IronStone Bank
Description
Founded: 1997 Parent organization: First Citizens BancShares
IronStone Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at IronStone Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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IronStone Bank Employees
Employee
Years
Job
Industry
Chris Rascón Chris Rascón's IronStone Bank Experience September 2004 - September 2007
Job Assistant Branch Manager
Industry Banking
Experience
OneWest Bank March 2010 - Present
Orange County's Credit Union October 2008 - November 2009
CalNational Bank October 2007 - October 2008
IronStone Bank September 2004 - September 2007
Skills
Retail Banking, Sales Management, Banking Operations, Mortgage Banking, Customer Service, Core Banking, Human Resources, Sales, Branch Banking, Banking, Management, Loans, Mortgage Lending, Consumer Lending, Credit, Branch Management, Lines Of Credit, Small Business Lending, Commercial Lending, Loan Origination, Deposits, Cross Selling, Commercial Banking
Education
California State University-Fullerton 2012 — 2014
Bachelor's degree, Business Administration, Management and Operations
Saddleback College 2004 — 2006
Associate of Arts (A.A.), Business Administration and Management, General
OneWest Bank March 2010 - Present
Orange County's Credit Union October 2008 - November 2009
CalNational Bank October 2007 - October 2008
IronStone Bank September 2004 - September 2007
Skills
Retail Banking, Sales Management, Banking Operations, Mortgage Banking, Customer Service, Core Banking, Human Resources, Sales, Branch Banking, Banking, Management, Loans, Mortgage Lending, Consumer Lending, Credit, Branch Management, Lines Of Credit, Small Business Lending, Commercial Lending, Loan Origination, Deposits, Cross Selling, Commercial Banking
Education
California State University-Fullerton 2012 — 2014
Bachelor's degree, Business Administration, Management and Operations
Saddleback College 2004 — 2006
Associate of Arts (A.A.), Business Administration and Management, General
Robert Mann Robert Mann's IronStone Bank Experience April 2003 - June 2005
Job Division Director, Department of Motor Vehicles
Industry Government Relations
Experience
Gwinnett County Tax Commissioner's Office January 2015 - Present
First Citizens Bank April 2007 - June 2014
Georgian Bank April 2006 - April 2007
Piedmont Bank of Georgia July 2005 - April 2006
IronStone Bank April 2003 - June 2005
SouthTrust Bank January 2000 - March 2003
Bank of America January 1991 - January 2000
Skills
Underwriting, Credit, Banking, Loans, Credit Analysis, Portfolio Management, Hiring, Commercial Lending, Commercial Banking, Small Business Lending, New Business Development, Financial Analysis, Team Leadership, Lines Of Credit, Mortgage Lending, Investments, Finance, Commercial Mortgages, Asset Based Lending, Sales Management, Consumer Lending, Financial Services, Wealth Management, Sales, Cross Selling, Management, Relationship Management, Cash Management, Credit Risk, Financial Risk, Loan Origination, Treasury Management, Business Development, SBA, Risk Management, Strategic Planning, Retail Banking, Leadership, Treasury Services, Mortgage Banking
Education
University of Florida 1985 — 1991
BA, Economics
Great Neck North Senior High School 1982 — 1985
Gwinnett County Tax Commissioner's Office January 2015 - Present
First Citizens Bank April 2007 - June 2014
Georgian Bank April 2006 - April 2007
Piedmont Bank of Georgia July 2005 - April 2006
IronStone Bank April 2003 - June 2005
SouthTrust Bank January 2000 - March 2003
Bank of America January 1991 - January 2000
Skills
Underwriting, Credit, Banking, Loans, Credit Analysis, Portfolio Management, Hiring, Commercial Lending, Commercial Banking, Small Business Lending, New Business Development, Financial Analysis, Team Leadership, Lines Of Credit, Mortgage Lending, Investments, Finance, Commercial Mortgages, Asset Based Lending, Sales Management, Consumer Lending, Financial Services, Wealth Management, Sales, Cross Selling, Management, Relationship Management, Cash Management, Credit Risk, Financial Risk, Loan Origination, Treasury Management, Business Development, SBA, Risk Management, Strategic Planning, Retail Banking, Leadership, Treasury Services, Mortgage Banking
Education
University of Florida 1985 — 1991
BA, Economics
Great Neck North Senior High School 1982 — 1985
Ann Gregory Ann Gregory's IronStone Bank Experience November 1997 - October 1999
Job Retail Bank Manager at Community & Southern Bank
Industry Banking
Experience
Community & Southern Bank September 2015 - Present
Bank of North Georgia October 1999 - September 2015
IronStone Bank November 1997 - October 1999
Colonial Savings October 1992 - November 1997
Skills
Loans, Human Resources, CRM, Credit, Management, Commercial Lending, Portfolio Management, Real Estate, Small Business Lending, Sales, Marketing, Coaching, Banking, Branch Banking, Customer Satisfaction, Leadership, Risk Management, Strategic Planning, Training, Branch Management, Business Development, Cash Management, Commercial Banking, Commercial Mortgages, Construction Loans, Consumer Lending, Credit Analysis, Credit Risk, Cross Selling, Customer Service, Deposits, Finance, Financial Analysis, Insurance, Lines Of Credit, Loan Origination, New Business Development, Retail Banking, Sales Management, Small Business
Education
The University of Texas at Arlington 1990 — 1991
Business
Tarrant County College 1980 — 1990
Finance
Community & Southern Bank September 2015 - Present
Bank of North Georgia October 1999 - September 2015
IronStone Bank November 1997 - October 1999
Colonial Savings October 1992 - November 1997
Skills
Loans, Human Resources, CRM, Credit, Management, Commercial Lending, Portfolio Management, Real Estate, Small Business Lending, Sales, Marketing, Coaching, Banking, Branch Banking, Customer Satisfaction, Leadership, Risk Management, Strategic Planning, Training, Branch Management, Business Development, Cash Management, Commercial Banking, Commercial Mortgages, Construction Loans, Consumer Lending, Credit Analysis, Credit Risk, Cross Selling, Customer Service, Deposits, Finance, Financial Analysis, Insurance, Lines Of Credit, Loan Origination, New Business Development, Retail Banking, Sales Management, Small Business
Education
The University of Texas at Arlington 1990 — 1991
Business
Tarrant County College 1980 — 1990
Finance
Grant Spreter Grant Spreter's IronStone Bank Experience May 2004 - September 2006
Job Georgia Commerce Bank
Industry Banking
Experience
Georgia Commerce Bank April 2013 - Present
State Bank & Trust December 2009 - April 2013
RBC Bank September 2006 - December 2009
IronStone Bank May 2004 - September 2006
Skills
Retail Banking, Treasury Management, Financial Risk, Commercial Real Estate, Consumer Lending, Lines Of Credit, New Business Development, Cash Management, Investment Banking, Sales Management, Commercial Mortgages, Corporate Finance, Loan Origination, Real Estate, Deposits, Risk Management, Commercial Lending, Credit Risk, Small Business Lending, Private Banking, Investments, Finance, SBA, Asset Based Lending, Cash Flow Lending, Construction Loans, Mergers, Trade Finance, Treasury Services
Education
Kennesaw State University - Michael J. Coles College of Business 2002 — 2004
B.A. in Finance
Georgia Commerce Bank April 2013 - Present
State Bank & Trust December 2009 - April 2013
RBC Bank September 2006 - December 2009
IronStone Bank May 2004 - September 2006
Skills
Retail Banking, Treasury Management, Financial Risk, Commercial Real Estate, Consumer Lending, Lines Of Credit, New Business Development, Cash Management, Investment Banking, Sales Management, Commercial Mortgages, Corporate Finance, Loan Origination, Real Estate, Deposits, Risk Management, Commercial Lending, Credit Risk, Small Business Lending, Private Banking, Investments, Finance, SBA, Asset Based Lending, Cash Flow Lending, Construction Loans, Mergers, Trade Finance, Treasury Services
Education
Kennesaw State University - Michael J. Coles College of Business 2002 — 2004
B.A. in Finance
Douglas Kuenstler Douglas Kuenstler's IronStone Bank Experience April 2007 - October 2008
Job Executive Vice President at Lone Star Bank
Industry Banking
Experience
SouthStar Bank/Lone Star Bank October 2008 - Present
IronStone Bank April 2007 - October 2008
Wells Fargo Bank 1999 - 2007
Horizon Bank 1992 - 1997
Skills
Investment Properties, Banking, Refinance, Loans, Commercial Lending, Investments, Credit, Commercial Real Estate, Finance, Commercial Banking, Mortgage Lending, Real Estate Development, Credit Analysis, Financial Analysis, Small Business, Real Estate, Small Business Lending, Loan Origination, Underwriting, Strategic Planning, Mortgage Banking
Education
St. Edward's University 1990 — 1995
MBA, Public Administration
The University of Texas at Austin - Red McCombs School of Business 1983 — 1987
BBA, Finance
SouthStar Bank/Lone Star Bank October 2008 - Present
IronStone Bank April 2007 - October 2008
Wells Fargo Bank 1999 - 2007
Horizon Bank 1992 - 1997
Skills
Investment Properties, Banking, Refinance, Loans, Commercial Lending, Investments, Credit, Commercial Real Estate, Finance, Commercial Banking, Mortgage Lending, Real Estate Development, Credit Analysis, Financial Analysis, Small Business, Real Estate, Small Business Lending, Loan Origination, Underwriting, Strategic Planning, Mortgage Banking
Education
St. Edward's University 1990 — 1995
MBA, Public Administration
The University of Texas at Austin - Red McCombs School of Business 1983 — 1987
BBA, Finance
William Clay Tucker, RICP, CAP, ChFEBC, CRPS William Clay Tucker, RICP, CAP, ChFEBC, CRPS's IronStone Bank Experience September 2004 - October 2006
Job Solutions For a StressFree Retirement
Industry Financial Services
Experience
The Woodville Group, LLC October 2009 - Present
BB&T Investment Services September 2006 - October 2009
IronStone Bank September 2004 - October 2006
First Horizon National Corporation October 2003 - September 2004
Regions Financial Corporation June 1992 - October 2003
American Express Financial Advisors 1990 - 1992
Skills
Philanthropy, Planned Giving, Retirement Income..., Estate Planning, Insurance, Asset Management, Charitable Giving..., Trusts, Executive Compensation, Risk Management, Venture Philanthropy, Social Security Advisor, Individual Contributor, Classroom Instruction, Legacy Planning, Paddlesports, Outdoor Recreation, Fundraising, Retirement, Asset Managment, Executive Pay, Financial Services, Management, Wealth Management..., Finance, Strategy, Retirement Planning, Wealth, Financial Planning, Public Speaking, Financial Advisory, Wealth Management
Education
The American College 2009 — 2011
RICP, CAP, Philanthropic Advisory; Retirement, Estate and Tax Planning
London School of Economics and Political Science
International Business and Finance
University of Southern Mississippi
BSBA, Banking & Finance
The Woodville Group, LLC October 2009 - Present
BB&T Investment Services September 2006 - October 2009
IronStone Bank September 2004 - October 2006
First Horizon National Corporation October 2003 - September 2004
Regions Financial Corporation June 1992 - October 2003
American Express Financial Advisors 1990 - 1992
Skills
Philanthropy, Planned Giving, Retirement Income..., Estate Planning, Insurance, Asset Management, Charitable Giving..., Trusts, Executive Compensation, Risk Management, Venture Philanthropy, Social Security Advisor, Individual Contributor, Classroom Instruction, Legacy Planning, Paddlesports, Outdoor Recreation, Fundraising, Retirement, Asset Managment, Executive Pay, Financial Services, Management, Wealth Management..., Finance, Strategy, Retirement Planning, Wealth, Financial Planning, Public Speaking, Financial Advisory, Wealth Management
Education
The American College 2009 — 2011
RICP, CAP, Philanthropic Advisory; Retirement, Estate and Tax Planning
London School of Economics and Political Science
International Business and Finance
University of Southern Mississippi
BSBA, Banking & Finance
Bryan Turney Bryan Turney's IronStone Bank Experience May 2010 - December 2011
Job TD Bank SBA Development Officer
Industry Banking
Experience
TD December 2011 - Present
IronStone Bank May 2010 - December 2011
Bank of America June 2005 - May 2010
Wells Fargo 2003 - 2005
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit, Credit Analysis, Banking, SBA, Commercial Real Estate, Finance, Investment Properties, Financial Institutions, Commercial Mortgages, SBA 504, Loans
Education
University of Florida 1997 — 2001
Bachelor's degree, Business Administration and Management, General
TD December 2011 - Present
IronStone Bank May 2010 - December 2011
Bank of America June 2005 - May 2010
Wells Fargo 2003 - 2005
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit, Credit Analysis, Banking, SBA, Commercial Real Estate, Finance, Investment Properties, Financial Institutions, Commercial Mortgages, SBA 504, Loans
Education
University of Florida 1997 — 2001
Bachelor's degree, Business Administration and Management, General
Francis Tongol's IronStone Bank Experience August 2006 - April 2010
Job Vice President Business Banking at Amegy Bank
Industry Banking
Experience
Amegy Bank July 2013 - Present
Amegy Bank July 2010 - July 2013
IronStone Bank August 2006 - April 2010
Wells Fargo Bank April 2004 - August 2006
JP Morgan Chase February 2001 - April 2005
Skills
Access, Account Management, Microsoft Excel, Commercial Lending, Mortgage Lending, Credit, Banking, Investments, Commercial Banking, Loans, Financial Risk, SBA, Lines Of Credit, Financial Analysis, Portfolio Management, Credit Risk, Relationship Management, Treasury Management, Consumer Lending, Credit Analysis, Small Business Lending, Business Development, Commercial Mortgages, Underwriting, Private Banking, Insurance, Financial Services, Finance, Wealth Management, Loan Origination, Cash Management, Leadership, Small Business, Asset Based Lending, Retail Banking, Mergers & Acquisitions, Cross Selling, Financial Structuring, Mortgage Banking, Construction Loans, Branch Management, Treasury Services, Middle Market, Refinance, Funding, Risk Management, Cash Flow Lending, Real Estate, Commercial Real Estate, Factoring
Education
JPMorgan Chase 2004 — 2004
Credit Analyst Program
University of Houston-Clear Lake 1996 — 1999
Business Management, Business
Amegy Bank July 2013 - Present
Amegy Bank July 2010 - July 2013
IronStone Bank August 2006 - April 2010
Wells Fargo Bank April 2004 - August 2006
JP Morgan Chase February 2001 - April 2005
Skills
Access, Account Management, Microsoft Excel, Commercial Lending, Mortgage Lending, Credit, Banking, Investments, Commercial Banking, Loans, Financial Risk, SBA, Lines Of Credit, Financial Analysis, Portfolio Management, Credit Risk, Relationship Management, Treasury Management, Consumer Lending, Credit Analysis, Small Business Lending, Business Development, Commercial Mortgages, Underwriting, Private Banking, Insurance, Financial Services, Finance, Wealth Management, Loan Origination, Cash Management, Leadership, Small Business, Asset Based Lending, Retail Banking, Mergers & Acquisitions, Cross Selling, Financial Structuring, Mortgage Banking, Construction Loans, Branch Management, Treasury Services, Middle Market, Refinance, Funding, Risk Management, Cash Flow Lending, Real Estate, Commercial Real Estate, Factoring
Education
JPMorgan Chase 2004 — 2004
Credit Analyst Program
University of Houston-Clear Lake 1996 — 1999
Business Management, Business
Saif Hakim's IronStone Bank Experience 2007 - 2007
Job CoFounder at Tack
Industry Marketing and Advertising
Experience
Tack February 2011 - Present
Capital Resource Group December 2009 - 2011
Foundation Bank July 2007 - September 2009
Sterling Savings Bank June 2005 - March 2007
IronStone Bank 2007 - 2007
Liberty Financial Group 2003 - 2005
Redmond National Bank 2001 - 2003
Towne Bank 1997 - 2001
Columbia Bank 1997 - 1998
Key Bank 1993 - 1997
Skills
Word Of Mouth Marketing, Loans, Small Business, Mortgage Lending, Banking, Underwriting, Financial Analysis, Commercial Lending, New Business Development, Portfolio Management, Entrepreneurship, Strategic Planning, Account Management, Advertising, Finance, Sales Management, Sales, Credit, Commercial Banking, Business Planning, Start-ups, Executive Management, Business Strategy, Investments, Funding
Education
Bellevue College 1992 — 1994
Associate of Arts (AA)
Tack February 2011 - Present
Capital Resource Group December 2009 - 2011
Foundation Bank July 2007 - September 2009
Sterling Savings Bank June 2005 - March 2007
IronStone Bank 2007 - 2007
Liberty Financial Group 2003 - 2005
Redmond National Bank 2001 - 2003
Towne Bank 1997 - 2001
Columbia Bank 1997 - 1998
Key Bank 1993 - 1997
Skills
Word Of Mouth Marketing, Loans, Small Business, Mortgage Lending, Banking, Underwriting, Financial Analysis, Commercial Lending, New Business Development, Portfolio Management, Entrepreneurship, Strategic Planning, Account Management, Advertising, Finance, Sales Management, Sales, Credit, Commercial Banking, Business Planning, Start-ups, Executive Management, Business Strategy, Investments, Funding
Education
Bellevue College 1992 — 1994
Associate of Arts (AA)
Sandra Clark's IronStone Bank Experience February 2009 - December 2009
Job
Industry Financial Services
Experience
BB&T December 2009 - Present
IronStone Bank February 2009 - December 2009
Park Ave Bank 2006 - 2009
Cornerstone Bank 2003 - 2006
South Trust Bank 1996 - 2003
Carolina First Bank 1991 - 1996
Wachovia, A Wells Fargo Company 1990 - 1991
Bank One September 1989 - October 1990
Nations Bank/Bank of America 1985 - 1989
Citizens and Southern National bank 1979 - 1985
Skills
Sales, Retail, Business Development, Management, Leadership, Recruiting, Training, Coaching, Insurance, Portfolio Management, Asset Based Lending, Banking, CRM, Cash Management, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Customer Service, Finance, Financial Analysis, Financial Services, Forecasting, Investments, Lines Of Credit, Loans, Mortgage Lending, Product Development, Program Management, Relationship Management, Sales Management, Small Business, Small Business Lending, Strategy, Teamwork, Treasury Management, Underwriting
Education
The University of Georgia 1982 — 1985
The University of Georgia 1981 — 1984
BB&T December 2009 - Present
IronStone Bank February 2009 - December 2009
Park Ave Bank 2006 - 2009
Cornerstone Bank 2003 - 2006
South Trust Bank 1996 - 2003
Carolina First Bank 1991 - 1996
Wachovia, A Wells Fargo Company 1990 - 1991
Bank One September 1989 - October 1990
Nations Bank/Bank of America 1985 - 1989
Citizens and Southern National bank 1979 - 1985
Skills
Sales, Retail, Business Development, Management, Leadership, Recruiting, Training, Coaching, Insurance, Portfolio Management, Asset Based Lending, Banking, CRM, Cash Management, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Customer Service, Finance, Financial Analysis, Financial Services, Forecasting, Investments, Lines Of Credit, Loans, Mortgage Lending, Product Development, Program Management, Relationship Management, Sales Management, Small Business, Small Business Lending, Strategy, Teamwork, Treasury Management, Underwriting
Education
The University of Georgia 1982 — 1985
The University of Georgia 1981 — 1984
Melissa (Blair) Giddens, CTP, AAP, NCP's IronStone Bank Experience June 2003 - September 2006
Job Nerium Brand Partner | Treasury Management & Payments Expert
Industry Banking
Experience
Nerium International November 2014 - Present
Washington Trust Bank September 2014 - Present
Umpqua Bank April 2010 - June 2014
SunTrust Bank September 2006 - March 2010
IronStone Bank June 2003 - September 2006
The Legacy Bank June 2001 - May 2003
Pennsylvania State Bank October 1997 - June 2001
Skills
Banking, Treasury Management, Strategy, Finance, Cash Management, Treasury Services, Commercial Banking, Customer Service, Portfolio Management, Financial Analysis, Risk Management, Business Development, Strategic Planning, ACH, Analysis, Treasury, Public Speaking, Sales, Marketing, Sales Management, Financial Services, Training, Editing, New Business Development, Cash Flow, Fraud, Sustainability, Payments, Sustainable Business, Customer Retention, Electronic Payments, Customer Relations, Motivational Speaking, Fraud Prevention, Writing, Professional Speaking, Communication, Corporate Social..., Management, Leadership
Education
Green Mountain College
Master of Business Administration (M.B.A.), Sustainable Business
DeVry University
Bachelor of Science in Business Administration, Marketing
Nerium International November 2014 - Present
Washington Trust Bank September 2014 - Present
Umpqua Bank April 2010 - June 2014
SunTrust Bank September 2006 - March 2010
IronStone Bank June 2003 - September 2006
The Legacy Bank June 2001 - May 2003
Pennsylvania State Bank October 1997 - June 2001
Skills
Banking, Treasury Management, Strategy, Finance, Cash Management, Treasury Services, Commercial Banking, Customer Service, Portfolio Management, Financial Analysis, Risk Management, Business Development, Strategic Planning, ACH, Analysis, Treasury, Public Speaking, Sales, Marketing, Sales Management, Financial Services, Training, Editing, New Business Development, Cash Flow, Fraud, Sustainability, Payments, Sustainable Business, Customer Retention, Electronic Payments, Customer Relations, Motivational Speaking, Fraud Prevention, Writing, Professional Speaking, Communication, Corporate Social..., Management, Leadership
Education
Green Mountain College
Master of Business Administration (M.B.A.), Sustainable Business
DeVry University
Bachelor of Science in Business Administration, Marketing
Douglas Rich Douglas Rich's IronStone Bank Experience October 2005 - May 2007
Job Vice President Small Business Banking at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch February 2012 - Present
National Sustainable Sales, LLC January 2011 - January 2012
Natural Resources Advisory Board 2007 - 2011
Northwest Earth Institute 2006 - 2010
ShoreBank Pacific August 2008 - May 2009
ConfluencePoint January 2008 - October 2008
Global News Imaging May 2007 - August 2008
IronStone Bank October 2005 - May 2007
U.S. Bank April 2002 - September 2005
MERANT, Inc September 2000 - March 2002
Skills
Foreign Language, Proficiency in Spanish, Business Development, Marketing, Training, Management, Program Management, Integrated Marketing, Sustainability, Banking, Nonprofits, Small Business, Finance, Public Speaking, Credit, Loans, Research, Non-profits, Foreign Languages, Commercial Banking, Editing, Spanish, Sustainable Business, Strategic Planning, Start-ups
Education
NTL Institute
Program, Organizational Development
New York University Graduate School
International Marketing
Middlebury College 1978 — 1982
BA (Double), Economics and Environmental Studies
Harvard University
Financial Accounting and Government
Deerfield Academy 1975 — 1977
Instituto Moderno de Lenguas Estranjeras (IMLE)
Teaching Certificate
Bank of America Merrill Lynch February 2012 - Present
National Sustainable Sales, LLC January 2011 - January 2012
Natural Resources Advisory Board 2007 - 2011
Northwest Earth Institute 2006 - 2010
ShoreBank Pacific August 2008 - May 2009
ConfluencePoint January 2008 - October 2008
Global News Imaging May 2007 - August 2008
IronStone Bank October 2005 - May 2007
U.S. Bank April 2002 - September 2005
MERANT, Inc September 2000 - March 2002
Skills
Foreign Language, Proficiency in Spanish, Business Development, Marketing, Training, Management, Program Management, Integrated Marketing, Sustainability, Banking, Nonprofits, Small Business, Finance, Public Speaking, Credit, Loans, Research, Non-profits, Foreign Languages, Commercial Banking, Editing, Spanish, Sustainable Business, Strategic Planning, Start-ups
Education
NTL Institute
Program, Organizational Development
New York University Graduate School
International Marketing
Middlebury College 1978 — 1982
BA (Double), Economics and Environmental Studies
Harvard University
Financial Accounting and Government
Deerfield Academy 1975 — 1977
Instituto Moderno de Lenguas Estranjeras (IMLE)
Teaching Certificate
Brittany (Rhodes) Vickery Brittany (Rhodes) Vickery's IronStone Bank Experience 2001 - 2006
Job Vice President at The Brand Banking Company
Industry Banking
Experience
The Brand Banking Company June 2015 - Present
Community & Southern Bank January 2012 - June 2015
Bank of North Georgia July 2006 - October 2011
IronStone Bank 2001 - 2006
IronStone Bank 2001 - 2006
Skills
Banking, Business Development, Account Management, Credit, Financial Analysis, Underwriting, Financial Services, Commercial Lending, Risk Management, Strategic Planning, Cross Selling, Customer Service, Retail, Small Business Lending, Team Building, Finance, Commercial Banking, Sales Management, Credit Analysis, Loans, Asset Based Lending, Management, Portfolio Management, Marketing, Consumer Lending, Lines Of Credit, Mortgage Lending, Investments, Budgets, Leadership, Mergers & Acquisitions, Sales, Cash Management, Relationship Management
