Jefferson Bank
Founded: 1946 Parent organization: Jefferson Bancshares, Inc. Subsidiaries: Monticello Wealth Management, Llc, Sanger & Altgelt LLC
Jefferson Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Jefferson Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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120 Jefferson Bank employees in database. Find out everything there's to know about Jefferson Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Jefferson Bank Employees
The Bancorp Bank February 2007 - Present
National Penn Bank April 2000 - February 2005
Jefferson Bank 1997 - 2000
Skills
Banking, Customer Service, Commercial Banking
Education
Temple University - Fox School of Business and Management 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Jefferson Bank December 1997 - Present
Education
Texas A&M University-Corpus Christi
Bachelor of Business Administration (BBA), Finance, General
Jefferson Bank August 2011 - July 2015
ABM Industries 2010 - 2011
LTD Financial Services November 2009 - April 2010
Iowa State University August 2008 - November 2008
Hard Rock Hotel January 2008 - July 2008
Goodwill of Southern Nevada June 2007 - October 2007
HR Generalist May 2005 - June 2007
Skills
Bilingual, Recruitment/Retention, Diversity, Payroll, HRIS, Benefits, FMLA, Employment Law, Interviewing, Hiring, Compliance, New Hire Orientation, Employee Relations, Talent Management, Performance Management, Employee Engagement, Organizational..., Leadership Development, Talent Acquisition, Onboarding, Team Building, Mentoring, Recruiting, New Hire Orientations, Employee Benefits, Interviews, Sourcing, Applicant Tracking..., Training, Customer Service, Human Resources, Workforce Planning, Resume Writing, Temporary Placement, Succession Planning, Employee Training, ADP Payroll, HR Policies, Technical Recruiting, Management, Personnel Management, College Recruiting, Screening, Time Management, Internet Recruiting, Contract Recruitment, Screening Resumes, Business Planning, Career Development, Benefits Negotiation
Education
Drake University 2006 — 2009
M.S., Adult Learning & Organizational Performance w/ dual emphases in HR Mgmt & Training and Development
Iowa State University 2001 — 2005
B.A., Spanish Language and Literature
Markit October 2014 - Present
The Republic Group August 2013 - October 2014
Jefferson Bank November 2012 - August 2013
Skills
Problem Solving, Applied Probability, Accounting, Statistics, Economics, Risk Management, Risk Assessment, Data Analysis, Actuarial Science, SAS, C++, Banking
Education
The University of Texas at San Antonio 2011 — 2013
Bachelor of Business Administration (B.B.A.), Actuarial Science, 3.7
Blinn College 2009 — 2010
Baylor University 2008 — 2009
Standard Chartered Bank 2015 - Present
Frost Bank July 2013 - July 2015
Texas A&M University December 2012 - June 2013
Jefferson Bank May 2012 - August 2012
Sam Kuver Allstate June 2011 - May 2012
Texas A&M University August 2010 - January 2011
Skills
Economics, Financial Analysis, Microsoft Office, Customer Service, Banking, Data Analysis, Econometrics, Risk Management, Credit, Market Research, International Trade
Education
Texas A&M University 2012 — 2013
Certificate in Advanced International Affairs, International Relations and Affairs
Texas A&M University 2011 — 2013
Masters in Agricultural Economics, Macroeconomic Policy
Texas A&M University 2006 — 2010
Bachelors, Agricultural Economics
Jefferson Bank January 2015 - Present
Jefferson Bank April 2012 - December 2014
Jefferson Bank May 2011 - March 2012
Jefferson Bank July 2008 - May 2011
Papa Johns May 2004 - August 2008
Skills
Banking, Credit, Customer Service
Education
The University of Texas at San Antonio 2007 — 2010
Bachelor of Business Administration (B.B.A.), Management
Northwest Vista College 2004 — 2007
Associate of Arts (A.A.), Business Administration and Management, General
The University of Texas at San Antonio 2003 — 2004
Music Teacher Education
Jefferson Bank July 2014 - Present
Jefferson Bank July 2014 - Present
Skills
FHA, Mortgage Lending, Residential Mortgages, Loan Origination, Investment Properties, Refinance, Mortgage Banking, Credit, Financial Analysis, Credit Analysis, Customer Service, First Time Home Buyers, Loans
Education
Southern Methodist University 1989 — 1993
Bachelor of Arts
Glazer's Distributors August 2014 - Present
Marcus & Millichap June 2013 - 2014
Maxton Oil Co., LLC May 2012 - April 2013
Kastner Land Services September 2010 - May 2012
Jefferson Bank June 2009 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, ArcGIS, Adobe Creative Suite, Advertising, Marketing Communications, Oil/Gas, Oil & Gas Industry, Oil & Gas Companies, Public Relations, Notary Public, Photoshop, Social Media Marketing, Mineral Rights, Natural Gas, Division Orders, Lease Negotiations, Minerals
Education
Texas Christian University 2005 — 2009
Bachelor of Science, Journalism (Advertising/Public Relations), 3.54
First Cornerstone Bank April 2013 - Present
Legacy Advisors November 2010 - April 2013
Wells Fargo Private Bank November 2008 - November 2010
Allied Irish Banks 1996 - 2004
Archdiocese of Philadelphia 1992 - 1996
Jefferson Bank 1984 - 1992
Skills
Strategic Financial..., Financial Services, Wealth Management, Investments, Credit, Insurance, Asset Managment, Asset Management, Management, Loans, Investment Management, Portfolio Management, Small Business, Financial Advisory, Finance, Financial Analysis, Financial Planning, Strategic Planning
Education
Temple University - Fox School of Business and Management 1975 — 1977
MBA, Finance
Harwood International November 2012 - Present
Commercial Real Estate Consulting Services January 2009 - Present
Jefferson Bank November 2010 - August 2011
First National Bank Southwest September 2007 - December 2009
Capital One Bank 2006 - 2007
Fremont Investment & Loan 1998 - 2006
MetLife Capial Corporation 1993 - 1998
Skills
Real Estate Finance, Real Estate, Loans, Underwriting, Credit, REO, Asset Management, Foreclosures, Commercial Lending, New Business Development, Negotiation, Team Leadership, Asset Managment, Real Estate Economics
Education
Central Washington University
B.S., Finance
NorthMarq January 2013 - Present
Holtkamp Realty Consultants October 2011 - December 2012
Jefferson Bank May 2012 - August 2012
Education
Texas A&M University - Mays Business School 2011 — 2012
Master of Science, Real Estate
Texas A&M University - Mays Business School 2007 — 2011
Bachelor of Business Administration, Finance
Jefferson Bank December 2014 - Present
Wallis State Bank February 2014 - December 2014
BAE Group, Inc. January 2010 - December 2013
Skills
Small Business Lending, Commercial Lending, Financial Analysis, Banking, Consumer Lending, Credit Analysis, Customer Service, Outlook, QuickBooks, Microsoft Office, Java, C++, VB.NET, Bryce, Poser, AutoCAD, Administration, Bank Reconciliation
Education
The University of Texas at San Antonio 2007 — 2008
Bachelor of Business Administration (BBA), Accounting
AMERIT IT Consulting LLC July 2014 - August 2015
Volt Services Group June 2011 - December 2012
Volt Services Group January 2007 - December 2008
ChoicePoint Direct May 2000 - May 2001
Illinois Power Company (Ameren IP) February 1985 - February 2000
Jefferson Bank February 1969 - June 1981
Skills
Program Management, Databases, CICS, Mainframe, COBOL, JCL, Microsoft Excel, Access, DB2, SAP, Lotus Notes, Vendor Management, Process Improvement, Microsoft Office, SQL, Information Technology, Consulting, Customer Service, Technical Recruiting, Sourcing, Benefits Negotiation, Training, SDLC, Disaster Recovery, Management, Operating Systems
Education
Illinois Central College 2012 — 2012
Associate in Applied Science, Computer Programming, Supply Chain Management, A
Illinois Central College 1968 — 1979
Associate in Applied Science, Computer Programming, A
Richwoods Community High School 1964 — 1968
Graduate, Math and Communication, B
Bond Limousines, Inc P.I.D.C.F.1992 - 2002
Jefferson Bank 1989 - 1992
First City Bank Dallas 1983 - 1989
Education
Lincoln University (MO) 1979 — 1983
