, Operational Management, Financial and..., Banking, Financial Analysis, Loans, Operations Management, Accounting, Mergers & Acquisitions, Strategic Planning, Business Development, Budgets, Portfolio Management, Due Diligence, Capital Markets, Risk Management, Finance, Management, Mortgage Lending, Credit Analysis, Cash Management, Credit, Investments, Program Management, Financial Modeling, Corporate Finance, Commercial Banking, Retail Banking, Treasury Management, Financial Risk, Executive Management, Credit Risk, Financial Institutions, Structured Finance, Commercial Lending, Investment Banking, Fixed Income
Education
Eastern New Mexico University 1968 — 1971
Bachelor of Business Administration (BBA), Accounting and Finance
Goswardo LLC May 2012 - Present
HarVest Bank of Maryland January 2011 - April 2012
First National Bank of Santa Fe May 2006 - December 2007
Century Bank, FSB February 2005 - May 2006
Valley National Bank in Espanola September 1993 - February 2005
New Mexico Federal Savings & Loan September 1985 - December 1987
Moncor/First City Financial Corporation September 1977 - August 1985
Skills
Financial Analysis and..., Budget Development, Project Management, Operational Management, Financial and..., Banking, Financial Analysis, Loans, Operations Management, Accounting, Mergers & Acquisitions, Strategic Planning, Business Development, Budgets, Portfolio Management, Due Diligence, Capital Markets, Risk Management, Finance, Management, Mortgage Lending, Credit Analysis, Cash Management, Credit, Investments, Program Management, Financial Modeling, Corporate Finance, Commercial Banking, Retail Banking, Treasury Management, Financial Risk, Executive Management, Credit Risk, Financial Institutions, Structured Finance, Commercial Lending, Investment Banking, Fixed Income
Education
Eastern New Mexico University 1968 — 1971
Bachelor of Business Administration (BBA), Accounting and Finance
Katherine Ellena's First National Bank of Santa Fe Experience May 2006 - August 2011
Job Account Executive to Kris Jenner at Jenner Communications
Industry Entertainment
Experience
Jenner Communications January 2013 - April 2013
First National Bank of Santa Fe May 2006 - August 2011
Education
Pepperdine University School of Law
Doctor of Law (J.D.)
Pepperdine University 2009 — 2013
Bachelor of Science (B.S.), Economics
Pepperdine University
Economics
Jenner Communications January 2013 - April 2013
First National Bank of Santa Fe May 2006 - August 2011
Education
Pepperdine University School of Law
Doctor of Law (J.D.)
Pepperdine University 2009 — 2013
Bachelor of Science (B.S.), Economics
Pepperdine University
Economics
Laura Hall Laura Hall's First National Bank of Santa Fe Experience August 1994 - March 1997
Job Senior Portfolio Manager and Director of Client Services at REDW Stanley Financial Advisors
Industry Financial Services
Experience
REDW Stanley Financial Advisors January 2000 - Present
RBC Dain Rauscher in Albuquerque public finance office October 1997 - March 1999
First National Bank of Santa Fe August 1994 - March 1997
Skills
Investments, Asset Management, Asset Allocation, Portfolio Management, Investment Strategies, Investment Advisory, Financial Advisory, Wealth Management, Mutual Funds, Investment Management, Fixed Income, Retirement Planning
Education
UNM Continuing Education 2010 — 2011
Review class required to sit for CFP exam, Financial planning
West Texas A&M University 1970 — 1973
BA, Polictical Science
University of Illinois at Urbana-Champaign
Banjking School, Commercial Banking
REDW Stanley Financial Advisors January 2000 - Present
RBC Dain Rauscher in Albuquerque public finance office October 1997 - March 1999
First National Bank of Santa Fe August 1994 - March 1997
Skills
Investments, Asset Management, Asset Allocation, Portfolio Management, Investment Strategies, Investment Advisory, Financial Advisory, Wealth Management, Mutual Funds, Investment Management, Fixed Income, Retirement Planning
Education
UNM Continuing Education 2010 — 2011
Review class required to sit for CFP exam, Financial planning
West Texas A&M University 1970 — 1973
BA, Polictical Science
University of Illinois at Urbana-Champaign
Banjking School, Commercial Banking
Phelosha Collaros's First National Bank of Santa Fe Experience 1998 - 2001
Job Foundation Director at ASRT
Industry Nonprofit Organization Management
Experience
American Society of Radiologic Technologists 2000 - Present
First National Bank of Santa Fe 1998 - 2001
Skills
Team Building, Grant Writing, Team Leadership, Non-profits, Volunteer Management, Fundraising, Leadership, Grants, Program Development
Education
Walden University 2005 — 2008
M.B.A./M.P.A., Non-Profit Management
St. John's College (NM) 1994 — 2000
B.A., Liberal Arts
American Society of Radiologic Technologists 2000 - Present
First National Bank of Santa Fe 1998 - 2001
Skills
Team Building, Grant Writing, Team Leadership, Non-profits, Volunteer Management, Fundraising, Leadership, Grants, Program Development
Education
Walden University 2005 — 2008
M.B.A./M.P.A., Non-Profit Management
St. John's College (NM) 1994 — 2000
B.A., Liberal Arts
Edward O'Leary Edward O'Leary's First National Bank of Santa Fe Experience 2002 - 2006
Job Independent Banking Professional
Industry Banking
Experience
E. T. O'Leary 2007 - Present
First National Bank of Santa Fe 2002 - 2006
First Security Bank of New Mexico 1991 - 2001
Liberty National Bank and Trust Company of OKC 1984 - 1991
First National Bank of Midland, Texas 1980 - 1984
Southeast Banking Corporation 1978 - 1980
Southeast National Bank of Orlando 1975 - 1978
Sotheast First National Bank of Miami 1973 - 1975
Florida gas Company 1970 - 1973
The Bank of New York 1964 - 1970
Skills
