Independence Trust Company
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Independence Trust Company Employees
HEOPS, Inc December 2013 - Present
HEOPS, Inc February 2013 - December 2013
Arbor Healthcare March 2012 - January 2013
Arbor Healthcare March 2011 - March 2012
Arbor Healthcare October 2007 - March 2011
Arbor Healthcare July 2006 - October 2007
Arbor Healthcare July 2003 - July 2006
Independence Trust Company April 2001 - July 2003
Independence Trust Company June 1999 - April 2001
Franklin Road Academy August 1998 - June 1999
Skills
Business Analysis, Process Improvement, Problem Solving, Training, HIPAA, Healthcare Management, Quality Assurance, Change Management, Managed Care, Healthcare Information..., Strategic Planning, Leadership, Team Building, Curriculum Development, Software Documentation, Quality Control, Coordination of Benefits, Healthcare Reimbursement, Denials, Accounts Receivable, Health Insurance, Microsoft Office, Provider Relations, Revenue Cycle, Consulting, Business Process..., Data Analysis, Strategy, Healthcare Consulting, Business Strategy, EHR, Revenue Cycle Management, Business Process..., Management, Human Resources, Cross-functional Team..., Healthcare Industry, Analysis, Insurance, Medicaid, Medicare, Business Process, Auditing, Project Management, Teamwork
Education
Belmont University 1994 — 1998
BS, Engineering Physics & Mathematics
Villanova University
Lean Six Sigma
Independence Trust Company July 2012 - Present
Bethmann Law Firm 2010 - 2012
The Price Law Firm 2009 - 2010
Tarrant County Probate Court #2 2008 - 2008
Leitner, Williams, Dooley & Napolitan January 2004 - June 2007
Education
Texas A&M University School of Law 2007 — 2010
J.D.
University of Tennessee-Knoxville 2005 — 2007
Bachelors of Arts, Legal Studies
Pellissippi State Community College 2003 — 2005
Associate of Arts and Sciences (A.A.S.), Legal Assistant/Paralegal
Henderson Financial Group, Inc. January 2009 - Present
Independence Trust Company August 2005 - December 2008
Charles Schwab August 2002 - August 2005
A.G. Edwards & Sons, Inc. April 2000 - August 2002
Education
College for Financial Planning 2000 — 2000
AAMS
Nashville School of Law 1997 — 1999
Austin Peay State University 1989 — 1995
BBA
Cannon Financial Institute 2005 — 2005
Trust Administration
College for Financial Planning 2003 — 2003
RP
HawsGoodwin Financial August 2008 - Present
Merrill Lynch Global Private Client 2003 - 2008
Independence Trust Company 1999 - 2003
SunTrust Equitable Securities 1994 - 1999
Skills
Investment Advisory, Investments, Marketing, Finance, Strategic Planning, Wealth Management, Asset Allocation, Investment Strategies, Retirement Planning, Investment Management, Estate Planning, Management
Education
Vanderbilt University - Owen Graduate School of Management 1992 — 1994
MBA, Finance
Murray State University 1985 — 1988
B.S., Business Administration
Ipreo November 2014 - Present
OndeFicar.com December 2013 - Present
Wealth Access, Inc. December 2013 - Present
Jamplify February 2013 - Present
Shareholder InSite March 2009 - Present
Beacon Technologies 2007 - Present
Independence Trust Company January 2009 - February 2013
Mobular Technologies 2001 - 2013
FabSol LLC. December 2008 - December 2012
Interactive Advisory Software 2009 - September 2012
Skills
Valuation, Start-ups, Due Diligence, SaaS, Venture Capital, Entrepreneurship, Business Strategy, Analytics, Private Equity, Mergers, Corporate Development, Portfolio Management, Scenario Planning, Strategy, Leadership
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1994
MBA, Finance and Entreprenuership
Denison University 1986 — 1990
BA, Spanish, Philosophy
The Anderson Group Real Estate 2006 - Present
Keller Williams Realty 2006 - Present
Nashville Chamber of Commerce 2006 - 2008
US Army May 1998 - May 2006
Independence Trust Company April 2005 - March 2006
Avondale Partners 2004 - 2005
Skills
Real Estate, Investments, Investment Properties, Marketing, Real Estate Transactions, Financial Analysis, Strategic Planning, Finance, Valuation, Luxury, Asset Managment, Marketing Strategy, Healthcare, Strategic Consulting, Economics, Online Advertising, Competitive Analysis, Sales, Residential Homes, First Time Home Buyers, Contract Negotiation, Leadership, Selling, Asset Management, Entrepreneurship, Sellers, Budgets, Negotiation, Buyer Representation, Relocation, Foreclosures, Property, Email Marketing, Referrals, Mortgage Lending, Investors, Short Sales, REO, Single Family Homes, Condos, New Home Sales, Buyers
Education
Louisiana State University and Agricultural and Mechanical College 2000 — 2004
Bachelor of Science (BS), International Trade and Finance
Louisiana State University and Agricultural and Mechanical College 2000 — 2004
BS, International Business/Trade/Commerce
Alexandria Senior High School 1995 — 1998
Independence Trust Company September 2014 - Present
Crowe Horwath LLP September 2013 - August 2014
Rieth Riley Construction Company April 2013 - July 2013
Crowe Horwath LLP January 2013 - March 2013
Rieth-Riley Construction Company May 2012 - December 2012
Goshen College October 2011 - December 2011
Rieth-Riley Construction Company May 2011 - September 2011
Trevecca Nazarene University September 2008 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Tutoring, Accounts Payable, Accounts Receivable, Time Management, QuickBooks, Outlook, Auditing, Accounting, Financial Accounting, Finance
Education
Goshen College 2011 — 2012
Bachelor of Arts (B.A.), Accounting, 3.79 of 4.0
Trevecca Nazarene University 2008 — 2010
Independence Trust Company January 2006 - Present
Regions (AmSouth) May 1981 - September 2005
Skills
Banking, Financial Analysis, Portfolio Management, Mutual Funds, Risk Management, Credit Analysis, Asset Management, Fixed Income, Wealth Management, Equities, Valuation, Capital Markets, Investments, Financial Planning, Estate Planning
Education
Middle Tennessee State University 1976 — 1980
Bachelor of Business Administration (BBA), Marketing and Accounting
Cumberland Trust and Investment Company November 2011 - Present
Cumberland Trust and Investment Company 2006 - February 2012
Independence Trust Company 2003 - 2006
Skills
Financial Analysis, Investments, Asset Managment, Strategic Financial...
Education
Lipscomb University 1999 — 2003
B.S., Finance/Economics
Christian Brothers High School 1996 — 1999