bs, marketing, business administration
Conestoga Bank July 2011 - Present
First Niagara Bank March 2010 - July 2011
Firstrust Bank October 2003 - February 2010
Commonwealth Bank January 2000 - January 2003
Jefferson Bank August 1997 - September 1999
United Valley Bank January 1989 - August 1997
Meridian Bank September 1982 - December 1989
Skills
Commercial Lending, Small Business Lending, Loans, Commercial Banking, Banking, Credit, Commercial Mortgages, Credit Analysis, Asset Based Lending, Retail Banking, Portfolio Management, Financial Analysis, Mortgage Lending, Cash Management, Risk Management, Underwriting, Credit Risk, Consumer Lending, Loan Origination, Lines Of Credit
Education
La Salle University 1980 — 1983
BA, Economics
Archbishop Wood H.S. 1975 — 1979
High School Diploma, College Prep
Jefferson Bank June 2014 - Present
Skills
Microsoft Word, Microsoft Office, Microsoft Excel
Education
Trinity University 2010 — 2014
Penn Medicine (University of Pennsylvania Health System) June 2007 - Present
Beneficial Bank January 1999 - June 2003
Jefferson Bank February 1996 - January 1999
Skills
Laboratory..., Medicine, Laboratory Medicine, Pathology, Healthcare Management, Physician Relations, Hardware Diagnostics, Revenue Cycle, EMR, Hospitals, Medical Billing, Credentialing, HIPAA, Healthcare Information..., Healthcare, EHR, Medical Education, Surgery, Patient Safety, Clinical Research
Education
University of Phoenix 2000 — 2006
Master of Business Administration (MBA), Health/Health Care Administration/Management
Jefferson Bank June 2015 - Present
The Gage Hotel April 2013 - November 2014
TransPecos Banks July 2007 - April 2013
Skills
Account Management, Banking, Retail Banking, Financial Analysis, Teamwork, Outlook, Leadership, Office Administration
Education
Sul Ross State University 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Odessa College 2008 — 2010
Premiere Plus Realty, Co. March 2011 - Present
Downing-Frye Realty, Inc. October 2004 - March 2011
Bay View Bank March 2001 - October 2002
Hudson United Bank 1999 - 2001
Jefferson Bank 1997 - 1999
Regent National Bank 1987 - 1997
Skills
Financial Analysis, Marketing, Budgets, Commercial Banking, New Business Development
Education
University of Pennsylvania - The Wharton School 1975 — 1977
Master of Business Administration (MBA), Finanace
Mt. Holyoke College 1965 — 1969
Bachelor of Arts (B.A.), Philosophy
Jefferson Bank October 2012 - Present
Comerica Bank December 2004 - October 2012
Laredo National Bank 2000 - 2004
Security National Bank 1993 - 2000
Bank of America (formerly NationsBank) 1978 - 1993
Skills
Commercial Lending, Loans, Small Business Lending, Lines Of Credit, Treasury Management, Asset Based Lending, SBA, Wealth Management, Commercial Banking, Banking, Financial Analysis, Deposits, Finance, Investments, Commercial Mortgages, Credit, Underwriting, Training, Retail Banking, Credit Analysis, Mortgage Lending, Strategic Financial..., Portfolio Management, Management, Relationship Management, Credit Risk, Financial Risk, Analysis, Community Outreach, Real Estate, Loan Origination, Consumer Lending, Cash Management, Mortgage Banking, Community Development, Private Banking, Risk Management, Middle Market, Charity Work, Financial Planning
Education
University of Texas-San Antonio 1975 — 1977
BBA, Accounting
San Antonio College 1973 — 1975
Junior College
Central Catholic High School 1969 — 1973
MidSouth Bank August 2011 - Present
North Dallas Bank February 2011 - August 2011
Jefferson Bank May 2010 - January 2011
Jefferson Bank October 2007 - May 2010
Town North Bank August 2005 - September 2007
Town North YMCA October 1999 - May 2005
Skills
Strategic Planning, Fundraising, Public Relations, Customer Service, Staff Management, Team Building, Loans, Portfolio Management, Banking, Sales, Commercial Lending, Commercial Banking, Sales Management, Finance, Credit, Real Estate, Management, Leadership, Budgets, Business Development, New Business Development, Small Business Lending, Contract Negotiation, Analysis, Credit Analysis, Financial Analysis, Risk Management, Small Business, Underwriting
Education
Independent Bankers Association of Texas Bank Operations Institute 2013 — 2014
Certification, Bank Operations
Amberton University 2002 — 2005
MBA, E-Commerce
Francis Marion University 1996 — 1998
B.S., Psychology, Business Minor
Pennsylvania State University-Penn State Beaver 1995 — 1996
Associates Degree, Psychology
Elon University 1993 — 1995
BS, Business / Psychology
Haverford Trust Company March 2000 - Present
Cradle of Liberty Council of Boy Scouts of America 2001 - 2013
Jefferson Bank January 1997 - March 2000
United Valley Bank 1987 - 1997
Industrial Valley Bank and Trust Company 1966 - 1987
Skills
Investments, Series 7, Portfolio Management, Customer Relations, Financial Analysis, Financial Planning, Private Wealth..., Asset Management, Equities, Fundraising, Non-profits, Fixed Income, Wealth Management, Asset Allocation, Strategic Financial..., Wealth Management...
Education
La Salle University - School of Business Administration
Stonier Graduate School of Banking, Rutgers University
City of Coatesville Police Department April 2013 - Present
City of Coatesville Police Department 2005 - Present
DNB First - Advisors (Trust) 2004 - 2005
James B. Griffin, P.C. 2000 - 2003
Jefferson Bank October 1999 - April 2000
Jefferson Bank 1987 - 2000
Skills
Fundraising, Event Planning, Volunteer Management, Strategic Planning, Research, Program Development, Grant Writing, Customer Service, Nonprofits, Public Safety, Community Policing, Crime Scene, Crime Prevention, Community Outreach, Criminal Justice, Conflict Resolution, Public Relations, NIMS, Community Development, Public Speaking, Grants, Private Investigations, Policy, Evidence, Criminal Investigations, Police, Surveillance, Enforcement, Government, Investigation, Firearms, Microsoft Word, Field Training Officer
Education
West Chester University of Pennsylvania 2013 — 2015
Master's degree, Criminal Justice/Law Enforcement Administration
Iowa State University 2011 — 2011
Certified Strengthening Families Instructor
Domestic Violence Center of Chester County, West Chester, PA 2005 — 2005
Advocate and certified volunteer crisis counselor
West Chester University of Pennsylvania
BS, Criminal Justice
Penn State University 1995 — 1998
Paralegal
West Chester University of Pennsylvania
Bachelor's Degree, Internship with City of Coatesville Police Department
Verint Systems Inc. July 1999 - Present
CMP Media April 1996 - July 1999
Jefferson Bank May 1990 - April 1996
Skills
Financial Analysis, Forecasting, Financial Reporting, Strategic Planning, Team Leadership, Revenue Recognition, Accounts Receivable, Process Improvement, Internal Controls, Budgets, Sarbanes-Oxley Act, Business Intelligence, Sarbanes-Oxley, Enterprise Software, SEC filings, ERP, Business Analysis, Strategic Partnerships, Mergers & Acquisitions, Start-ups, Business Process..., Professional Services, SaaS, Analytics, Strategy, Executive Management, Product Management, Revenue Cycle, Quote to Cash, Sales Compensation, Collections Management, Presentations, Contract Negotiations, SOX, Order Management, Integration, CRM, Vendor Management, Solution Selling, Business Process, Salesforce.com, Outsourcing, Pre-sales, Cross-functional Team..., Call Centers, Competitive Analysis
Education
Lehigh University 1983 — 1987
BS, Finance
Hofstra University 1988 — 1990
MBA, Management
Central National Bank April 2011 - Present
Jefferson Bank Texas July 2007 - April 2011
Jefferson Bank 2007 - 2011
Bank of Western Oklahoma September 2005 - July 2007
Douglas R Manley, Attorney at Law 2002 - 2004
FIrst National Bank of Las Animas 2001 - 2002
ARBO Enterprises, Inc 2000 - 2001
First United Bank 1997 - 2000
McClain National Bank 1991 - 1997
Skills
Commercial Lending, Loans, Risk Management, Consumer Lending, Credit Analysis, Commercial Banking, Microsoft Excel, Construction Loans, Credit, Banking, Small Business Lending, Bank Secrecy Act, Financial Risk
Education
Phillips University, Enid, OKlahoma
University of Oklahoma