Education
Georgia State University 1996 — 2000
BS in Arts and Science, Major-Psychology/Minor- Management
Parkview High School 1993 — 1996
The Brand Banking Company June 2015 - Present
Community & Southern Bank January 2012 - June 2015
Bank of North Georgia July 2006 - October 2011
IronStone Bank 2001 - 2006
IronStone Bank 2001 - 2006
Skills
Banking, Business Development, Account Management, Credit, Financial Analysis, Underwriting, Financial Services, Commercial Lending, Risk Management, Strategic Planning, Cross Selling, Customer Service, Retail, Small Business Lending, Team Building, Finance, Commercial Banking, Sales Management, Credit Analysis, Loans, Asset Based Lending, Management, Portfolio Management, Marketing, Consumer Lending, Lines Of Credit, Mortgage Lending, Investments, Budgets, Leadership, Mergers & Acquisitions, Sales, Cash Management, Relationship Management
Education
Georgia State University 1996 — 2000
BS in Arts and Science, Major-Psychology/Minor- Management
Parkview High School 1993 — 1996
Michael Doss Michael Doss's IronStone Bank Experience October 2001 - December 2003
Job Area President Williamson County
Industry Banking
Experience
Independent Bank Group, Inc. 2008 - Present
Extraco Banks April 2005 - January 2008
IronStone Bank October 2001 - December 2003
Swartz Private Equity January 2000 - October 2001
SunTrust Bank January 1995 - March 1998
United Parcel Service 1992 - 1994
Skills
Commercial Lending, Healthcare, Credit Analysis, Commercial Banking, Loans, Real Estate Financing
Education
University of Georgia - Terry College of Business 1988 — 1992
BBA, Finance
Georgia State University 1996 — 1998
MBA, Finance and Marketing
Independent Bank Group, Inc. 2008 - Present
Extraco Banks April 2005 - January 2008
IronStone Bank October 2001 - December 2003
Swartz Private Equity January 2000 - October 2001
SunTrust Bank January 1995 - March 1998
United Parcel Service 1992 - 1994
Skills
Commercial Lending, Healthcare, Credit Analysis, Commercial Banking, Loans, Real Estate Financing
Education
University of Georgia - Terry College of Business 1988 — 1992
BBA, Finance
Georgia State University 1996 — 1998
MBA, Finance and Marketing
Pat Carver Pat Carver's IronStone Bank Experience January 1996 - December 2004
Job Area Executive at First Citizens Bank
Industry Banking
Experience
First Citizens Bank January 2005 - Present
Ironstone Bank January 1996 - December 2004
Skills
Strategic Planning, Team Building, Public Speaking, Customer Relations, Budgeting, Project Management, Vendor Management, Customer Service, Budgets, Investments, Nonprofits, Leadership, Strategy, Management, Retail, Sales, Business Development, Sales Management, Training, Finance, Banking, Account Management, Risk Management, Commercial Lending, Marketing Strategy, Marketing, Business Strategy, Negotiation, New Business Development, Coaching, Team Leadership, Portfolio Management, Financial Analysis, Loans, Credit
Education
North Carolina State University 1987 — 1992
Bachelor of Arts, Business Management and Political Science
First Citizens Bank January 2005 - Present
Ironstone Bank January 1996 - December 2004
Skills
Strategic Planning, Team Building, Public Speaking, Customer Relations, Budgeting, Project Management, Vendor Management, Customer Service, Budgets, Investments, Nonprofits, Leadership, Strategy, Management, Retail, Sales, Business Development, Sales Management, Training, Finance, Banking, Account Management, Risk Management, Commercial Lending, Marketing Strategy, Marketing, Business Strategy, Negotiation, New Business Development, Coaching, Team Leadership, Portfolio Management, Financial Analysis, Loans, Credit
Education
North Carolina State University 1987 — 1992
Bachelor of Arts, Business Management and Political Science
Crystal Robinson, MBA, HCM Crystal Robinson, MBA, HCM's IronStone Bank Experience March 2007 - December 2009
Job at
Industry Hospital & Health Care
Experience
Parallon February 2015 - Present
Emory Healthcare August 2013 - February 2015
Emory Healthcare July 2011 - August 2013
SunTrust Bank January 2010 - July 2011
Sports Gear 360 October 2008 - January 2010
IronStone Bank March 2007 - December 2009
Snap Shot Collectibles January 2007 - December 2008
Personal BankerBest Bank October 2005 - March 2007
Medcore Solutions January 2003 - August 2005
Skills
Integrity, Solution-driven, Self-managed, Marketing Strategy, Banking, Process Improvement, Customer Service, Outlook, Sales, Healthcare, Strategic Planning, Business Analysis, Staff Development, Project Management, Customer Retention, Leadership, Management, Data Analysis
Education
University of Phoenix 2010 — 2012
Master of Business Administration, Health Care Management
Georgia State University 2002 — 2006
Bachelor of Arts, Sociology
Parallon February 2015 - Present
Emory Healthcare August 2013 - February 2015
Emory Healthcare July 2011 - August 2013
SunTrust Bank January 2010 - July 2011
Sports Gear 360 October 2008 - January 2010
IronStone Bank March 2007 - December 2009
Snap Shot Collectibles January 2007 - December 2008
Personal BankerBest Bank October 2005 - March 2007
Medcore Solutions January 2003 - August 2005
Skills
Integrity, Solution-driven, Self-managed, Marketing Strategy, Banking, Process Improvement, Customer Service, Outlook, Sales, Healthcare, Strategic Planning, Business Analysis, Staff Development, Project Management, Customer Retention, Leadership, Management, Data Analysis
Education
University of Phoenix 2010 — 2012
Master of Business Administration, Health Care Management
Georgia State University 2002 — 2006
Bachelor of Arts, Sociology
John Stadsvold John Stadsvold's IronStone Bank Experience April 2004 - September 2006
Job Trust Manager at Core Bank Trust
Industry Banking
Experience
Core Bank Trust January 2015 - Present
F&M Bank and Trust Company April 2010 - December 2014
First Dakota National Bank September 2006 - December 2008
IronStone Bank April 2004 - September 2006
Bank of America December 2000 - August 2003
Skills
Portfolio Management, Asset Managment, Wealth Management, Banking, Wealth Management..., Wealth, Investments, Strategic Financial..., Equities, Investment Advisory, Investment Strategies, Due Diligence, Personal Finance, Risk Management, Estate Planning, Private Banking, Financial Risk, Relationship Management, Financial Analysis, Trust Services, Underwriting, Financial Services, Insurance, Financial Modeling, High Net Worth..., Mutual Funds, Retirement Planning, Asset Allocation, Securities, Investment Management
Education
Minnesota State University, Moorhead 1968 — 1973
Bachelor's degree, Finance, General
Core Bank Trust January 2015 - Present
F&M Bank and Trust Company April 2010 - December 2014
First Dakota National Bank September 2006 - December 2008
IronStone Bank April 2004 - September 2006
Bank of America December 2000 - August 2003
Skills
Portfolio Management, Asset Managment, Wealth Management, Banking, Wealth Management..., Wealth, Investments, Strategic Financial..., Equities, Investment Advisory, Investment Strategies, Due Diligence, Personal Finance, Risk Management, Estate Planning, Private Banking, Financial Risk, Relationship Management, Financial Analysis, Trust Services, Underwriting, Financial Services, Insurance, Financial Modeling, High Net Worth..., Mutual Funds, Retirement Planning, Asset Allocation, Securities, Investment Management
Education
Minnesota State University, Moorhead 1968 — 1973
Bachelor's degree, Finance, General
Mike Fulton's IronStone Bank Experience January 2001 - June 2007
Job Senior Vice President at KeyWorth Bank
Industry Banking
Experience
KeyWorth Bank June 2007 - Present
IronStone Bank January 2001 - June 2007
SouthTrust Bank 1998 - 2001
Education
Georgia Southern University 1989 — 1990
BBA, Finance
KeyWorth Bank June 2007 - Present
IronStone Bank January 2001 - June 2007
SouthTrust Bank 1998 - 2001
Education
Georgia Southern University 1989 — 1990
BBA, Finance
Nate Skorczewski Nate Skorczewski's IronStone Bank Experience 2006 - 2006
Job Finance professional
Industry Automotive
Experience
ABRA Auto Body & Glass August 2011 - Present
Business Consultant 2010 - 2011
Centric Health Finance LLC 2008 - 2010
Bank of America 2006 - 2008
IronStone Bank 2006 - 2006
Wells Fargo 2003 - 2005
Skills
Financial Analysis, Forecasting, Process Improvement, Budgeting, Business Valuation, Cash Management, Performance Measurement, Teamwork, Business Strategy, Corporate Finance, Mergers & Acquisitions, Finance, Management, Budgets, Leadership, Due Diligence, Customer Service
Education
University of San Diego 2007 — 2009
MBA, Finance
University of Minnesota-Twin Cities 1998 — 2003
BS
ABRA Auto Body & Glass August 2011 - Present
Business Consultant 2010 - 2011
Centric Health Finance LLC 2008 - 2010
Bank of America 2006 - 2008
IronStone Bank 2006 - 2006
Wells Fargo 2003 - 2005
Skills
Financial Analysis, Forecasting, Process Improvement, Budgeting, Business Valuation, Cash Management, Performance Measurement, Teamwork, Business Strategy, Corporate Finance, Mergers & Acquisitions, Finance, Management, Budgets, Leadership, Due Diligence, Customer Service
Education
University of San Diego 2007 — 2009
MBA, Finance
University of Minnesota-Twin Cities 1998 — 2003
BS
David L. McCorkle David L. McCorkle's IronStone Bank Experience March 2003 - May 2004
Job Regional Account Director | Sales Management | Transition Consultant
Industry Financial Services
Experience
Transition Compass January 2012 - Present
CVS Caremark Corporation May 2009 - September 2011
Informa Research Services 2004 - 2009
IronStone Bank March 2003 - May 2004
Bank of North Georgia July 2000 - February 2003
SouthTrust Bank May 1999 - July 2000
Bank of America January 1994 - May 1999
Skills
Effective Communication..., Sales Presentations, Dependable, Decision Making Skills, Adaptive to New..., Delegator, Flexible, Multi-tasker, Team Player, Trustworthy, Positive Attitude, Innovative Problem..., Salesforce.com, Market Research, Leadership Development, Public Relations, Team Building, Retail Banking, Coaching, Payroll, Retail, Customer Service, Compliance, Sales Management, Customer Relations, Product Management, Customer Satisfaction, Outlook, Account Management, Insurance, Problem Solving, B2B Sales, Inventory Management, Customer Retention, New Business Development, Mentoring, Team Leadership, Budgeting, Budgets, Communication Skills, B2B, Leadership, Executive Management, Financial Services, Management, Strategic Planning, Banking, Time Management, Delegation, Interviews
Education
Tusculum College 1990 — 1992
M.A., Applied Organizational Management, 3.72
Covenant College 1988 — 1989
BS, Organizational Behavior, 3.65
Chattanoonga State Technical Community College 1986 — 1988
AS, General Education, 3.34
Transition Compass January 2012 - Present
CVS Caremark Corporation May 2009 - September 2011
Informa Research Services 2004 - 2009
IronStone Bank March 2003 - May 2004
Bank of North Georgia July 2000 - February 2003
SouthTrust Bank May 1999 - July 2000
Bank of America January 1994 - May 1999
Skills
Effective Communication..., Sales Presentations, Dependable, Decision Making Skills, Adaptive to New..., Delegator, Flexible, Multi-tasker, Team Player, Trustworthy, Positive Attitude, Innovative Problem..., Salesforce.com, Market Research, Leadership Development, Public Relations, Team Building, Retail Banking, Coaching, Payroll, Retail, Customer Service, Compliance, Sales Management, Customer Relations, Product Management, Customer Satisfaction, Outlook, Account Management, Insurance, Problem Solving, B2B Sales, Inventory Management, Customer Retention, New Business Development, Mentoring, Team Leadership, Budgeting, Budgets, Communication Skills, B2B, Leadership, Executive Management, Financial Services, Management, Strategic Planning, Banking, Time Management, Delegation, Interviews
Education
Tusculum College 1990 — 1992
M.A., Applied Organizational Management, 3.72
Covenant College 1988 — 1989
BS, Organizational Behavior, 3.65
Chattanoonga State Technical Community College 1986 — 1988
AS, General Education, 3.34
Gary A. Talac Gary A. Talac's IronStone Bank Experience May 2009 - February 2012
Job Senior Vice President at Vision Bank Texas
Industry Banking
Experience
Vision Bank-Texas April 2012 - Present
IronStone Bank May 2009 - February 2012
Capital One January 2008 - February 2009
Bank Of America March 2005 - March 2007
General Electric March 1998 - March 2005
Wallace Computer Services January 1994 - March 1998
Education
University of North Texas 1990 — 1993
BBA, Finance, Marketing
Vision Bank-Texas April 2012 - Present
IronStone Bank May 2009 - February 2012
Capital One January 2008 - February 2009
Bank Of America March 2005 - March 2007
General Electric March 1998 - March 2005
Wallace Computer Services January 1994 - March 1998
Education
University of North Texas 1990 — 1993
BBA, Finance, Marketing
Adam Curran Adam Curran's IronStone Bank Experience September 2010 - August 2011
Job AR Anaylst at Airgas USA
Industry Accounting
Experience
Airgas USA July 2013 - Present
KONE July 2012 - July 2013
IronStone Bank September 2010 - August 2011
Citizens Bank September 2008 - March 2010
mcdonld investment group July 2007 - July 2008
Banco Popular North America May 2006 - July 2007
sunbelt credit June 2004 - May 2006
Spring leaf financial January 2003 - June 2004
Skills
Customer Service, Management, Call Centers, Team Leadership, Underwriting, Sales Operations, Collections, SAP, Microsoft Excel, AS 400, CREDIT STRATGIES, Finance, Financial Services, Account Management, budgets, credit anaylst, Consumer Lending, Leadership Development, Budgets, Negotiation, Sales, Team Building, Credit, Process Improvement, Training
Education
SUNY Oswego 1997 — 2001
business adminstration, 2.8
massena central high school 1993 — 1996
dipolma it was high school, Business/Commerce, General
Airgas USA July 2013 - Present
KONE July 2012 - July 2013
IronStone Bank September 2010 - August 2011
Citizens Bank September 2008 - March 2010
mcdonld investment group July 2007 - July 2008
Banco Popular North America May 2006 - July 2007
sunbelt credit June 2004 - May 2006
Spring leaf financial January 2003 - June 2004
Skills
Customer Service, Management, Call Centers, Team Leadership, Underwriting, Sales Operations, Collections, SAP, Microsoft Excel, AS 400, CREDIT STRATGIES, Finance, Financial Services, Account Management, budgets, credit anaylst, Consumer Lending, Leadership Development, Budgets, Negotiation, Sales, Team Building, Credit, Process Improvement, Training
Education
SUNY Oswego 1997 — 2001
business adminstration, 2.8
massena central high school 1993 — 1996
dipolma it was high school, Business/Commerce, General
Aaron Kagchelland Aaron Kagchelland's IronStone Bank Experience March 2003 - July 2005
Job Vice President Project Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust February 2012 - Present
California Bank & Trust July 2005 - February 2012
IronStone Bank March 2003 - July 2005
Wells Fargo February 2001 - April 2003
Skills
Commercial Lending, Credit, Loans, Banking, Small Business Lending, Systems Management, Project Management, Risk Management, Retail Banking
Education
UCSD 2012 — 2014
Project Management
National University 2004 — 2007
Bachelors Degree, Business Admin
California Bank & Trust February 2012 - Present
California Bank & Trust July 2005 - February 2012
IronStone Bank March 2003 - July 2005
Wells Fargo February 2001 - April 2003
Skills
Commercial Lending, Credit, Loans, Banking, Small Business Lending, Systems Management, Project Management, Risk Management, Retail Banking
Education
UCSD 2012 — 2014
Project Management
National University 2004 — 2007
Bachelors Degree, Business Admin
Janice Rhodes Janice Rhodes's IronStone Bank Experience January 2004 - July 2006
Job Banking Professional
Industry Banking
Experience
Kelly Services October 2012 - December 2012
Collier County Government February 2012 - May 2012
Wells Fargo Private Bank May 2000 - November 2011
IronStone Bank January 2004 - July 2006
Marshall & Ilsley Trust Company May 1999 - January 2004
Bank of America January 1994 - May 1999
BancFlorida September 1988 - October 1994
First Savings and Loan Association of NH January 1980 - January 1988
Skills
Mortgage Lending, Wealth Management, Loans, Customer Service, Fundraising, Training, Retirement Planning, Estate Planning, Team Building, Banking, Investments, Credit, Real Estate, Management
Education
Florida Banker's Trust School 2000 — 2003
Certificate of Completion, Trust Administration
New Hampshire College 1985 — 1987
Bachelor's degree, Business Administration and Management, General
University of Massachusetts, Amherst 1968 — 1969
Sought Bachelor's, Education Major/Math Minor
Massachusetts Bay Community College 1966 — 1968
Associate of Arts (AA), Liberal Arts
Kelly Services October 2012 - December 2012
Collier County Government February 2012 - May 2012
Wells Fargo Private Bank May 2000 - November 2011
IronStone Bank January 2004 - July 2006
Marshall & Ilsley Trust Company May 1999 - January 2004
Bank of America January 1994 - May 1999
BancFlorida September 1988 - October 1994
First Savings and Loan Association of NH January 1980 - January 1988
Skills
Mortgage Lending, Wealth Management, Loans, Customer Service, Fundraising, Training, Retirement Planning, Estate Planning, Team Building, Banking, Investments, Credit, Real Estate, Management
Education
Florida Banker's Trust School 2000 — 2003
Certificate of Completion, Trust Administration
New Hampshire College 1985 — 1987
Bachelor's degree, Business Administration and Management, General
University of Massachusetts, Amherst 1968 — 1969
Sought Bachelor's, Education Major/Math Minor
Massachusetts Bay Community College 1966 — 1968
Associate of Arts (AA), Liberal Arts
Jessica (Robinett) Hampton Jessica (Robinett) Hampton's IronStone Bank Experience January 2008 - October 2011
Job Sales & Service Representative at First Citizens Bank
Industry Banking
Experience
First Citizens Bank October 2011 - Present
IronStone Bank January 2008 - October 2011
Bank of the West May 2007 - January 2008
Bank of the West December 2005 - May 2007
Commercial Federal Bank October 2004 - December 2005
Skills
Investments, Insurance, Banking, Sales, Financial Services, Loans, Customer Service, Retail, Commercial Banking, Credit, Mortgage Lending, Retail Banking
Education
Kansas City Kansas Community College 2002 — 2005
Basehor-Linwood
Piper
First Citizens Bank October 2011 - Present
IronStone Bank January 2008 - October 2011
Bank of the West May 2007 - January 2008
Bank of the West December 2005 - May 2007
Commercial Federal Bank October 2004 - December 2005
Skills
Investments, Insurance, Banking, Sales, Financial Services, Loans, Customer Service, Retail, Commercial Banking, Credit, Mortgage Lending, Retail Banking
Education
Kansas City Kansas Community College 2002 — 2005
Basehor-Linwood
Piper
Robin Ingari Robin Ingari's IronStone Bank Experience May 2002 - May 2003
Job Executive Vice President at American Bank
Industry Financial Services
Experience
American Bank, N.A. October 2012 - Present
Regions Financial Corp May 2003 - October 2012
IronStone Bank May 2002 - May 2003
Comerica Bank February 1998 - December 2001
Bank of America 1997 - 1998
Eastbridge Partners/Asset Recovery Fund Inc 1996 - 1997
J.P. Morgan June 1982 - February 1996
Skills
Commercial Banking, Commercial Lending, Banking, Loans, Treasury Management, Financial Analysis, Finance, Credit Analysis, Credit, Corporate Finance, Negotiation, Treasury, Small Business Lending, SBA, Foreign Exchange..., Bonds, Foreign Exchange, Real Estate Lending, Portfolio Management, Retail Banking, Financial Structuring, Deal Structuring, Commercial Real Estate, Lines Of Credit, Credit Risk, Commercial Mortgages, Underwriting, Financial Services, Asset Management, Financial Modeling, Non-profits, Mergers & Acquisitions, Nonprofits, Venture Capital, Syndications, Cash Management, Executive Management, Start-ups, Risk Management, Mortgage Lending, Loan Origination, Asset Based Lending, Due Diligence, Investments, Capital Markets, Middle Market, Structured Finance, Financial Risk
Education
The University of Texas at Austin - The Red McCombs School of Business 1980 — 1982
MBA, Finance/Management
The University of Texas at Austin 1977 — 1980
BBA, Biology/Chemistry
American Bank, N.A. October 2012 - Present
Regions Financial Corp May 2003 - October 2012
IronStone Bank May 2002 - May 2003
Comerica Bank February 1998 - December 2001
Bank of America 1997 - 1998
Eastbridge Partners/Asset Recovery Fund Inc 1996 - 1997
J.P. Morgan June 1982 - February 1996
Skills
Commercial Banking, Commercial Lending, Banking, Loans, Treasury Management, Financial Analysis, Finance, Credit Analysis, Credit, Corporate Finance, Negotiation, Treasury, Small Business Lending, SBA, Foreign Exchange..., Bonds, Foreign Exchange, Real Estate Lending, Portfolio Management, Retail Banking, Financial Structuring, Deal Structuring, Commercial Real Estate, Lines Of Credit, Credit Risk, Commercial Mortgages, Underwriting, Financial Services, Asset Management, Financial Modeling, Non-profits, Mergers & Acquisitions, Nonprofits, Venture Capital, Syndications, Cash Management, Executive Management, Start-ups, Risk Management, Mortgage Lending, Loan Origination, Asset Based Lending, Due Diligence, Investments, Capital Markets, Middle Market, Structured Finance, Financial Risk
Education
The University of Texas at Austin - The Red McCombs School of Business 1980 — 1982
MBA, Finance/Management
The University of Texas at Austin 1977 — 1980
BBA, Biology/Chemistry
Becker, Michael Becker, Michael's IronStone Bank Experience 2003 - 2009
Job Senior Vice President, Manager Retail Banking San Diego
Industry Financial Services
Experience
First Citizens Bank August 2009 - Present
IronStone Bank 2003 - 2009
Wells Fargo Bank April 1988 - March 2003
Bank of America 1982 - 1988
Skills
Commercial Lending, Lines Of Credit, Financial Services, Retirement Planning, Commercial Mortgages, Cash Management, Small Business Lending, Sales Management, Loans, Retail Banking, Consumer Lending, Risk Management, Sales, Underwriting, Credit Analysis, Credit, Banking, Mergers & Acquisitions, Business Development, Loan Origination, Financial Analysis, Commercial Banking, Mortgage Banking, Insurance, Portfolio Management, Finance, Treasury Management, Mortgage Lending, Investments, Credit Risk, New Business Development, Human Resources, Treasury Services, Asset Based Lending, Relationship Management, SBA, Cross Selling, Wealth Management, Refinance
Education
San Diego State University-California State University 1979 — 1982
BS, Communication, Advertising/Journalism
First Citizens Bank August 2009 - Present
IronStone Bank 2003 - 2009
Wells Fargo Bank April 1988 - March 2003
Bank of America 1982 - 1988
Skills
Commercial Lending, Lines Of Credit, Financial Services, Retirement Planning, Commercial Mortgages, Cash Management, Small Business Lending, Sales Management, Loans, Retail Banking, Consumer Lending, Risk Management, Sales, Underwriting, Credit Analysis, Credit, Banking, Mergers & Acquisitions, Business Development, Loan Origination, Financial Analysis, Commercial Banking, Mortgage Banking, Insurance, Portfolio Management, Finance, Treasury Management, Mortgage Lending, Investments, Credit Risk, New Business Development, Human Resources, Treasury Services, Asset Based Lending, Relationship Management, SBA, Cross Selling, Wealth Management, Refinance
Education
San Diego State University-California State University 1979 — 1982
BS, Communication, Advertising/Journalism
Danielle Paolozzi Danielle Paolozzi's IronStone Bank Experience January 2007 - August 2007
Job AVP, Financial Services Manager
Industry Banking
Experience
People's United Bank 2007 - Present
IronStone Bank January 2007 - August 2007
People's United Bank 1992 - 2005
Skills
Consumer Lending, Small Business Lending, Loans, Commercial Banking, Commercial Lending, Branch Management, Lines Of Credit, Mortgage Lending, Banking, Home Equity Lines of..., Retail Banking, Residential Mortgages, Loan Origination, Cross Selling, Refinance, Commercial Mortgages
Education
Sacred Heart University 1990 — 1993
BA, PSYCHOLOGY
People's United Bank 2007 - Present
IronStone Bank January 2007 - August 2007
People's United Bank 1992 - 2005
Skills
Consumer Lending, Small Business Lending, Loans, Commercial Banking, Commercial Lending, Branch Management, Lines Of Credit, Mortgage Lending, Banking, Home Equity Lines of..., Retail Banking, Residential Mortgages, Loan Origination, Cross Selling, Refinance, Commercial Mortgages
Education
Sacred Heart University 1990 — 1993
BA, PSYCHOLOGY
Kit Carlson, RMA-CRC Kit Carlson, RMA-CRC's IronStone Bank Experience November 2001 - October 2010
Job Manager of Credit Analysis at KeyWorth Bank
Industry Banking
Experience
KeyWorth Bank February 2011 - Present
Ironstone Bank November 2001 - October 2010
Benchmark Data November 2000 - November 2001
SunTrust Bank January 1996 - November 2000
First Union National Bank August 1990 - December 1995