Customer Relations, Banking, Credit, Financial Analysis, Commercial Banking, Corporate Finance, Due Diligence, Investments, Credit Analysis, Retail Banking, Management, Loans, Analysis, Executive Management, Customer Service, Credit Risk, Underwriting, Commercial Lending, Financial Risk, Risk Management, Financial Services, Treasury Management, Mortgage Lending, Portfolio Management, Finance, Loan Origination, Blogging, Mergers & Acquisitions, Consumer Lending, Relationship Management, Mortgage Banking, Financial Modeling, Fixed Income, Cash Management, Structured Finance, Financial Structuring
Education
Columbia University in the City of New York 1960 — 1961
MBA, Finance
Boston College 1956 — 1960
bs, finance
E. T. O'Leary 2007 - Present
First National Bank of Santa Fe 2002 - 2006
First Security Bank of New Mexico 1991 - 2001
Liberty National Bank and Trust Company of OKC 1984 - 1991
First National Bank of Midland, Texas 1980 - 1984
Southeast Banking Corporation 1978 - 1980
Southeast National Bank of Orlando 1975 - 1978
Sotheast First National Bank of Miami 1973 - 1975
Florida gas Company 1970 - 1973
The Bank of New York 1964 - 1970
Skills
Customer Relations, Banking, Credit, Financial Analysis, Commercial Banking, Corporate Finance, Due Diligence, Investments, Credit Analysis, Retail Banking, Management, Loans, Analysis, Executive Management, Customer Service, Credit Risk, Underwriting, Commercial Lending, Financial Risk, Risk Management, Financial Services, Treasury Management, Mortgage Lending, Portfolio Management, Finance, Loan Origination, Blogging, Mergers & Acquisitions, Consumer Lending, Relationship Management, Mortgage Banking, Financial Modeling, Fixed Income, Cash Management, Structured Finance, Financial Structuring
Education
Columbia University in the City of New York 1960 — 1961
MBA, Finance
Boston College 1956 — 1960
bs, finance
Andy Kuzneski III Andy Kuzneski III's First National Bank of Santa Fe Experience April 2006 - May 2013
Job President of Kuzneski Financial Group, Board Member, Investor
Industry Financial Services
Experience
Kuzneski Financial Group 1991 - Present
International Myeloma Foundation December 2011 - Present
Myeloma Angels July 2009 - Present
Greyhawk Capital 1999 - Present
Berkshire Securities Corporation 2006 - Present
FastFreight Expeditors, LLC March 2006 - Present
Pennsylvania Angel Network ("PAN") October 2003 - Present
Miss Laurie's Gourmet Kitchen 2002 - Present
First National Bank of Santa Fe April 2006 - May 2013
VIST Financial Corp October 2007 - July 2012
Skills
Start-ups, Strategy, Strategic Planning, Executive Management, Venture Capital, Business Planning, Entrepreneurship, Investments, Negotiation, Business Strategy, Angel Investing, Consulting, Mergers & Acquisitions, Business Development, Management, Finance, Strategic Partnerships, Corporate Development, Marketing Strategy, New Business Development, Small Business, Due Diligence, Nonprofits, Training, Portfolio Management, Product Management, Mergers, Sales, Joint Ventures, Management Consulting, Competitive Analysis, Commercialization, Insurance, Employee Benefits, HR Automation, Cancer Research
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2007
University of Pennsylvania - The Wharton School 1985 — 1989
Indiana Area Senior High
Kuzneski Financial Group 1991 - Present
International Myeloma Foundation December 2011 - Present
Myeloma Angels July 2009 - Present
Greyhawk Capital 1999 - Present
Berkshire Securities Corporation 2006 - Present
FastFreight Expeditors, LLC March 2006 - Present
Pennsylvania Angel Network ("PAN") October 2003 - Present
Miss Laurie's Gourmet Kitchen 2002 - Present
First National Bank of Santa Fe April 2006 - May 2013
VIST Financial Corp October 2007 - July 2012
Skills
Start-ups, Strategy, Strategic Planning, Executive Management, Venture Capital, Business Planning, Entrepreneurship, Investments, Negotiation, Business Strategy, Angel Investing, Consulting, Mergers & Acquisitions, Business Development, Management, Finance, Strategic Partnerships, Corporate Development, Marketing Strategy, New Business Development, Small Business, Due Diligence, Nonprofits, Training, Portfolio Management, Product Management, Mergers, Sales, Joint Ventures, Management Consulting, Competitive Analysis, Commercialization, Insurance, Employee Benefits, HR Automation, Cancer Research
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2007
University of Pennsylvania - The Wharton School 1985 — 1989
Indiana Area Senior High
Carl Benanty,CFP® Carl Benanty,CFP®'s First National Bank of Santa Fe Experience September 2001 - April 2006
Job Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC April 2006 - Present
First National Bank of Santa Fe September 2001 - April 2006
New Mexico Educators Federal Credit Union September 1999 - September 2001
Del Norte Credit Union September 1994 - September 1999
Fleet Bank May 1968 - August 1994
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Credit, Portfolio Management, Mutual Funds, Banking, Series 7, Mortgage Lending, Loans, Leadership, Financial Analysis, Investment Advisory, Securities, Estate Planning, Insurance, Refinance, Loan Origination, Financial Planners, Asset Management, Fundraising
Education
College for Financial Planning 1992 — 1995
CFP®, Certified Financial Planner
University of Colorado Boulder 1982 — 1984
Graduate Degree, Banking
Western Connecticut State University 1963 — 1984
Bachelor's Degree, Finance
Raymond James Financial Services, Inc., Member FINRA/SIPC April 2006 - Present
First National Bank of Santa Fe September 2001 - April 2006
New Mexico Educators Federal Credit Union September 1999 - September 2001
Del Norte Credit Union September 1994 - September 1999
Fleet Bank May 1968 - August 1994
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Credit, Portfolio Management, Mutual Funds, Banking, Series 7, Mortgage Lending, Loans, Leadership, Financial Analysis, Investment Advisory, Securities, Estate Planning, Insurance, Refinance, Loan Origination, Financial Planners, Asset Management, Fundraising
Education
College for Financial Planning 1992 — 1995
CFP®, Certified Financial Planner
University of Colorado Boulder 1982 — 1984
Graduate Degree, Banking
Western Connecticut State University 1963 — 1984