Jefferson Bank 2014 - Present
PurinaCare Pet Insurance 2009 - June 2013
San Antonio July 2007 - March 2009
San Antonio August 2005 - June 2007
Skills
Human Resources, New Hire Paperwork, New Hire Processes, Pre-employment Testing, Employment Verifications, ADP Payroll, Property & Casualty..., Executive..., High Level Of..., Executive Calendar..., Off-site Events, Interact with All..., High level of..., Purchasing Supplies, Cross-functional..., Insurance, Ordering Office Supplies, Expense Reports, Heavy Calendaring, Calendar Planning, Administrative Office..., Meeting Scheduling, Handle Confidential..., Customer Service, Executive Level..., Mail Merge, Executive Administrative, Office Administration
Education
Northwest Vista College
San Antonio College
Jefferson Bank May 2015 - Present
Jefferson Bank September 2011 - Present
J. Randy Snodgrass, CPA May 1999 - January 2015
Skills
Customer Service, Event Management, Sales, Hotels, Data Entry, Microsoft Office, Microsoft Excel, Event Planning, Banking, Social Networking, Hospitality, Catering, Meeting Planning, Food, Sales Management, Tourism, Account Management, Budgets, Employee Relations, Leadership, Management, Marketing, Marketing Strategy, Microsoft Word, Public Speaking, Retail, Social Media, Team Building, Strategic Planning, Customer Satisfaction, Public Relations, Time Management, Negotiation
Education
Lincoln University 2003 — 2006
BS, Sociology & Education
Keller Williams Real Estate March 2012 - Present
The Home Team Realty January 2006 - August 2007
Jefferson Bank February 2002 - January 2006
Sentry Property Management March 1997 - December 2001
PlainsCapital Bank January 1999 - May 2000
Skills
Residential Real Estate, Banking, Accounting, Finance, Residential Homes, Real Estate, Property Management, Investment Properties, Mortgage Lending, Relocation, Single Family Homes
Education
Texas Tech University 1997 — 2001
Bachelor of Business Administration (BBA), Finance, Accounting
Texas Military Institue TMI 1993 — 1996
High School
Our Lady of the Lake University July 2014 - Present
Our Lady of the Lake University June 2013 - Present
Top-Down Security Solutions, LLC July 2012 - Present
Freelance / Project Management; Information Security & Risks July 2012 - Present
Brown Mackie College August 2012 - Present
Brown Mackie College July 2012 - August 2012
St. Mary's University August 2011 - Present
Our Lady of the Lake University July 2010 - Present
Jefferson Bank July 2010 - October 2011
Our Lady of the Lake University June 2007 - August 2010
Skills
Security Policy, Policy Writing, Information Security..., Information Security..., Information Security..., CISSP, Security+, CISA, Network Security, Dreamweaver CS6, Social Media, VB.NET, C#, Windows 7, FFIEC, HTML 5, Business Process..., Business Process..., Business Process Design, Information Security..., CSS, Microsoft Office, Information Security, Disaster Recovery, Business Continuity, CEH, Information Technology, Security, Vulnerability Assessment, Program Management, Security Audits, Business Continuity..., Information Assurance, Risk Assessment, Penetration Testing, Operating Systems, Risk Management, Computer Security, Presenting to Clients, Presenting to Senior..., Application Security, PCI DSS, Policy, Vendor Management, Leadership, Physical Security, Vulnerability Management, Computer Forensics, Computer Hardware, SDLC
Education
St. Mary's University School of Law 2011 — 2015
Doctor of Jurisprudence (J.D.), Intellectual Property Law, Business Law, Information Security Law
Our Lady of the Lake University 2000 — 2007
Master of Science (MS), Computer and Information Systems Security/Information Assurance
Our Lady of the Lake University 2000 — 2005
Bachelor of Science (B.S.), Computer and Information Systems Security/Information Assurance
Judson High School 1996 — 2000
Rackspace, the Open Cloud Company January 2013 - Present
Rackspace Hosting September 2009 - December 2012
Jefferson Bank October 2006 - April 2009
Chase Bank March 2001 - September 2006
Bush Cheney/Bush for President 1999 - 2000
Skills
Customer Service, Strategic Planning, Salesforce.com, Project Management, Marketing, Solution Selling, Account Management, Sales, Direct Sales, Sales Management, Selling, Business Development, SaaS, Contract Negotiation, New Business Development, Social Media, Marketing Strategy, Security, Team Leadership, Leadership
Education
The University of Texas at Dallas
MBA
The University of Texas at Austin
Bachelor Science, Corporate Communication
Alamo Heights High School
Jefferson Bank March 2015 - Present
The Spahn Law Firm August 2014 - January 2015
Cordell & Cordell 2011 - 2013
Citizens, Inc. (NYSE:CIA) July 2008 - May 2012
RSIS, Inc. (Natl. Job Corps Data Center) August 2005 - February 2007
Ernst and Young February 2004 - August 2005
Intrinsity, Inc. April 2001 - January 2004
PowerPc Design Center 1993 - 1997
Education
Austin Community College 1990 — 1994
Communications, Psychology, Sociology
Nixon Clay Business College
Certification, Professional Secretary
Jefferson Bank October 1987 - Present
Skills
Banking, Commercial Banking, Internet Banking, Loans, Electronic Payments
Education
The University of Texas at San Antonio 1981 — 1987
MidSouth Bank November 2014 - Present
Fiber-Seal Systems October 2013 - November 2014
Hunt Landscape Management April 2009 - September 2013
Advantage Sales & Marketing 2002 - 2010
Jefferson Bank December 2004 - November 2008
Colonial Bank 2001 - 2004
TownBank September 1985 - February 1996
Skills
Event Planning, Public Relations, Marketing, Customer Service, Event Management, Public Speaking, Project Planning, Management, Sales, Business Development, Team Building, Microsoft Word, Microsoft Office, PowerPoint, Training, Leadership, Microsoft Excel, Strategic Planning, Negotiation, Merchandising, Retail, Process Scheduler, Marketing Strategy, New Business Development, Budgets, Selling, Inventory Management, Teamwork, Sales Management, Account Management, Real Estate, Banking, Recruiting, Contract Negotiation, Outlook, Accounting, Time Management, Accounts Payable, Customer Satisfaction, Human Resources, Employee Relations, Insurance, Software Documentation, Accounts Receivable, Contract Management, Team Leadership
Education
Trinity Valley Junior College 1969 — 1970
Tyler Junior College
Business and basics
Fridrich and Clark Realty, LLC July 2015 - Present
Nathan Grace Real Estate February 2014 - January 2015
David Griffin October 2012 - February 2014
Ebby Halliday Realtors August 2010 - October 2012
GMAC ResCap February 2009 - July 2010
American Bank of Texas June 2007 - December 2008
Jefferson Bank 2005 - 2007
Skills
Real Estate Economics, Loans, Residential Homes, Commercial Lending, Commercial Real Estate, Real Estate, Investment Properties, Credit, First Time Home Buyers, Portfolio Management, Property, Banking, Investments, REO
Education
The University of Texas at Austin 1996 — 2002
Keller Williams City View June 2015 - Present
Jefferson Bank January 2015 - August 2015
Liftboat Brokers February 2014 - December 2014
Zane's Windmill LLC 2011 - December 2014
Liftboats.com April 2011 - January 2014
Apple Inc. November 2005 - August 2009
Skills
Advertising, Social Media, Microsoft Office, Graphic Design, Customer Service, Project Management, Photography, Event Planning, Strategic Planning, Public Relations, Marketing Strategy, Microsoft Excel, Operations Management, New Business Development, Business Strategy, Editing, Public Speaking, Direct Marketing, Facebook, Negotiation, Social Networking, OS X, Social Media Marketing, Team Leadership, Mac OS X
Education
The University of Texas at San Antonio 2009 — 2011
Communications & Business
Victoria College
The Trust Company October 2013 - Present
Jefferson Bank September 2006 - August 2013
Skills
Banking, Wealth Management, Investments, Portfolio Management, Risk Management, Customer Service, Commercial Banking, Microsoft Office, Sales, Marketing
Education
The University of Texas at Austin 1991 — 1993
Bachelor of Arts (B.A.)
Pine Manor College 1989 — 1991
Associate of Arts (A.A.)