Skills
Banking, Commercial Real Estate, Credit, Loans, Commercial Lending, Commercial Banking, Small Business Lending, Credit Analysis, Mortgage Lending, Finance, Leadership, Training, Lines Of Credit, Consumer Lending, Commercial Mortgages, Portfolio Management
Education
Shorter College 1999 — 2001
BA, Business Administration and Management, General
University of Central Florida
Continuing Education, Florida RMA School of Commercial Lending - The Advanced School
KeyWorth Bank February 2011 - Present
Ironstone Bank November 2001 - October 2010
Benchmark Data November 2000 - November 2001
SunTrust Bank January 1996 - November 2000
First Union National Bank August 1990 - December 1995
Skills
Banking, Commercial Real Estate, Credit, Loans, Commercial Lending, Commercial Banking, Small Business Lending, Credit Analysis, Mortgage Lending, Finance, Leadership, Training, Lines Of Credit, Consumer Lending, Commercial Mortgages, Portfolio Management
Education
Shorter College 1999 — 2001
BA, Business Administration and Management, General
University of Central Florida
Continuing Education, Florida RMA School of Commercial Lending - The Advanced School
Greg Vartanyan Greg Vartanyan's IronStone Bank Experience April 2007 - May 2008
Job Retired Banking Executive
Industry Banking
Experience
Retired Banker May 2008 - Present
IronStone Bank April 2007 - May 2008
First National Bank of Colorado February 2001 - June 2006
Bank One June 1979 - November 2000
Education
University of Delaware 1984 — 1987
Graduate Banking, Stonier Graduate School of Banking
University of Colorado Denver 1980 — 1984
MBA, Finance
State University of New York College at Oneonta 1970 — 1974
B.A., Economics
Retired Banker May 2008 - Present
IronStone Bank April 2007 - May 2008
First National Bank of Colorado February 2001 - June 2006
Bank One June 1979 - November 2000
Education
University of Delaware 1984 — 1987
Graduate Banking, Stonier Graduate School of Banking
University of Colorado Denver 1980 — 1984
MBA, Finance
State University of New York College at Oneonta 1970 — 1974
B.A., Economics
Alex Diehl's IronStone Bank Experience 2008 - 2010
Job Sales Director for the Physicians' Alliance Health Plan Trust and the Georgia Health Plan Trust
Industry Insurance
Experience
The McCart Group September 2012 - Present
AD Beverage Holdings, Inc. April 2011 - July 2014
Community & Southern Bank 2010 - 2011
IronStone Bank 2008 - 2010
Quantum National Bank 2002 - 2008
Skills
Small Business Lending, Loans, Commercial Mortgages, Commercial Lending, Commercial Banking, Underwriting, Credit, Credit Analysis, Banking, Real Estate, Portfolio Management, Financial Analysis, Sales, B2B Marketing, Relationship Management, Building Relationships, Hunter, Revenue Growth..., Consultative Style, Key Account Development, Contract Negotiation, Market Analysis, Asset Based Lending, Finance, Insurance, Leadership, Management, Relationship Building
Education
Lake Forest College 1987 — 1991
Bachelor's Degree, Psychology, Economics
The McCart Group September 2012 - Present
AD Beverage Holdings, Inc. April 2011 - July 2014
Community & Southern Bank 2010 - 2011
IronStone Bank 2008 - 2010
Quantum National Bank 2002 - 2008
Skills
Small Business Lending, Loans, Commercial Mortgages, Commercial Lending, Commercial Banking, Underwriting, Credit, Credit Analysis, Banking, Real Estate, Portfolio Management, Financial Analysis, Sales, B2B Marketing, Relationship Management, Building Relationships, Hunter, Revenue Growth..., Consultative Style, Key Account Development, Contract Negotiation, Market Analysis, Asset Based Lending, Finance, Insurance, Leadership, Management, Relationship Building
Education
Lake Forest College 1987 — 1991
Bachelor's Degree, Psychology, Economics
Meena Chainani Meena Chainani's IronStone Bank Experience June 2006 - September 2008
Job Commercial Loan Portfolio Manager
Industry Banking
Experience
American Momentum Bank December 2014 - Present
BankUnited April 2012 - December 2014
Consulting April 2009 - April 2012
IronStone Bank June 2006 - September 2008
Fifth Third Bank May 2005 - May 2006
First Niagara Bank 2001 - 2005
Skills
Credit, Loans, Portfolio Management, Banking, Due Diligence, Commercial Banking, Financial Analysis, Loan Review, Credit Risk, Financial Risk, Real Estate, Asset Management, Commercial & Industrial..., Commercial Loan..., Credit Risk Management, Strategic Financial..., Credit Analysis, Commercial Lending
Education
State University of New York - System 1992 — 1996
MBA, Accounting, Finance & Health Care
American Momentum Bank December 2014 - Present
BankUnited April 2012 - December 2014
Consulting April 2009 - April 2012
IronStone Bank June 2006 - September 2008
Fifth Third Bank May 2005 - May 2006
First Niagara Bank 2001 - 2005
Skills
Credit, Loans, Portfolio Management, Banking, Due Diligence, Commercial Banking, Financial Analysis, Loan Review, Credit Risk, Financial Risk, Real Estate, Asset Management, Commercial & Industrial..., Commercial Loan..., Credit Risk Management, Strategic Financial..., Credit Analysis, Commercial Lending
Education
State University of New York - System 1992 — 1996
MBA, Accounting, Finance & Health Care
Kaveh Mirbahaeddin Kaveh Mirbahaeddin's IronStone Bank Experience June 2006 - January 2007
Job Jr. Procurement Analyst
Industry Accounting
Experience
Niagara Bottling July 2015 - Present
Bank of America January 2014 - July 2015
Subway February 2007 - December 2013
IronStone Bank June 2006 - January 2007
U.S. Bank March 2005 - June 2006
Skills
Leadership, Team Building, Staff Supervision, Customer Service, Communication Skills, Interpersonal Skill, Problem Solving, Finance, Accounting, Payroll, Process Scheduler, Training, Data Entry, Time Management, Management, Sales, Teamwork, Customer Satisfaction, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis
Education
California State University-Fullerton 2011 — 2013
Bachelor of Arts (BA), Accounting, 3.4
Saddleback College
Associate of Arts (AA), Business Administration
Niagara Bottling July 2015 - Present
Bank of America January 2014 - July 2015
Subway February 2007 - December 2013
IronStone Bank June 2006 - January 2007
U.S. Bank March 2005 - June 2006
Skills
Leadership, Team Building, Staff Supervision, Customer Service, Communication Skills, Interpersonal Skill, Problem Solving, Finance, Accounting, Payroll, Process Scheduler, Training, Data Entry, Time Management, Management, Sales, Teamwork, Customer Satisfaction, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis
Education
California State University-Fullerton 2011 — 2013
Bachelor of Arts (BA), Accounting, 3.4
Saddleback College
Associate of Arts (AA), Business Administration
Scott Price's IronStone Bank Experience 2003 - 2005
Job VP Commercial Real Estate Lender at Union Bank
Industry Commercial Real Estate
Experience
Union Bank September 2011 - Present
Wells Fargo Bank September 2005 - September 2011
IronStone Bank 2003 - 2005
Wells Fargo 2001 - 2003
Skills
Finance, Banking, Financial Analysis, Mergers & Acquisitions, Due Diligence, Management, Leadership, Commercial Banking, Commercial Lending, Strategic Planning, Underwriting, Treasury Management, Managerial Finance, Negotiation, Team Building
Education
University of Redlands 2008 — 2010
MBA, Finance
California State University-San Bernardino - College of Business and Public Administration 1998 — 2001
Bachelor's degree, Marketing
Union Bank September 2011 - Present
Wells Fargo Bank September 2005 - September 2011
IronStone Bank 2003 - 2005
Wells Fargo 2001 - 2003
Skills
Finance, Banking, Financial Analysis, Mergers & Acquisitions, Due Diligence, Management, Leadership, Commercial Banking, Commercial Lending, Strategic Planning, Underwriting, Treasury Management, Managerial Finance, Negotiation, Team Building
Education
University of Redlands 2008 — 2010
MBA, Finance
California State University-San Bernardino - College of Business and Public Administration 1998 — 2001
Bachelor's degree, Marketing
Lamar Lucas Jr Lamar Lucas Jr's IronStone Bank Experience August 2002 - December 2003
Job AVP Commercial Relationship Associate at BBVA Compass
Industry Banking
Experience
BBVA Compass September 2014 - Present
PHH Mortgage January 2013 - September 2014
Ameris Bank October 2010 - December 2012
Haven Trust Bank March 2010 - January 2011
Florida Bank December 2007 - February 2009
GME Alliance Group January 2004 - August 2007
IronStone Bank August 2002 - December 2003
Florida Bank, now known as TD Bank April 1999 - July 2002
AmeriBank, N.A. now known as BB&T December 1997 - March 1999
Barnett Banks, Inc. June 1987 - November 1997
Skills
Credit Analysis, Loans, Credit, Commercial Lending, Commercial Banking, Banking, Credit Risk, Small Business Lending, Mortgage Lending, Underwriting, Portfolio Management, Risk Management, Commercial Mortgages, Residential Mortgages, Investments, Finance, Commercial Real Estate
Education
University of Florida 1984 — 1987
Bachelor of Science, Business Administration, Finance Major
University of Florida - Warrington College of Business Administration 1984 — 1987
Bachelor of Science, Finance
BBVA Compass September 2014 - Present
PHH Mortgage January 2013 - September 2014
Ameris Bank October 2010 - December 2012
Haven Trust Bank March 2010 - January 2011
Florida Bank December 2007 - February 2009
GME Alliance Group January 2004 - August 2007
IronStone Bank August 2002 - December 2003
Florida Bank, now known as TD Bank April 1999 - July 2002
AmeriBank, N.A. now known as BB&T December 1997 - March 1999
Barnett Banks, Inc. June 1987 - November 1997
Skills
Credit Analysis, Loans, Credit, Commercial Lending, Commercial Banking, Banking, Credit Risk, Small Business Lending, Mortgage Lending, Underwriting, Portfolio Management, Risk Management, Commercial Mortgages, Residential Mortgages, Investments, Finance, Commercial Real Estate
Education
University of Florida 1984 — 1987
Bachelor of Science, Business Administration, Finance Major
University of Florida - Warrington College of Business Administration 1984 — 1987
Bachelor of Science, Finance
Karla Pietrick Karla Pietrick's IronStone Bank Experience June 2005 - August 2008
Job Commercial Admin Asst at Arizona Chemical
Industry Executive Office
Experience
Arizona Chemical October 2012 - Present
Medical Development International July 2011 - September 2012
Medical Development International August 2008 - July 2011
IronStone Bank June 2005 - August 2008
Skills
Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Insurance, Microsoft Office, Deposits, Leadership, Process Improvement, Payroll, Accounts Receivable
Education
University of North Florida 2001 — 2005
B.S, Communications
Arizona Chemical October 2012 - Present
Medical Development International July 2011 - September 2012
Medical Development International August 2008 - July 2011
IronStone Bank June 2005 - August 2008
Skills
Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Insurance, Microsoft Office, Deposits, Leadership, Process Improvement, Payroll, Accounts Receivable
Education
University of North Florida 2001 — 2005
B.S, Communications
Wendy Nelson Wendy Nelson's IronStone Bank Experience August 2004 - May 2006
Job VPTeam LeaderSenior Asset Manager, Asset Resolution Team at PNC
Industry Banking
Experience
PNC March 2012 - Present
RBC Bank April 2009 - March 2012
M&I Bank September 2007 - January 2009
KeyBank Real Estate Capital May 2006 - September 2007
IronStone Bank August 2004 - May 2006
Bank of America June 2000 - August 2004
Donald A. Pickworth, P.A. April 1996 - June 2000
Northern Trust January 1995 - April 1996
Shawmut Bank January 1989 - June 1994
US Army July 1984 - June 1988
Skills
Loans, Underwriting, Credit Analysis, Credit, Banking, Real Estate, Team Management, Financial Risk, Risk Management, Leadership, Mergers & Acquisitions, Commercial Banking, Business Planning, Business Development, Finance, Mortgage Lending, Asset Management, Management, Loan Origination, Analysis, Negotiation, Sales, CRM, Commercial Real Estate, Commercial Lending
Education
Bank of America 2000 — 2002
Formal Credit Training Program
University of Florida - Warrington College of Business Administration 1999 — 2000
BSBA, Finance
Defense Language Institute 1984 — 1986
Czech Language and Literature
PNC March 2012 - Present
RBC Bank April 2009 - March 2012
M&I Bank September 2007 - January 2009
KeyBank Real Estate Capital May 2006 - September 2007
IronStone Bank August 2004 - May 2006
Bank of America June 2000 - August 2004
Donald A. Pickworth, P.A. April 1996 - June 2000
Northern Trust January 1995 - April 1996
Shawmut Bank January 1989 - June 1994
US Army July 1984 - June 1988
Skills
Loans, Underwriting, Credit Analysis, Credit, Banking, Real Estate, Team Management, Financial Risk, Risk Management, Leadership, Mergers & Acquisitions, Commercial Banking, Business Planning, Business Development, Finance, Mortgage Lending, Asset Management, Management, Loan Origination, Analysis, Negotiation, Sales, CRM, Commercial Real Estate, Commercial Lending
Education
Bank of America 2000 — 2002
Formal Credit Training Program
University of Florida - Warrington College of Business Administration 1999 — 2000
BSBA, Finance
Defense Language Institute 1984 — 1986
Czech Language and Literature
Amar Dev Singh, CFP® Amar Dev Singh, CFP®'s IronStone Bank Experience May 2004 - July 2005
Job Vice President Global Commercial Lending/ Business Banking at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch May 2014 - Present
Colorado State Bank and Trust April 2010 - May 2014
First Western Trust Bank July 2005 - March 2010
IronStone Bank May 2004 - July 2005
Merchants Mortgage & Trust January 2002 - May 2004
KeyBank November 1996 - January 2002
US Bank May 1991 - November 1996
Skills
Wealth Management, Commercial Banking, Small Business Lending, Commercial Lending, Private Banking, Loans, Banking, Credit, Mortgage Lending, Wealth Management..., Credit Analysis, Trust Services, Financial Analysis, Portfolio Management, Consumer Lending, Estate Planning, Financial Services, Insurance, Loan Origination, Mortgage Banking, Treasury Management, Series 7, Strategic Financial..., Credit Risk
Education
Certified Financial Planner 2010 — 2010
CFP®
University of Colorado at Denver 1992 — 1995
MBA, Finance/ Marketing
Jai Hind College 1986 — 1989
B.A., Accounting
Bank of America Merrill Lynch May 2014 - Present
Colorado State Bank and Trust April 2010 - May 2014
First Western Trust Bank July 2005 - March 2010
IronStone Bank May 2004 - July 2005
Merchants Mortgage & Trust January 2002 - May 2004
KeyBank November 1996 - January 2002
US Bank May 1991 - November 1996
Skills
Wealth Management, Commercial Banking, Small Business Lending, Commercial Lending, Private Banking, Loans, Banking, Credit, Mortgage Lending, Wealth Management..., Credit Analysis, Trust Services, Financial Analysis, Portfolio Management, Consumer Lending, Estate Planning, Financial Services, Insurance, Loan Origination, Mortgage Banking, Treasury Management, Series 7, Strategic Financial..., Credit Risk
Education
Certified Financial Planner 2010 — 2010
CFP®
University of Colorado at Denver 1992 — 1995
MBA, Finance/ Marketing
Jai Hind College 1986 — 1989
B.A., Accounting
Brett Freistadt's IronStone Bank Experience June 2005 - January 2006
Job Talent
Industry Leisure, Travel & Tourism
Experience
Film Actor January 2012 - Present
INVEST Financial Corporation September 2011 - September 2012
Waddell & Reed 2010 - May 2011
Frontier Bank October 2006 - November 2008
IronStone Bank June 2005 - January 2006
Bay Bank April 2002 - December 2003
US Bank April 1999 - April 2002
Merrill Lynch April 1994 - April 1999
Freistadt & Associates January 1992 - April 1994
First Interstate Bank June 1979 - December 1991
Skills
Investments, Retirement Planning, Financial Advisory, Small Business Lending, IRAs, Wealth Management, Investment Advisory, Series 7, Wealth Management..., Series 65, Mergers, Real Estate
Education
Pacific Coast Banking School 1980 — 1982
Yes, Banking
Gonzaga University - School of Business Administration 1977 — 1978
No, Business
Loyola Marymount University 1969 — 1973
BA, History
Carlsbad High 1965 — 1969
Yes
Film Actor January 2012 - Present
INVEST Financial Corporation September 2011 - September 2012
Waddell & Reed 2010 - May 2011
Frontier Bank October 2006 - November 2008
IronStone Bank June 2005 - January 2006
Bay Bank April 2002 - December 2003
US Bank April 1999 - April 2002
Merrill Lynch April 1994 - April 1999
Freistadt & Associates January 1992 - April 1994
First Interstate Bank June 1979 - December 1991
Skills
Investments, Retirement Planning, Financial Advisory, Small Business Lending, IRAs, Wealth Management, Investment Advisory, Series 7, Wealth Management..., Series 65, Mergers, Real Estate
Education
Pacific Coast Banking School 1980 — 1982
Yes, Banking
Gonzaga University - School of Business Administration 1977 — 1978
No, Business
Loyola Marymount University 1969 — 1973
BA, History
Carlsbad High 1965 — 1969
Yes
Mark Jacobs Mark Jacobs's IronStone Bank Experience April 2008 - December 2009
Job Regions Bank C&I Market Manager
Industry Financial Services
Experience
Houston Grand Opera August 2015 - Present
Houston Golf Association July 2015 - Present
Regions Financial Corporation March 2013 - Present
University of Alabama Student Affairs Leadership Council August 2012 - Present
University of Alabama Parent Advisory Council August 2012 - Present
Pi Kappa Phi 1979 - Present
North Texas Commission August 2014 - June 2015
Prosperity Bank October 2011 - March 2013
Spectrum December 2009 - September 2011
IronStone Bank April 2008 - December 2009
Skills
Credit, Financial Analysis, Commercial Lending
Education
Butler University 1985 — 1987
MBA
The University of Texas at Arlington - College of Business 1979 — 1983
BBA, Finance
Arlington High School 1977 — 1979
Houston Grand Opera August 2015 - Present
Houston Golf Association July 2015 - Present
Regions Financial Corporation March 2013 - Present
University of Alabama Student Affairs Leadership Council August 2012 - Present
University of Alabama Parent Advisory Council August 2012 - Present
Pi Kappa Phi 1979 - Present
North Texas Commission August 2014 - June 2015
Prosperity Bank October 2011 - March 2013
Spectrum December 2009 - September 2011
IronStone Bank April 2008 - December 2009
Skills
Credit, Financial Analysis, Commercial Lending
Education
Butler University 1985 — 1987
MBA
The University of Texas at Arlington - College of Business 1979 — 1983
BBA, Finance
Arlington High School 1977 — 1979
Jeff Neve's IronStone Bank Experience October 2005 - March 2007
Job Vice President Business Banking Market Loan Manager at PNC Bank
Industry Banking
Experience
PNC March 2012 - Present
PNC Bank November 2008 - March 2012
Wachovia Bank March 2007 - November 2008
IronStone Bank October 2005 - March 2007
Credit Card Management Services 2001 - 2005
Skills
Commercial Lending, Credit, Loans, Small Business, Small Business Lending, Treasury Management, Cash Flow, Banking, Commercial Banking, Corporate Finance, Finance, Working Capital..., Underwriting, Credit Analysis, Training, Mortgage Lending, Business Expansion, Lines Of Credit, Cash Management, Asset Based Lending, Commercial Mortgages, Relationship Management, Business Finance, Portfolio Management
Education
Penn State University 1996 — 2001
Bachelor of Arts, History
PNC March 2012 - Present
PNC Bank November 2008 - March 2012
Wachovia Bank March 2007 - November 2008
IronStone Bank October 2005 - March 2007
Credit Card Management Services 2001 - 2005
Skills
Commercial Lending, Credit, Loans, Small Business, Small Business Lending, Treasury Management, Cash Flow, Banking, Commercial Banking, Corporate Finance, Finance, Working Capital..., Underwriting, Credit Analysis, Training, Mortgage Lending, Business Expansion, Lines Of Credit, Cash Management, Asset Based Lending, Commercial Mortgages, Relationship Management, Business Finance, Portfolio Management
Education
Penn State University 1996 — 2001
Bachelor of Arts, History
Jacqueline Gilbert's IronStone Bank Experience September 2005 - May 2006
Job Field Sales Consultant at Henry Schein Dental
Industry Medical Devices
Experience
Henry Schein Dental September 2012 - Present
Evershore Financial Group October 2010 - August 2012
Triomphe Medical January 2008 - September 2010
Colonial Bank June 2006 - December 2007
IronStone Bank September 2005 - May 2006
Palm Beach County Bank December 2002 - June 2005
Celtec Communications December 1999 - November 2002
J.D. Gilbert & Co. C.P.A February 1988 - December 1999
Wachovia, A Wells Fargo Company March 1980 - February 1988
Skills
Wealth Management, Estate Planning, Series 6, Retirement Planning, Employee Benefits, Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit, Banking, Portfolio Management, Annuities, Investments, Securities, Credit Analysis, Financial Analysis, Insurance, Risk Management, Mortgage Lending, Business Development, Strategic Financial..., Sales, Sales Management, Financial Risk, Financial Services, Relationship Management, Financial Advisory, Fixed Annuities, Finance, CRM, Series 7, Mutual Funds, Cross Selling, Small Business, Treasury Management, Underwriting, Management
Education
Florida Atlantic University
Bachelor Of Business Administration, Finance and Accounting
Florida Atlantic University
Bachelor; Post graduate work, Business Administration;Accounting and marketing
Florida Gulf Coast University
Certified Financial Planning Certification
Florida Gulf Coast University
Henry Schein Dental September 2012 - Present
Evershore Financial Group October 2010 - August 2012
Triomphe Medical January 2008 - September 2010
Colonial Bank June 2006 - December 2007
IronStone Bank September 2005 - May 2006
Palm Beach County Bank December 2002 - June 2005
Celtec Communications December 1999 - November 2002
J.D. Gilbert & Co. C.P.A February 1988 - December 1999
Wachovia, A Wells Fargo Company March 1980 - February 1988
Skills
Wealth Management, Estate Planning, Series 6, Retirement Planning, Employee Benefits, Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit, Banking, Portfolio Management, Annuities, Investments, Securities, Credit Analysis, Financial Analysis, Insurance, Risk Management, Mortgage Lending, Business Development, Strategic Financial..., Sales, Sales Management, Financial Risk, Financial Services, Relationship Management, Financial Advisory, Fixed Annuities, Finance, CRM, Series 7, Mutual Funds, Cross Selling, Small Business, Treasury Management, Underwriting, Management
Education
Florida Atlantic University
Bachelor Of Business Administration, Finance and Accounting
Florida Atlantic University
Bachelor; Post graduate work, Business Administration;Accounting and marketing
Florida Gulf Coast University
Certified Financial Planning Certification
Florida Gulf Coast University
Dominique McCleary Dominique McCleary's IronStone Bank Experience May 2010 - Present
Job FSR at IronStone Bank
Industry Banking
Experience
IronStone Bank May 2010 - Present
First Citizens BancShares May 2010 - Present
Legacy Bank October 2007 - May 2010
Education
Rose State College 2009 — 2013
Health Care
IronStone Bank May 2010 - Present
First Citizens BancShares May 2010 - Present
Legacy Bank October 2007 - May 2010
Education
Rose State College 2009 — 2013
Health Care
David Pearlman's IronStone Bank Experience April 1997 - August 1999
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2015 - Present
Merrill Lynch November 2011 - January 2015
Morgan Stanley Smith Barney January 2010 - November 2011
Florida Capital Bank October 2005 - July 2009
Mercantile Bank February 2003 - October 2005
Wachovia Bank May 2000 - February 2003
CIBC National Bank August 1999 - May 2000
IronStone Bank April 1997 - August 1999
Barnett Bank KNA Bank of America October 1993 - April 1997
Skills
Financial Analysis, Finance, Investments, Credit, Insurance, Budgets, Financial Reporting, Loans, Strategy, Strategic Planning, Sales, Strategic Financial..., Financial Planning, Start-ups, Portfolio Management, Real Estate, Risk Management, Retirement Planning, Management, Retail, Microsoft Excel, New Business Development, Mutual Funds
Education
Indiana University Bloomington 1989 — 1993
B.A., Psychology, Jewish Studies
mccallie school 1982 — 1989
Wells Fargo Advisors, LLC January 2015 - Present
Merrill Lynch November 2011 - January 2015
Morgan Stanley Smith Barney January 2010 - November 2011
Florida Capital Bank October 2005 - July 2009
Mercantile Bank February 2003 - October 2005
Wachovia Bank May 2000 - February 2003
CIBC National Bank August 1999 - May 2000
IronStone Bank April 1997 - August 1999
Barnett Bank KNA Bank of America October 1993 - April 1997
Skills
Financial Analysis, Finance, Investments, Credit, Insurance, Budgets, Financial Reporting, Loans, Strategy, Strategic Planning, Sales, Strategic Financial..., Financial Planning, Start-ups, Portfolio Management, Real Estate, Risk Management, Retirement Planning, Management, Retail, Microsoft Excel, New Business Development, Mutual Funds
Education
Indiana University Bloomington 1989 — 1993