Bachelor's Degree, Finance
Jordan Pound's First National Bank of Santa Fe Experience October 2013 - June 2014
Job IT Support Specialist at State of New Mexico
Industry Banking
Experience
State of New Mexico July 2015 - Present
State of New Mexico 2014 - 2015
First National Bank of Santa Fe October 2013 - June 2014
Wells Fargo August 2013 - November 2013
MasTec Network Solutions January 2013 - August 2013
Manheim January 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Works, PowerPoint, Microsoft Word, Windows, Outlook, Photoshop, Windows Server, AS400 system, AS400 Administration, Microsoft Exchange, Windows XP Pro, Windows 7, Ubuntu, Fedora, Red Hat Linux, Cloud Computing, Cisco Routers, Linksys, Communication, Network Administration, Network Security, Computers, Electronics, Apple OS, Android, Research, eBanking, Customer Service, Computer Hardware, Networking, Troubleshooting, VPN, Active Directory, Microsoft Office 2007, Firewalls, Servers, Computer Security, Computer Network..., Information Technology, IT Operations, DNS, Cisco Technologies, Visio, windows 8, DHCP, Dameware, Remote Desktop, Encryption
Education
ITT Technical Institute-Phoenix
Computer Systems Networking and Telecommunications
Walden University
Computer and Information Systems Security/Information Assurance
State of New Mexico July 2015 - Present
State of New Mexico 2014 - 2015
First National Bank of Santa Fe October 2013 - June 2014
Wells Fargo August 2013 - November 2013
MasTec Network Solutions January 2013 - August 2013
Manheim January 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Works, PowerPoint, Microsoft Word, Windows, Outlook, Photoshop, Windows Server, AS400 system, AS400 Administration, Microsoft Exchange, Windows XP Pro, Windows 7, Ubuntu, Fedora, Red Hat Linux, Cloud Computing, Cisco Routers, Linksys, Communication, Network Administration, Network Security, Computers, Electronics, Apple OS, Android, Research, eBanking, Customer Service, Computer Hardware, Networking, Troubleshooting, VPN, Active Directory, Microsoft Office 2007, Firewalls, Servers, Computer Security, Computer Network..., Information Technology, IT Operations, DNS, Cisco Technologies, Visio, windows 8, DHCP, Dameware, Remote Desktop, Encryption
Education
ITT Technical Institute-Phoenix
Computer Systems Networking and Telecommunications
Walden University
Computer and Information Systems Security/Information Assurance
Anissa Pink Anissa Pink's First National Bank of Santa Fe Experience September 2011 - May 2012
Job Customer Service Training Coordinator and Supervisor at ABCWUA
Industry Utilities
Experience
Albuquerque Bernalillo County Water Utility Authority April 2015 - Present
Albuquerque Bernalillo County Water Utility Authority May 2012 - Present
Albuquerque Bernalillo County Water Utility Authority May 2012 - March 2015
First National Bank of Santa Fe September 2011 - May 2012
First Community Bank (now known as US Bank) June 2001 - August 2011
Skills
Customer Service, Microsoft Excel, Process Improvement, Project Management, Management, Leadership, Team Leadership, Microsoft Word, Training
Education
Central New Mexico Community College
Associate's degree, Business Administration and Management, General, 3.7
Western States School of Banking
Certificate, Banking and Financial Support Services
Albuquerque Bernalillo County Water Utility Authority April 2015 - Present
Albuquerque Bernalillo County Water Utility Authority May 2012 - Present
Albuquerque Bernalillo County Water Utility Authority May 2012 - March 2015
First National Bank of Santa Fe September 2011 - May 2012
First Community Bank (now known as US Bank) June 2001 - August 2011
Skills
Customer Service, Microsoft Excel, Process Improvement, Project Management, Management, Leadership, Team Leadership, Microsoft Word, Training
Education
Central New Mexico Community College
Associate's degree, Business Administration and Management, General, 3.7
Western States School of Banking
Certificate, Banking and Financial Support Services
Boyd Adair's First National Bank of Santa Fe Experience November 2007 - November 2008
Job Director of Acquisitions at Homechoice Investments, LLC
Industry Banking
Experience
Homechoice Investments, LLC March 2014 - Present
Invitation Homes, a Blackstone Company August 2012 - November 2013
RWC Consulting March 2009 - October 2011
ValGreen LLC November 2008 - March 2009
First National Bank of Santa Fe November 2007 - November 2008
Wachovia, A Wells Fargo Company December 1996 - November 2007
Bement & Company, P.C. December 1995 - August 1996
Skills
Financial Analysis, Finance, Leadership, Real Estate, Banking, Valuation, Process Improvement, Private Equity, Mortgage Lending, Accounting, Marketing, Sales, Underwriting, Mergers, Sustainability, Loan Origination, REO, Internal Controls, Due Diligence, Strategic Planning, Financial Modeling, Investments, Portfolio Management, Construction, Project Management, Budgets, Analysis, Asset Management, Team Building, Negotiation, Risk Management, Corporate Finance, Strategy, Business Development, Economics, Financial Reporting, Business Strategy, Real Estate Development, Contract Negotiation, Change Management, Loans, Financial Services, Management, Team Leadership, Auditing, Customer Service, Real Estate Economics
Education
Arizona State University - W. P. Carey School of Business 2000 — 2002
MBA, Business & Finance
Southern Utah University 1990 — 1995
BA, Business & Finance
Homechoice Investments, LLC March 2014 - Present
Invitation Homes, a Blackstone Company August 2012 - November 2013
RWC Consulting March 2009 - October 2011
ValGreen LLC November 2008 - March 2009
First National Bank of Santa Fe November 2007 - November 2008
Wachovia, A Wells Fargo Company December 1996 - November 2007
Bement & Company, P.C. December 1995 - August 1996
Skills