U.S. Trust June 2015 - Present
Jefferson Bank March 2015 - May 2015
Jefferson Bank February 2014 - March 2015
Morgan Stanley March 2013 - December 2013
Skills
Analysis, Microsoft Office, Financial Analysis, Research, Data Analysis, Microsoft Excel, Bloomberg Terminal, Morningstar, Strategic Planning, Attribution Analysis, Manager Selection, Factor Regression..., Portfolio Management
Education
St. Mary's University 2012 — 2013
Master of Business Administration (MBA)
Southern Methodist University 2008 — 2012
Bachelor of Science (B.S.), Economics with Finance Applications
Jefferson Bank July 2011 - Present
JPMorgan Chase April 2010 - July 2011
Interstate Mortgage January 1994 - May 2009
Skills
First Time Home Buyers, Investment Properties, FHA, Real Estate, Mortgage Lending, Refinance, Interim Construction, VA, Loan Origination, Commercial Lending, Credit, Credit Analysis, Mortgage Banking, Banking, Underwriting, Finance, Investments, Brokerage, Real Estate Economics, Commercial Banking, Financial Analysis, Loans, Construction Loans, Foreclosures, Investors, Real Estate Transactions, Residential Mortgages, REO, VA loans, VA Loans
Education
The University of Texas at Austin - The Red McCombs School of Business 1980 — 1984
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Judson High School
Jefferson Bank 2000 - 2008
Education
Rice University 1971 — 1975
Bachelor's Degree, English Language and Literature/Letters
Argent Financial Group, Inc. - The Trust Company November 2013 - Present
Capital Group - American Funds February 2013 - November 2013
Sawtelle Financial Management November 2011 - October 2012
Jefferson Bank 2010 - 2011
Skills
Accounting, Portfolio Management, Financial Analysis, Valuation, Investments, Banking, Microsoft Excel, Management, Mutual Funds, Sales, Finance, Marketing, Microsoft Office, Real Estate, Customer Service, Financial Modeling, PowerPoint, Budgets, Bloomberg, Morningstar, Zephyr Style Advisor
Education
The University of Texas at San Antonio 2011 — 2014
Master of Business Administration (M.B.A.), Finance
Texas Tech University - Rawls College of Business 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Alamo Heights High School 2001 — 2005
Jefferson Bank May 2015 - Present
Jefferson Bank November 2014 - May 2015
AllianceBernstein June 2014 - November 2014
Frost Bank April 2012 - June 2014
ProActivo Risk Solutions 2007 - 2009
Skills
English, Data Analysis, Financial Analysis, Finance, Public Speaking, Teamwork, Microsoft Excel, Research, HTML, Budgets, Analysis, Administration, Banking, Data Entry, Negotiation, Time Management, Sales, Management, Project Management, Project Planning, Market Research, Microsoft Word, Customer Service, PowerPoint, Windows
Education
Boston Institute of Finance
Certified Mutual Funds Specialist Program, Trading
The University of Texas at San Antonio 2009 — 2013
Bachelor of Business Administration (B.B.A.), Economics
Mill Creek Activity Center November 2012 - Present
Jefferson Bank May 2010 - August 2012
Education
Rockhurst University 2013 — 2016
Doctor of Physical Therapy (DPT), Physical Therapy/Therapist
Rockhurst University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Helias Catholic High School 2005 — 2009
Jefferson Bank June 2011 - Present
Monroe Bank, a division of Old National Bank September 2002 - June 2011
BKD, LLP February 1998 - September 2002
Fifth Third Bank January 1992 - January 1998
City of Indianapolis January 1978 - January 1992
Skills
Regulatory Compliance..., Risk, Financial Risk, Compliance, Bank Secrecy Act, Risk Management, Training, Banking, Due Diligence, Internal Audit, Auditing, Consumer Lending, Financial Analysis, USA PATRIOT Act, Financial Services, Operational Risk..., Financial Institutions, AML, Leadership, Management, Strategy, Wealth Management, Mortgage Lending, Portfolio Management, KYC
Education
Indiana University Bloomington 1972 — 1977
BS - Public Affairs, Public and Environmental Affairs
Southwest Search January 2014 - June 2014
Jonna's Skintology 2014 - 2014
Silverleaf Resorts November 2010 - November 2013
Camp Conquer Foundation 2005 - 2013
Martin Fletcher and Associates August 2006 - August 2010
Jefferson Bank December 2004 - August 2006
Skills
Recruiting, Human Resources, Employee Relations, Applicant Tracking..., Cold Calling, Talent Acquisition, Internet Recruiting, College Recruiting, Onboarding, Temporary Staffing, Management, Sales, Temporary Placement, Leadership, Sourcing, Interviews, Staffing Services, Hiring, Payroll, Employee Benefits, HRIS, PeopleSoft, Performance Management, Training, Technical Recruiting, Talent Management, Time Management, Employee Training, New Hire Orientations, Contract Recruitment, Personnel Management, Customer Retention, Benefits Negotiation, Permanent Placement, Negotiation, Background Checks, Executive Search, Taleo, Workforce Planning, Employer Branding, Screening
Education
Texas A&M University-Commerce
Lamar CISD August 2014 - Present
Versa Creative Group March 2014 - June 2014
Versa Creative Group October 2013 - March 2014
austinwoman magazine November 2011 - May 2013
Longhorn Life September 2011 - May 2012
Oak Hill Gazette September 2011 - December 2011
Jefferson Bank February 2011 - August 2011
Brookbridge Consulting Services, Inc. June 2005 - January 2011
USD Student Employment Center September 2007 - December 2009
Jet Set Models June 2009 - August 2009
Skills
Social Media, Public Relations, Customer Service, Marketing, Blogging, Editing, Adobe Creative Suite, Copy Editing, Facebook, AP Style, Press Releases, InDesign, WordPress, Final Cut Pro, Highly detail oriented, Photoshop, Video Production, Banking, Event Planning, Advertising
Education
The University of Texas at Austin 2011 — 2013
MA, Journalism
University of San Diego 2006 — 2010
BA, Communication Studies
Jefferson Bank January 2014 - Present
IBC Bank January 2013 - January 2014
Jubilee Academic Center August 2007 - August 2012
Planto Roe Financial Services June 2011 - August 2011
Adult Protective Services May 2004 - May 2005
Anderson Consultation Services August 2002 - November 2004
Skills
Editing, Microsoft Office, Budget, Research, Account Reconciliation, Forecasting, Statistical Modeling, Financial Analysis, Financial Statements, Payroll, Financial Reporting, Credit Analysis, Credit Risk, Reporting & Analysis, Horizon, Time Management, Problem Solving, Analytics, Financial Transactions, Microsoft Word
Education
The University of Texas at San Antonio 2007 — 2011
Master of Business Administration (MBA), Accounting and Finance, 3.55
Texas State University-San Marcos
BA, Anthropology
Sendero Wealth Management April 2013 - Present
Jefferson Bank April 2011 - April 2013
Town North Bank June 2008 - February 2011
Education
Texas A&M University 2004 — 2008
BBA, Finance
First American Commercial Property Group July 2013 - Present
PaySafe Systems September 2012 - Present
Macy's June 2014 - August 2014
Jefferson Bank June 2012 - August 2012
Skills
Microsoft Office, Hindi, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Leadership, Marketing, Real Estate, Market Research
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (B.B.A.), Strategy and Management Consulting
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (B.B.A.), Organization and Management
Tesoro September 2013 - Present
Jefferson Bank April 2012 - September 2013
Center for Infrastructure Assurance and Security October 2007 - April 2012
Endeavor Systems April 2010 - July 2010
MacAulay Brown Inc January 2005 - October 2007
Department of the Air Force 1998 - 2006
Skills
Program Development, Product Management, Process Improvement, Policy, Team Building, Awareness Programs, Security, Cyber Security, Computer Security, Leadership, IDS, Information Assurance, Information Security, Network Security, Information Security..., Security+, Intrusion Detection, CISSP, Incident Response, Penetration Testing, Vulnerability Management, Business Continuity, Disaster Recovery, NIST, DoD, Information Technology, Vulnerability Scanning, Vulnerability Assessment, PCI DSS
Education
Liberty University 2008 — 2011
BS
Liberty University 2007 — 2008
BS
Community College of the Air Force 2002 — 2005
AS
Community College of the Air Force 1998 — 2005
AS
Florida Community Bank, N.A. February 2014 - August 2014
Great Florida Bank November 2012 - February 2014
First-Citizens Bank & Trust Company June 2011 - July 2012
First-Citizens Bank & Trust Company March 2010 - June 2011
Sun American Bank January 2002 - March 2010
PanAmerican Bank August 2000 - December 2001
Jefferson Bank March 1992 - August 1994
United National Bank August 1988 - May 1991
Florida National Bank February 1980 - August 1985
Skills
Financial Reporting
Education
University of North Carolina at Charlotte
Bachelor of Science (BS), Accounting
University of North Carolina at Charlotte
Bachelor of Arts (BA), Spanish Language and Literature