B.A., Psychology, Jewish Studies
mccallie school 1982 — 1989
Chris Braun Chris Braun's IronStone Bank Experience 2004 - 2007
Job Senior Vice PresidentManager of the Commercial Banking Group at KeyWorth Bank
Industry Banking
Experience
KeyWorth Bank September 2015 - Present
KeyWorth Bank June 2007 - Present
IronStone Bank 2004 - 2007
SunTrust Bank 1997 - 2004
Skills
Real Estate, Credit, Banking, Loans, Commercial Banking, SBA, SBA 504, Portfolio Management, Commercial Lending, Commercial Real Estate, Loan Origination, Asset Based Lending, Financial Analysis, Underwriting, Financial Services, Small Business Lending, Credit Analysis, Consumer Lending, Private Banking, Finance, Credit Risk, Due Diligence, Mortgage Lending, Accounts Receivable, Risk Management, Relationship Management, Financial Risk, Investments, Lines Of Credit, Cash Flow Lending, Leadership, Commercial Mortgages, Valuation, Mergers & Acquisitions, Management
Education
Auburn University 1992 — 1996
BS, Finance
Graduate School of Banking at Louisiana State University 2013 — 2015
Leadership Gwinnett 2009 — 2010
KeyWorth Bank September 2015 - Present
KeyWorth Bank June 2007 - Present
IronStone Bank 2004 - 2007
SunTrust Bank 1997 - 2004
Skills
Real Estate, Credit, Banking, Loans, Commercial Banking, SBA, SBA 504, Portfolio Management, Commercial Lending, Commercial Real Estate, Loan Origination, Asset Based Lending, Financial Analysis, Underwriting, Financial Services, Small Business Lending, Credit Analysis, Consumer Lending, Private Banking, Finance, Credit Risk, Due Diligence, Mortgage Lending, Accounts Receivable, Risk Management, Relationship Management, Financial Risk, Investments, Lines Of Credit, Cash Flow Lending, Leadership, Commercial Mortgages, Valuation, Mergers & Acquisitions, Management
Education
Auburn University 1992 — 1996
BS, Finance
Graduate School of Banking at Louisiana State University 2013 — 2015
Leadership Gwinnett 2009 — 2010
C.J. Graves's IronStone Bank Experience January 2008 - September 2010
Job Vice President/ Business Banker at First Citizens Bank
Industry Banking
Experience
First Citizens Bank April 2014 - Present
First Citizens Bank May 2011 - March 2014
Wells Fargo Home Mortgage September 2010 - June 2011
Ironstone Bank January 2008 - September 2010
IronStone Bank March 2007 - December 2007
Bank of America January 2004 - February 2007
Skills
Community Development, Retail Banking, Commercial Banking, Small Business Lending, Financial Analysis, Mobile Payments, Credit Cards, Mortgage Lending, Spanish-speaking, Business Development, Commercial Lending, Management, Banking, Credit, Credit Analysis, Cash Management, Consumer Lending, Finance, Financial Services, Leadership, Lines Of Credit, Loan Origination, Loans, Portfolio Management, Public Speaking, Relationship Management, Sales, Sales Management, Strategic Planning, Underwriting
Education
Morehouse College 1998 — 2002
BA, Political Science
Oakland Mills High School
Oakland Mills High School
First Citizens Bank April 2014 - Present
First Citizens Bank May 2011 - March 2014
Wells Fargo Home Mortgage September 2010 - June 2011
Ironstone Bank January 2008 - September 2010
IronStone Bank March 2007 - December 2007
Bank of America January 2004 - February 2007
Skills
Community Development, Retail Banking, Commercial Banking, Small Business Lending, Financial Analysis, Mobile Payments, Credit Cards, Mortgage Lending, Spanish-speaking, Business Development, Commercial Lending, Management, Banking, Credit, Credit Analysis, Cash Management, Consumer Lending, Finance, Financial Services, Leadership, Lines Of Credit, Loan Origination, Loans, Portfolio Management, Public Speaking, Relationship Management, Sales, Sales Management, Strategic Planning, Underwriting
Education
Morehouse College 1998 — 2002
BA, Political Science
Oakland Mills High School
Oakland Mills High School
Joanne T Dee Joanne T Dee's IronStone Bank Experience 2003 - 2006
Job Vice President, Manager at Floridian Community Bank
Industry Banking
Experience
Floridian Community Bank March 2012 - Present
Regions Bank May 2010 - May 2012
BB Insurance Marketing Inc. May 2009 - February 2010
BMO Harris Private Banking June 2006 - January 2009
IronStone Bank 2003 - 2006
Skills
Loans, Credit, Portfolio Management, Commercial Lending, Investments
Education
Broward College 1982 — 1984
Business Administration
Leaderhship Fort Lauderdale
Leadership Palm Beach
Floridian Community Bank March 2012 - Present
Regions Bank May 2010 - May 2012
BB Insurance Marketing Inc. May 2009 - February 2010
BMO Harris Private Banking June 2006 - January 2009
IronStone Bank 2003 - 2006
Skills
Loans, Credit, Portfolio Management, Commercial Lending, Investments
Education
Broward College 1982 — 1984
Business Administration
Leaderhship Fort Lauderdale
Leadership Palm Beach
Brandy Mustain's IronStone Bank Experience January 2007 - June 2007
Job Vice President Business Development at Flagler Bank
Industry Banking
Experience
Flagler Bank September 2007 - Present
Ironstone Bank January 2007 - June 2007
Bank of Florida August 2006 - January 2007
First Southern Bank September 2005 - August 2006
Bank of America December 2003 - September 2005
Wachovia January 1996 - December 2003
Education
Florida Atlantic University 1980 — 1986
BS, Economics & Finance
Flagler Bank September 2007 - Present
Ironstone Bank January 2007 - June 2007
Bank of Florida August 2006 - January 2007
First Southern Bank September 2005 - August 2006
Bank of America December 2003 - September 2005
Wachovia January 1996 - December 2003
Education
Florida Atlantic University 1980 — 1986
BS, Economics & Finance
Zachary Polson Zachary Polson's IronStone Bank Experience October 2008 - March 2009
Job Secondary Education Professional
Industry Primary/Secondary Education
Experience
The Home Depot May 2014 - Present
Gilmer County May 2013 - Present
IronStone Bank October 2008 - March 2009
Skills
Teaching, American History, World History, Military History, Retail Banking, Retail Sales, Customer Service, Customer Satisfaction, Customer Retention, Customer Engagement, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Computers, Travel
Education
University of North Georgia 2009 — 2013
Bachelor of Arts (BA), History with Teaching Certificate, 3.32
University of North Georgia 2009 — 2013
Bachelor of Arts (B.A.), History w/ Teaching Certificate, 3.32
The Home Depot May 2014 - Present
Gilmer County May 2013 - Present
IronStone Bank October 2008 - March 2009
Skills
Teaching, American History, World History, Military History, Retail Banking, Retail Sales, Customer Service, Customer Satisfaction, Customer Retention, Customer Engagement, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Computers, Travel
Education
University of North Georgia 2009 — 2013
Bachelor of Arts (BA), History with Teaching Certificate, 3.32
University of North Georgia 2009 — 2013
Bachelor of Arts (B.A.), History w/ Teaching Certificate, 3.32
Tom Cobb Tom Cobb's IronStone Bank Experience 2005 - 2006
Job Vice Presidnet Bank of the West
Industry Banking
Experience
Bank of the West December 2012 - Present
City National Bank August 2007 - December 2012
Bank of America 2005 - 2007
IronStone Bank 2005 - 2006
Wells Fargo Bank 1992 - 2003
Skills
Commercial Lending, Banking, Loans, Small Business Lending, Credit, Commercial Banking, Consumer Lending, Mortgage Lending, Commercial Mortgages, Credit Analysis, Lines Of Credit, Loan Origination
Education
San Diego State University-California State University 1983 — 1988
Master of Arts, Public Administration
High School 1976 — 1980
high school diploma, General Education
Bank of the West December 2012 - Present
City National Bank August 2007 - December 2012
Bank of America 2005 - 2007
IronStone Bank 2005 - 2006
Wells Fargo Bank 1992 - 2003
Skills
Commercial Lending, Banking, Loans, Small Business Lending, Credit, Commercial Banking, Consumer Lending, Mortgage Lending, Commercial Mortgages, Credit Analysis, Lines Of Credit, Loan Origination
Education
San Diego State University-California State University 1983 — 1988
Master of Arts, Public Administration
High School 1976 — 1980
high school diploma, General Education
Douglas Roberts Douglas Roberts's IronStone Bank Experience September 2006 - October 2007
Job Senior Vice President, Middle Market Banking at Florida Community Bank
Industry Banking
Experience
Florida Community Bank February 2012 - Present
Wells Fargo November 2007 - November 2011
IronStone Bank September 2006 - October 2007
RBC October 2004 - September 2006
Washington Mutual Bank March 2003 - October 2004
City National Bank of Florida March 2002 - March 2003
Bank of America July 1984 - January 2002
Southeast Bank August 1981 - July 1984
Skills
Commercial Banking, Loans, Commercial Lending, Asset Based Lending, Small Business Lending, Sales, Leadership, Middle Market, Mergers & Acquisitions, Finance, Commercial Mortgages, Credit, Financial Analysis, Treasury Management, Lines Of Credit, Consumer Lending, Credit Analysis, Credit Risk
Education
Newberry College 1977 — 1981
Bachelor of Science (B.S.), Business Administration and Management, General
Florida Community Bank February 2012 - Present
Wells Fargo November 2007 - November 2011
IronStone Bank September 2006 - October 2007
RBC October 2004 - September 2006
Washington Mutual Bank March 2003 - October 2004
City National Bank of Florida March 2002 - March 2003
Bank of America July 1984 - January 2002
Southeast Bank August 1981 - July 1984
Skills
Commercial Banking, Loans, Commercial Lending, Asset Based Lending, Small Business Lending, Sales, Leadership, Middle Market, Mergers & Acquisitions, Finance, Commercial Mortgages, Credit, Financial Analysis, Treasury Management, Lines Of Credit, Consumer Lending, Credit Analysis, Credit Risk
Education
Newberry College 1977 — 1981
Bachelor of Science (B.S.), Business Administration and Management, General
Rob Buckner Rob Buckner's IronStone Bank Experience 2006 - 2008
Job Vice President, Relationship Manager, Business Banking Division at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase 2012 - Present
U.S. Bank 2010 - 2012
Buckner & Associates 2008 - 2010
IronStone Bank 2006 - 2008
Buckner & Associates 2004 - 2006
Wells Fargo 1999 - 2004
M&I Thunderbird Bank 1992 - 1998
Skills
Loans, Business Development, Commercial Banking, SBA, Real Estate, Commercial Lending, Banking, Small Business Lending, Credit, Credit Analysis, Portfolio Management, Financial Analysis, Mortgage Lending, Relationship Management, Lines Of Credit, Risk Management, Credit Risk, Commercial Mortgages, Cash Management, Loan Origination, Asset Based Lending, Financial Risk
Education
Arizona State University 1990 — 1994
BS, Finance
JPMorgan Chase 2012 - Present
U.S. Bank 2010 - 2012
Buckner & Associates 2008 - 2010
IronStone Bank 2006 - 2008
Buckner & Associates 2004 - 2006
Wells Fargo 1999 - 2004
M&I Thunderbird Bank 1992 - 1998
Skills
Loans, Business Development, Commercial Banking, SBA, Real Estate, Commercial Lending, Banking, Small Business Lending, Credit, Credit Analysis, Portfolio Management, Financial Analysis, Mortgage Lending, Relationship Management, Lines Of Credit, Risk Management, Credit Risk, Commercial Mortgages, Cash Management, Loan Origination, Asset Based Lending, Financial Risk
Education
Arizona State University 1990 — 1994
BS, Finance
Melissa Potts Melissa Potts's IronStone Bank Experience July 2007 - October 2010
Job Insurance and Surety Bonds
Industry Insurance
Experience
Founders Insurance Group, LLC September 2012 - Present
AllCheck Screening Services, Inc September 2012 - Present
First Citizens Bank April 2012 - September 2012
First Citizens Bank (formerly IronStone Bank) October 2010 - April 2012
IronStone Bank July 2007 - October 2010
IronStone Bank November 2004 - June 2007
IronStone Bank March 2004 - October 2004
Skills
Commercial Lending, Finance, Small Business Lending, Cash Flow, Lines Of Credit, Commercial Banking, Credit Analysis, Commercial Mortgages, Loans, Credit, Construction Loans, Underwriting, Banking, Credit Risk, Portfolio Management, SBA, Financial Analysis, Insurance, Relationship Management, Risk Management, Small Business, Financial Services, Loan Origination, Treasury Management, Commercial Real Estate, Analysis, Bookkeeping, Insurance Agency..., Property & Casualty..., QuickBooks, Asset Based Lending, Cross Selling, Refinance, Financial Risk, Real Estate Financing, Commercial Insurance, Deposits, Credit Cards, Private Banking, Due Diligence, Corporate Finance
Education
University of Georgia - Terry College of Business 1998 — 2001
International Business, Finance
Western Carolina University 1997 — 1998
Founders Insurance Group, LLC September 2012 - Present
AllCheck Screening Services, Inc September 2012 - Present
First Citizens Bank April 2012 - September 2012
First Citizens Bank (formerly IronStone Bank) October 2010 - April 2012
IronStone Bank July 2007 - October 2010
IronStone Bank November 2004 - June 2007
IronStone Bank March 2004 - October 2004
Skills
Commercial Lending, Finance, Small Business Lending, Cash Flow, Lines Of Credit, Commercial Banking, Credit Analysis, Commercial Mortgages, Loans, Credit, Construction Loans, Underwriting, Banking, Credit Risk, Portfolio Management, SBA, Financial Analysis, Insurance, Relationship Management, Risk Management, Small Business, Financial Services, Loan Origination, Treasury Management, Commercial Real Estate, Analysis, Bookkeeping, Insurance Agency..., Property & Casualty..., QuickBooks, Asset Based Lending, Cross Selling, Refinance, Financial Risk, Real Estate Financing, Commercial Insurance, Deposits, Credit Cards, Private Banking, Due Diligence, Corporate Finance
Education
University of Georgia - Terry College of Business 1998 — 2001
International Business, Finance
Western Carolina University 1997 — 1998
Laurie Hallums Laurie Hallums's IronStone Bank Experience March 2008 - August 2011
Job Source Realty PLLC at Keller Williams Sonoran Living
Industry Real Estate
Experience
Keller Williams Sonoran Living April 2013 - Present
IronStone Bank March 2008 - August 2011
Compass Bank June 2006 - September 2007
JPMorgan Chase June 2005 - June 2006
Skills
Finance, Commercial Lending, Banking, Commercial Banking, Credit, Credit Analysis, Financial Analysis, Investment Properties, Investments, Loan Origination, Loans, Mortgage Lending, Portfolio Management, Real Estate, Real Estate Transactions, SBA, Small Business Lending, Underwriting
Education
Arizona State University
Keller Williams Sonoran Living April 2013 - Present
IronStone Bank March 2008 - August 2011
Compass Bank June 2006 - September 2007
JPMorgan Chase June 2005 - June 2006
Skills
Finance, Commercial Lending, Banking, Commercial Banking, Credit, Credit Analysis, Financial Analysis, Investment Properties, Investments, Loan Origination, Loans, Mortgage Lending, Portfolio Management, Real Estate, Real Estate Transactions, SBA, Small Business Lending, Underwriting
Education
Arizona State University
Hope Bryant Hope Bryant's IronStone Bank Experience June 2005 - April 2011
Job Vice Chairman at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank July 1986 - Present
IronStone Bank June 2005 - April 2011
Education
University of North Carolina at Chapel Hill 1981 — 1985
BA, English, Economic
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
First Citizens Bank July 1986 - Present
IronStone Bank June 2005 - April 2011
Education
University of North Carolina at Chapel Hill 1981 — 1985
BA, English, Economic
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
Tom Fullmer Tom Fullmer's IronStone Bank Experience February 2006 - October 2011
Job Executive Director, THE GROTTO
Industry Executive Office
Experience
The Grotto July 2014 - Present
The Snowman Foundation July 2009 - July 2014
The Total Development Center July 2013 - June 2014
Oregon Entrepreneurs Network 2011 - June 2014
Jani-King of Portland January 2013 - August 2013
First Citzens Bank March 2006 - November 2012
First Citizens Bank March 2006 - November 2012
IronStone Bank February 2006 - October 2011
Peter Jacobsen Sports LLC 1996 - 2005
Mira Creative Group, A Division of KOIN-TV March 1995 - December 1996
Skills
Business Development, Entrepreneurship, Management, Event Management, Sales Management, Fundraising, Sales, New Business Development, Public Speaking, Marketing Strategy, Small Business, Team Building, Budgets, Executive Management, Marketing, Business Planning, Event Planning, Banking, Commercial Banking, Business Strategy, Nonprofits, Program Management, Negotiation, Financial Analysis, Contract Negotiation, Training, Leadership Development, Leadership, Advertising, Strategic Partnerships, Enterprise Software, Writing, Finance, Time Management, Strategic Planning, Strategy, Coaching, Networking, CRM, Marketing Communications, Supervisory Skills, Team Leadership, Public Relations, Personal Development, Customer Service, Start-ups, Consultative Selling, Budget Management, Outlook, Media Talent
Education
University of Oregon 1974 — 1978
B.S., Business, JournalismCommunications & Film/Video Production
Portland State University 1973 — 1974
Business
Jesuit High School 1969 — 1973
College Preparatory, Journalism and Communications, Top 10%
The Grotto July 2014 - Present
The Snowman Foundation July 2009 - July 2014
The Total Development Center July 2013 - June 2014
Oregon Entrepreneurs Network 2011 - June 2014
Jani-King of Portland January 2013 - August 2013
First Citzens Bank March 2006 - November 2012
First Citizens Bank March 2006 - November 2012
IronStone Bank February 2006 - October 2011
Peter Jacobsen Sports LLC 1996 - 2005
Mira Creative Group, A Division of KOIN-TV March 1995 - December 1996
Skills
Business Development, Entrepreneurship, Management, Event Management, Sales Management, Fundraising, Sales, New Business Development, Public Speaking, Marketing Strategy, Small Business, Team Building, Budgets, Executive Management, Marketing, Business Planning, Event Planning, Banking, Commercial Banking, Business Strategy, Nonprofits, Program Management, Negotiation, Financial Analysis, Contract Negotiation, Training, Leadership Development, Leadership, Advertising, Strategic Partnerships, Enterprise Software, Writing, Finance, Time Management, Strategic Planning, Strategy, Coaching, Networking, CRM, Marketing Communications, Supervisory Skills, Team Leadership, Public Relations, Personal Development, Customer Service, Start-ups, Consultative Selling, Budget Management, Outlook, Media Talent
Education
University of Oregon 1974 — 1978
B.S., Business, JournalismCommunications & Film/Video Production
Portland State University 1973 — 1974
Business
Jesuit High School 1969 — 1973
College Preparatory, Journalism and Communications, Top 10%
Rachel Chang-Cunningham Rachel Chang-Cunningham's IronStone Bank Experience April 2008 - December 2009
Job SVP & Region Manager at Central Pacific Bank
Industry Banking
Experience
Central Pacific Bank August 2012 - Present
Central Pacific Bank October 2009 - September 2012
IronStone Bank April 2008 - December 2009
United Commercial Bank January 2007 - April 2008
Summit National Bank December 2004 - December 2006
Bank of America September 2003 - December 2004
First Hawaiian Bank November 2001 - January 2003
American Savings Bank September 1997 - November 2001
Education
Pacific Coast Banking School 2013 — 2015
Occidental College 1988 — 1992
BA, International Relations
Moanalua High School
Pacific Coast Banking School
Pacific Coast Banking School
Central Pacific Bank August 2012 - Present
Central Pacific Bank October 2009 - September 2012
IronStone Bank April 2008 - December 2009
United Commercial Bank January 2007 - April 2008
Summit National Bank December 2004 - December 2006
Bank of America September 2003 - December 2004
First Hawaiian Bank November 2001 - January 2003
American Savings Bank September 1997 - November 2001
Education
Pacific Coast Banking School 2013 — 2015
Occidental College 1988 — 1992
BA, International Relations
Moanalua High School
Pacific Coast Banking School
Pacific Coast Banking School
Carmen Mertes Carmen Mertes's IronStone Bank Experience June 2005 - October 2008
Job VP, Operations at GardenChef Paul Company Natural Food Product
Industry Banking
Experience
GardenChef Paul Company October 2011 - Present
Jefferson Research & Management November 2008 - September 2011
IronStone Bank June 2005 - October 2008
Bank of America July 2003 - June 2004
Bank of America October 1998 - May 2003
Skills
Portfolio Management, Commercial Lending, Commercial Banking, Loans, Strategic Planning, Mortgage Lending, Banking, Team Building, New Business Development, Marketing, Sales, Business Development, Real Estate, Small Business Lending, Small Business
Education
Portland State University 1999 — 2001
Bachelor of Arts, Business Admin/Finance
Oregon City High School 1988 — 1991
Diploma, General
GardenChef Paul Company October 2011 - Present
Jefferson Research & Management November 2008 - September 2011
IronStone Bank June 2005 - October 2008
Bank of America July 2003 - June 2004
Bank of America October 1998 - May 2003
Skills
Portfolio Management, Commercial Lending, Commercial Banking, Loans, Strategic Planning, Mortgage Lending, Banking, Team Building, New Business Development, Marketing, Sales, Business Development, Real Estate, Small Business Lending, Small Business
Education
Portland State University 1999 — 2001
Bachelor of Arts, Business Admin/Finance
Oregon City High School 1988 — 1991
Diploma, General
Ellen Riley's IronStone Bank Experience December 2004 - September 2008
Job Relationship Driven Sales & Services Professional
Industry Logistics and Supply Chain
Experience
71 lbs - Fast & Automatic Shipping Refunds March 2015 - Present
United Field Chase, Inc. January 2012 - Present
Building YOUR Company November 2008 - Present
IronStone Bank December 2004 - September 2008
Bank of America June 1997 - May 2003
Skills
Insurance, Credit, Underwriting, Collections, Banking, Sales, Sales Management, Sales Process, Site Inspections, door knocks, Risk Assessment, Entrepreneurship, Finance, Customer Service, New Business Development, Business Development, Portfolio Management, Commercial Lending, Loans, Mortgage Lending, Commercial Banking, Credit Analysis, Leadership, Marketing, Consumer Lending, Team Building, Strategic Financial..., Small Business Lending, Strategic Planning, CRM, Mergers & Acquisitions, Management, Small Business, Risk Management, Strategy, Relationship Management, Process Improvement, Executive Management, Customer Retention, Financial Analysis, Loan Origination, Credit Cards, Private Banking, Training, Financial Risk, Investments, Business Planning, Payments, Call Centers, Cross Selling
Education
Florida International University 1991 — 1994
Bachelor of Science (BS), Hospitality, Accounting
71 lbs - Fast & Automatic Shipping Refunds March 2015 - Present
United Field Chase, Inc. January 2012 - Present
Building YOUR Company November 2008 - Present
IronStone Bank December 2004 - September 2008
Bank of America June 1997 - May 2003
Skills
Insurance, Credit, Underwriting, Collections, Banking, Sales, Sales Management, Sales Process, Site Inspections, door knocks, Risk Assessment, Entrepreneurship, Finance, Customer Service, New Business Development, Business Development, Portfolio Management, Commercial Lending, Loans, Mortgage Lending, Commercial Banking, Credit Analysis, Leadership, Marketing, Consumer Lending, Team Building, Strategic Financial..., Small Business Lending, Strategic Planning, CRM, Mergers & Acquisitions, Management, Small Business, Risk Management, Strategy, Relationship Management, Process Improvement, Executive Management, Customer Retention, Financial Analysis, Loan Origination, Credit Cards, Private Banking, Training, Financial Risk, Investments, Business Planning, Payments, Call Centers, Cross Selling
Education
Florida International University 1991 — 1994
Bachelor of Science (BS), Hospitality, Accounting
Venkat Reddy, MBA-HSA Venkat Reddy, MBA-HSA's IronStone Bank Experience January 2007 - January 2008
Job Agent, NewYork Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2015 - Present
Symmetry Financial Group June 2013 - April 2015
Primerica February 2012 - April 2015
BLOCKBUSTER VIDEO INC January 2008 - January 2010
IronStone Bank January 2007 - January 2008
WACHOVIA BANK January 2005 - January 2007
Bank of America/ Fleet Bank/ Sovereign Bank January 2000 - January 2005
Skills
Training and..., 1 561 900 4337, Risk Management, Banking, Portfolio Management, Investments, Management, Loans, Finance, Mortgage Lending, Sales, Process Improvement, Budgets, Start-ups, New Business Development, Marketing, Insurance, Analysis, Program Management, Leadership, Training, Recruiting, Time Management, Underwriting, Interviews, Leadership Development, Relationship Management, Cold Calling, Contract Negotiation, Strategic Financial..., Mortgage Banking, Financial Services, Business Development, Employee Benefits, Small Business, Team Building, Networking, Coaching, Executive Management, Customer Retention, Sales Management, Fundraising, Customer Service, Public Speaking, Social Networking, Strategic Planning, Marketing Strategy, Life Insurance, Social Media Marketing
