First National Bank of Shelby NC
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First National Bank of Shelby NC Employees
Cleveland County Schools August 2013 - Present
Cleveland County Schools July 2006 - June 2013
Central United Methodist Church- Kid's Place Preschool Director June 2002 - June 2006
First Baptist Church Shelby, NC- Mother's Morning Out Program June 1997 - June 2002
First National Bank of Shelby NC March 1985 - June 1997
Skills
Time Management, Curriculum Design, Public Speaking, Event Planning, Classroom, Budgets, Higher Education, Microsoft Office, Leadership Development, Nonprofits, Team Building, Staff Development, Leadership, Strategic Planning, Fundraising
Education
Gardner-Webb University 1983 — 1988
BS, Sociology/Business Admin.
Crest High School 1980 — 1983
First National Bank of Shelby NC July 2003 - Present
Triangle Bank January 1998 - February 2000
Skills
Commercial Lending, Credit Analysis, Team Building, Small Business Lending, Financial Analysis, Banking, Commercial Banking, Marketing Strategy
Education
Wake Forest University 2001 — 2003
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill 1993 — 1997
Bachelor of Arts (BA), Economics
Bank of the Ozarks October 2014 - Present
Bank of the Ozarks September 2013 - October 2014
Bank of the Ozarks February 2013 - September 2013
First National Bank of Shelby June 2006 - February 2013
First National Bank of Shelby NC September 1989 - June 2006
Education
Gardner-Webb University 1982 — 1986
BS, Administrative Management
East Montgomery High School 1978 — 1982
High School
Alliance Bank and Trust October 2014 - Present
Bank of the Ozarks August 2013 - July 2014
First National Bank of Shelby NC July 2004 - July 2013
BB&T November 1999 - June 2004
Wachovia Bank March 1994 - November 1999
Skills
Credit Analysis, Loans, Banking, Small Business Lending, Financial Analysis, Commercial Lending, Real Estate, Cash Management, Asset Based Lending, Commercial Real Estate, Cash Flow Lending, Lines Of Credit, Construction Loans, Sales Management, Commercial Mortgages, Finance
Education
Augusta State University 1982 — 1986
BS, Finance, General
Rock Financial Services, LLC March 2011 - Present
First National Bank of Shelby NC June 2008 - March 2011
First Charter Bank March 2001 - May 2008
First Union January 1997 - March 2001
Skills
401k Rollovers, 403 b, IRAs, Retirement Planning, Lifestyle Planning, Income Protection, Estate Planning, Social Security, Financial Risk, Life Insurance, Long Term Care Insurance, College Funding..., Fixed Annuities, Equity Indexed Annuities, Finance, Wealth
Education
Troy University 1979 — 1984
Bachelor of Science (BS), Business Administration and Management, General
Riverview High School in Sarasota FL 1976 — 1979
BB&T February 2014 - Present
First National Bank of Shelby NC November 2011 - July 2013
Yadkin Valley Bank October 2009 - August 2011
Bank of Granite November 1997 - October 2009
Peoples Bank October 1990 - November 1997
Wachovia Bank and Trust, N.A. July 1988 - July 1990
Skills
Accounting, Financial Reporting, Loans, Analysis, Credit, Credit Analysis, Financial Analysis, Credit Risk, Risk Management
Education
University of North Carolina at Chapel Hill
BA, Economics
Brooks-Dehart Furniture Xpress January 2015 - Present
StaffMasters August 2013 - January 2015
First National Bank of Shelby NC June 2012 - August 2013
Martin Starnes & Associates, CPAs, P.A. July 2011 - June 2012
LendingTree June 2010 - May 2011
Tree.com June 2010 - May 2011
Charlotte Chamber of Commerce February 2010 - June 2010
Alpha Kappa Psi - Eta Omega Chapter May 2009 - May 2010
UNC Charlotte January 2008 - January 2009
Skills
Social Media, Microsoft Office, Advertising, Microsoft Publisher, Ad Serving, Atlas, MediaMind, Social Media Marketing, Email Marketing, Online Advertising, Marketing, Microsoft Excel, Event Planning, Facebook, Digital Marketing, Web Analytics, Marketing Strategy, Social Networking, SEO, Marketing Communications, Human Resources, Performance Management, Recruiting, New Hire Orientations, Budgets, Web Marketing, Customer Service, Temporary Placement, Sourcing, Public Relations, Talent Acquisition, Interviews, Applicant Tracking..., Payroll
Education
University of North Carolina at Charlotte 2007 — 2010
Bachelor of Science, Marketing and Management
North Carolina State University 2006 — 2007
Political Science
West Lincoln High School 2002 — 2006
High School Diploma
U.S. Trust August 2015 - Present
North Carolina Office of the Commissioner of Banks; Texas Department of Banking March 2013 - August 2015
First National Bank of Shelby NC September 2012 - March 2013
Verizon Wireless August 2004 - May 2010
Skills
Trust Services, Fiduciary, Trust Officer, Compliance, Financial Analysis, Wealth Management, Data Analysis, Teamwork, Financial Reporting, Financial Audits, Legal Compliance, Banking, Investment Management, Investment Strategies, Investments, Modern Portfolio Theory, Regulatory Analysis, Sales Presentations, Salesforce.com, Sales, Sales Process, Customer Satisfaction, Sales Management, Forecasting, Selling, SaaS, Team Leadership, Microsoft Office, Customer Service, Leadership, Strategic Partnerships, Building Relationships, Selling Skills, Business Development, PowerPoint development