iPipeline May 2010 - Present
Allianz Life 1995 - 2008
Jefferson Bank June 1988 - May 1995
Skills
Process Improvement
Education
Salisbury University 1982 — 1988
BA, Psychology, Science, Business
Altus Group January 2012 - Present
Jefferson Bank May 2011 - August 2011
Frayed Woman's Clothing Store May 2009 - August 2009
Medallion Homes June 2005 - August 2006
Skills
Argus, Excel, Real Estate, Quickbooks, Accounting, Event Management, Promotions
Education
Texas A&M University, Mays Business School, College 2006 — 2011
Master, Real Estate
Texas A&M University - Mays Business School 2006 — 2010
Bachlor of Business Administration, Finance
Jefferson Bank April 2008 - Present
Jefferson Bank February 2007 - April 2008
Skills
Portfolio Management, Mortgage Banking, Commercial Lending, Cash Management, Accounting, Investments, Treasury Management, Asset Based Lending, Finance, Strategic Financial..., Budgets, Customer Service, Jack Henry, Loans, Financial Reporting, Financial Modeling, SBA, Risk Management, Valuation, PowerPoint, Strategic Planning, Microsoft Office
Education
Trinity University 2002 — 2006
Bachelor of Science, Business Administration with Concentrations in Accounting and Finance
Trinity University 2002 — 2006
Accounting and Finance
Jefferson Bank November 2014 - Present
Broadway Bank August 2007 - November 2014
Firstmark Credit Union 2004 - 2007
Cox Smith 1999 - 2004
Baker Botts March 1993 - July 1999
Federal Deposit Insurance Corporation February 1991 - March 1993
Carol Davis Reporting Records January 1991 - March 1993
Skills
Process Improvement, Leadership, Team Building, Employee Relations, Performance Management, Coaching, Customer Service, Risk Management, Microsoft Excel, Microsoft Office, Employee Benefits, Management, Human Resources, Payroll, HRIS Database Management
Education
Columbia Southern University
Concordia University Texas
Jefferson Bank February 2002 - Present
Skills
Financial Analysis, Commercial Lending, Credit Analysis, Banking, Retail Banking, Commercial Banking, Small Business Lending, Credit, Loans, Financial Risk, Loan Origination, Mortgage Lending, Treasury Management, Underwriting, Asset Based Lending, Customer Service
Education
Southern Methodist University 2005 — 2007
Southwest Graduate School of Banking
The University of Texas at San Antonio 2002 — 2004
Master of Business Administration (M.B.A.), Finance
The University of Texas at San Antonio 1995 — 2000
Bachelor of Business Administration (BBA), Finance
SAP America April 2011 - Present
SAP America January 2010 - Present
SAP America June 1998 - January 2010
New York Times Company June 2006 - May 2009
The Washington Post 2006 - 2006
McCormick & Company 2001 - 2003
Respironics 2000 - 2000
Jefferson Bank 1997 - 1998
American Home Products May 1995 - August 1996
Skills
SAP, Integration, SAP Netweaver, ABAP, Advertising, SAP R/3, ERP, SAP ERP, Enterprise Software, Business Process, Solution Architecture, SD, Business Analysis, Software Project..., Business Process Design, SAP Implementation, IT Strategy
Education
Lehigh University 1994 — 1998
B.A., Computer Science
Ramapo High School 1990 — 1994
American National Bank of Texas February 2007 - Present
Jefferson Bank January 2006 - February 2007
American Bank of Commerce June 2005 - January 2006
Security State Bank and Trust October 2003 - May 2005
Skills
Commercial Banking, Banking, Credit, Retail Banking, Commercial Lending, Credit Analysis, Consumer Lending, Loans, Mortgage Lending, Small Business Lending, Lines Of Credit, Treasury Management, Loan Origination, Portfolio Management, Asset Based Lending, Underwriting, SBA, Cash Management, Mortgage Banking, Cross Selling, Commercial Mortgages, Refinance, Construction Loans
Education
Southern Methodist University 2013 — 2015
SW Graduate School of Banking
Southern Methodist University
ABA National Commercial Lending School
Texas State University-San Marcos 1997 — 2001
Finance
Mesquite High School
Missouri Employers Mutual February 2015 - Present
Missouri Employers Mutual October 2012 - Present
ABC Laboratories April 2008 - October 2012
ITSD September 1999 - April 2008
Jefferson Bank February 1998 - September 1999
Computers Plus, Inc. 1996 - 1998
Skills
Enterprise Architecture, TOGAF, Sparx Enterprise..., Archimate, Object Oriented Design, Object Oriented Modeling, Microsoft SQL Server, SQL, Visual Studio, Databases, C#, Windows, Servers, Windows Server, ASP.NET, HTML, CSS, SOA, XML, SQL Server Management..., Networking
Education
University of Missouri-Columbia 2005 — 2007
M.A., Education
Columbia College 1993 — 1997
B.S., Computer Information Systems
Texas Capital Bank June 2015 - Present
TCB March 2014 - Present
Citi May 2008 - August 2013
Jefferson Bank January 2007 - March 2008
US Small Business Administration 2006 - 2007
Skills
Commercial Lending, Loans, Mortgage Lending, Commercial Banking, Small Business Lending, Banking, Credit, Credit Analysis, Laser Pro, Underwriting, Mortgage Underwriting, Home Equity Loans, Loan Origination, Consumer Lending, Uniform Commercial Code, Loan Servicing, Commercial Mortgages, Mortgage Servicing, Mortgage Banking, Funding, Portfolio Management, Finance
Education
Texas A&M University-Commerce 2012 — 2013
Graduate, Management, General
University of Phoenix-Dallas Campus 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Independent Consultant April 2008 - Present
Fifth Third Bank April 2007 - April 2008
Banc of America Securities September 2002 - March 2007
UBS November 2000 - July 2001
Paine Webber Real Estate Securities, Inc. September 1997 - November 2000
Jefferson Bank 1989 - 1995
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance and Real Estate
University of North Carolina at Chapel Hill 1987 — 1989
BA, Economics
Vanderbilt University 1985 — 1987
Salem Academy
Jefferson Bank Vice President, Audit ManagerJefferson BankSeptember 2015 - Present
AT&T November 2012 - September 2015
AT&T September 2010 - November 2012
AT&T December 2009 - September 2010
McGladrey and Pullen LLP July 2008 - December 2009
AT&T November 2005 - July 2008
The Hanke Group January 2001 - November 2005
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Internal Audit, Risk Assessment, Financial Analysis, Audit, Financial Accounting, Non-profits, General Ledger, GAAP, Finance, Financial Statements, Sarbanes-Oxley, US GAAP, Sarbanes-Oxley Act
Education
The University of Texas at San Antonio 1996 — 2000
BBA, Accounting
Jefferson Bank December 1997 - Present
Texas State University September 2013 - Present
Southwestern Graduate School of Banking at Southern Methodist University May 2010 - Present
Texas State University January 2013 - Present
Commercial Real Estate Women (CREW) - San Antonio January 2013 - Present
March of Dimes 2014 - 2014
WeLead (Women Executives Leading Empowering and Developing) January 2008 - December 2012
San Antonio Kiwanis January 2002 - December 2008
Skills
Commercial Banking, Commercial Lending, Loans, Mortgage Lending, Banking, Small Business Lending, Credit, Credit Analysis, Portfolio Management, Underwriting, Executive Management, Customer Service, Strategic Financial..., Sales, Commercial Real Estate, Risk Management, Mortgage Banking, Lines Of Credit, Sales Management, Treasury Management, Real Estate, Retail Banking, Finance, Investment Properties, Small Business, Leadership, Consumer Lending, Investments, Cash Management, Loan Origination, Financial Analysis, Relationship Management, Insurance, Financial Risk, Wealth Management, Corporate Finance, Strategic Planning
Education
Southwestern Graduate School of Banking 2006 — 2008
Graduate, Banking
University of the Incarnate Word 2002 — 2003
MBA, Business
Texas State University 1993 — 1997
BBA, Finance
Kinetic Concepts Incorporated January 2008 - Present
Rackspace Managed Hosting June 2007 - December 2007
TexLink Communications June 2002 - May 2007
PhotoTelesis Corporation July 2000 - June 2002
NetForce, Inc (SwRI) September 1998 - July 2000
Jefferson Bank January 1998 - September 1998
CompuCom (USAA) November 1996 - January 1998
Skills
Vendor Management, IT Service Management, Group Policy, Cisco IOS, Data Center, Unix Shell Scripting, McAfee, Infrastructure, Troubleshooting, VMware, SharePoint, jQuery, Active Directory, Requirements Analysis, Access, Microsoft Office 2007, Networking, Microsoft Exchange, Switches, Windows Server, DNS, VMware ESX, Microsoft SQL Server, Routers, SQL, Servers, Firewalls, DHCP, Technical Support, Hardware, Network Administration, Cisco Technologies, OpenStack, Cloud Computing, Cisco UCS, Technology Convergence
Education
San Antonio College 1991 — 1994
No, Basics
St. Peter's School March 2001 - Present
Jefferson Bank 1983 - 2000
Education
La Salle University 1979 — 1982
BA, English
FirstMerit Bank April 2014 - Present
Flagstar Bank June 2010 - February 2014
WSFS Bank September 2001 - April 2009
Sovereign Bank 1998 - 2001