Education
Strayer University 2011 — 2013
Master’s, Business Administration, Healthcare Administration
University of Phoenix 2009 — 2011
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Massachusetts Bay Community College 1999 — 2001
Associate; Degree, General Studies
New York Life Insurance Company April 2015 - Present
Symmetry Financial Group June 2013 - April 2015
Primerica February 2012 - April 2015
BLOCKBUSTER VIDEO INC January 2008 - January 2010
IronStone Bank January 2007 - January 2008
WACHOVIA BANK January 2005 - January 2007
Bank of America/ Fleet Bank/ Sovereign Bank January 2000 - January 2005
Skills
Training and..., 1 561 900 4337, Risk Management, Banking, Portfolio Management, Investments, Management, Loans, Finance, Mortgage Lending, Sales, Process Improvement, Budgets, Start-ups, New Business Development, Marketing, Insurance, Analysis, Program Management, Leadership, Training, Recruiting, Time Management, Underwriting, Interviews, Leadership Development, Relationship Management, Cold Calling, Contract Negotiation, Strategic Financial..., Mortgage Banking, Financial Services, Business Development, Employee Benefits, Small Business, Team Building, Networking, Coaching, Executive Management, Customer Retention, Sales Management, Fundraising, Customer Service, Public Speaking, Social Networking, Strategic Planning, Marketing Strategy, Life Insurance, Social Media Marketing
Education
Strayer University 2011 — 2013
Master’s, Business Administration, Healthcare Administration
University of Phoenix 2009 — 2011
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Massachusetts Bay Community College 1999 — 2001
Associate; Degree, General Studies
David Dotson David Dotson's IronStone Bank Experience October 2009 - November 2011
Job Relationship Driven Business Banking Partner at First Citizens Bank
Industry Banking
Experience
First Citizens Bank May 2015 - Present
First Citizens Bank January 2015 - April 2015
First Citizens Bank November 2011 - January 2015
IronStone Bank October 2009 - November 2011
United Community Bank IL August 2005 - July 2009
Southern Illinois University March 2008 - May 2009
Skills
Commercial Banking, Retail Banking, Banking Relationships, Consumer Lending, Customer Service, Bank Reconciliation, Financial Analysis, Credit Analysis, Financial Accounting, Financial Statement..., Sales, Loans, Banking, Credit
Education
Southern Illinois University, Carbondale 2006 — 2009
Bachelor of Science, Accounting
First Citizens Bank May 2015 - Present
First Citizens Bank January 2015 - April 2015
First Citizens Bank November 2011 - January 2015
IronStone Bank October 2009 - November 2011
United Community Bank IL August 2005 - July 2009
Southern Illinois University March 2008 - May 2009
Skills
Commercial Banking, Retail Banking, Banking Relationships, Consumer Lending, Customer Service, Bank Reconciliation, Financial Analysis, Credit Analysis, Financial Accounting, Financial Statement..., Sales, Loans, Banking, Credit
Education
Southern Illinois University, Carbondale 2006 — 2009
Bachelor of Science, Accounting
Kevin Fox, MBA Kevin Fox, MBA's IronStone Bank Experience January 2004 - February 2006
Job Senior Marketing Consultant at CRC Broadcasting Inc Money Radio 1510 AM & 99.3 FM
Industry Broadcast Media
Experience
CRC Broadcasting Inc Money Radio 1510 AM & 99.3 FM February 2014 - Present
Buck Breast Cancer October 2011 - Present
Young Buckeyes of Phoenix Alumni Club August 2006 - Present
Buckeye 2 Buckeye August 2006 - Present
BridgeStreet Global Hospitality August 2012 - February 2014
Comerica Bank July 2010 - August 2012
Cintas April 2009 - June 2010
Arizona Business Bank October 2006 - July 2008
Bank of Arizona February 2006 - October 2006
IronStone Bank January 2004 - February 2006
Skills
Sales, Credit, Financial Analysis, Banking, Relationship Management, Sales Management, Portfolio Management, Underwriting, Small Business Lending, Business Development, Credit Analysis, Leadership, Marketing, Finance, Strategy, Social Media, Training, Management Consulting, Non-profits, Program Management, B2B, Negotiation, Risk Management, Management, Customer Service, Account Management, Team Building, Coaching, Business Strategy, Team Leadership, Small Business, Customer Satisfaction, Business Planning, Budgets, Entrepreneurship, Networking, Strategic Partnerships, Marketing Strategy, Sales Process, Direct Sales, Leadership Development, Customer Retention, Time Management, Fundraising, Start-ups, Executive Management, Nonprofits, Social Media Marketing, Facebook, Analysis
Education
The Ohio State University 1989 — 1995
B.A., Economics
Scottsdale Leadership
CLASS XXII ALUMNI
University of Phoenix
MBA, Global Management - International Business
Upper Sandusky High School
CRC Broadcasting Inc Money Radio 1510 AM & 99.3 FM February 2014 - Present
Buck Breast Cancer October 2011 - Present
Young Buckeyes of Phoenix Alumni Club August 2006 - Present
Buckeye 2 Buckeye August 2006 - Present
BridgeStreet Global Hospitality August 2012 - February 2014
Comerica Bank July 2010 - August 2012
Cintas April 2009 - June 2010
Arizona Business Bank October 2006 - July 2008
Bank of Arizona February 2006 - October 2006
IronStone Bank January 2004 - February 2006
Skills
Sales, Credit, Financial Analysis, Banking, Relationship Management, Sales Management, Portfolio Management, Underwriting, Small Business Lending, Business Development, Credit Analysis, Leadership, Marketing, Finance, Strategy, Social Media, Training, Management Consulting, Non-profits, Program Management, B2B, Negotiation, Risk Management, Management, Customer Service, Account Management, Team Building, Coaching, Business Strategy, Team Leadership, Small Business, Customer Satisfaction, Business Planning, Budgets, Entrepreneurship, Networking, Strategic Partnerships, Marketing Strategy, Sales Process, Direct Sales, Leadership Development, Customer Retention, Time Management, Fundraising, Start-ups, Executive Management, Nonprofits, Social Media Marketing, Facebook, Analysis
Education
The Ohio State University 1989 — 1995
B.A., Economics
Scottsdale Leadership
CLASS XXII ALUMNI
University of Phoenix
MBA, Global Management - International Business
Upper Sandusky High School
Michael Paduone, CTP Michael Paduone, CTP's IronStone Bank Experience July 1999 - April 2003
Job Vice President, Treasury Management
Industry Banking
Experience
Bank of the West January 2011 - Present
Bankpolicies.com August 2010 - December 2010
Alliance Bank of Arizona March 2003 - October 2009
Ironstone Bank July 1999 - April 2003
Parkvale Bank December 1997 - July 1999
Irwin Bank and Trust November 1994 - December 1997
Skills
Treasury Management, Banking, Credit, Credit Analysis, Loans, Financial Analysis, Portfolio Management, Small Business Lending, Commercial Banking, Merchant Services, Cash Management, Treasury Services, Consumer Lending, Commercial Mortgages, Asset Based Lending, Lines Of Credit, Retail Banking, Cross Selling, Relationship Management, Middle Market, Internet Banking, ACH
Education
California University of Pennsylvania 1994 — 1997
MBA, Finance
California University of Pennsylvania 1988 — 1992
Bachelors, Finance
Bank of the West January 2011 - Present
Bankpolicies.com August 2010 - December 2010
Alliance Bank of Arizona March 2003 - October 2009
Ironstone Bank July 1999 - April 2003
Parkvale Bank December 1997 - July 1999
Irwin Bank and Trust November 1994 - December 1997
Skills
Treasury Management, Banking, Credit, Credit Analysis, Loans, Financial Analysis, Portfolio Management, Small Business Lending, Commercial Banking, Merchant Services, Cash Management, Treasury Services, Consumer Lending, Commercial Mortgages, Asset Based Lending, Lines Of Credit, Retail Banking, Cross Selling, Relationship Management, Middle Market, Internet Banking, ACH
Education
California University of Pennsylvania 1994 — 1997
MBA, Finance
California University of Pennsylvania 1988 — 1992
Bachelors, Finance
Daniel Goldberg's IronStone Bank Experience September 2006 - March 2010
Job Commercial and Middle Market Banking For East Tennessee and Northwest Georgia
Industry Financial Services
Experience
SunTrust Bank November 2013 - Present
Seacoast National Bank May 2012 - November 2013
CNL October 2011 - May 2012
Independent Purchasing Cooperative June 2010 - October 2011
IronStone Bank September 2006 - March 2010
Bank Atlantic April 2002 - August 2006
SouthTrust Bank 1999 - 2001
Barnett Bank 1997 - 1999
Skills
Underwriting, Public Speaking, Commercial Banking, Team Leadership, Team Building, Team Management, Loans, Banking, Small Business Lending, Finance, Business Development, Training, Strategy, Leadership, Real Estate, Management, Commercial Lending, Portfolio Management, Credit, Small Business, Credit Analysis, Asset Based Lending, Commercial Real Estate, Coaching, Financial Analysis, Lines Of Credit, Treasury Management, Risk Management, Commercial Mortgages, Retail Banking, Loan Origination, Mortgage Lending, Consumer Lending, Executive Management, Investments, Relationship Management, Credit Risk, Cross Selling, Cash Management, Deposits, Branch Banking, SBA
Education
University of Central Florida 1995 — 1997
BS, Marketing
SunTrust Bank November 2013 - Present
Seacoast National Bank May 2012 - November 2013
CNL October 2011 - May 2012
Independent Purchasing Cooperative June 2010 - October 2011
IronStone Bank September 2006 - March 2010
Bank Atlantic April 2002 - August 2006
SouthTrust Bank 1999 - 2001
Barnett Bank 1997 - 1999
Skills
Underwriting, Public Speaking, Commercial Banking, Team Leadership, Team Building, Team Management, Loans, Banking, Small Business Lending, Finance, Business Development, Training, Strategy, Leadership, Real Estate, Management, Commercial Lending, Portfolio Management, Credit, Small Business, Credit Analysis, Asset Based Lending, Commercial Real Estate, Coaching, Financial Analysis, Lines Of Credit, Treasury Management, Risk Management, Commercial Mortgages, Retail Banking, Loan Origination, Mortgage Lending, Consumer Lending, Executive Management, Investments, Relationship Management, Credit Risk, Cross Selling, Cash Management, Deposits, Branch Banking, SBA
Education
University of Central Florida 1995 — 1997
BS, Marketing
Wanda (Niles) Frazier's IronStone Bank Experience February 2006 - February 2007
Job Assistant to the Provost and Vice President of Academic Affairs at Pacific University
Industry Financial Services
Experience
Pacific University March 2015 - Present
Pacific University February 2015 - March 2015
Pacific University June 2014 - January 2015
Pacific University August 2013 - January 2015
Sher Ireland L.P.C.,CCDC, M.Ed.,M.S. March 2007 - August 2013
IronStone Bank February 2006 - February 2007
Pinnacle Bank August 2004 - February 2006
West Coast Bank June 1991 - August 2004
San Diego County Credit Union 1986 - 1991
Skills
Process Improvement, Management, Team Building, Organizational..., Project Planning, Project Management, Sales, Analysis, Event Planning, Business Strategy, Customer Service, Contract Negotiation, Policy, Time Management, Customer Satisfaction, Leadership
Education
Marylhurst University 2007 — 2009
MBA, Finance, Organizational Behavior/Development
Northern Arizona University 1980 — 1984
BS, Psychology/Statistics
Pacific University March 2015 - Present
Pacific University February 2015 - March 2015
Pacific University June 2014 - January 2015
Pacific University August 2013 - January 2015
Sher Ireland L.P.C.,CCDC, M.Ed.,M.S. March 2007 - August 2013
IronStone Bank February 2006 - February 2007
Pinnacle Bank August 2004 - February 2006
West Coast Bank June 1991 - August 2004
San Diego County Credit Union 1986 - 1991
Skills
Process Improvement, Management, Team Building, Organizational..., Project Planning, Project Management, Sales, Analysis, Event Planning, Business Strategy, Customer Service, Contract Negotiation, Policy, Time Management, Customer Satisfaction, Leadership
Education
Marylhurst University 2007 — 2009
MBA, Finance, Organizational Behavior/Development
Northern Arizona University 1980 — 1984
BS, Psychology/Statistics
Eric Lawson Eric Lawson's IronStone Bank Experience 2005 - 2006
Job Senior Vice President The Brand Banking Company
Industry Banking
Experience
Brand Bank April 2015 - Present
First Citizens Bank and Trust Company, Inc. March 2013 - April 2015
SunTrust Bank 2011 - March 2013
Wells Fargo 2009 - 2011
Bank of North Georgia 2006 - 2009
IronStone Bank 2005 - 2006
Bank of America 2002 - 2005
Skills
Commercial Banking, Underwriting, Commercial Lending, Middle Market, Treasury Management, Cash Flow Lending, Portfolio Management, Mortgage Lending, Consumer Lending, Financial Analysis, Asset Based Lending, Credit Analysis, Cash Management, Construction Loans, Loans, Loan Origination, Small Business Lending, Credit Risk, Lines Of Credit, Credit, Small Business, Banking, Mergers & Acquisitions, Retail Banking, Investments, SBA, Cross Selling, Commercial Mortgages, Finance, Risk Management
Education
Lee University 1994 — 2000
BS, Business Administration
Brand Bank April 2015 - Present
First Citizens Bank and Trust Company, Inc. March 2013 - April 2015
SunTrust Bank 2011 - March 2013
Wells Fargo 2009 - 2011
Bank of North Georgia 2006 - 2009
IronStone Bank 2005 - 2006
Bank of America 2002 - 2005
Skills
Commercial Banking, Underwriting, Commercial Lending, Middle Market, Treasury Management, Cash Flow Lending, Portfolio Management, Mortgage Lending, Consumer Lending, Financial Analysis, Asset Based Lending, Credit Analysis, Cash Management, Construction Loans, Loans, Loan Origination, Small Business Lending, Credit Risk, Lines Of Credit, Credit, Small Business, Banking, Mergers & Acquisitions, Retail Banking, Investments, SBA, Cross Selling, Commercial Mortgages, Finance, Risk Management
Education
Lee University 1994 — 2000
BS, Business Administration
Rick F White, NMLS # 792678 Rick F White, NMLS # 792678's IronStone Bank Experience November 2004 - October 2005
Job Substitute Teacher at Kelly Educational Staffing
Industry Financial Services
Experience
Kelly Educational Staffing February 2014 - Present
Alarion Bank Mortgage August 2012 - January 2014
Atlantic Coast Bank July 2011 - August 2012
JP Morgan Chase June 2010 - October 2010
FirstAtlantic Bank July 2008 - October 2009
CTX Mortgage Company June 2006 - July 2008
IronStone Bank` November 2004 - October 2005
Mercantile Bank/ CNB National Bank 1998 - 2004
Fairfield Mortgage 1990 - 1998
SWD Mortgage Banker 1978 - 1989
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Mortgage, Loans, Referrals, Investment Properties, Sellers, FHA, Refinance, Residential Mortgages, USDA, First Time Home Buyers, FHA financing, Credit, Construction Loans, VA loans, Loss Mitigation, Government Loans, Reverse Mortgages, Commercial Lending, Real Estate, Credit Analysis, Commercial Mortgages, Certified Mortgage..., Mortgage Servicing, Mortgage Underwriting, Foreclosures, Residential Homes, Non-Conforming, HUD, Real Estate Transactions, Property, Small Business Lending, REO, Condos, Investors, Consumer Lending, Real Estate Financing, Real Estate Economics, Investments, Single Family Homes, Credit Risk, Underwriting, Short Sales, Financial Structuring, Banking, Retail Banking, 203K, Finance
Education
University of South Alabama 1971 — 1976
BS, Finance and Business Management
Kelly Educational Staffing February 2014 - Present
Alarion Bank Mortgage August 2012 - January 2014
Atlantic Coast Bank July 2011 - August 2012
JP Morgan Chase June 2010 - October 2010
FirstAtlantic Bank July 2008 - October 2009
CTX Mortgage Company June 2006 - July 2008
IronStone Bank` November 2004 - October 2005
Mercantile Bank/ CNB National Bank 1998 - 2004
Fairfield Mortgage 1990 - 1998
SWD Mortgage Banker 1978 - 1989
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Mortgage, Loans, Referrals, Investment Properties, Sellers, FHA, Refinance, Residential Mortgages, USDA, First Time Home Buyers, FHA financing, Credit, Construction Loans, VA loans, Loss Mitigation, Government Loans, Reverse Mortgages, Commercial Lending, Real Estate, Credit Analysis, Commercial Mortgages, Certified Mortgage..., Mortgage Servicing, Mortgage Underwriting, Foreclosures, Residential Homes, Non-Conforming, HUD, Real Estate Transactions, Property, Small Business Lending, REO, Condos, Investors, Consumer Lending, Real Estate Financing, Real Estate Economics, Investments, Single Family Homes, Credit Risk, Underwriting, Short Sales, Financial Structuring, Banking, Retail Banking, 203K, Finance
Education
University of South Alabama 1971 — 1976
BS, Finance and Business Management
Tarah Orme's IronStone Bank Experience May 2001 - January 2004
Job FRP / Paralegal at My Paralegal Now, LLC
Industry Law Practice
Experience
My Paralegal Now, LLC June 2014 - Present
Nikki A. Uri Attorney at Law June 2010 - Present
Fifth Third Bank February 2004 - October 2007
IronStone Bank May 2001 - January 2004
Skills
Trials, Criminal Law, Document Review, Appeals, Mediation, Criminal Defense, Wordperfect, Estate Planning, Document Drafting, Depositions, Lexis, Arbitration, Timeslips, Notary Public, Legal Advice, Torts, Property Law, Hearings, Legal Issues, Litigation Management, Legal Compliance, Estate Administration, Paralegals, WordPerfect, Legal Research
Education
Florida SouthWestern State College 2010 — 2014
Bachelor's degree, Supervision and Management
Florida SouthWestern State College 2010 — 2013
Associate of Science (A.S.), General/Paralegal
My Paralegal Now, LLC June 2014 - Present
Nikki A. Uri Attorney at Law June 2010 - Present
Fifth Third Bank February 2004 - October 2007
IronStone Bank May 2001 - January 2004
Skills
Trials, Criminal Law, Document Review, Appeals, Mediation, Criminal Defense, Wordperfect, Estate Planning, Document Drafting, Depositions, Lexis, Arbitration, Timeslips, Notary Public, Legal Advice, Torts, Property Law, Hearings, Legal Issues, Litigation Management, Legal Compliance, Estate Administration, Paralegals, WordPerfect, Legal Research
Education
Florida SouthWestern State College 2010 — 2014
Bachelor's degree, Supervision and Management
Florida SouthWestern State College 2010 — 2013
Associate of Science (A.S.), General/Paralegal
Ana Ebanks-Ivey Ana Ebanks-Ivey's IronStone Bank Experience July 2008 - June 2011
Job Bankinf/Finance
Industry Banking
Experience
VyStar Credit Union December 2011 - March 2013
IronStone Bank July 2008 - June 2011
SunTrust Bank July 2007 - July 2008
Skills
Consumer Lending, Credit
Education
Georgia Southern University 2015 — 2016
Bachelor’s Degree, General Concentration: Business, Criminal Studies and Sociology
University of North Florida 2010 — 2012
criminal justice
St Johns River Community College 2007 — 2009
A.A., General
VyStar Credit Union December 2011 - March 2013
IronStone Bank July 2008 - June 2011
SunTrust Bank July 2007 - July 2008
Skills
Consumer Lending, Credit
Education
Georgia Southern University 2015 — 2016
Bachelor’s Degree, General Concentration: Business, Criminal Studies and Sociology
University of North Florida 2010 — 2012
criminal justice
St Johns River Community College 2007 — 2009
A.A., General
Nic Greene Nic Greene's IronStone Bank Experience August 2009 - October 2011
Job Agency Owner at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance February 2015 - Present
Nationwide Insurance September 2011 - February 2015
IronStone Bank August 2009 - October 2011
IronStone Bank March 2008 - August 2009
Bank of America June 2007 - March 2008
Skills
Insurance, Term Life Insurance, Whole Life, Commercial Insurance, Universal Life, Property & Casualty..., Auto Insurance, Auto, Life Insurance, Disability Insurance, Umbrella Insurance, Casualty, Underwriting, Fixed Annuities, Retirement, Retirement Planning, Homeowners, Banking, Long-term Care, Risk Management, Sales, Customer Service, Financial Services, Mortgage Lending, Inland Marine, Identity Theft, Renters, Workers Compensation, Professional Liability, Commercial Lines, Liability, Selling, General Insurance, IRAs, Series 6, Small Business, Training, Casualty Insurance
Education
Georgia Southern University 2004 — 2007
BS, Sport Management
LaGrange College 2001 — 2004
White County High School 1997 — 2001
High School
Farmers Insurance February 2015 - Present
Nationwide Insurance September 2011 - February 2015
IronStone Bank August 2009 - October 2011
IronStone Bank March 2008 - August 2009
Bank of America June 2007 - March 2008
Skills
Insurance, Term Life Insurance, Whole Life, Commercial Insurance, Universal Life, Property & Casualty..., Auto Insurance, Auto, Life Insurance, Disability Insurance, Umbrella Insurance, Casualty, Underwriting, Fixed Annuities, Retirement, Retirement Planning, Homeowners, Banking, Long-term Care, Risk Management, Sales, Customer Service, Financial Services, Mortgage Lending, Inland Marine, Identity Theft, Renters, Workers Compensation, Professional Liability, Commercial Lines, Liability, Selling, General Insurance, IRAs, Series 6, Small Business, Training, Casualty Insurance
Education
Georgia Southern University 2004 — 2007
BS, Sport Management
LaGrange College 2001 — 2004
White County High School 1997 — 2001
High School
Keith Foley Keith Foley's IronStone Bank Experience June 2005 - March 2008
Job Client Success Manager
Industry Computer Software
Experience
Revel Systems iPad POS April 2015 - Present
Choice Hotels International May 2014 - April 2015
US Airways September 2009 - May 2014
Quality Technology Services March 2008 - September 2009
IronStone Bank June 2005 - March 2008
Agentware 2005 - 2006
Airlines Reporting Corporation 2003 - 2004
Hewlett-Packard 2001 - 2002
Georgia Pacific 1998 - 2001
Worldspan January 1994 - October 1998
Skills
Business Analysis, Project Plans, Customer Relations, Customer Service, Problem Solving, Requirements Analysis, Documentation, Account Management, Vendor Management, Airlines, Team Building, Product Management, E-commerce, Planning, Product Development, Analysis, Tourism, Vendor Relations, Customer Satisfaction, Public Relations, Call Center, Banking, Retail, Leadership, Software Documentation, Call Centers, Team Management, Strategy, Integration, Training, Management, Sales, SharePoint, Start-ups, Program Management, Cross-functional Team..., CRM, Marketing, Project Planning, Competitive Analysis, Process Improvement, Requirements Gathering, Agile Methodologies, Data Center, Testing, Team Leadership, Project Management, Business Process..., Analytics, Market Research
Education
Georgia State University 1994 — 1998
Bachelor of Science (BS), Psychology
Revel Systems iPad POS April 2015 - Present
Choice Hotels International May 2014 - April 2015
US Airways September 2009 - May 2014
Quality Technology Services March 2008 - September 2009
IronStone Bank June 2005 - March 2008
Agentware 2005 - 2006
Airlines Reporting Corporation 2003 - 2004
Hewlett-Packard 2001 - 2002
Georgia Pacific 1998 - 2001
Worldspan January 1994 - October 1998
Skills
Business Analysis, Project Plans, Customer Relations, Customer Service, Problem Solving, Requirements Analysis, Documentation, Account Management, Vendor Management, Airlines, Team Building, Product Management, E-commerce, Planning, Product Development, Analysis, Tourism, Vendor Relations, Customer Satisfaction, Public Relations, Call Center, Banking, Retail, Leadership, Software Documentation, Call Centers, Team Management, Strategy, Integration, Training, Management, Sales, SharePoint, Start-ups, Program Management, Cross-functional Team..., CRM, Marketing, Project Planning, Competitive Analysis, Process Improvement, Requirements Gathering, Agile Methodologies, Data Center, Testing, Team Leadership, Project Management, Business Process..., Analytics, Market Research
Education
Georgia State University 1994 — 1998
Bachelor of Science (BS), Psychology
Jason Hatten's IronStone Bank Experience November 2004 - March 2006
Job Operations Specialist
Industry Financial Services
Experience
2SW Inc February 2008 - July 2015
RBC November 2008 - February 2011
M-S Media March 2006 - November 2008
IronStone Bank November 2004 - March 2006
Bank of America May 1998 - August 2004
Skills
Office Management, Microsoft Excel, Budgets, Microsoft Office, Credit, Management, Invoicing, Risk Management, Sales, Finance, Accounts Payable, Operations Management, Real Estate, Accounts Receivable, Payroll, Auditing, Customer Service, Software Documentation, Contract Negotiation, QuickBooks, Process Scheduler, Spreadsheets, Data Entry, Teamwork, Fund Administration
Education
Oglethorpe University 2004 — 2007
Communications and Rhetorical Stories, Speech Communication and Rhetoric
Georgia Perimeter College 2003 — 2005
Business Administration Associates, Business Administration, Management and Operations
2SW Inc February 2008 - July 2015
RBC November 2008 - February 2011
M-S Media March 2006 - November 2008
IronStone Bank November 2004 - March 2006
Bank of America May 1998 - August 2004
Skills