Financial Analysis, Finance, Leadership, Real Estate, Banking, Valuation, Process Improvement, Private Equity, Mortgage Lending, Accounting, Marketing, Sales, Underwriting, Mergers, Sustainability, Loan Origination, REO, Internal Controls, Due Diligence, Strategic Planning, Financial Modeling, Investments, Portfolio Management, Construction, Project Management, Budgets, Analysis, Asset Management, Team Building, Negotiation, Risk Management, Corporate Finance, Strategy, Business Development, Economics, Financial Reporting, Business Strategy, Real Estate Development, Contract Negotiation, Change Management, Loans, Financial Services, Management, Team Leadership, Auditing, Customer Service, Real Estate Economics
Education
Arizona State University - W. P. Carey School of Business 2000 — 2002
MBA, Business & Finance
Southern Utah University 1990 — 1995
BA, Business & Finance
Robert Lucker, CFA, CFP® Robert Lucker, CFA, CFP®'s First National Bank of Santa Fe Experience March 1994 - January 1999
Job Vice President, Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 1999 - Present
First National Bank of Santa Fe March 1994 - January 1999
Education
Murray State University
Bachelor of Science (BS), Finance, General
New Mexico State University
Master of Business Administration (MBA)
Charles Schwab January 1999 - Present
First National Bank of Santa Fe March 1994 - January 1999
Education
Murray State University
Bachelor of Science (BS), Finance, General
New Mexico State University
Master of Business Administration (MBA)
Dick Cupp Dick Cupp's First National Bank of Santa Fe Experience August 2012 - Present
Job Chairman, President and CEO of over 10 commercial banks since 1992
Industry Financial Services
Experience
First National Bank of Santa Fe August 2012 - Present
Richard S Cupp, Inc. January 2005 - Present
Bank of the Orient July 2013 - December 2014
Gateway Business Bank January 2012 - August 2012
Center Financial Corp & Center Bank January 2011 - December 2011
Various Commercial Independent Banks in California 1993 - 2010
California Federal Bank 1983 - 1992
1st Interstate Bank and 1st Interstate Bancorp, formerly United California Bank 1963 - 1983
Skills
Banking, Investments, Mergers, Financial Analysis, Risk Management, Private Equity, Mergers & Acquisitions, Loans, Portfolio Management, Credit, Financial Services, Commercial Banking, Due Diligence, Management, Asset Management, Start-ups, Finance, Capital Markets, Strategy, Valuation, Investment Banking, Financial Structuring, Credit Analysis, Corporate Finance, Executive Management, Securities, Restructuring, Equities, Financial Modeling, Commercial Lending
Education
USC Marshall School of Business
MBA, Finance
University of California, Los Angeles
AB Economics
First National Bank of Santa Fe August 2012 - Present
Richard S Cupp, Inc. January 2005 - Present
Bank of the Orient July 2013 - December 2014
Gateway Business Bank January 2012 - August 2012
Center Financial Corp & Center Bank January 2011 - December 2011
Various Commercial Independent Banks in California 1993 - 2010
California Federal Bank 1983 - 1992
1st Interstate Bank and 1st Interstate Bancorp, formerly United California Bank 1963 - 1983
Skills
Banking, Investments, Mergers, Financial Analysis, Risk Management, Private Equity, Mergers & Acquisitions, Loans, Portfolio Management, Credit, Financial Services, Commercial Banking, Due Diligence, Management, Asset Management, Start-ups, Finance, Capital Markets, Strategy, Valuation, Investment Banking, Financial Structuring, Credit Analysis, Corporate Finance, Executive Management, Securities, Restructuring, Equities, Financial Modeling, Commercial Lending
Education
USC Marshall School of Business
MBA, Finance
University of California, Los Angeles
AB Economics
Charlie Pineda's First National Bank of Santa Fe Experience August 2007 - March 2014
Job Sr. Vice President & Senior Information Security Officer at First National Santa Fe
Industry Financial Services
Experience
First National Santa Fe March 2014 - Present
First National Bank of Santa Fe August 2007 - March 2014
First National Bank of Santa Fe July 2006 - August 2007
Skills
Banking, Risk Management, Information Security, Credit, Loans, Financial Services, Financial Risk, Portfolio Management, Commercial Banking, Mortgage Lending, Relationship Management, Leadership
Education
The University of New Mexico 1968 — 1972
Bachelor of Arts (B.A.), History and Political Science
First National Santa Fe March 2014 - Present
First National Bank of Santa Fe August 2007 - March 2014
First National Bank of Santa Fe July 2006 - August 2007
Skills
Banking, Risk Management, Information Security, Credit, Loans, Financial Services, Financial Risk, Portfolio Management, Commercial Banking, Mortgage Lending, Relationship Management, Leadership
Education
The University of New Mexico 1968 — 1972
Bachelor of Arts (B.A.), History and Political Science
Kathy Breneman's First National Bank of Santa Fe Experience June 2010 - January 2012
Job Loan Officer at First Mortgage
Industry Banking
Experience
1st National Bank of Santa Fe January 2012 - April 2014
First National Bank of Santa Fe June 2010 - January 2012
Wells Fargo Home Mortgage July 2009 - May 2010
Thornburg Mortgage 2005 - March 2009
Charter Bank July 1995 - August 2005
Skills
Mortgage Lending, Loans, Loan Origination, Portfolio Management, Credit, Mortgage Banking, Refinance, Residential Mortgages, FHA, Credit Risk, new home construction, Custom home building..., Bridge Loans
Education
The University of New Mexico 1975 — 1980
Economics
Sandia
1st National Bank of Santa Fe January 2012 - April 2014
First National Bank of Santa Fe June 2010 - January 2012
Wells Fargo Home Mortgage July 2009 - May 2010
Thornburg Mortgage 2005 - March 2009
Charter Bank July 1995 - August 2005
Skills
Mortgage Lending, Loans, Loan Origination, Portfolio Management, Credit, Mortgage Banking, Refinance, Residential Mortgages, FHA, Credit Risk, new home construction, Custom home building..., Bridge Loans
Education
The University of New Mexico 1975 — 1980
Economics
Sandia
Neil Hecht's First National Bank of Santa Fe Experience December 2010 - June 2014