Education
Cannon Financial 2013 — 2014
Investment Management
Campbell University 2009 — 2010
Master, Trust and Wealth Management
University of Tennessee-Knoxville 1998 — 2002
BA, Economics
Law Offices of Jay H. Krall April 2014 - Present
Wells Fargo Private Bank January 2012 - April 2014
First National Bank of Shelby NC April 2011 - March 2012
Law Offices of Jay H. Krall August 1985 - April 2011
Citi Trust March 2007 - July 2009
Smith Barney March 2005 - March 2007
Skills
Estate Planning, Estate Tax Planning, High Net Worth..., Charities, Trustee Services and..., Modification of..., Series 65, Retirement Planning, Trusts, IRAs
Education
Quinnipiac University School of Law 1981 — 1984
J.D., Law
University of Maine 1975 — 1977
M.S., Entomology
Lafayette College 1970 — 1974
BA, Biology
Gaston County Schools April 2013 - Present
First National Bank of Shelby NC August 2002 - April 2013
Craig, Barry, and Poston CPA, PA October 2001 - August 2002
Browne, Keller, and McKinney CPA, PA January 2001 - October 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Windows, Outlook, Budgets, Accounting, Financial Analysis, Cognos, Queries, Financial Reporting, Credit, Internal Audit, Process Improvement, Leadership, Training, General Ledger, Account Reconciliation
Education
Gardner-Webb University 2001 — 2003
MAcc, Accounting
Gardner-Webb University 1998 — 2001
Bachelor's degree, Accounting
Crest High School 1994 — 1998
The Ryals Law Firm, PC June 2006 - Present
First National Bank of Shelby NC June 2012 - April 2013
In re HealthSouth Corp. Securities Litigation July 2007 - March 2008
Matt Freeman and Associates December 2005 - May 2006
Vetco Gray International / Update Legal February 2005 - September 2005
Skills
Litigation, Legal Assistance, Criminal Law, Family Law, Bankruptcy, Civil Litigation, Real Estate Transactions, Document Review, Finance, Analysis, Credit Risk, Foreclosures, Software Documentation, Banking, Loans, Credit, Commercial Lending, Depositions, Commercial Banking, Intellectual Property, Real Estate, Commercial Litigation
Education
The University of Alabama School of Law 2001 — 2004
Doctor of Law (J.D.), Business Entity Formation, Commercial Litigation, Bankruptcy, Corporate Finance
University of Alabama 1995 — 2001
Bachelor of Science (B.S.) Finance; Bachelor of Arts (B.A.) Psychology, Psychology, Finance, Human Development
First National Bank of Shelby NC December 2011 - Present
BMO Harris Bank (formerly M&I Marshall & Ilsley) July 2008 - December 2011
Harris Bank - Wholly owned Subsidiary of BMO (formerly Merchants & Manufacturers Bancorp) November 2004 - June 2008
Waukesha State Bank October 2003 - November 2004
Wells Fargo Bank February 1999 - August 2003
Skills
Loans, Credit, Banking, Credit Analysis, Mortgage Lending, Commercial Lending, Finance, Portfolio Management, Financial Analysis, Financial Risk, Loss Mitigation, Refinance, Real Estate, Analysis, Management
Education
Carroll College 1985 — 1989
Bachelor of Science, Finance Emphasis
Harold S Vincent H. S. 1979 — 1983
First National Bank of Shelby NC October 2010 - Present
First National Bank of Shelby NC November 2004 - October 2010
SouthTrust Bank June 2003 - November 2004
Skills
Quickbooks, Microsoft Office, Deadline Oriented, Works Well Under..., Organized
Education
Gardner-Webb University 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Accounting
Cleveland Community College 2007 — 2009
Associate of Science (A.S.), Accounting
First National Bank of Shelby NC April 1993 - Present
Skills
Image Processing, Purchasing, Problem Solving
Education
Gardner-Webb University 2008 — 2010
BS, Accounting
First National Bank of Shelby NC May 2012 - Present
Substation II May 2003 - Present
Education
University of South Carolina Upstate 2008 — 2013
Bachelor's degree, Criminal Justice/Law Enforcement Administration, Senior
Park Sterling Bank November 2013 - Present
Park Sterling Bank November 2012 - November 2013
Uwharrie Capital Corp May 2012 - November 2012
First National Bank of Shelby NC March 2011 - May 2012
First National Bank of Shelby NC November 2007 - March 2011
First Charter Bank February 2004 - November 2007
Skills
Credit Analysis, Credit Risk, Financial Analysis, Risk Management, Microsoft Office, Microsoft Excel, Customer Service, Customer Satisfaction, Banking, Underwriting, Portfolio Management, Finance, Commercial Lending
Education
University of North Carolina at Asheville 1983 — 1987
Bachelor of Arts (BA), Economics
First National Bank of Shelby NC March 1999 - June 2008
Cleveland County Chamber June 1987 - August 1998
Education
Univ.. of Georgia 1986 — 1991
Institute for Organizational Management
University of South Carolina-Columbia 1965 — 1969
Bachelor of Arts (B.A.), Psychology
Jack Henry & Associates April 2013 - Present
First National Bank of Shelby NC April 1993 - April 2013
Skills
Banking, Commercial Banking, Credit, Loans, Process Improvement, Project Management, Retail Banking, Program Management, Security, Training
Education
Gardner-Webb University 2008 — 2010
Bachelor's degree, Accounting
Crest Hign School