Office Management, Microsoft Excel, Budgets, Microsoft Office, Credit, Management, Invoicing, Risk Management, Sales, Finance, Accounts Payable, Operations Management, Real Estate, Accounts Receivable, Payroll, Auditing, Customer Service, Software Documentation, Contract Negotiation, QuickBooks, Process Scheduler, Spreadsheets, Data Entry, Teamwork, Fund Administration
Education
Oglethorpe University 2004 — 2007
Communications and Rhetorical Stories, Speech Communication and Rhetoric
Georgia Perimeter College 2003 — 2005
Business Administration Associates, Business Administration, Management and Operations
Monica M. Wellauer, SHRM-SCP,SPHR's IronStone Bank Experience November 2005 - July 2007
Job Corporate Human Resource Manager
Industry Real Estate
Experience
Colony American Homes 2014 - Present
Banner Desert Medical Center/Cardon Children's Medical Center April 2010 - March 2013
M&I Bank November 2007 - January 2009
IronStone Bank November 2005 - July 2007
The Harris Bank N.A. October 1983 - January 2006
Skills
GE Change Acceleration..., Leadership Coaching, Talent Management, Organizational Design &..., Training & Development, Employee/Labor Relations, Meeting/Retreat..., Leadership Development, Talent Acquisition, Employee Training, Industrial Relations, Organizational..., Human Resources, Employee Relations, Hiring, Leadership, Interviews, Personnel Management, HR Policies, College Recruiting, Recruiting, HRIS, Training, Employee Benefits, Organizational..., Onboarding, Workforce Planning, Management, Process Improvement, Employee Engagement, Applicant Tracking..., Employer Branding, Benefits Administration, Performance Management, FMLA, New Hire Orientations, Succession Planning, Job Descriptions, Labor Relations, Coaching, Team Building, Internet Recruiting, Temporary Placement, Organizational Design, Employment Law, Strategy, Culture Change, Career Development, Change Management, Deferred Compensation
Education
Pennsylvania State University 2009 — 2013
Master’s Degree, Labor & Employment Law, 3.82
University of Phoenix 1994 — 1997
Bachelor’s Degree, Business Administration and Management, General, 3.76
Colony American Homes 2014 - Present
Banner Desert Medical Center/Cardon Children's Medical Center April 2010 - March 2013
M&I Bank November 2007 - January 2009
IronStone Bank November 2005 - July 2007
The Harris Bank N.A. October 1983 - January 2006
Skills
GE Change Acceleration..., Leadership Coaching, Talent Management, Organizational Design &..., Training & Development, Employee/Labor Relations, Meeting/Retreat..., Leadership Development, Talent Acquisition, Employee Training, Industrial Relations, Organizational..., Human Resources, Employee Relations, Hiring, Leadership, Interviews, Personnel Management, HR Policies, College Recruiting, Recruiting, HRIS, Training, Employee Benefits, Organizational..., Onboarding, Workforce Planning, Management, Process Improvement, Employee Engagement, Applicant Tracking..., Employer Branding, Benefits Administration, Performance Management, FMLA, New Hire Orientations, Succession Planning, Job Descriptions, Labor Relations, Coaching, Team Building, Internet Recruiting, Temporary Placement, Organizational Design, Employment Law, Strategy, Culture Change, Career Development, Change Management, Deferred Compensation
Education
Pennsylvania State University 2009 — 2013
Master’s Degree, Labor & Employment Law, 3.82
University of Phoenix 1994 — 1997
Bachelor’s Degree, Business Administration and Management, General, 3.76
Clifford Cork Clifford Cork's IronStone Bank Experience August 2006 - December 2007
Job Assistant Store Manager
Industry Retail
Experience
Lumber Liquidators February 2012 - Present
Pike Nurseries September 2010 - April 2011
Commerce Corp December 2007 - September 2010
Ironstone Bank August 2006 - December 2007
Bank of America February 2000 - August 2006
Skills
Customer Service, Customer Satisfaction, Customer Relations, Customer Retention, Customer Support, Long-term Customer..., Customer Engagement, Sales, Retail Sales, SAP, Banking, Retail Banking, Branch Banking, Store Operations, Hardwood Flooring, Outside Sales, Phone Etiquette, Professional Phone..., Microsoft Office, Account Management, Data Analysis, Inventory Management, Management, Outlook, Operations Management, Retail, Team Management, Time Management, Teamwork, Training, Vendor Management, Merchandising, Inventory Control, Sales Management, Customer Experience, Team Building, Store Management, Team Leadership, Sales Operations
Education
Kennesaw State University - Michael J. Coles College of Business
Lumber Liquidators February 2012 - Present
Pike Nurseries September 2010 - April 2011
Commerce Corp December 2007 - September 2010
Ironstone Bank August 2006 - December 2007
Bank of America February 2000 - August 2006
Skills
Customer Service, Customer Satisfaction, Customer Relations, Customer Retention, Customer Support, Long-term Customer..., Customer Engagement, Sales, Retail Sales, SAP, Banking, Retail Banking, Branch Banking, Store Operations, Hardwood Flooring, Outside Sales, Phone Etiquette, Professional Phone..., Microsoft Office, Account Management, Data Analysis, Inventory Management, Management, Outlook, Operations Management, Retail, Team Management, Time Management, Teamwork, Training, Vendor Management, Merchandising, Inventory Control, Sales Management, Customer Experience, Team Building, Store Management, Team Leadership, Sales Operations
Education
Kennesaw State University - Michael J. Coles College of Business
Harold Putnam's IronStone Bank Experience June 2000 - February 2007
Job
Industry Banking
Experience
Regions Bank February 2009 - Present
Washington Mutual/JP Morgan Chase February 2007 - February 2009
IronStone Bank June 2000 - February 2007
Skills
Mergers & Acquisitions, Sales Management, Business Development, Banking, Cash Management, Commercial Banking, Commercial Lending, Commercial Mortgages, Commercial Real Estate
Education
Gardner-Webb University 1974 — 1979
BA Education
Regions Bank February 2009 - Present
Washington Mutual/JP Morgan Chase February 2007 - February 2009
IronStone Bank June 2000 - February 2007
Skills
Mergers & Acquisitions, Sales Management, Business Development, Banking, Cash Management, Commercial Banking, Commercial Lending, Commercial Mortgages, Commercial Real Estate
Education
Gardner-Webb University 1974 — 1979
BA Education
Brett Williams, CTP's IronStone Bank Experience May 2006 - March 2008
Job Co Owner at Caleb Anderson Designs
Industry Design
Experience
Libby Langdon Interiors February 2013 - Present
Caleb Anderson Designs September 2013 - Present
Yellow Tape Construction Company June 2007 - Present
Whole Foods Market March 2008 - October 2012
IronStone Bank May 2006 - March 2008
The Westgate Condominium Association August 2002 - January 2006
Texas Archaeological Research Laboratory at The University of Texas at Austin May 2002 - August 2002
Education
The University of Texas at Austin 2002 — 2005
BBA, Finance
The University of Texas at Austin - Red McCombs School of Business 2002 — 2005
BBA, Finance
WU (Vienna University of Economics and Business) 2004 — 2004
Libby Langdon Interiors February 2013 - Present
Caleb Anderson Designs September 2013 - Present
Yellow Tape Construction Company June 2007 - Present
Whole Foods Market March 2008 - October 2012
IronStone Bank May 2006 - March 2008
The Westgate Condominium Association August 2002 - January 2006
Texas Archaeological Research Laboratory at The University of Texas at Austin May 2002 - August 2002
Education
The University of Texas at Austin 2002 — 2005
BBA, Finance
The University of Texas at Austin - Red McCombs School of Business 2002 — 2005
BBA, Finance
WU (Vienna University of Economics and Business) 2004 — 2004
Jon Auld's IronStone Bank Experience September 2008 - 2012
Job Product Manager
Industry Logistics and Supply Chain
Experience
Arrow Electronics 2012 - Present
Ironstone Bank September 2008 - 2012
BANK OF THE WEST May 2005 - September 2008
Compass Bank November 2003 - May 2005
Skills
Banking, Credit, Cash Management, Financial Analysis
Education
University of Colorado at Boulder
BA
Detroit Country Day School 1990 — 1994
Arrow Electronics 2012 - Present
Ironstone Bank September 2008 - 2012
BANK OF THE WEST May 2005 - September 2008
Compass Bank November 2003 - May 2005
Skills
Banking, Credit, Cash Management, Financial Analysis
Education
University of Colorado at Boulder
BA
Detroit Country Day School 1990 — 1994
Nathan Downie's IronStone Bank Experience April 2010 - Present
Job Vice President Commercial Lending at Ironstone Bank
Industry Banking
Experience
Ironstone Bank April 2010 - Present
Charter Bank September 2006 - Present
Charter Bank 2006 - 2010
Education
The University of New Mexico - Robert O. Anderson School of Management 1998 — 2002
Ironstone Bank April 2010 - Present
Charter Bank September 2006 - Present
Charter Bank 2006 - 2010
Education
The University of New Mexico - Robert O. Anderson School of Management 1998 — 2002
Jennifer Brandon's IronStone Bank Experience October 2008 - Present
Job Business Development
Industry Banking
Experience
Ironstone Bank October 2008 - Present
Bank of Sacramento January 2006 - August 2006
Education
University of Minnesota-Twin Cities 1996 — 2000
Ironstone Bank October 2008 - Present
Bank of Sacramento January 2006 - August 2006
Education
University of Minnesota-Twin Cities 1996 — 2000
Buddy Lollis's IronStone Bank Experience November 2003 - November 2006
Job
Industry Telecommunications
Experience
North Georgia Community Housing Development Corp. August 2011 - Present
Habitat for Humanity - North Central Georgia January 2011 - Present
Habitat for Humanity - North Central Georgia August 2007 - October 2010
IronStone Bank November 2003 - November 2006
ADS II, LLC November 1996 - May 2003
AT&T July 1970 - August 1995
Newberry High School August 1968 - May 1970
Skills
Fundraising, Nonprofits, Grants, Sales, Non-profits, Leadership Development, Public Speaking, Leadership, Community Outreach
Education
University of South Carolina-Columbia 1963 — 1968
BS, Biology
North Georgia Community Housing Development Corp. August 2011 - Present
Habitat for Humanity - North Central Georgia January 2011 - Present
Habitat for Humanity - North Central Georgia August 2007 - October 2010
IronStone Bank November 2003 - November 2006
ADS II, LLC November 1996 - May 2003
AT&T July 1970 - August 1995
Newberry High School August 1968 - May 1970
Skills
Fundraising, Nonprofits, Grants, Sales, Non-profits, Leadership Development, Public Speaking, Leadership, Community Outreach
Education
University of South Carolina-Columbia 1963 — 1968
BS, Biology
Richard Ulloa's IronStone Bank Experience August 2006 - August 2007
Job Market Manager Commercial, Business and Consumer Banking
Industry Banking
Experience
Whitney Bank February 2012 - Present
Capital One February 2011 - January 2012
IronStone Bank a Division of First-Citizens Bank & Trust Company January 2009 - February 2011
Washington Mutual a division of JPMorgan Chase Bank August 2007 - January 2009
IronStone Bank August 2006 - August 2007
JPMorgan Chase December 2000 - August 2006
Bank of America January 1996 - December 2000
Skills
Banking, Commercial Lending, Credit, Commercial Banking, Financial Analysis, Strategy, Portfolio Management, Loans, Small Business Lending, Team Building, Sales Management, Sales, Finance, Business Development, Leadership, Relationship Management, Treasury Management, Management, Lines Of Credit, Cross Selling, Financial Risk, Credit Analysis, Risk Management, Analysis, Consumer Lending, Mortgage Lending, Loan Origination, Retail Banking, Asset Based Lending, Credit Risk, Cash Management, Credit Cards
Education
JPMorgan Chase Bank
Credit Analyst Program
Sam Houston State University
Business Administration
Whitney Bank February 2012 - Present
Capital One February 2011 - January 2012
IronStone Bank a Division of First-Citizens Bank & Trust Company January 2009 - February 2011
Washington Mutual a division of JPMorgan Chase Bank August 2007 - January 2009
IronStone Bank August 2006 - August 2007
JPMorgan Chase December 2000 - August 2006
Bank of America January 1996 - December 2000
Skills
Banking, Commercial Lending, Credit, Commercial Banking, Financial Analysis, Strategy, Portfolio Management, Loans, Small Business Lending, Team Building, Sales Management, Sales, Finance, Business Development, Leadership, Relationship Management, Treasury Management, Management, Lines Of Credit, Cross Selling, Financial Risk, Credit Analysis, Risk Management, Analysis, Consumer Lending, Mortgage Lending, Loan Origination, Retail Banking, Asset Based Lending, Credit Risk, Cash Management, Credit Cards
Education
JPMorgan Chase Bank
Credit Analyst Program
Sam Houston State University
Business Administration
Mark Pago's IronStone Bank Experience 2001 - 2006
Job Owner, First Covenant Financial Inc
Industry Real Estate
Experience
First Covenant Financial Inc June 2006 - Present
IronStone Bank 2001 - 2006
Education
Keller 2002 — 2004
MAFM, Accounting & Financial Management
The University of Tennessee at Chattanooga 1993 — 1998
BA, History
First Covenant Financial Inc June 2006 - Present
IronStone Bank 2001 - 2006
Education
Keller 2002 — 2004
MAFM, Accounting & Financial Management
The University of Tennessee at Chattanooga 1993 — 1998
BA, History
Sergio G Betancourt's IronStone Bank Experience February 2008 - June 2009
Job at FindLaw, a Thomson Reuters business
Industry Marketing and Advertising
Experience
FindLaw, a Thomson Reuters business October 2013 - Present
Pacific Mercantile Bank March 2013 - October 2013
Points West Financial Group February 2012 - March 2013
IMPAC June 2009 - February 2012
IronStone Bank February 2008 - June 2009
Lending First Mortgage LLC April 2007 - February 2008
Aames Home Loan August 2002 - April 2007
Accredited Home Lenders 2002 - 2007
Aames Home Loan 2002 - 2007
Beneficial Finance September 1998 - August 2002
Skills
Mortgage Lending, Loans, Mortgage Banking, FHA, Real Estate, REO, Asset Managment, Portfolio Management, Negotiation, Due Diligence, Mergers & Acquisitions, Finance, Management, Underwriting, Refinance, Asset Management, Property, Credit, Real Estate Economics, Real Estate Financing, Sales, Leadership, Investment Properties, Banking, Credit Analysis, Risk Management, Loan Origination, Real Estate Transactions, Financial Analysis, Investments, Commercial Lending, Marketing Strategy, Customer Service, Residential Mortgages
Education
University of Nebraska-Lincoln 1995 — 1998
Bachelor of Science (BS), Sociology
FindLaw, a Thomson Reuters business October 2013 - Present
Pacific Mercantile Bank March 2013 - October 2013
Points West Financial Group February 2012 - March 2013
IMPAC June 2009 - February 2012
IronStone Bank February 2008 - June 2009
Lending First Mortgage LLC April 2007 - February 2008
Aames Home Loan August 2002 - April 2007
Accredited Home Lenders 2002 - 2007
Aames Home Loan 2002 - 2007
Beneficial Finance September 1998 - August 2002
Skills
Mortgage Lending, Loans, Mortgage Banking, FHA, Real Estate, REO, Asset Managment, Portfolio Management, Negotiation, Due Diligence, Mergers & Acquisitions, Finance, Management, Underwriting, Refinance, Asset Management, Property, Credit, Real Estate Economics, Real Estate Financing, Sales, Leadership, Investment Properties, Banking, Credit Analysis, Risk Management, Loan Origination, Real Estate Transactions, Financial Analysis, Investments, Commercial Lending, Marketing Strategy, Customer Service, Residential Mortgages
Education
University of Nebraska-Lincoln 1995 — 1998
Bachelor of Science (BS), Sociology
Jason Brackhahn's IronStone Bank Experience August 2002 - October 2003
Job Senior Business Relationship Manager VP Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank October 2003 - Present
IronStone Bank August 2002 - October 2003
Skills
Deposits, Treasury Services, Risk Management, Accounts Receivable, Rates, Commodity, Currency, Fraud, Loans, Credit, Banking, Commercial Banking, Mergers & Acquisitions, Commercial Lending
Education
Sam Houston State University
BBA, Finance
Sam Houston State University
MBA, Management
Wells Fargo Bank October 2003 - Present
IronStone Bank August 2002 - October 2003
Skills
Deposits, Treasury Services, Risk Management, Accounts Receivable, Rates, Commodity, Currency, Fraud, Loans, Credit, Banking, Commercial Banking, Mergers & Acquisitions, Commercial Lending
Education
Sam Houston State University
BBA, Finance
Sam Houston State University
MBA, Management
Bill Bagley's IronStone Bank Experience May 2005 - March 2011
Job Service & Operations Supervisor at First Citizens Bank
Industry Banking
Experience
First Citizens Bank and Trust May 2005 - Present
IronStone Bank May 2005 - March 2011
Skills
Banking, Customer Satisfaction, Customer Service, Customer Relations
Education
Indiana State University 1988 — 1992
Terre Haute North High School 1985 — 1988
First Citizens Bank and Trust May 2005 - Present
IronStone Bank May 2005 - March 2011
Skills
Banking, Customer Satisfaction, Customer Service, Customer Relations
Education
Indiana State University 1988 — 1992
Terre Haute North High School 1985 — 1988
Craig McClanahan's IronStone Bank Experience September 2005 - Present
Job Vice President
Industry Banking
Experience
IronStone Bank September 2005 - Present
Education
Arizona State University 1998 — 2001
IronStone Bank September 2005 - Present
Education
Arizona State University 1998 — 2001
Roland Fredette's IronStone Bank Experience February 2011 - August 2011
Job Experienced Private Banker
Industry Financial Services
Experience
St. Vincent de Paul/ Habitat For Humanity/ Marist School November 2013 - Present
CBC National Bank November 2012 - November 2013
IronStone Bank February 2011 - August 2011
First Horizon / First Tennessee May 2005 - July 2010
NBC Bank 2003 - 2005
Wachovia Bank 1992 - 2005
Skills
Solution Selling, Account Management, New Business Development, Customer Service, Customer Relations, Negotiation, Problem Solving, B2B, Selling, Direct Sales, Driving Results, Cost Reduction, Increasing Revenue, Innovative Thinking, Creative Development, Relationship Cultivation, Outside Sales, Sales, Mortgage Lending, Business Development, Creative Direction, CRM, Commercial Lending, Banking, Loans, Commercial Banking, Credit, Small Business Lending, Strategy
Education
University of Georgia - Terry College of Business 1984 — 1989
BBA, Management
Marist School 1979 — 1984
St. Jude Catholic School 1970 — 1977
St. Vincent de Paul/ Habitat For Humanity/ Marist School November 2013 - Present
CBC National Bank November 2012 - November 2013
IronStone Bank February 2011 - August 2011
First Horizon / First Tennessee May 2005 - July 2010
NBC Bank 2003 - 2005
Wachovia Bank 1992 - 2005
Skills
Solution Selling, Account Management, New Business Development, Customer Service, Customer Relations, Negotiation, Problem Solving, B2B, Selling, Direct Sales, Driving Results, Cost Reduction, Increasing Revenue, Innovative Thinking, Creative Development, Relationship Cultivation, Outside Sales, Sales, Mortgage Lending, Business Development, Creative Direction, CRM, Commercial Lending, Banking, Loans, Commercial Banking, Credit, Small Business Lending, Strategy
Education
University of Georgia - Terry College of Business 1984 — 1989
BBA, Management
Marist School 1979 — 1984
St. Jude Catholic School 1970 — 1977
Caroline Reddington, CTP, AAP, CPCP's IronStone Bank Experience 2004 - 2006
Job VP, Treasury Mgmt Sales at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank NA March 2010 - Present
RockBridge Commercial Bank August 2007 - January 2010
SunTrust Bank January 2007 - August 2007
IronStone Bank 2004 - 2006
Skills
Treasury Management, Banking, Cash Management, Portfolio Management, Treasury Services, Financial Analysis, Risk Management, Relationship Management, Payments, Merchant Services, ACH, Cross Selling, Cash Flow, Commercial Banking, Treasury, Financial Services, Credit Cards, Electronic Payments, Working Capital..., Payment Card Processing, Deposits
Education
Miami University 2000 — 2004
BS, Organizational Leadership Management
Wells Fargo Bank NA March 2010 - Present
RockBridge Commercial Bank August 2007 - January 2010
SunTrust Bank January 2007 - August 2007
IronStone Bank 2004 - 2006
Skills
Treasury Management, Banking, Cash Management, Portfolio Management, Treasury Services, Financial Analysis, Risk Management, Relationship Management, Payments, Merchant Services, ACH, Cross Selling, Cash Flow, Commercial Banking, Treasury, Financial Services, Credit Cards, Electronic Payments, Working Capital..., Payment Card Processing, Deposits
Education
Miami University 2000 — 2004
BS, Organizational Leadership Management
Ryan Stoll's IronStone Bank Experience April 2009 - May 2011
Job Wells Fargo SBA Commercial Real Estate and Business Acquisition Specialist
Industry Banking
Experience
Wells Fargo September 2014 - Present
Hamilton State Bank January 2013 - September 2014
First Citizens Bank December 2012 - January 2013
First Citizens Bank June 2011 - December 2012
IronStone Bank April 2009 - May 2011
Quantum National Bank August 2007 - April 2009
Skills
Commercial Banking, Real Estate, Small Business Lending, Strategic Planning, New Business Development, Sales Management, Underwriting, Financial Analysis, Association Banking, CAM
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2007
BS, Finance
North Gwinnett
University of West Georgia
Wells Fargo September 2014 - Present
Hamilton State Bank January 2013 - September 2014
First Citizens Bank December 2012 - January 2013
First Citizens Bank June 2011 - December 2012
IronStone Bank April 2009 - May 2011
Quantum National Bank August 2007 - April 2009
Skills
Commercial Banking, Real Estate, Small Business Lending, Strategic Planning, New Business Development, Sales Management, Underwriting, Financial Analysis, Association Banking, CAM
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2007
BS, Finance
North Gwinnett
University of West Georgia
Molly Jo Baiar's IronStone Bank Experience June 2007 - October 2008
Job Business Training Consultant 2
Industry Banking
Experience
Wells Fargo Bank October 2008 - Present
IronStone Bank June 2007 - October 2008
Bank of America 1991 - June 2007
Skills
Customer Service, Needs Analysis, Training Delivery, Instructor-led Training, Coaching, Employee Training, Performance Management, Call Centers, Training, Instructional Design, Leadership Development, Learning Management, Blended Learning, Workshop Facilitation
Education
Portland State University 1987 — 1994
Wells Fargo Bank October 2008 - Present
IronStone Bank June 2007 - October 2008
Bank of America 1991 - June 2007
Skills
Customer Service, Needs Analysis, Training Delivery, Instructor-led Training, Coaching, Employee Training, Performance Management, Call Centers, Training, Instructional Design, Leadership Development, Learning Management, Blended Learning, Workshop Facilitation
Education
Portland State University 1987 — 1994
Gregory Jewell's IronStone Bank Experience June 2010 - Present
Job Area Executive, Dallas/Ft Worth at IronStone Bank
Industry Banking
Experience
IronStone Bank June 2010 - Present
IronStone Bank April 2008 - June 2008
Indymac Bank December 2006 - March 2008
AIG Bank April 2004 - December 2006
Associates First Capital Corporation September 1986 - March 2003
Education
The University of Georgia 1980 — 1984
BA, Criminal Justice
IronStone Bank June 2010 - Present
IronStone Bank April 2008 - June 2008
Indymac Bank December 2006 - March 2008
AIG Bank April 2004 - December 2006
Associates First Capital Corporation September 1986 - March 2003
Education
The University of Georgia 1980 — 1984
BA, Criminal Justice
Rodney Nield's IronStone Bank Experience June 2006 - October 2010
Job Inspector, Boeing
Industry Aviation & Aerospace
Experience
Boeing March 2015 - Present
Zodiac Lighting Solutions (IDD Aerospace) July 2013 - March 2015
Northwest Referral Network 2010 - 2011
IronStone Bank June 2006 - October 2010
KeyBank June 1999 - July 2006
Skills
Teamwork, Hiring, Customer Relations, Customer Service, Recruiting, Training, Leadership, Strategy, Human Resources, Coaching, CRM, Team Building, Interviews
Education
Cleveland State University 1998 — 2000
Masters (MLRHR), Labor Relations and Human Resources
Cleveland State University
Bachelor of Arts (BA), Business Administration - Marketing
Boeing March 2015 - Present
Zodiac Lighting Solutions (IDD Aerospace) July 2013 - March 2015
Northwest Referral Network 2010 - 2011
IronStone Bank June 2006 - October 2010
KeyBank June 1999 - July 2006
Skills
Teamwork, Hiring, Customer Relations, Customer Service, Recruiting, Training, Leadership, Strategy, Human Resources, Coaching, CRM, Team Building, Interviews
Education
Cleveland State University 1998 — 2000
Masters (MLRHR), Labor Relations and Human Resources
Cleveland State University
Bachelor of Arts (BA), Business Administration - Marketing
Frank Woodward's IronStone Bank Experience September 1998 - July 2005
Job Senior Vice President Relationship Manager at Stonegate Bank