Job Chief Financial Officer at First American International Bank
Industry Financial Services
Experience
First American International Bank October 2014 - Present
First National Bank of Santa Fe December 2010 - June 2014
CIT January 2007 - November 2010
SMBC Leasing 1997 - 2006
BTM Leasing 1990 - 1997
Fox-Pitt, Kelton 1986 - 1990
KPMG 1984 - 1986
FDIC 1981 - 1984
Skills
Financial Modeling, Financial Reporting, Fixed Income, Essbase, Accounting, PeopleSoft, Structured Finance, Hyperion Enterprise, Financial Statements, Microsoft Excel, Finance, Equity Valuation, Financial Planners, VBA, Microsoft Office, Activity Based Costing, Visual Basic, Japanese, Policy Analysis, Oracle, QuickBooks, Sendero, ProfitStars, Managerial Finance, Financial Planning
Education
London School of Economics and Political Science 1988 — 1989
International Finance
Coe College 1977 — 1981
B.A, Mathematics & Accounting
Teaneck High School
First American International Bank October 2014 - Present
First National Bank of Santa Fe December 2010 - June 2014
CIT January 2007 - November 2010
SMBC Leasing 1997 - 2006
BTM Leasing 1990 - 1997
Fox-Pitt, Kelton 1986 - 1990
KPMG 1984 - 1986
FDIC 1981 - 1984
Skills
Financial Modeling, Financial Reporting, Fixed Income, Essbase, Accounting, PeopleSoft, Structured Finance, Hyperion Enterprise, Financial Statements, Microsoft Excel, Finance, Equity Valuation, Financial Planners, VBA, Microsoft Office, Activity Based Costing, Visual Basic, Japanese, Policy Analysis, Oracle, QuickBooks, Sendero, ProfitStars, Managerial Finance, Financial Planning
Education
London School of Economics and Political Science 1988 — 1989
International Finance
Coe College 1977 — 1981
B.A, Mathematics & Accounting
Teaneck High School
Ellen Tipton's First National Bank of Santa Fe Experience Vice President and Trust Officer, CTFAThe First National Bank of Santa Fe2005 - Present
Job Vice President & Trust Officer at First National Bank of Santa Fe
Industry Banking
Experience
First National Bank of Santa Fe Vice President and Trust Officer, CTFAThe First National Bank of Santa Fe2005 - Present
Education
The University of Texas at Austin 1968 — 1970
First National Bank of Santa Fe Vice President and Trust Officer, CTFAThe First National Bank of Santa Fe2005 - Present
Education
The University of Texas at Austin 1968 — 1970
Scott Yeoman's First National Bank of Santa Fe Experience September 2012 - May 2014
Job President at Stockmens Bank
Industry Banking
Experience
Stockmens Bank June 2014 - Present
First National Bank of Santa Fe September 2012 - May 2014
Central Bank & Trust December 2006 - July 2011
UnionBancorp May 2005 - November 2006
Centrue Bank (formerly UnionBank) May 2005 - November 2006
Associated Bank October 1994 - October 2004
Continental Bank November 1990 - October 1994
Citicorp North America 1988 - 1990
American National Bank & Trust Co of Chicago 1984 - 1988
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1988
MBA, Finance
University of Iowa 1976 — 1980
BBA, Finance
Stockmens Bank June 2014 - Present
First National Bank of Santa Fe September 2012 - May 2014
Central Bank & Trust December 2006 - July 2011
UnionBancorp May 2005 - November 2006
Centrue Bank (formerly UnionBank) May 2005 - November 2006
Associated Bank October 1994 - October 2004
Continental Bank November 1990 - October 1994
Citicorp North America 1988 - 1990
American National Bank & Trust Co of Chicago 1984 - 1988
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1988
MBA, Finance
University of Iowa 1976 — 1980
BBA, Finance
Laura Altomare's First National Bank of Santa Fe Experience September 2011 - July 2014
Job Director of Marketing at Homewise Inc.
Industry Marketing and Advertising
Experience
Homewise Inc. July 2014 - Present
Laura's Cake Shop LLC May 2009 - Present
First National Bank of Santa Fe September 2011 - July 2014
Aventur Partners August 2009 - September 2011
Thornburg Mortgage March 2005 - April 2009
Mothering Magazine January 2002 - March 2005
Thornburg Investment Management February 1999 - January 2002
Pharmaceutical Buyers Inc April 1998 - February 1999
Denver Business Journal May 1997 - April 1998
Skills
Marketing Strategy, Marketing Management, Strategic Planning, Marketing Communications, Social Media Marketing, Digital Marketing, Customer Experience, Collaborative Leadership, Team Building, Cross-functional Team..., Corporate Websites, Content Management, Agency Relationship..., Copywriting, Marketing Research, Internal Communications, Media Relations, Media Planning, Advertising, Email Marketing, SEO, CRM, Project Planning, Marketing, Management, New Business Development
Education
Colorado State University 1992 — 1996
BA, English
The Culinary Institute at Santa Fe Community College 2009 — 2010
Certificate in Patissiere, Culinary Arts
Homewise Inc. July 2014 - Present
Laura's Cake Shop LLC May 2009 - Present
First National Bank of Santa Fe September 2011 - July 2014
Aventur Partners August 2009 - September 2011
Thornburg Mortgage March 2005 - April 2009
Mothering Magazine January 2002 - March 2005
Thornburg Investment Management February 1999 - January 2002
Pharmaceutical Buyers Inc April 1998 - February 1999
Denver Business Journal May 1997 - April 1998
Skills
Marketing Strategy, Marketing Management, Strategic Planning, Marketing Communications, Social Media Marketing, Digital Marketing, Customer Experience, Collaborative Leadership, Team Building, Cross-functional Team..., Corporate Websites, Content Management, Agency Relationship..., Copywriting, Marketing Research, Internal Communications, Media Relations, Media Planning, Advertising, Email Marketing, SEO, CRM, Project Planning, Marketing, Management, New Business Development
Education
Colorado State University 1992 — 1996
BA, English
The Culinary Institute at Santa Fe Community College 2009 — 2010
Certificate in Patissiere, Culinary Arts
Aimee Abby's First National Bank of Santa Fe Experience March 1999 - February 2005
Job Human Resources Manager at Flow Science, Inc.