Jefferson Bank 1979 - 1998
Skills
Financial Services, Process Improvement, Loans, Banking, Commercial Banking, Executive Management, Risk Management, Management, Vendor Management, Integration, Strategy, Strategic Planning, Business Strategy, Leadership, Team Building, Contract Negotiation, Budgets, Mergers & Acquisitions, Business Process, Portfolio Management, Negotiation, Business Analysis, Finance, Financial Analysis, Change Management, Investments, Team Leadership
Education
Penn State University 1975 — 1979
Bachelor of Science (BS), Economics
Jefferson Bank September 2006 - Present
Broadway National Bank September 1991 - September 2006
Skills
Banking, Commercial Lending, Credit, Bank Secrecy Act, Investments, Mortgage Lending, Microsoft Excel, Commercial Banking, Loans, Risk Management, Financial Risk, Small Business Lending, Consumer Lending, Retail Banking, AML, Loan Origination, Mortgage Banking, Underwriting, Wealth Management, Treasury Management, Cash Management, Credit Analysis, OFAC, Anti Money Laundering
Education
St. Mary's University 2003 — 2007
M.B.A., Management
St. Mary's University 1995 — 1998
Bachelors Degree, Applied Management
Central Catholic High School
Buyers Home Mortgage June 1996 - Present
Frolove Realty Group January 1999 - Present
Temple University Real Estate Institute January 1995 - Present
Habitat for Humanity Philadelphia April 2014 - January 2015
Jefferson Bank January 1989 - March 1996
Skills
Mortgage Lending, Commercial Lending, Teaching, Housing Finance, Multi-family, Mortgage Banking, Real Estate Investment, Real Estate Finance, Real Estate Investor, Commercial Real Estate, Investors, Loans, Real Estate Economics, Residential Homes, Referrals, Bankruptcy, Public Speaking, Banking, Investment Properties, Finance, Real Estate Financing, Mergers & Acquisitions, Negotiation, Venture Capital, Small Business, Real Estate Transactions, Financial Modeling, Asset Management, Real Estate, Sales, Funding, Acquisitions, Team Building, Investments, Strategic Financial..., Leadership, Credit, Property Management, Real Estate Development, Entrepreneurship, Strategic Planning, Mixed-use, Training, Financial Analysis, Underwriting, Selling, Valuation, Brokerage, Due Diligence, Portfolio Management
Education
Penn State University 1980 — 1983
Northeast High
Jefferson Bank 2014 - Present
USAA 2010 - 2014
Education
Texas A&M University-Corpus Christi 2004 — 2008
Bachelor of Business Administration (BBA), Marketing / Accounting
Polonia Bank August 2008 - Present
Beneficial Bank 2000 - 2008
Jefferson Bank 1992 - 2000
Skills
Commercial Banking, Credit Analysis, Credit, Commercial Lending, Loans, Small Business Lending, Financial Analysis, Retail Banking, Mortgage Lending, Consumer Lending, Underwriting, Asset Based Lending, Cash Management, Commercial Mortgages, Cross Selling, Relationship Management, Banking, Mortgage Banking, Loan Origination, Portfolio Management, Credit Risk, Lines Of Credit, Finance, Financial Services, Financial Risk
Education
Saint Joseph's University 1988 — 1992
Bachelors, Financial Management
Archbishop Ryan H.S. 1984 — 1988
Pacific Union Financial October 2012 - Present
MetLife Bank 2011 - April 2012
Prudential Asset Management Group March 2010 - March 2011
Jefferson Bank May 2004 - July 2009
Legacy Texas Bank 2000 - 2004
Jefferson Heritage Bank 1997 - 2000
Skills
Loans, Situations, Credit Analysis, Analytical Skills, Finance, Real Estate, Financial Risk, Strategic Planning, Commercial Lending, Due Diligence, Management, Small Business Lending, Banking, Loan Origination, Commercial Real Estate, Mortgage Lending, Mortgage Banking, Training, Underwriting, Risk Management, Credit Risk, Mortgage Underwriting, Residential Mortgages, Commercial Banking, Analysis, FHA, Loss Mitigation, Relationship Management, Refinance, Executive Management, USDA, Consumer Lending, Real Estate Economics, Capital Markets
Education
Southern Methodist University
Graduate School of Banking
St. Mary's University
BBA & MA, Finance & Economics
The Dealey Group October 2013 - March 2015
Holos Partners June 2012 - September 2013
Dale Resources, L.L.C. January 2010 - April 2012
Jefferson Bank September 2008 - January 2010
Skills
Natural Gas, Energy, Management, Event Planning, Customer Service, Strategic Planning, Sales, Microsoft Word, Microsoft Office, Marketing, Social Media, Banking, Leadership, Due Diligence, Real Estate Development, Real Estate, Licensing, Petroleum, Title Searches, Energy Industry, Loans, Microsoft Excel, PowerPoint, Executive Management, Account Management, Market Research, Process Scheduler, Gas, Oil/Gas, Contract Negotiation
Education
The University of Texas at Arlington 2003 — 2007
The Bancorp Bank October 1999 - Present
Jefferson Bank August 1994 - April 2000
Education
Shippensburg University of Pennsylvania 1986 — 1990
BS Business Administration, Accounting
BeautiControl-BC Spa March 1989 - Present
Jefferson Bank July 1980 - September 1990
Education
University of Richmond 1985 — 1987
Banking/Real Estate
Meridian Bank January 2010 - Present
First National Bank of Chester County 2008 - 2010
National Penn Bank October 2005 - April 2008
Susquehanna Bank 2003 - 2005
Stonebridge Bank January 1999 - August 2003
Summit Bank January 1993 - January 1999
Jefferson Bank 1989 - 1993
Industrial Valley Bank/Fidelity Bank 1982 - 1989
Skills
Commercial Lending, Commercial Mortgages, Finance, Small Business Lending, Commercial Banking, Loans, Credit Analysis, Credit, Asset Based Lending, Loan Origination, Strategic Financial..., Banking, Financial Services, Mortgage Lending, Consumer Lending, Small Business, Treasury Management, Financial Analysis, Cash Management, Underwriting, Mergers & Acquisitions, Working Capital..., Credit Risk, Lines Of Credit, Real Estate Financing, Portfolio Management, Risk Management, Wealth Management, SBA, Executive Management, Mortgage Banking, Investments, Financial Risk, Relationship Management, Refinance, Deposits, Commercial Real Estate, Real Estate, Retail Banking, Cross Selling, Construction Loans, Working Capital..., Financial Structuring, Financial Institutions, FHA
Education
Bucknell University 1974 — 1978
B.A, Economics
Butler High School
Genesis HealthCare May 2009 - Present
Genesis HealthCare December 2002 - April 2009
Genesis HealthCare August 2000 - November 2002
Genesis HealthCare August 1999 - August 2000
Jefferson Bank April 1997 - August 1999
Skills
Sarbanes-Oxley Act, Financial Reporting, GAAP, Internal Controls, Accounts Payable, Sarbanes-Oxley, Accounts Receivable, Managerial Finance, Budgets, Fixed Assets, Microsoft Excel, Journal Entries, Cost Accounting, Forecasting, Finance, Strategic Planning
Education
Elizabethtown College 1992 — 1996
BS, Finance
Jefferson Bank July 2001 - Present
Skills
Banking, Loans, Financial Analysis, Investments, Commercial Banking, Credit Analysis, Commercial Lending, Small Business Lending, Credit, Wealth Management
Education
Louisiana State University 1981 — 1986
B.S, Finance
Jefferson Bank May 2005 - Present
Jefferson Bank May 2005 - Present
American State Bank January 2000 - May 2005
Skills
Strategic Financial..., Banking, Wealth Management, Investments, Loans, Mortgage Lending, Credit
Education
Texas Tech University 1999 — 2002
MA, Family Financial Planning
Jefferson Bank April 2010 - Present
Education
Texas A&M University 2005 — 2009
Capitol Dome Deli July 2014 - Present
Shevland & Associates January 2013 - Present
Access First Marketing Group November 2010 - March 2013
Herbalife November 2007 - October 2010
Fox Rothschild LLP December 2000 - September 2007
Jefferson Bank June 1982 - April 2000
Skills
Social Media, Editing, Public Relations, Public Speaking, Blogging, Social Media Marketing, Copy Editing, Social Networking, Marketing Communications, Copywriting, Publishing, Corporate Communications, Press Releases, Content Strategy, Media Relations, Content Management, Proofreading, Online Advertising, Creative Writing, Web Content, SEO, Content Development, Email Marketing, Internal Communications, Newsletters, Online Marketing, New Media, Facebook, Strategic Communications
Education
Reading Area Community College 2001 — 2004
Associate's Degree, Computer Systems Networking and Telecommunications, Magna Cum Laude
Birmingham Area November 2013 - Present
Jefferson Bank September 2010 - August 2013
Skills
Loans, Refinance, Investments, Real Estate, Credit, Credit Analysis, FHA, Notary Public, Banking, Mortgage Lending, Customer Service, Mortgage Banking, Public Speaking, Commercial Lending, Underwriting
Education
University of Missouri-Columbia
Business Administration and Management, General
Scotia Waterous August 2014 - Present
HFBE Inc. July 2011 - June 2012
HFBE Inc. March 2010 - July 2011
Jefferson Bank July 2008 - March 2010
Education
The University of Texas at Austin 2012 — 2014
Master of Business Administration (M.B.A.)