Industry Banking
Experience
Stonegate Bank July 2013 - Present
Fifth Third Bank July 2005 - February 2013
IronStone Bank September 1998 - July 2005
SouthTrust Bank 1993 - 1998
Skills
Credit Analysis, Small Business Lending, Commercial Banking, Commercial Lending, Consumer Lending, Banking, Retail Banking, Mortgage Lending, Treasury Management, Underwriting, Portfolio Management, Mortgage Banking, Private Banking, Cash Management, Wealth Management, SBA 504, Risk Management, Finance, Credit, Loan Origination, Loans, Due Diligence, Commercial Mortgages, Asset Based Lending
Education
Davidson College 1975 — 1979
Bachelor of Arts (B.A.), Economics
Stonegate Bank July 2013 - Present
Fifth Third Bank July 2005 - February 2013
IronStone Bank September 1998 - July 2005
SouthTrust Bank 1993 - 1998
Skills
Credit Analysis, Small Business Lending, Commercial Banking, Commercial Lending, Consumer Lending, Banking, Retail Banking, Mortgage Lending, Treasury Management, Underwriting, Portfolio Management, Mortgage Banking, Private Banking, Cash Management, Wealth Management, SBA 504, Risk Management, Finance, Credit, Loan Origination, Loans, Due Diligence, Commercial Mortgages, Asset Based Lending
Education
Davidson College 1975 — 1979
Bachelor of Arts (B.A.), Economics
Chad Lindstrom's IronStone Bank Experience July 2009 - 2010
Job VP Wealth Management Banker at Bank of America/Merrill Lynch
Industry Financial Services
Experience
Bank of America/Merrill Lynch June 2010 - Present
IronStone Bank July 2009 - 2010
Bank of America August 1995 - July 2009
Skills
Loans, Credit, Commercial Banking, Commercial Lending, Banking, Credit Analysis, Small Business Lending, Portfolio Management, Mortgage Lending, Cash Management, Underwriting, Asset Based Lending, Treasury Management, Financial Analysis, Investments, Risk Management, Loan Origination, Consumer Lending, Sales Management, New Business Development, Hold Series 7, Series 63, Financial Advisory, Finance, Relationship Management, Lines Of Credit, Series 7, Financial Services
Education
University of Phoenix 1996 — 1998
Bachelor's Degree, Business Administration and Management, General
Arizona State University 1992 — 1996
Bachelor of Science, Business Management
Bank of America/Merrill Lynch June 2010 - Present
IronStone Bank July 2009 - 2010
Bank of America August 1995 - July 2009
Skills
Loans, Credit, Commercial Banking, Commercial Lending, Banking, Credit Analysis, Small Business Lending, Portfolio Management, Mortgage Lending, Cash Management, Underwriting, Asset Based Lending, Treasury Management, Financial Analysis, Investments, Risk Management, Loan Origination, Consumer Lending, Sales Management, New Business Development, Hold Series 7, Series 63, Financial Advisory, Finance, Relationship Management, Lines Of Credit, Series 7, Financial Services
Education
University of Phoenix 1996 — 1998
Bachelor's Degree, Business Administration and Management, General
Arizona State University 1992 — 1996
Bachelor of Science, Business Management
Travis Pocock's IronStone Bank Experience February 2007 - May 2008
Job Accounts Receivable Lending Asset Based Lending Factoring AR Management Working Capital Rocky Mountain Region
Industry Financial Services
Experience
LSQ Funding Group 2008 - Present
IronStone Bank February 2007 - May 2008
US Bank February 2003 - January 2007
Skills
Finance, Accounts Receivable, Business Development, Commercial Lending, Asset Based Lending, Small Business Lending, Credit Analysis, Credit, Loans, Commercial Banking, Factoring, Portfolio Management, Banking, Commercial Finance, Lines Of Credit, Underwriting, Funding, Financial Analysis, Credit Risk, Middle Market
Education
Metropolitan State College of Denver
BS, Finance
LSQ Funding Group 2008 - Present
IronStone Bank February 2007 - May 2008
US Bank February 2003 - January 2007
Skills
Finance, Accounts Receivable, Business Development, Commercial Lending, Asset Based Lending, Small Business Lending, Credit Analysis, Credit, Loans, Commercial Banking, Factoring, Portfolio Management, Banking, Commercial Finance, Lines Of Credit, Underwriting, Funding, Financial Analysis, Credit Risk, Middle Market
Education
Metropolitan State College of Denver
BS, Finance
Dwight Peters's IronStone Bank Experience 2007 - Present
Job Financial Service Representative II at IronStone Bank
Industry Banking
Experience
IronStone Bank 2007 - Present
Key Bank 2004 - 2007
Education
Case Western Reserve University
University of Kentucky
IronStone Bank 2007 - Present
Key Bank 2004 - 2007
Education
Case Western Reserve University
University of Kentucky
Nancy Petriccione's IronStone Bank Experience 2005 - 2007
Job Senior Director at Ignite
Industry Individual & Family Services
Experience
Stream April 2008 - Present
Indian Hills 2008 - 2012
IronStone Bank 2005 - 2007
SunTrust 1998 - 2005
ARAMARK 1992 - 1997
Skills
Building World Class..., Project Management, New Business Development, Coaching, Management, Team Building, Leadership, Networking, Public Speaking, Employee Relations, Entrepreneurship, Marketing Strategy, Negotiation, Leadership Development, Team Leadership, Sales, Customer Service
Education
University of New Haven 1989 — 1991
B.S., Hotel, Restaurant, and Hospitality Management
Stream April 2008 - Present
Indian Hills 2008 - 2012
IronStone Bank 2005 - 2007
SunTrust 1998 - 2005
ARAMARK 1992 - 1997
Skills
Building World Class..., Project Management, New Business Development, Coaching, Management, Team Building, Leadership, Networking, Public Speaking, Employee Relations, Entrepreneurship, Marketing Strategy, Negotiation, Leadership Development, Team Leadership, Sales, Customer Service
Education
University of New Haven 1989 — 1991
B.S., Hotel, Restaurant, and Hospitality Management
Jeff Furness's IronStone Bank Experience August 2009 - October 2010
Job Vice President Business Banking Market Loan Manager
Industry Banking
Experience
PNC March 2012 - Present
PNC (formerly RBC Bank) January 2011 - March 2012
IronStone Bank August 2009 - October 2010
Georgian Bank 2006 - 2009
Bank of North Georgia 2001 - 2006
OFC Capital 1998 - 2001
AT&T Capital 1994 - 1998
Skills
Credit Analysis, Risk Management, New Business Development, Coaching, Credit, Underwriting, Commercial Lending, Portfolio Management, Financial Analysis, Commercial Banking, Small Business Lending, Cash Flow, Credit Risk, Banking, Loans, Asset Based Lending, Finance, Financial Risk, Commercial Mortgages, Leadership, Business Development, Consumer Lending, Lines Of Credit, Cross Selling, Retail Banking, SBA
Education
Mid-South School of Banking 1988 — 1989
Tennessee School of Banking 1985 — 1987
Banking
Tennessee School of Commercial Lending 1985 — 1987
Commercial Lending, Financial Statement Analysis, Risk Management
Belmont University 1974 — 1977
Music/Business
PNC March 2012 - Present
PNC (formerly RBC Bank) January 2011 - March 2012
IronStone Bank August 2009 - October 2010
Georgian Bank 2006 - 2009
Bank of North Georgia 2001 - 2006
OFC Capital 1998 - 2001
AT&T Capital 1994 - 1998
Skills
Credit Analysis, Risk Management, New Business Development, Coaching, Credit, Underwriting, Commercial Lending, Portfolio Management, Financial Analysis, Commercial Banking, Small Business Lending, Cash Flow, Credit Risk, Banking, Loans, Asset Based Lending, Finance, Financial Risk, Commercial Mortgages, Leadership, Business Development, Consumer Lending, Lines Of Credit, Cross Selling, Retail Banking, SBA
Education
Mid-South School of Banking 1988 — 1989
Tennessee School of Banking 1985 — 1987
Banking
Tennessee School of Commercial Lending 1985 — 1987
Commercial Lending, Financial Statement Analysis, Risk Management
Belmont University 1974 — 1977
Music/Business
Bruce McCarty's IronStone Bank Experience May 2003 - February 2008
Job VP | Financial Sales Manager | First Citizens Bank
Industry Banking
Experience
First Citizens Bank January 2010 - Present
The Elizabeth Hospice Foundation April 2013 - Present
IronStone Bank May 2003 - February 2008
Citibank/Cal Fed/Glendale Fed August 1995 - May 2003
Wells Fargo/Great American March 1982 - August 1995
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Loans, Credit, Banking, Commercial Mortgages, Lines Of Credit, Credit Analysis, Mortgage Lending, Underwriting, Consumer Lending, Financial Analysis, Merchant Services, Finance, Loan Origination, Financial Services, Asset Based Lending, Risk Management, Cash Management, Management, Portfolio Management, Retail Banking
Education
California State University-Long Beach 1969 — 1972
Long Beach Wilson
First Citizens Bank January 2010 - Present
The Elizabeth Hospice Foundation April 2013 - Present
IronStone Bank May 2003 - February 2008
Citibank/Cal Fed/Glendale Fed August 1995 - May 2003
Wells Fargo/Great American March 1982 - August 1995
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Loans, Credit, Banking, Commercial Mortgages, Lines Of Credit, Credit Analysis, Mortgage Lending, Underwriting, Consumer Lending, Financial Analysis, Merchant Services, Finance, Loan Origination, Financial Services, Asset Based Lending, Risk Management, Cash Management, Management, Portfolio Management, Retail Banking
Education
California State University-Long Beach 1969 — 1972
Long Beach Wilson
Shawn Michael Turpin's IronStone Bank Experience April 2007 - July 2008
Job SVP Sales & Service
Industry Banking
Experience
Georgia United Credit Union January 2014 - Present
Georgia United Credit Union April 2012 - Present
KeyWorth Bank July 2008 - April 2012
IronStone Bank April 2007 - July 2008
IronStone Bank March 2005 - March 2007
IronStone Bank June 2001 - March 2005
IronStone Bank April 1997 - June 2001
Skills
Commercial Banking, Management, Loans, Finance, Sales, Credit, Banking, Retail Banking, Leadership, Commercial Lending, Consumer Lending, Financial Services, Small Business Lending, Commercial Real Estate, Risk Management, CRM, Sales Process, Credit Analysis, Mortgage Lending, Financial Analysis, Loan Origination, Credit Risk, Portfolio Management, Retail, Underwriting, Cash Management, Lines Of Credit, Commercial Mortgages, Asset Based Lending, SBA, Relationship Management, Real Estate, Strategic Planning
Education
Auburn University, College of Business
BS, Finance
Georgia United Credit Union January 2014 - Present
Georgia United Credit Union April 2012 - Present
KeyWorth Bank July 2008 - April 2012
IronStone Bank April 2007 - July 2008
IronStone Bank March 2005 - March 2007
IronStone Bank June 2001 - March 2005
IronStone Bank April 1997 - June 2001
Skills
Commercial Banking, Management, Loans, Finance, Sales, Credit, Banking, Retail Banking, Leadership, Commercial Lending, Consumer Lending, Financial Services, Small Business Lending, Commercial Real Estate, Risk Management, CRM, Sales Process, Credit Analysis, Mortgage Lending, Financial Analysis, Loan Origination, Credit Risk, Portfolio Management, Retail, Underwriting, Cash Management, Lines Of Credit, Commercial Mortgages, Asset Based Lending, SBA, Relationship Management, Real Estate, Strategic Planning
Education
Auburn University, College of Business
BS, Finance
Pam Blackwell's IronStone Bank Experience February 2008 - April 2010
Job FINANCIAL SALES MANAGER at First Citizens Bank
Industry Banking
Experience
First Citizens Bank April 2010 - Present
IronStone Bank February 2008 - April 2010
IronStone Bank November 2004 - February 2008
IronStone Bank July 2001 - November 2004
AmSouth Bank May 2000 - July 2001
Bank of America October 1994 - May 2000
Skills
Banking, Loan Origination, Commercial Lending, Credit, Relationship Management, Loans, Accounting, Credit Analysis, Mortgage Banking, Commercial Banking, Small Business, Financial Services, Small Business Lending, Mortgage Lending, Lines Of Credit, Consumer Lending
Education
Suffolk University - Sawyer School of Management 1988 — 1991
BSBA, FINANCE
Stonehill College 1986 — 1988
First Citizens Bank April 2010 - Present
IronStone Bank February 2008 - April 2010
IronStone Bank November 2004 - February 2008
IronStone Bank July 2001 - November 2004
AmSouth Bank May 2000 - July 2001
Bank of America October 1994 - May 2000
Skills
Banking, Loan Origination, Commercial Lending, Credit, Relationship Management, Loans, Accounting, Credit Analysis, Mortgage Banking, Commercial Banking, Small Business, Financial Services, Small Business Lending, Mortgage Lending, Lines Of Credit, Consumer Lending
Education
Suffolk University - Sawyer School of Management 1988 — 1991
BSBA, FINANCE
Stonehill College 1986 — 1988
Nejla Ansari's IronStone Bank Experience June 2004 - November 2006
Job Banking
Industry Banking
Experience
Wachovia December 2006 - October 2008
IronStone Bank June 2004 - November 2006
Manufacturers Bank June 2003 - June 2004
Citizens Bank of Massachusetts 2001 - 2003
Citibank February 1992 - November 2000
Skills
Loans, Credit, Budgets, Sales, Leadership, Management, Marketing, Investments, Financial Services, Banking, Consumer Lending, Commercial Banking, Commercial Lending, Finance, Small Business Lending
Education
California State University, Fresno 1980 — 1984
BS, BUSINESS MANAGEMENT
Ancaster House School
Wachovia December 2006 - October 2008
IronStone Bank June 2004 - November 2006
Manufacturers Bank June 2003 - June 2004
Citizens Bank of Massachusetts 2001 - 2003
Citibank February 1992 - November 2000
Skills
Loans, Credit, Budgets, Sales, Leadership, Management, Marketing, Investments, Financial Services, Banking, Consumer Lending, Commercial Banking, Commercial Lending, Finance, Small Business Lending
Education
California State University, Fresno 1980 — 1984
BS, BUSINESS MANAGEMENT
Ancaster House School
Florence Thomas's IronStone Bank Experience July 1998 - May 2000
Job Accounting Manager at The CocaCola Company
Industry Financial Services
Experience
The Coca-Cola Company July 2013 - Present
The Coca-Cola Company February 2003 - July 2013
The Coca-Cola Company September 2000 - February 2003
IronStone Bank July 1998 - May 2000
Bank of America 1995 - 1998
Skills
Financial Reporting, Accounts Payable, Budgets, Forecasting, Process Improvement, Microsoft Excel, Outlook, Microsoft Office, Analysis, Business Planning, Microsoft Word, Customer Service, Strategic Planning, PowerPoint, Account Management, Business Analysis, Management, Leadership, Accounting
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
The Coca-Cola Company July 2013 - Present
The Coca-Cola Company February 2003 - July 2013
The Coca-Cola Company September 2000 - February 2003
IronStone Bank July 1998 - May 2000
Bank of America 1995 - 1998
Skills
Financial Reporting, Accounts Payable, Budgets, Forecasting, Process Improvement, Microsoft Excel, Outlook, Microsoft Office, Analysis, Business Planning, Microsoft Word, Customer Service, Strategic Planning, PowerPoint, Account Management, Business Analysis, Management, Leadership, Accounting
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Bill Kelver's IronStone Bank Experience September 2006 - May 2007
Job Examiner at Federal Reserve Bank
Industry Banking
Experience
Federal Reserve Bank of Kansas City January 2015 - Present
Federal Reserve Bank of Kansas City September 2010 - Present
Centennial Lending October 2009 - August 2010
Quiznos Corporation October 2008 - June 2009
Quiznos May 2007 - October 2008
IronStone Bank September 2006 - May 2007
First Bank North December 2005 - September 2006
FirstBank 1997 - 2006
First Bank of Colorado December 2002 - December 2005
FirstBank of Adams County June 1999 - December 2002
Skills
Loans, Banking, Management, Portfolio Management, Credit, Finance, Analysis, Commercial Lending, Sales, Underwriting, Marketing, Financial Services, Training, CRM, Credit Analysis
Education
University of Wisconsin 2002 — 2004
Grad. School of Banking, Banking
University of Northern Colorado 1992 — 1997
B.A, Journalism; with an emphasis in Public Relations and Broadcast Advertising
University of Northern Colorado 1992 — 1997
B.S., Business Management
Federal Reserve Bank of Kansas City January 2015 - Present
Federal Reserve Bank of Kansas City September 2010 - Present
Centennial Lending October 2009 - August 2010
Quiznos Corporation October 2008 - June 2009
Quiznos May 2007 - October 2008
IronStone Bank September 2006 - May 2007
First Bank North December 2005 - September 2006
FirstBank 1997 - 2006
First Bank of Colorado December 2002 - December 2005
FirstBank of Adams County June 1999 - December 2002
Skills
Loans, Banking, Management, Portfolio Management, Credit, Finance, Analysis, Commercial Lending, Sales, Underwriting, Marketing, Financial Services, Training, CRM, Credit Analysis
Education
University of Wisconsin 2002 — 2004
Grad. School of Banking, Banking
University of Northern Colorado 1992 — 1997
B.A, Journalism; with an emphasis in Public Relations and Broadcast Advertising
University of Northern Colorado 1992 — 1997
B.S., Business Management
Cris Hankins's IronStone Bank Experience October 2003 - April 2007
Job Commercial Lender
Industry Banking
Experience
US Bank October 2011 - Present
River City Bank July 2010 - August 2011
Bank of America June 2008 - July 2010
Citibank May 2007 - May 2008
IronStone Bank October 2003 - April 2007
Wells Fargo May 1990 - October 2003
Skills
Commercial Real Estate, Loans, Credit Analysis, Commercial Lending, Portfolio Management, Small Business Lending, Commercial Banking, Banking
Education
California State University-Sacramento 1990 — 1998
BS, Accountancy, Finance
US Bank October 2011 - Present
River City Bank July 2010 - August 2011
Bank of America June 2008 - July 2010
Citibank May 2007 - May 2008
IronStone Bank October 2003 - April 2007
Wells Fargo May 1990 - October 2003
Skills
Commercial Real Estate, Loans, Credit Analysis, Commercial Lending, Portfolio Management, Small Business Lending, Commercial Banking, Banking
Education
California State University-Sacramento 1990 — 1998
BS, Accountancy, Finance
Karen Roszyk's IronStone Bank Experience 2000 - 2005
Job Realtor at PalmerHouse Properties & Associates
Industry Real Estate
Experience
Stages Premier, REALTORS September 2010 - March 2013
Keller Williams, North Atlanta May 2007 - August 2010
Prudential Georgia Realty July 2005 - May 2007
Several Different Companies comprised of Retail, Mortgage Banking, Oil & Gas, and Real Estate September 1974 - July 2005
IronStone Bank 2000 - 2005
Skills
ABR, Property, Real Estate, New Home Sales, Short Sales, First Time Home Buyers, Sellers, Relocation, Buyer Representation, Foreclosures, Condos, Referrals, Single Family Homes, Listings, Residential Homes, Home Staging
Education
University of North Texas 1973 — 1974
Fine Arts
Stages Premier, REALTORS September 2010 - March 2013
Keller Williams, North Atlanta May 2007 - August 2010
Prudential Georgia Realty July 2005 - May 2007
Several Different Companies comprised of Retail, Mortgage Banking, Oil & Gas, and Real Estate September 1974 - July 2005
IronStone Bank 2000 - 2005
Skills
ABR, Property, Real Estate, New Home Sales, Short Sales, First Time Home Buyers, Sellers, Relocation, Buyer Representation, Foreclosures, Condos, Referrals, Single Family Homes, Listings, Residential Homes, Home Staging
Education
University of North Texas 1973 — 1974
Fine Arts
Francis Tongol's IronStone Bank Experience September 2006 - Present
Job Vice President at IronStone Bank
Industry Banking
Experience
IronStone Bank September 2006 - Present
Wells Fargo Bank April 2005 - September 2006
JP Morgan Chase February 2001 - April 2005
Education
University of Houston-Clear Lake 1997 — 1999
BA, Management
IronStone Bank September 2006 - Present
Wells Fargo Bank April 2005 - September 2006
JP Morgan Chase February 2001 - April 2005
Education
University of Houston-Clear Lake 1997 — 1999
BA, Management
Caroline Day's IronStone Bank Experience 2008 - June 2010
Job Vice President Sales, SinfulColors Inc
Industry Retail
Experience
SinfulColors, Inc. May 2015 - Present
SinfulColors Inc September 2014 - Present
Groupon September 2013 - September 2014
Walmart December 2011 - April 2013
Walmart June 2010 - December 2011
IronStone Bank 2008 - June 2010
The Hershey Company 2007 - 2007
Quality Distribution Network, Inc. 2003 - 2006
Quality Distribution Network, Inc. 2001 - 2003
Skills
Inventory Management, Merchandising, Retail, Social Media, Sales, Customer Service, Strategic Planning, Leadership, Management, Sales Operations, Marketing, Marketing Strategy, Strategy, Product Development, New Business Development, Cross-functional Team..., Forecasting
Education
George Mason University 1996 — 2000
BA, Business Communications
SinfulColors, Inc. May 2015 - Present
SinfulColors Inc September 2014 - Present
Groupon September 2013 - September 2014
Walmart December 2011 - April 2013
Walmart June 2010 - December 2011
IronStone Bank 2008 - June 2010
The Hershey Company 2007 - 2007
Quality Distribution Network, Inc. 2003 - 2006
Quality Distribution Network, Inc. 2001 - 2003
Skills
Inventory Management, Merchandising, Retail, Social Media, Sales, Customer Service, Strategic Planning, Leadership, Management, Sales Operations, Marketing, Marketing Strategy, Strategy, Product Development, New Business Development, Cross-functional Team..., Forecasting
Education
George Mason University 1996 — 2000
BA, Business Communications
Jason Hatten's IronStone Bank Experience 2004 - 2007
Job Service Manager at RBC Bank
Industry Banking
Experience
RBC Centura November 2008 - Present
M-S Media Inc 2007 - 2009
IronStone Bank 2004 - 2007
Education
Oglethorpe University 2004 — 2007
Communications
RBC Centura November 2008 - Present
M-S Media Inc 2007 - 2009
IronStone Bank 2004 - 2007
Education
Oglethorpe University 2004 — 2007
Communications
Brian Bone's IronStone Bank Experience October 2007 - October 2009
Job CEO at BAB Credit Union
Industry Banking
Experience
BAB Credit Union July 2015 - Present
Blue Willow Management Group October 2009 - Present
Freedom First Credit Union September 2012 - July 2015
Rio Grande Credit Union August 2010 - September 2012
IronStone Bank October 2007 - October 2009
Skills
Financial Analysis, Coaching, Strategic Planning, Community Development, Business Development, Loans, Leadership, Portfolio Management, Finance, Management, Mortgage Lending, Small Business Lending, Risk Management, Commercial Lending, Banking, Commercial Mortgages, Commercial Banking, New Business Development, Lines Of Credit, Customer Service, Retail Banking, Budgets, Nonprofits, Loan Origination, Public Relations, Cash Management, Sales Management, Credit, Consumer Lending, Small Business, Insurance, Team Building, Credit Analysis, Analysis, Mortgage Banking, Project Management, Public Speaking, Mutual Funds, Credit Risk, Underwriting, Real Estate, Executive Management, Financial Risk, Investments, Strategy, Treasury Management, Operations Management, Sales, Mergers & Acquisitions
Education
Western States School of Banking 1995 — 1996
The University of Georgia 1988 — 1992
BAB Credit Union July 2015 - Present
Blue Willow Management Group October 2009 - Present
Freedom First Credit Union September 2012 - July 2015
Rio Grande Credit Union August 2010 - September 2012
IronStone Bank October 2007 - October 2009
Skills
Financial Analysis, Coaching, Strategic Planning, Community Development, Business Development, Loans, Leadership, Portfolio Management, Finance, Management, Mortgage Lending, Small Business Lending, Risk Management, Commercial Lending, Banking, Commercial Mortgages, Commercial Banking, New Business Development, Lines Of Credit, Customer Service, Retail Banking, Budgets, Nonprofits, Loan Origination, Public Relations, Cash Management, Sales Management, Credit, Consumer Lending, Small Business, Insurance, Team Building, Credit Analysis, Analysis, Mortgage Banking, Project Management, Public Speaking, Mutual Funds, Credit Risk, Underwriting, Real Estate, Executive Management, Financial Risk, Investments, Strategy, Treasury Management, Operations Management, Sales, Mergers & Acquisitions
Education
Western States School of Banking 1995 — 1996
The University of Georgia 1988 — 1992
Albert Patterson's IronStone Bank Experience November 2006 - March 2009
Job SelfEmployed as Independant Contractor
Industry Banking
Experience
Independant Contractor January 2012 - Present
Horizons Reaty Group March 2009 - April 2011
IronStone Bank November 2006 - March 2009
Century Security Bank January 2006 - November 2006
Main Street Bank February 2005 - October 2005
Skills
Analytical Skills, Accounting, Banking and..., Policy & Procedures..., Budget Planning, Commercial Collector, Revenue Management, Internal Audit, Regulatory & Compliance...
Education
University of Phoenix 2009 — 2010
MSA, Accounting, 3.68
Valdosta State University 1993 — 1997
BA, Poli-Sci. Bus-Admin
Independant Contractor January 2012 - Present
Horizons Reaty Group March 2009 - April 2011
IronStone Bank November 2006 - March 2009
Century Security Bank January 2006 - November 2006
Main Street Bank February 2005 - October 2005
Skills
Analytical Skills, Accounting, Banking and..., Policy & Procedures..., Budget Planning, Commercial Collector, Revenue Management, Internal Audit, Regulatory & Compliance...