Industry Human Resources
Experience
Flow Science, Inc. September 2008 - Present
The Forest Guild November 2007 - September 2008
First National Bank of Santa Fe March 1999 - February 2005
Skills
Benefits Administration, Human Resources, Applicant Tracking..., Talent Acquisition, Employee Relations, HRIS, Talent Management, Onboarding, Recruiting, Interviews, Training, Technical Recruiting, Temporary Placement, Executive Search
Education
Middlebury College 1989 — 1991
MA, Spanish
University of California, Santa Barbara 1985 — 1989
BA, Spanish
Flow Science, Inc. September 2008 - Present
The Forest Guild November 2007 - September 2008
First National Bank of Santa Fe March 1999 - February 2005
Skills
Benefits Administration, Human Resources, Applicant Tracking..., Talent Acquisition, Employee Relations, HRIS, Talent Management, Onboarding, Recruiting, Interviews, Training, Technical Recruiting, Temporary Placement, Executive Search
Education
Middlebury College 1989 — 1991
MA, Spanish
University of California, Santa Barbara 1985 — 1989
BA, Spanish
Luke Latimer's First National Bank of Santa Fe Experience 2009 - May 2013
Job CEO/Board Chairman at R&L Development Company
Industry Construction
Experience
Midnight Sun Boat Charters, LLC April 2015 - Present
First Western Financial Corporation August 2015 - Present
R&L Development Conpany October 2015 - Present
First Commonwealth Financial Corporation April 2011 - Present
First Commonwealth Bank 2001 - Present
SML Limited Partnership June 1998 - Present
R&L Development Company June 1998 - September 2015
First National Bank of Santa Fe 2009 - May 2013
New Mexico Banquest Corporation 2004 - May 2013
New Alexandria Public Library January 1999 - March 2013
Skills
Banking, Loans, Credit, Commercial Banking, Risk Management, Financial Analysis, Credit Analysis, Strategic Planning, Portfolio Management, Team Building, Commercial Lending, New Business Development, Consumer Lending, Loan Origination, Small Business Lending
Education
Saint Vincent College 1996 — 1998
B.S., Business Management
Jacksonville University 1994 — 1996
Business Management
Midnight Sun Boat Charters, LLC April 2015 - Present
First Western Financial Corporation August 2015 - Present
R&L Development Conpany October 2015 - Present
First Commonwealth Financial Corporation April 2011 - Present
First Commonwealth Bank 2001 - Present
SML Limited Partnership June 1998 - Present
R&L Development Company June 1998 - September 2015
First National Bank of Santa Fe 2009 - May 2013
New Mexico Banquest Corporation 2004 - May 2013
New Alexandria Public Library January 1999 - March 2013
Skills
Banking, Loans, Credit, Commercial Banking, Risk Management, Financial Analysis, Credit Analysis, Strategic Planning, Portfolio Management, Team Building, Commercial Lending, New Business Development, Consumer Lending, Loan Origination, Small Business Lending
Education
Saint Vincent College 1996 — 1998
B.S., Business Management
Jacksonville University 1994 — 1996
Business Management
Fred Bernson's First National Bank of Santa Fe Experience February 2011 - July 2014
Job Senior Vice President at BMC Capital
Industry Banking
Experience
BMC Capital August 2014 - Present
BMC Capital August 2014 - Present
First National Bank of Santa Fe February 2011 - July 2014
1st National Bank of Santa Fe June 2011 - July 2013
BMC Capital June 2008 - June 2011
Skills
Commercial Lending, Small Business, Loans, Banking, Commercial Mortgages, Disposition, Commercial Banking, Refinance, Credit Analysis, Customer Service, Small Business Lending, Location Intelligence, Commercial Real Estate, Finance, Investments, Loan Origination, Financial Analysis, Real Estate Transactions, Real Estate Economics, Real Estate
Education
University of Oregon 1964 — 1968
BS, Pre -law
BMC Capital August 2014 - Present
BMC Capital August 2014 - Present
First National Bank of Santa Fe February 2011 - July 2014
1st National Bank of Santa Fe June 2011 - July 2013
BMC Capital June 2008 - June 2011
Skills
Commercial Lending, Small Business, Loans, Banking, Commercial Mortgages, Disposition, Commercial Banking, Refinance, Credit Analysis, Customer Service, Small Business Lending, Location Intelligence, Commercial Real Estate, Finance, Investments, Loan Origination, Financial Analysis, Real Estate Transactions, Real Estate Economics, Real Estate
Education
University of Oregon 1964 — 1968
BS, Pre -law
Carl Rood's First National Bank of Santa Fe Experience February 2015 - Present
Job EVP, Chief Risk Officer at First National Bank of Santa Fe
Industry Banking
Experience
First National Bank of Santa Fe February 2015 - Present
First National Bank of Santa Fe August 2013 - Present
Fannie Mae May 2011 - May 2013
Washington First International bank November 2007 - December 2010
WaMu 2001 - 2007
Washington Mutual (WaMu) December 1999 - November 2001
Washington Mutual (WaMu) July 1983 - December 1999
United States Air Force October 1975 - October 1979
Skills
Banking, Risk Management, Credit, Mortgage Lending, Financial Risk, Loans, Operational Risk..., AML, Financial Services, Portfolio Management, Credit Risk, Financial Analysis, Credit Analysis, Operational Risk, Risk Assessment, Process Improvement, Retail Banking, Internal Controls, Internal Audit, Due Diligence, Management, Enterprise Risk..., Anti Money Laundering, Auditing, Cross-functional Team..., Analysis, Commercial Banking, Cash Management
Education
California State University-Sacramento 1979 — 1983
Bachelor of Science - Business Administration, Finance, Economics
First National Bank of Santa Fe February 2015 - Present
First National Bank of Santa Fe August 2013 - Present
Fannie Mae May 2011 - May 2013
Washington First International bank November 2007 - December 2010
WaMu 2001 - 2007
Washington Mutual (WaMu) December 1999 - November 2001
Washington Mutual (WaMu) July 1983 - December 1999
United States Air Force October 1975 - October 1979
Skills
Banking, Risk Management, Credit, Mortgage Lending, Financial Risk, Loans, Operational Risk..., AML, Financial Services, Portfolio Management, Credit Risk, Financial Analysis, Credit Analysis, Operational Risk, Risk Assessment, Process Improvement, Retail Banking, Internal Controls, Internal Audit, Due Diligence, Management, Enterprise Risk..., Anti Money Laundering, Auditing, Cross-functional Team..., Analysis, Commercial Banking, Cash Management
Education
California State University-Sacramento 1979 — 1983
Bachelor of Science - Business Administration, Finance, Economics
D. M. Sanford's First National Bank of Santa Fe Experience December 2011 - Present
Job Internal Auditor at Los Alamos National Bank
Industry Banking
Experience
Los Alamos National Bank March 2013 - Present
First National Bank of Santa Fe December 2011 - Present
Redstone Bank November 2007 - December 2011