The University of Texas at Austin 2004 — 2008
BBA/BA, Finance/Rhetoric & Writing
Jefferson Bank May 2003 - Present
Skills
Trust and Estate...
Education
The University of Texas School of Law 1969 — 1972
Doctor of Law (JD)
The University of Texas at Austin 1965 — 1972
Bachelor of Business Administration (BBA)
Fox Chase Bank June 2008 - Present
Mary Kate's Legacy Foundation January 2005 - Present
Youth/High School/University coach April 1986 - Present
The Bancorp Bank February 2003 - June 2008
Commonwealth Bank December 1999 - February 2003
Jefferson Bank June 1993 - December 1999
Federal Armored Express, now Dunbar Armored April 1987 - February 1993
Skills
Commercial Lending, Loans, Small Business Lending, Banking, Commercial Banking, Retail Banking, Mortgage Lending, Credit Analysis, Credit, Commercial Mortgages, Consumer Lending, Credit Risk, Underwriting, Cash Management
Education
Spring Garden College 1983 — 1987
BS, Business Administration
Archbishop Ryan High School, Philadelphia, PA and Christ the King, Philadelphia, PA
Jefferson Bank April 2007 - Present
Skills
Small Business Lending, Banking, Commercial Lending, Originating, Loans, Commercial Banking
Education
The University of Maryland 1976 — 1980
MBA, Finance
The University of Texas at Austin 1970 — 1974
BBA, Finance
First United Bank August 2010 - Present
Jefferson Bank August 2009 - August 2010
Texas Department of Banking February 2003 - August 2009
Skills
Commercial Lending, Loans, Credit Analysis, Commercial Banking, Credit, Small Business Lending, Underwriting, Banking, Credit Risk, Financial Analysis, Commercial Real Estate, Construction Loans, Commercial Mortgages, Cash Flow Lending, Asset Based Lending, Risk Management, Financial Risk, Microsoft Office
Education
Southwest Graduate School of Banking 2009 — 2011
Texas State University 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Ambler Savings Bank March 2011 - Present
Springford Chamber of Commerce 2011 - Present
Republic Bank 2009 - 2011
fiserv 2007 - 2009
Commerce Bank 2002 - 2007
Jefferson Bank 1995 - 2001
Mellon Bank 1992 - 1996
Education
Penn State University 2008 — 2015
Jefferson Bank January 2012 - Present
Skills
C#, Mortgage Lending, Microsoft Office, Team Building, Commercial Banking, Banking, Java, Credit, Commercial Lending, Microsoft Excel, Loans, Financial Risk, Customer Service, Retail Banking, Financial Analysis
Education
San Antonio College 2009 — 2010
Associate's of Applied Science, Banking and Financial Services
The University of Texas at San Antonio 2000 — 2004
B.B.A., Information Systems
Jefferson Bank May 2011 - Present
Musselman & Associates, Inc. July 2003 - May 2011
Education
The University of Texas at San Antonio 1983 — 1987
Master of Business Administration (MBA), Finance, General, 3.50
Bradley University 1976 — 1980
BSIE, Engineering
Jefferson Bank September 2014 - Present
First Community Bank, NA August 2012 - January 2014
BBVA Compass May 2006 - August 2012
Guaranty Bank 2006 - 2010
Guaranty Bank 2006 - 2010
Guaranty Bank 2006 - 2010
World Savings December 2005 - April 2006
Skills
Retail Banking, Loans, Mortgage Banking, Mortgage Lending, Banking, Team Leadership, Organizational..., Credit, Credit Analysis, Lines Of Credit, Small Business Lending, Volunteering, Customer Service, Customer Service..., Employee Training
Education
University of the Incarnate Word 2008 — 2013
Bachelor of Arts (BA), Organizational Development
Texas A&M University-Kingsville 1993 — 1996
H M King
Jefferson Bank June 2013 - Present
Array Information Technology, Inc June 2012 - May 2013
Hewlett-Packard February 2008 - April 2012
MEDCOM USAMITC BAMC 2005 - 2012
Hearst March 2007 - February 2008
Nortel Government Solutions February 2005 - March 2007
Clear Channel Communications January 2000 - January 2005
West Telemarketing November 1996 - January 2000
Skills
VMware, Active Directory, Virtualization, Microsoft Exchange, DNS, DHCP, System Administration, VMware ESX, Windows Server, Integration, Operating Systems, Network Security, Unix, Networking, SharePoint, Hardware, Disaster Recovery, Software Documentation, VMware Infrastructure, Linux, Microsoft SQL Server, VBScript, Storage Virtualization, Enterprise Architecture, Storage, SQL, Java, Windows, Blackberry Enterprise..., NetApp Filers, Cisco UCS, Group Policy, OS X, NetApp, Technical Support, High Availability, SAN, Oracle, C++, HP Blade, TCP/IP, Data Center, Cloud Computing, Databases, Perl Script, Qmail, Mac OS X, AppSense, Cisco Iron Port, CISCO vWAAS
Education
San Antonio College
Mathematics and Computer Science
Texas A&M University
Mathematics & Computer Science
CPS Energy February 2013 - Present
AllianceBernstein April 2012 - February 2013
Headquarters Air Force Services November 2010 - April 2012
Federal Reserve Bank of Dal. July 2009 - November 2010
WFM 2.0 October 2008 - January 2009
Jefferson Bank September 2007 - October 2008
Jefferson Bank September 2007 - April 2008
InTec of September 2006 - August 2007
San Antonio Museum of Art July 2006 - August 2006
Skills
MS Office Suite, Training & Development, Lawson, Wire Payments, ACH Payments, Advent Extractor, Proactive Leadership..., Banking Regulations, Highly Organized, Outstanding Customer..., Ability to coordinate..., Payroll knowledge, MAUI ET, Moxy, Dataport, Work Order System, RUMBA, Banking Law, Leadership, ACH, Payroll, Serial, Movex, Microsoft Office, Credit, Business Process..., Banking, Employee Training, Customer Service, Budgets, Management, Training, Account Reconciliation, Analysis, Financial Analysis, Project Management, Access, Process Improvement, Team Leadership
Education
Colorado Technical University 2006 — 2008
MBA, Masters of Business Administration
Texas State University 2002 — 2006
KPMG February 2015 - Present
U.S. Bankruptcy Judge Harlin Hale July 2013 - August 2013
Methodist Healthcare System May 2013 - June 2013
Louisiana Supreme Court January 2013 - May 2013
LSU Law Center August 2012 - May 2013
Chief U.S. District Judge Fred Biery May 2012 - June 2012
Bexar County Courthouse May 2011 - August 2011
Texas House of Representatives January 2010 - August 2010
WOAI-TV May 2009 - August 2009
Jefferson Bank May 2008 - August 2008
Education
Southern Methodist University Dedman School of Law 2014 — 2015
Master of Laws (LL.M.)