Education
University of Phoenix 2009 — 2010
MSA, Accounting, 3.68
Valdosta State University 1993 — 1997
BA, Poli-Sci. Bus-Admin
Adam Stowell's IronStone Bank Experience February 2008 - March 2010
Job Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2014 - Present
E*TRADE Financial February 2011 - March 2014
Wells Fargo August 2010 - February 2011
Fifth Third Bank March 2010 - August 2010
IronStone Bank February 2008 - March 2010
SunTrust Bank June 2007 - February 2008
Skills
Series 7 and 63, Financial Services, Small Business Lending, Loans, Commercial Lending, Credit, Commercial Banking, Credit Analysis, Banking, Lines Of Credit, Mortgage Lending, Retail Banking, Deposits, Equities, Series 7, Portfolio Management, Relationship Management, Wealth Management, Securities, Finance, Consumer Lending, Investments, Risk Management, Financial Analysis, Financial Risk, Retirement Planning, Series 63, Customer Retention, Fixed Annuities, Retirement, Call Centers, Mutual Funds, Customer Service, Options
Education
University of Phoenix 2008 — 2010
MBA, Management
Kennesaw State University 1999 — 2003
BBA, Management
Morgan Stanley Wealth Management March 2014 - Present
E*TRADE Financial February 2011 - March 2014
Wells Fargo August 2010 - February 2011
Fifth Third Bank March 2010 - August 2010
IronStone Bank February 2008 - March 2010
SunTrust Bank June 2007 - February 2008
Skills
Series 7 and 63, Financial Services, Small Business Lending, Loans, Commercial Lending, Credit, Commercial Banking, Credit Analysis, Banking, Lines Of Credit, Mortgage Lending, Retail Banking, Deposits, Equities, Series 7, Portfolio Management, Relationship Management, Wealth Management, Securities, Finance, Consumer Lending, Investments, Risk Management, Financial Analysis, Financial Risk, Retirement Planning, Series 63, Customer Retention, Fixed Annuities, Retirement, Call Centers, Mutual Funds, Customer Service, Options
Education
University of Phoenix 2008 — 2010
MBA, Management
Kennesaw State University 1999 — 2003
BBA, Management
Sean Terrazas's IronStone Bank Experience April 2008 - April 2009
Job Consultant at
Industry Biotechnology
Experience
Houston Business Development, Inc. October 2010 - Present
Biotechnology April 2009 - Present
Global Research Services, LLP April 2009 - August 2010
IronStone Bank April 2008 - April 2009
Whitney National Bank February 2006 - April 2008
JP Morgan Chase July 2003 - February 2006
JP Morgan Chase August 2000 - July 2003
JP Morgan Chase August 2000 - July 2003
JP Morgan Chase January 1999 - August 2000
JP Morgan Chase January 1998 - January 1999
Education
Texas A&M University 1994 — 1997
Houston Business Development, Inc. October 2010 - Present
Biotechnology April 2009 - Present
Global Research Services, LLP April 2009 - August 2010
IronStone Bank April 2008 - April 2009
Whitney National Bank February 2006 - April 2008
JP Morgan Chase July 2003 - February 2006
JP Morgan Chase August 2000 - July 2003
JP Morgan Chase August 2000 - July 2003
JP Morgan Chase January 1999 - August 2000
JP Morgan Chase January 1998 - January 1999
Education
Texas A&M University 1994 — 1997
James Kincaid's IronStone Bank Experience January 2010 - January 2013
Job Born April 27, 1969 : deceased March 15, 2015
Industry Investment Management
Experience
FirsTrust February 2015 - March 2015
Kincaid Family Investors, LLC January 2006 - January 2015
IronStone Bank January 2010 - January 2013
Fifth Third Bank March 2005 - November 2011
NBC/Suntrust August 2003 - March 2005
Bank of America Private Bank 1993 - 2003
Skills
Series 7, Series 24, Accredit Wealth..., Wealth Management, Portfolio Management, Investments, Banking
Education
Kennesaw State University 1997 — 1999
MBA, Finance
University of Georgia - Terry College of Business 1988 — 1992
BBA, Finance
FirsTrust February 2015 - March 2015
Kincaid Family Investors, LLC January 2006 - January 2015
IronStone Bank January 2010 - January 2013
Fifth Third Bank March 2005 - November 2011
NBC/Suntrust August 2003 - March 2005
Bank of America Private Bank 1993 - 2003
Skills
Series 7, Series 24, Accredit Wealth..., Wealth Management, Portfolio Management, Investments, Banking
Education
Kennesaw State University 1997 — 1999
MBA, Finance
University of Georgia - Terry College of Business 1988 — 1992
BBA, Finance
Charlie Martinez's IronStone Bank Experience 2004 - 2006
Job VP & Branch Manager at Peoples Bank
Industry Banking
Experience
Peoples Bank October 2014 - Present
Plaza Bank 2006 - 2008
IronStone Bank 2004 - 2006
Key Bank N A 1997 - 2004
US Bank 1993 - 1998
Skills
Retail Banking, Cash Management, Consumer Lending, New Business Development, Sales Management, Coaching, Financial Services, Commercial Lending, Banking, Small Business, Commercial Banking, Real Estate, Management, Loans
Education
The University of Texas at El Paso 1969 — 1972
Bel Air High School
Peoples Bank October 2014 - Present
Plaza Bank 2006 - 2008
IronStone Bank 2004 - 2006
Key Bank N A 1997 - 2004
US Bank 1993 - 1998
Skills
Retail Banking, Cash Management, Consumer Lending, New Business Development, Sales Management, Coaching, Financial Services, Commercial Lending, Banking, Small Business, Commercial Banking, Real Estate, Management, Loans
Education
The University of Texas at El Paso 1969 — 1972
Bel Air High School
Rachael Chao's IronStone Bank Experience June 2009 - August 2012
Job Stay at home Mom
Industry Health, Wellness and Fitness
Experience
Stay at home Mom August 2013 - Present
First Citizens Bank June 2009 - Present
First Citizens Bank August 2012 - August 2013
IronStone Bank June 2009 - August 2012
Augusta First Bank and Trust / Synovus June 2007 - May 2009
Augusta First Bank and Trust 2007 - 2009
Wachovia Bank N.A July 2006 - May 2007
The Palmetto Bank May 2005 - May 2006
The Palmetto Bank May 2004 - July 2004
Skills
Banking, Consumer Lending, Credit, Retail Banking, Deposits
Education
Lee University 2003 — 2005
Lander University 2002 — 2003
Greenwood High School
High School Diploma
Lander University / Lee UniversityGreenwood, SC
Progress
Stay at home Mom August 2013 - Present
First Citizens Bank June 2009 - Present
First Citizens Bank August 2012 - August 2013
IronStone Bank June 2009 - August 2012
Augusta First Bank and Trust / Synovus June 2007 - May 2009
Augusta First Bank and Trust 2007 - 2009
Wachovia Bank N.A July 2006 - May 2007
The Palmetto Bank May 2005 - May 2006
The Palmetto Bank May 2004 - July 2004
Skills
Banking, Consumer Lending, Credit, Retail Banking, Deposits
Education
Lee University 2003 — 2005
Lander University 2002 — 2003
Greenwood High School
High School Diploma
Lander University / Lee UniversityGreenwood, SC
Progress
Chuck Mao's IronStone Bank Experience December 2009 - September 2012
Job Financial Services Representative at IronStone Bank
Industry Banking
Experience
IronStone Bank December 2009 - September 2012
Education
Oakland University 2003 — 2008
Bachelor of Science, General Management
IronStone Bank December 2009 - September 2012
Education
Oakland University 2003 — 2008
Bachelor of Science, General Management
John Wayne Jones's IronStone Bank Experience October 2005 - December 2008
Job VP at BB&T
Industry Financial Services
Experience
BB&T June 2009 - Present
IronStone Bank October 2005 - December 2008
Palace Entertainment July 2001 - December 2008
Wachovia, A Wells Fargo Company October 2004 - October 2005
Bank of America October 2002 - October 2004
Georgia State University August 1998 - June 2001
Gordon State College October 1996 - June 1998
Skills
Credit Analysis, Banking, Commercial Lending, Loans, Credit, Mortgage Lending, Risk Management, Management, Asset Based Lending, Small Business Lending, Lines Of Credit, Retail Banking, Cash Management, Commercial Banking, Consumer Lending, Underwriting, Financial Services, Treasury Management, Credit Risk, Portfolio Management, Leadership, Loan Origination, Cash Flow, Commercial Mortgages, Credit Cards, Cross Selling, Finance, Financial Analysis, Mortgage Banking, Refinance, Relationship Management, Small Business, Payments
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2001
BBA, Double in Finance and Economics
Gordon State College 1996 — 1998
Associates, Business
BB&T June 2009 - Present
IronStone Bank October 2005 - December 2008
Palace Entertainment July 2001 - December 2008
Wachovia, A Wells Fargo Company October 2004 - October 2005
Bank of America October 2002 - October 2004
Georgia State University August 1998 - June 2001
Gordon State College October 1996 - June 1998
Skills
Credit Analysis, Banking, Commercial Lending, Loans, Credit, Mortgage Lending, Risk Management, Management, Asset Based Lending, Small Business Lending, Lines Of Credit, Retail Banking, Cash Management, Commercial Banking, Consumer Lending, Underwriting, Financial Services, Treasury Management, Credit Risk, Portfolio Management, Leadership, Loan Origination, Cash Flow, Commercial Mortgages, Credit Cards, Cross Selling, Finance, Financial Analysis, Mortgage Banking, Refinance, Relationship Management, Small Business, Payments
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2001
BBA, Double in Finance and Economics
Gordon State College 1996 — 1998
Associates, Business
Caren Lightfoot's IronStone Bank Experience 2003 - 2006
Job Experienced Account Manager, Sales Professional, Published Author and Inventor
Industry Consumer Goods
Experience
DS Services October 2012 - Present
Drexel Heritage 2006 - 2007
IronStone Bank 2003 - 2006
DeLeeuw Associates (now known as BD Consulting Group) 2000 - 2001
Wells Fargo 1997 - 2000
Skills
Project Management, Portfolio Management, Six Sigma, Customer Experience, Customer Retention, Verbal and Written..., Oracle, Five9, Microsoft Excel, WordPress, Microsoft Word, Microsoft Office, Leadership, Training, Account Management
Education
Kennesaw State University - Michael J. Coles College of Business
Master's degree, Business Administration and Management, General
North Carolina Agricultural and Technical State University
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
North Carolina State University
Business Administration and Management, General
DS Services October 2012 - Present
Drexel Heritage 2006 - 2007
IronStone Bank 2003 - 2006
DeLeeuw Associates (now known as BD Consulting Group) 2000 - 2001
Wells Fargo 1997 - 2000
Skills
Project Management, Portfolio Management, Six Sigma, Customer Experience, Customer Retention, Verbal and Written..., Oracle, Five9, Microsoft Excel, WordPress, Microsoft Word, Microsoft Office, Leadership, Training, Account Management
Education
Kennesaw State University - Michael J. Coles College of Business
Master's degree, Business Administration and Management, General
North Carolina Agricultural and Technical State University
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
North Carolina State University
Business Administration and Management, General
Colleen Crowden's IronStone Bank Experience January 2008 - October 2008
Job Loan Program Supervisor at Sierra Economic Development Corporation
Industry Financial Services
Experience
Sierra Economic Development Corporation March 2009 - Present
IronStone Bank January 2008 - October 2008
Escrow March 1988 - November 2007
Skills
Small Business, Loans, Banking, Credit, Notary Public, Microsoft Excel, Refinance, Microsoft Office, Microsoft Word, Escrow Officer, Mortgage Lending, Outlook, PowerPoint, Real Estate, Underwriting, Finance, Loan Modifications, Escrow, Financial Analysis, Portfolio Management, SBA Microlender, USDA IRP Lender, Non-profit Intermediary..., Program Management, Loan Servicing, Commercial Real Estate
Education
The National Development Council
Certified Economic Development Finance Professional
State of California
Commissioned Notary Public - 16 years
MTI College
Diploma - Legal
Sierra Economic Development Corporation March 2009 - Present
IronStone Bank January 2008 - October 2008
Escrow March 1988 - November 2007
Skills
Small Business, Loans, Banking, Credit, Notary Public, Microsoft Excel, Refinance, Microsoft Office, Microsoft Word, Escrow Officer, Mortgage Lending, Outlook, PowerPoint, Real Estate, Underwriting, Finance, Loan Modifications, Escrow, Financial Analysis, Portfolio Management, SBA Microlender, USDA IRP Lender, Non-profit Intermediary..., Program Management, Loan Servicing, Commercial Real Estate
Education
The National Development Council
Certified Economic Development Finance Professional
State of California
Commissioned Notary Public - 16 years
MTI College
Diploma - Legal
Lisa Leger's IronStone Bank Experience 2003 - 2006
Job VP Post Closing Manager at Seacoast National Bank
Industry Banking
Experience
Seacoast National Bank December 2011 - Present
Seacoast National Bank June 2008 - December 2011
KeyBank Real Estate Capital April 2006 - December 2007
IronStone Bank 2003 - 2006
Wahington Mutual 1999 - 2003
Barnett Bank 1990 - 1998
First American Bank & Trust 1979 - 1990
Skills
Commercial Lending, Commercial Banking, Loan Servicing, Loans, Portfolio Management, Wealth Management, Mortgage Lending, Consumer Lending, Credit Analysis, Commercial Mortgages, Lines Of Credit, Loan Origination, Underwriting, Small Business Lending, Retail Banking, Mortgage Banking, Asset Based Lending
Education
Nova Southeastern University
Seacoast National Bank December 2011 - Present
Seacoast National Bank June 2008 - December 2011
KeyBank Real Estate Capital April 2006 - December 2007
IronStone Bank 2003 - 2006
Wahington Mutual 1999 - 2003
Barnett Bank 1990 - 1998
First American Bank & Trust 1979 - 1990
Skills
Commercial Lending, Commercial Banking, Loan Servicing, Loans, Portfolio Management, Wealth Management, Mortgage Lending, Consumer Lending, Credit Analysis, Commercial Mortgages, Lines Of Credit, Loan Origination, Underwriting, Small Business Lending, Retail Banking, Mortgage Banking, Asset Based Lending
Education
Nova Southeastern University
Peter Meshreky's IronStone Bank Experience January 2003 - June 2012
Job Area Manager of Commercial Banking at First Citizens Bank
Industry Banking
Experience
First Citizens Bank July 2012 - Present
IronStone Bank January 2003 - June 2012
Wells Fargo January 1998 - January 2003
Skills
Finance, Relationship Management, Construction Loans, Commercial Lending, Small Business Lending, Mortgage Banking, Commercial Banking, Asset Based Lending, Real Estate, Refinance, Real Estate Financing, Credit, Loans, Risk Management, Financial Reporting, Customer Service, Strategic Planning, Accounting, Management, Cross Selling
Education
Cal State Fullerton
Bachelor of Arts (BA), Accounting
First Citizens Bank July 2012 - Present
IronStone Bank January 2003 - June 2012
Wells Fargo January 1998 - January 2003
Skills
Finance, Relationship Management, Construction Loans, Commercial Lending, Small Business Lending, Mortgage Banking, Commercial Banking, Asset Based Lending, Real Estate, Refinance, Real Estate Financing, Credit, Loans, Risk Management, Financial Reporting, Customer Service, Strategic Planning, Accounting, Management, Cross Selling
Education
Cal State Fullerton
Bachelor of Arts (BA), Accounting
Jeanette Salazar's IronStone Bank Experience January 2009 - September 2009
Job Listing Coordinator/Realtor The Riley Smith Group
Industry Real Estate
Experience
EWM Realtors July 2012 - Present
BAST AMRON LLP October 2010 - July 2012
Florida International University September 2009 - October 2010
IronStone Bank January 2009 - September 2009
Bank of America February 2006 - December 2008
Skills
Public Speaking, Social Media, Customer Service, Real Estate Transactions, Community Outreach, Marketing, Real Estate, Westlaw, Fundraising, Outlook, Event Planning, Microsoft Word, Microsoft Office, Social Networking, Microsoft Excel, Social Media Marketing, Spanish, Contract Negotiation, Sales, PowerPoint, Loans, Email Marketing
Education
Bert Rodgers 2015 — 2015
Real Estate License, Real Estate
Florida International University 2009 — 2011
Bachelors, Criminal Justice
EWM Realtors July 2012 - Present
BAST AMRON LLP October 2010 - July 2012
Florida International University September 2009 - October 2010
IronStone Bank January 2009 - September 2009
Bank of America February 2006 - December 2008
Skills
Public Speaking, Social Media, Customer Service, Real Estate Transactions, Community Outreach, Marketing, Real Estate, Westlaw, Fundraising, Outlook, Event Planning, Microsoft Word, Microsoft Office, Social Networking, Microsoft Excel, Social Media Marketing, Spanish, Contract Negotiation, Sales, PowerPoint, Loans, Email Marketing
Education
Bert Rodgers 2015 — 2015
Real Estate License, Real Estate
Florida International University 2009 — 2011
Bachelors, Criminal Justice
Peter Lindquist's IronStone Bank Experience 2006 - 2007
Job Principal at PL2, Inc.
Industry Banking
Experience
PL2, Inc. (www.pl2inc.com) February 1999 - Present
First Citizens Bank July 2011 - February 2014
Colorado Capital Bank August 2009 - July 2011
Community Bank of Colorado 2007 - 2009
IronStone Bank 2006 - 2007
Bank of the West December 2005 - June 2006
Commercial Federal Bank May 2002 - December 2005
Guaranty Bank and Trust Company May 2000 - May 2002
Bank of Cherry Creek September 1995 - May 2000
Colorado National Bank May 1989 - September 1995
Skills
Credit underwriting and..., Business development -..., Mentoring and training..., Loan documentation, Coordination of..., Skilled at negotiation..., Commercial Banking, Commercial Lending, Banking, Credit Analysis, Construction Loans, Financial Risk, Finance, Loan Origination, Loans, Mergers & Acquisitions, Negotiation, Portfolio Management, Real Estate, Risk Management, Small Business Lending, Strategic Planning, Underwriting, Foreclosures, Credit, Financial Analysis, Lines Of Credit, Management, Commercial Real Estate, Credit Risk
Education
University of Denver - Sturm College of Law 2000 — 2003
JD, Real Property, Creditors Rights, Transactions
University of Colorado at Boulder 1981 — 1985
BS Finance - Cum Laude
PL2, Inc. (www.pl2inc.com) February 1999 - Present
First Citizens Bank July 2011 - February 2014
Colorado Capital Bank August 2009 - July 2011
Community Bank of Colorado 2007 - 2009
IronStone Bank 2006 - 2007
Bank of the West December 2005 - June 2006
Commercial Federal Bank May 2002 - December 2005
Guaranty Bank and Trust Company May 2000 - May 2002
Bank of Cherry Creek September 1995 - May 2000
Colorado National Bank May 1989 - September 1995
Skills
Credit underwriting and..., Business development -..., Mentoring and training..., Loan documentation, Coordination of..., Skilled at negotiation..., Commercial Banking, Commercial Lending, Banking, Credit Analysis, Construction Loans, Financial Risk, Finance, Loan Origination, Loans, Mergers & Acquisitions, Negotiation, Portfolio Management, Real Estate, Risk Management, Small Business Lending, Strategic Planning, Underwriting, Foreclosures, Credit, Financial Analysis, Lines Of Credit, Management, Commercial Real Estate, Credit Risk
Education
University of Denver - Sturm College of Law 2000 — 2003
JD, Real Property, Creditors Rights, Transactions
University of Colorado at Boulder 1981 — 1985
BS Finance - Cum Laude
Wil Ochangco's IronStone Bank Experience January 2010 - January 2011
Job AAA Auto Club of Southern California Cerritos Office
Industry Insurance
Experience
AAA - Auto Club of Southern California January 2011 - Present
IronStone Bank January 2010 - January 2011
Education
California State University-Dominguez Hills 1997 — 1999
Bachelors of Science, Business Administration, Management
AAA - Auto Club of Southern California January 2011 - Present
IronStone Bank January 2010 - January 2011
Education
California State University-Dominguez Hills 1997 — 1999
Bachelors of Science, Business Administration, Management
Kimberly Nova's IronStone Bank Experience March 2010 - Present
Job
Industry Banking
Experience
IronStone Bank March 2010 - Present
Education
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2008
MBA, Organizational Behavior and International Business
Willamette University 1999 — 2003
BA, Philosophy
IronStone Bank March 2010 - Present
Education
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2008
MBA, Organizational Behavior and International Business
Willamette University 1999 — 2003
BA, Philosophy
Catresha St.Fleur's IronStone Bank Experience October 2004 - April 2006
Job Trust Officer, Client Services Associate at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company October 2007 - Present
IronStone Bank October 2004 - April 2006
The Summit National Bank January 2000 - January 2003
Regions Bank January 1997 - January 2000
Skills
Credit, Financial Services, Trust Services, Qualified Retirement..., Banking, Relationship Management, Sales, Customer Service, Salesforce.com, Highly detail oriented, Multi Tasking, Oral & Written..., Microsoft Office, Analysis, Management, Loans
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Georgia State University - J. Mack Robinson College of Business
Reliance Trust Company October 2007 - Present
IronStone Bank October 2004 - April 2006
The Summit National Bank January 2000 - January 2003
Regions Bank January 1997 - January 2000
Skills
Credit, Financial Services, Trust Services, Qualified Retirement..., Banking, Relationship Management, Sales, Customer Service, Salesforce.com, Highly detail oriented, Multi Tasking, Oral & Written..., Microsoft Office, Analysis, Management, Loans
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Georgia State University - J. Mack Robinson College of Business
Jeremiah Finazzo's IronStone Bank Experience January 2010 - April 2011
Job Relationship Manager at Chase Home Finance
Industry Financial Services
Experience
Chase Home Finance April 2011 - June 2012
IronStone Bank January 2010 - April 2011
BBVA Compass March 2004 - September 2009
Skills
Customer Service, Teller Operations, Closings, Performance Reporting, Team Building, Positive Energy, Self-starter, Microsoft Office, Windows, Mac OS X, Management, Software Documentation
Education
DeVry University
Bachelor of Scinece, Computer Information Systems
Chase Home Finance April 2011 - June 2012
IronStone Bank January 2010 - April 2011
BBVA Compass March 2004 - September 2009
Skills
Customer Service, Teller Operations, Closings, Performance Reporting, Team Building, Positive Energy, Self-starter, Microsoft Office, Windows, Mac OS X, Management, Software Documentation
Education
DeVry University
Bachelor of Scinece, Computer Information Systems
Nadine Stolaski's IronStone Bank Experience November 2007 - February 2011
Job Accounts Support Specialist at Partners Bank of California
Industry Banking
Experience
Partners Bank of California March 2013 - Present
Southern California Fire Protection, Inc June 2010 - March 2013
BancForce Financial Staffing November 2011 - May 2012
IronStone Bank November 2007 - February 2011
Ameriquest Mortgage Company August 2005 - June 2007
Naugatuck Savings Bank April 2004 - May 2005
Skills
Microsoft Office, Quickbooks, Banking, Customer Service, Accounting, Outlook, Accounts Receivable, Underwriting, Credit, Funding, Accounts Payable, Loans, Mentoring, Supervisory Skills, Coaching, Administration
Education
Naugatuck Valley Community College 2001 — 2003
none, Business Finance
Berufsfachschule Braunschweig, Germany 1997 — 1999
Technical, Foreign Language, Business Finance
Berufsfachschule Helmstedt, Germany 1990 — 1992
Technical, Business Administration, Accounting
Partners Bank of California March 2013 - Present
Southern California Fire Protection, Inc June 2010 - March 2013
BancForce Financial Staffing November 2011 - May 2012
IronStone Bank November 2007 - February 2011
Ameriquest Mortgage Company August 2005 - June 2007
Naugatuck Savings Bank April 2004 - May 2005
Skills
Microsoft Office, Quickbooks, Banking, Customer Service, Accounting, Outlook, Accounts Receivable, Underwriting, Credit, Funding, Accounts Payable, Loans, Mentoring, Supervisory Skills, Coaching, Administration
Education
Naugatuck Valley Community College 2001 — 2003
none, Business Finance
Berufsfachschule Braunschweig, Germany 1997 — 1999
Technical, Foreign Language, Business Finance
Berufsfachschule Helmstedt, Germany 1990 — 1992
Technical, Business Administration, Accounting
Justin Paulen's IronStone Bank Experience June 2007 - March 2008
Job Financial Services Representative at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank January 2011 - Present
First American Title March 2008 - January 2011
IronStone Bank June 2007 - March 2008
Education
Davenport University 2008 — 2011
Bachelor of Science, Information/Computer Security
Grand Valley State University 2000 — 2005
Bachelors of Business Administration, Finance
First Citizens Bank January 2011 - Present
First American Title March 2008 - January 2011
IronStone Bank June 2007 - March 2008
Education
Davenport University 2008 — 2011
Bachelor of Science, Information/Computer Security
Grand Valley State University 2000 — 2005
Bachelors of Business Administration, Finance
Madhavi Denduluri's IronStone Bank Experience March 2006 - July 2007
Job Cash & Treasury Management
Industry Financial Services
Experience
1st Security Bank of Washington December 2014 - Present
First Citizens Bank July 2007 - March 2012
IronStone Bank March 2006 - July 2007
US Bank December 2005 - March 2006
Skills
Operations Management, Customer Relations, Financial Analysis, Commercial Banking, Credit, Small Business Lending, Loans, Banking, Sales Management
Education
Indira Gandhi Krishi Vishwavidyalaya 1998 — 2000
Master of Science, Agronomy, Economics
Acharya N.G. Ranga Agricultural University 1994 — 1998
Bachelor of Science, Agriculture
1st Security Bank of Washington December 2014 - Present
First Citizens Bank July 2007 - March 2012
IronStone Bank March 2006 - July 2007
US Bank December 2005 - March 2006
Skills
Operations Management, Customer Relations, Financial Analysis, Commercial Banking, Credit, Small Business Lending, Loans, Banking, Sales Management
Education
Indira Gandhi Krishi Vishwavidyalaya 1998 — 2000
Master of Science, Agronomy, Economics
Acharya N.G. Ranga Agricultural University 1994 — 1998
Bachelor of Science, Agriculture
Rans Tenorio's IronStone Bank Experience 2005 - 2011
Job ResultsDriven Sales Project Manager at First Citizens Bank
Industry Banking
Experience
First Citizens Bank 2011 - Present
IronStone Bank 2005 - 2011
IronStone Bank 2003 - 2005
Wells Fargo 2000 - 2003
Skills
Manage Complex Projects, Bilingual, Interact with All..., Project Planning, Driven By Results, Multi Tasking, Sales Management, Strategic Planning, Sales Process..., Training, Creative Campaign..., Collaborative Problem..., Data Analysis, Report Design, Coaching Staff, Retail Banking, Commercial Banking, Credit, Loans, Risk Management, Process Improvement, Sales, Business Analysis, Treasury Management, Small Business Lending, Vendor Management, Relationship Management, Financial Services, Leadership, Analysis, Banking, Consumer Lending, Portfolio Management, Payments, Treasury Services, Mortgage Lending, Mergers & Acquisitions, ACH, Cash Management, Commercial Lending, Credit Cards, Commercial Mortgages, Management, Merchant Services, Asset Based Lending, Loan Origination, Financial Analysis, Finance, SBA, Lines Of Credit
Education
University of California, San Diego
First Citizens Bank 2011 - Present
IronStone Bank 2005 - 2011
IronStone Bank 2003 - 2005
Wells Fargo 2000 - 2003
Skills
Manage Complex Projects, Bilingual, Interact with All..., Project Planning, Driven By Results, Multi Tasking, Sales Management, Strategic Planning, Sales Process..., Training, Creative Campaign..., Collaborative Problem..., Data Analysis, Report Design, Coaching Staff, Retail Banking, Commercial Banking, Credit, Loans, Risk Management, Process Improvement, Sales, Business Analysis, Treasury Management, Small Business Lending, Vendor Management, Relationship Management, Financial Services, Leadership, Analysis, Banking, Consumer Lending, Portfolio Management, Payments, Treasury Services, Mortgage Lending, Mergers & Acquisitions, ACH, Cash Management, Commercial Lending, Credit Cards, Commercial Mortgages, Management, Merchant Services, Asset Based Lending, Loan Origination, Financial Analysis, Finance, SBA, Lines Of Credit
Education
University of California, San Diego
Sherri Lathan's IronStone Bank Experience 2001 - 2006
Job Vice President at Fidelity Bank
Industry Banking
Experience
Fidelity Bank February 2006 - Present
IronStone Bank 2001 - 2006
Skills
Commercial Banking, Credit Analysis, Portfolio Management
Education
Spelman College 1982 — 1984
Bachelor of Arts (B.A.), Economics
American University 1980 — 1982
International Business
Fidelity Bank February 2006 - Present
IronStone Bank 2001 - 2006
Skills
Commercial Banking, Credit Analysis, Portfolio Management
Education
Spelman College 1982 — 1984
Bachelor of Arts (B.A.), Economics
American University 1980 — 1982
International Business
Grace LaRocca's IronStone Bank Experience October 2001 - June 2005
Job Vice President, Senior District Credit Officer
Industry Banking
Experience
HSBC Bank USA, N.A. November 2008 - Present
Bank of Florida 2005 - 2008
Ironstone Bank October 2001 - June 2005
SunTrust Bank, South Florida, N.A. October 1995 - October 2001
BankAtlantic, FSB March 1993 - October 1995
Barnett Bank 1986 - 1992
Skills
Underwriting, Small Business Lending, Wealth Management, Financial Risk, Financial Analysis, Relationship Management, Financial Services, Corporate Finance, Loan Origination, Cash Management, Structured Finance, Treasury Management, Private Banking, Finance, Mergers, Mergers & Acquisitions, Commercial Lending, Credit, Risk Management, Portfolio Management
Education
Barry University 1981 — 1985
Bachelor of Science
HSBC Bank USA, N.A. November 2008 - Present
Bank of Florida 2005 - 2008
Ironstone Bank October 2001 - June 2005
SunTrust Bank, South Florida, N.A. October 1995 - October 2001
BankAtlantic, FSB March 1993 - October 1995
Barnett Bank 1986 - 1992
Skills
Underwriting, Small Business Lending, Wealth Management, Financial Risk, Financial Analysis, Relationship Management, Financial Services, Corporate Finance, Loan Origination, Cash Management, Structured Finance, Treasury Management, Private Banking, Finance, Mergers, Mergers & Acquisitions, Commercial Lending, Credit, Risk Management, Portfolio Management
Education
Barry University 1981 — 1985
Bachelor of Science
Jeff Buntin's IronStone Bank Experience July 2000 - July 2007
Job Senior Vice President Commercial Banking Group at KeyWorth Bank
Industry Banking
Experience
KeyWorth Bank June 2007 - Present
IronStone Bank July 2000 - July 2007
Skills
Lines Of Credit, Commercial Lending, Banking, Credit, Loans, Commercial Banking, Portfolio Management, Credit Analysis, Real Estate Financing, Investment Property...
Education
Georgia Institute of Technology 2012 — 2013
Master of Business Administration (MBA), Global Business, International Finance, Supply Chain and Global Organizations
Elon University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
KeyWorth Bank June 2007 - Present
IronStone Bank July 2000 - July 2007
Skills
Lines Of Credit, Commercial Lending, Banking, Credit, Loans, Commercial Banking, Portfolio Management, Credit Analysis, Real Estate Financing, Investment Property...
Education
Georgia Institute of Technology 2012 — 2013
Master of Business Administration (MBA), Global Business, International Finance, Supply Chain and Global Organizations
Elon University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General