Federal Deposit Insurance Corporation (FDIC) August 1999 - November 2007
Skills
USA PATRIOT Act, Bank Secrecy Act, Risk Management, OFAC, Capital Markets, Auditing, CAMS, Financial Regulation, Financial Institutions, AML, Liquidity Risk, Banking, RESPA, Credit, Commercial Banking, Microsoft Excel, Consumer Lending, Operational Risk, Credit Analysis, Credit Risk
Education
The University of Texas at Arlington - College of Business 1996 — 2000
B.S., Economics and Spanish
Los Alamos National Bank March 2013 - Present
First National Bank of Santa Fe December 2011 - Present
Redstone Bank November 2007 - December 2011
Federal Deposit Insurance Corporation (FDIC) August 1999 - November 2007
Skills
USA PATRIOT Act, Bank Secrecy Act, Risk Management, OFAC, Capital Markets, Auditing, CAMS, Financial Regulation, Financial Institutions, AML, Liquidity Risk, Banking, RESPA, Credit, Commercial Banking, Microsoft Excel, Consumer Lending, Operational Risk, Credit Analysis, Credit Risk
Education
The University of Texas at Arlington - College of Business 1996 — 2000
B.S., Economics and Spanish
Jerry Schalow's First National Bank of Santa Fe Experience 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
First National Bank of Santa Fe 2010 - Present
The Albuquerque Hispano Chamber of Commerce January 2012 - April 2015
HSBC North America 2003 - 2009
Household International 1995 - 2003
Skills
Team Leadership, Sales Management, Risk Management, Commercial Insurance, Mortgage Banking, Consumer Lending, Cross-functional Team..., Consultative Selling, Strategic Planning, Loans, Recruiting, Banking, Underwriting, Leadership, Mortgage Lending, Selling, Strategy, Team Building, Financial Services, Business Planning, Insurance, Financial Risk, Sales, Business Strategy, Negotiation, Credit, Budgets, Financial Analysis, Coaching, Finance, Relationship Management, Performance Management, Portfolio Management, Credit Risk, Investments, Commercial Banking, Cross Selling, Credit Analysis, Commercial Lending, Loan Origination, Financial Modeling, Executive Management, Strategic Financial..., Wealth Management, Small Business, Mutual Funds, Retirement Planning, Mergers & Acquisitions, Mortgage Servicing, Training
Education
Texas Tech University - Rawls College of Business
BBA, Finance
Texas Tech University - Rawls College of Business
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
First National Bank of Santa Fe 2010 - Present
The Albuquerque Hispano Chamber of Commerce January 2012 - April 2015
HSBC North America 2003 - 2009
Household International 1995 - 2003
Skills
Team Leadership, Sales Management, Risk Management, Commercial Insurance, Mortgage Banking, Consumer Lending, Cross-functional Team..., Consultative Selling, Strategic Planning, Loans, Recruiting, Banking, Underwriting, Leadership, Mortgage Lending, Selling, Strategy, Team Building, Financial Services, Business Planning, Insurance, Financial Risk, Sales, Business Strategy, Negotiation, Credit, Budgets, Financial Analysis, Coaching, Finance, Relationship Management, Performance Management, Portfolio Management, Credit Risk, Investments, Commercial Banking, Cross Selling, Credit Analysis, Commercial Lending, Loan Origination, Financial Modeling, Executive Management, Strategic Financial..., Wealth Management, Small Business, Mutual Funds, Retirement Planning, Mergers & Acquisitions, Mortgage Servicing, Training
Education
Texas Tech University - Rawls College of Business
BBA, Finance
Texas Tech University - Rawls College of Business
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Rachel Chaparro, PHR's First National Bank of Santa Fe Experience August 2008 - November 2012
Job HR Administrator State of New Mexico
Industry Government Administration
Experience
State of New Mexico August 2015 - Present
State of New Mexico July 2014 - July 2015
Contractor October 2012 - July 2014
First National Bank of Santa Fe August 2008 - November 2012
Thornburg Investment Management March 2004 - July 2008
Skills
Employee Relations, HRIS, Benefits Administration, Employee Benefits, Human Resources, Performance Management, Onboarding, Recruiting, HR Policies, FMLA, Organizational..., Employee Engagement, Employment Law, Payroll, Personnel Management, Deferred Compensation
Education
The University of New Mexico - Robert O. Anderson School of Management
Bachelors, Business Administration
State of New Mexico August 2015 - Present
State of New Mexico July 2014 - July 2015
Contractor October 2012 - July 2014
First National Bank of Santa Fe August 2008 - November 2012
Thornburg Investment Management March 2004 - July 2008
Skills
Employee Relations, HRIS, Benefits Administration, Employee Benefits, Human Resources, Performance Management, Onboarding, Recruiting, HR Policies, FMLA, Organizational..., Employee Engagement, Employment Law, Payroll, Personnel Management, Deferred Compensation
Education
The University of New Mexico - Robert O. Anderson School of Management
Bachelors, Business Administration
Sandra Snow, CAMS's First National Bank of Santa Fe Experience March 2008 - October 2013
Job VP and Director of BSA/AML/OFAC Compliance at Los Alamos National Bank
Industry Banking
Experience
Los Alamos National Bank June 2015 - Present
Los Alamos National Bank May 2014 - Present
Los Alamos National Bank October 2013 - May 2014
First National Bank of Santa Fe March 2008 - October 2013
International Bank of Raton July 2002 - March 2008
Wells Fargo May 2001 - July 2002
Stolar Horizon, Inc. April 2000 - January 2001
John Davidson Law Offices August 1999 - April 2000
Moreau and Snow, Inc. March 1998 - December 1999
Sunwest Bank of Raton, NA May 1981 - August 1997
Skills
Cash Management, Financial Services, Payment Card Processing, Relationship Management, Small Business, Risk Management, Debit Cards, E-commerce, Financial Analysis, Start-ups, Commercial Banking, Consumer Lending, Credit Risk, Management, Financial Risk, Portfolio Management, Retail Banking, Loans, Banking, Credit Analysis
Education
Regis University 2001 — 2007
BS, Business Administration and Finance
Southern Methodist University - Cox School of Business 1991 — 1992
Southwestern Graduate School of Banking
The University of New Mexico - Robert O. Anderson School of Management 1987 — 1988
New Mexico School of Banking
Los Alamos National Bank June 2015 - Present
Los Alamos National Bank May 2014 - Present
Los Alamos National Bank October 2013 - May 2014
First National Bank of Santa Fe March 2008 - October 2013
International Bank of Raton July 2002 - March 2008
Wells Fargo May 2001 - July 2002
Stolar Horizon, Inc. April 2000 - January 2001
John Davidson Law Offices August 1999 - April 2000
Moreau and Snow, Inc. March 1998 - December 1999
Sunwest Bank of Raton, NA May 1981 - August 1997
Skills