Louisiana State University, Paul M. Hebert Law Center 2011 — 2014
Juris Doctor (J.D.)
Université Jean Moulin (Lyon III) 2012 — 2012
Southern Methodist University 2007 — 2011
Bachelor of Arts
Southern Methodist University 2007 — 2011
Bachelor of Arts
Alamo Heights High School 2003 — 2007
Jefferson Bank March 2012 - Present
Skills
Credit Analysis, Portfolio Management, Underwriting, Loans, Credit, Small Business Lending, Real Estate, Cash Flow, Commercial Real Estate, Consumer Lending, Commercial Lending, Loan Origination
Education
University of South Florida 1992 — 1994
BA, Business
Jefferson Bank June 2015 - Present
Texas Department of Banking May 1985 - April 2015
Skills
Banking, Financial Analysis, Risk Management, Credit Analysis, Credit, Financial Risk, Consumer Lending, Retail Banking, Finance, Securities, Bloomberg, Internal Audit, Small Business Lending, Due Diligence, Corporate Finance, Valuation, Internal Controls, Strategic Financial..., Asset Management, Cash Flow, Financial Institutions, Accounting, Analysis, Financial Reporting
Education
Graduate School of Banking in Colorado
The University of Texas at San Antonio
None September 2014 - Present
Jefferson Bank June 2014 - August 2014
Girls Scouts Of America June 2013 - July 2013
RadioShack August 2011 - January 2013
Golf Galaxy/Dick's Sporting Goods May 2011 - August 2011
YMCA May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Management, Research, Public Speaking, Project Management, Strategic Planning, Leadership, Engineering, Photoshop, English, Social Media, Team Leadership, Budgets, Teamwork, Negotiation, Marketing, Teaching, Sales, Windows, Team Building, Training, Analysis, Outlook, Event Planning, Business Strategy, Marketing Strategy, Time Management, Inventory Management, Retail, Social Networking, Data Entry, Coaching, First Aid
Education
Schreiner University 2011 — 2015
Mathematics, Computer and Information Systems Security/Information Assurance
Central Catholic High School 2007 — 2011
Diploma
Jefferson Bank October 2005 - Present
Gastrag AG 1997 - 2000
Skills
Financial Analysis, Accounting, Banking, Financial Reporting, Internal Controls, General Ledger, Cash Management, Financial Accounting, GAAP, Account Reconciliation, Financial Statements, Credit Analysis, Credit, Accounts Payable, Loans, Accounts Receivable
Education
University of the Incarnate Word 2010 — 2012
Bachelor's degree, Accounting
San Antonio College 2003 — 2010
Associate's degree, Banking and Financial Sevices
Rackspace, the #1 managed cloud company January 2015 - Present
Rackspace, the Open Cloud Company January 2013 - January 2015
Rackspace Hosting 2011 - 2012
Capital Group 2010 - 2011
Capital Group 2008 - 2010
Jefferson Bank 2006 - 2008
Skills
Teller Experience, Teller Management, Outstanding Customer..., Microsoft Office, PowerPoint, Social Media, Leadership, Photoshop, Social Networking, Editing, Outlook, Banking, Microsoft Word, Account Management, Customer Service
Education
San Antonio College
Graphic Design and Fine Art
Jefferson Bank August 1992 - Present
Skills
Small Business Lending, Loans, Banking, Commercial Lending, Commercial Banking, Credit, Retail Banking, Mortgage Lending, Credit Analysis, Process Improvement, Customer Service, Financial Risk, Underwriting, Microsoft Excel, Financial Analysis
Education
San Antonio College 2010 — 2015
Livingston High School 1977 — 1980
Jefferson Bank October 2014 - Present
Education
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (BBA), Finance and Marketing
Bell Helicopter 2012 - 2015
Bell Helicopter 2011 - 2012
Jefferson Bank 2008 - 2011
First National Bank of Texas 2007 - 2008
First Service Credit Union 2005 - 2007
Capitol One 1997 - 2005
Skills
Program Management, Process Improvement, Analysis, Leadership, Management, Customer Service, Earned Value Management, Aerospace, DoD, Project Planning, Matlab, Systems Engineering, Procurement, Aircraft, Aviation, MRP
Education
Southern University at New Orleans
Bachelor’s Degree, Psychology
South Texas Money Management April 2012 - May 2014
DePuy Orthopaedics January 2010 - February 2012
Jefferson Bank 2006 - 2008
Education
The University of Texas at Austin 1993 — 1997
Bachelor of Journalism, Public Relations
Jefferson Bank September 2015 - Present
Centene Corporation April 2014 - September 2015
Victory Healthcare September 2013 - April 2014
Virginia Educators Credit Union May 2013 - August 2013
Riverside Health System April 2012 - May 2013
Mall Properties, Inc. January 2012 - April 2012
Baptist Health System September 2011 - December 2011
Miner Central Texas August 2011 - September 2011
Skills
Data Entry, Onboarding, Kronos, New Hire Orientations, Customer Service, Teamwork, Employee Relations, Accounts Payable, Healthcare, Benefits Administration, Employee Benefits, Time Management, HRIS, Applicant Tracking..., Talent Acquisition, Payroll, Job Fairs, College Recruiting, Performance Management, Temporary Staffing, Personnel Management, Microsoft Office 2007, Employee Training, Microsoft Office, Hiring, Policy, Interviews, HR Policies, Resume Writing, Accounts Receivable, Microsoft Office 2010, Scheduling, Adobe, Organizational..., ADP Payroll, Employee Recognition, Open Enrollment, Policy Analysis, Job Descriptions, Background Checks, Temporary Placement, Administration, Workforce Planning, Call Center, ADP, Avaya PBX, Akcelerant, Debt Collection, Human Resources, Office 2010
Education
University of Phoenix 2012 — 2012
Human Resource Management Certificate, Human Resources Management and Services, 3.8
The University of Texas at San Antonio 2006 — 2010
Bachelor of Arts, Interdiscplinary Studies
Liberty Capital Bank February 2013 - Present
MidSouth Bank August 2011 - February 2013
Jefferson Bank May 2010 - August 2011
Skills
Portfolio Management, Consumer Lending, Banking, Customer Service, Loan Origination, Risk Management, Relationship Management, Mortgage Lending, Credit, Commercial Banking, Finance, Financial Analysis, Loans, Microsoft Excel, Retail Banking, Credit Analysis, Commercial Lending
Education
The University of Texas at Dallas 2004 — 2007
Computer Science
Science and Engineering Magnet High School 2000 — 2004
Ret.V.P. of Banking // Currently a University Student 2013 - Present
Jefferson Bank October 2002 - April 2010
Jefferson Bank 2001 - 2009
Bank of the West 1999 - 2002
Addison National Bank 1995 - 1999
Skills
State and Federal..., Loan Operation..., Loan Document..., General Ledger, Loans, Human Resources, Banking, Construction Loans, Credit, Software Documentation, Auditing, Mortgage Banking, Compliance, Finance, Leadership, Credit Analysis
Education
University of North Texas 2013 — 2014
BAAS, Business Administration and Management // Applied Technology, 4.00
Collin County Community College 2010 — 2012
Associate of Arts (AA), Elementary and Middle School Administration/Principalship, 4.00 ( A)
Jefferson Bank July 2007 - Present
Education
Purdue University
Alpha Park Public Library September 2002 - Present
Hawkeye Rubber Mfg January 1992 - September 1998
Jefferson Bank June 1967 - January 1991
Skills
Microsoft Office, Office Management, Customer Service, Data Entry, Administrative..., Outlook, Microsoft Word, Research, Event Planning, PowerPoint, Microsoft Excel, Social Media, Community Outreach, Editing, Office Administration, Nonprofits, Administration, Public Speaking, Records Management, Online Research
Education
Limestone Community High School 1964 — 1967
Illinois Central College
First State Bank of Uvalde November 2010 - Present
Jefferson Bank November 2004 - September 2009
Education
Southern Careers Institute-San Antonio 2002 — 2003
Certification, Medical Office Assistant/Specialist
james madison high school 1993 — 1997
received diploma
San Antonio College
Associate's degree, Banking and Financial Support Services