Cash Management, Financial Services, Payment Card Processing, Relationship Management, Small Business, Risk Management, Debit Cards, E-commerce, Financial Analysis, Start-ups, Commercial Banking, Consumer Lending, Credit Risk, Management, Financial Risk, Portfolio Management, Retail Banking, Loans, Banking, Credit Analysis
Education
Regis University 2001 — 2007
BS, Business Administration and Finance
Southern Methodist University - Cox School of Business 1991 — 1992
Southwestern Graduate School of Banking
The University of New Mexico - Robert O. Anderson School of Management 1987 — 1988
New Mexico School of Banking
Christopher Madonia's First National Bank of Santa Fe Experience July 2008 - October 2008
Job Compliance Officer at Credit Union of Texas
Industry Banking
Experience
Credit Union of Texas June 2012 - June 2015
ACE Cash Express June 2010 - August 2011
State of NM October 2008 - April 2010
First National Bank of Santa Fe July 2008 - October 2008
Guadalupe Credit Union October 2004 - July 2008
Skills
Compliance, Regulatory Requirements, AML, BSA, OFAC, Bank Secrecy Act, Quality Assurance, Internal Audit, Compliance Audits, Risk Management, Risk Assessment, Policy Writing, Information Security, Anti Money Laundering, Banking, Management
Education
Florida International University 1995 — 1998
BS, Communications
Credit Union of Texas June 2012 - June 2015
ACE Cash Express June 2010 - August 2011
State of NM October 2008 - April 2010
First National Bank of Santa Fe July 2008 - October 2008
Guadalupe Credit Union October 2004 - July 2008
Skills
Compliance, Regulatory Requirements, AML, BSA, OFAC, Bank Secrecy Act, Quality Assurance, Internal Audit, Compliance Audits, Risk Management, Risk Assessment, Policy Writing, Information Security, Anti Money Laundering, Banking, Management
Education
Florida International University 1995 — 1998
BS, Communications
Melissa Scott-Mullins's First National Bank of Santa Fe Experience September 2011 - Present
Job Data Reporting and Analytics
Industry Banking
Experience
First National Bank of Santa Fe September 2011 - Present
First Community Bank, now part of U.S. Bank October 2002 - August 2011
Charter Bank June 2001 - October 2002
PNM Resources January 1993 - June 2001
Education
University of Central Oklahoma 1985 — 1989
BS, Computer Science
Cameron University 1981 — 1986
Associate, Data Processing
First National Bank of Santa Fe September 2011 - Present
First Community Bank, now part of U.S. Bank October 2002 - August 2011
Charter Bank June 2001 - October 2002
PNM Resources January 1993 - June 2001
Education
University of Central Oklahoma 1985 — 1989
BS, Computer Science
Cameron University 1981 — 1986
Associate, Data Processing
Pat Murray's First National Bank of Santa Fe Experience 2011 - Present
Job Senior Vice President at First National Santa Fe
Industry Banking
Experience
First National Bank of Santa Fe 2011 - Present
First Community Bank 2001 - 2009
Skills
Credit, Strategic Planning, Entrepreneurship, Portfolio Management, Team Building, Mortgage Lending, Credit Analysis, Private Banking, Loans, Leadership, Small Business, Risk Management, Title Insurance, Marketing, Financial Planning, Strategic Financial..., Loan Origination, Mortgage Banking, Wealth Management, Commercial Lending, Underwriting, Investments, Management
Education
The University of New Mexico - Robert O. Anderson School of Management 1976 — 1981
Banking, Finance
First National Bank of Santa Fe 2011 - Present
First Community Bank 2001 - 2009
Skills
Credit, Strategic Planning, Entrepreneurship, Portfolio Management, Team Building, Mortgage Lending, Credit Analysis, Private Banking, Loans, Leadership, Small Business, Risk Management, Title Insurance, Marketing, Financial Planning, Strategic Financial..., Loan Origination, Mortgage Banking, Wealth Management, Commercial Lending, Underwriting, Investments, Management
Education
The University of New Mexico - Robert O. Anderson School of Management 1976 — 1981
Banking, Finance
Steve Stork's First National Bank of Santa Fe Experience 1981 - 2010
Job Senior Vice President at Los Alamos National Bank
Industry Banking
Experience
Los Alamos National Bank 2010 - Present
First National Bank of Santa Fe 1981 - 2010
Education
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science, Finance
Los Alamos National Bank 2010 - Present
First National Bank of Santa Fe 1981 - 2010
Education
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science, Finance
Michelle L'Heureux's First National Bank of Santa Fe Experience March 2008 - Present
Job Client Relations Assoc. II at First National Bank of Santa Fe
Industry Banking
Experience
First National Bank of Santa Fe March 2008 - Present
Education
The College of Santa Fe 1993 — 1995
BA, Humanities
NM State University
First National Bank of Santa Fe March 2008 - Present
Education
The College of Santa Fe 1993 — 1995
BA, Humanities
NM State University
Rebecca Sandoval Nezzer's First National Bank of Santa Fe Experience February 2013 - Present
Job VP / Human Resources at First National Bank of Santa Fe
Industry Banking
Experience
First National Bank of Santa Fe February 2013 - Present
State National Bank March 1999 - 2006
Spence Asset Management March 1992 - February 1996
Skills
Workforce Planning, Employee Engagement, Performance Management, Team Management, Talent Acquisition, Change Management, Talent Management, Succession Planning, Personnel Management, Deferred Compensation, Training, Strategic Planning, Organizational..., HR Transformation, Banking, Leadership Development, Recruiting, Conflict Resolution, Sales, Leadership, Coaching, Public Speaking, Management, Customer Service, Microsoft Office
Education
New Mexico State University 1979 — 1983
Bachelor’s Degree
First National Bank of Santa Fe February 2013 - Present
State National Bank March 1999 - 2006
Spence Asset Management March 1992 - February 1996
Skills
Workforce Planning, Employee Engagement, Performance Management, Team Management, Talent Acquisition, Change Management, Talent Management, Succession Planning, Personnel Management, Deferred Compensation, Training, Strategic Planning, Organizational..., HR Transformation, Banking, Leadership Development, Recruiting, Conflict Resolution, Sales, Leadership, Coaching, Public Speaking, Management, Customer Service, Microsoft Office
Education
New Mexico State University 1979 — 1983
Bachelor’s Degree
Desiree Montoya's First National Bank of Santa Fe Experience April 2013 - Present
Job Personal Banking Representative at First National Bank of Santa Fe
Industry Banking
Experience
First National Bank of Santa Fe April 2013 - Present
First National Bank of Santa Fe November 2011 - April 2013
Skills
Loans, Credit, Banking
Education
Santa Fe Community College
First National Bank of Santa Fe April 2013 - Present
First National Bank of Santa Fe November 2011 - April 2013
Skills
Loans, Credit, Banking
Education
Santa Fe Community College