Jefferson Bank

Description

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.

Jefferson Bank Salaries. You can even request information on how much does Jefferson Bank pay if you want to. Learn about salaries, pros and cons of working for Jefferson Bank directly from the past employees.

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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

Employee
Years
Job
Industry
John Ferraro John Ferraro Greater Philadelphia Area Details
John Ferraro's Jefferson Bank Experience 1997 - 2000
Job Assistant Vice President at The Bancorp Bank
Industry Banking
Experience
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

Hugo Rene Echavarri Hugo Rene Echavarri San Antonio, Texas Details
Hugo Rene Echavarri's Jefferson Bank Experience December 1997 - Present
Job Senior Vice President , Trust Officer Manager at Jefferson Bank
Industry Financial Services
Experience
Jefferson Bank   December 1997 - Present

Education
Texas A&M University-Corpus Christi
Bachelor of Business Administration (BBA), Finance, General

Crystal Torres-Garza, M.S. Crystal Torres-Garza, M.S. San Antonio, Texas Area Details
Crystal Torres-Garza, M.S.'s Jefferson Bank Experience August 2011 - July 2015
Job Recruiting Professional
Industry Human Resources
Experience
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

Joey Fodero Joey Fodero Dallas/Fort Worth Area Details
Joey Fodero's Jefferson Bank Experience November 2012 - August 2013
Job Associate, Reference Data at Markit
Industry Financial Services
Experience
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

Amos Welder IV Amos Welder IV New York, New York Details
Amos Welder IV's Jefferson Bank Experience May 2012 - August 2012
Job International Graduate Corporate and Institutional Finance at Standard Chartered Bank
Industry Banking
Experience
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

J.J. Sofet J.J. Sofet San Antonio, Texas Details
J.J. Sofet's Jefferson Bank Experience January 2015 - Present
Job OnLine Fraud Analyst at Jefferson Bank
Industry Banking
Experience
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

Keri Moses Keri Moses San Antonio, Texas Details
Keri Moses's Jefferson Bank Experience July 2014 - Present
Job Vice President Mortgage Lending at Jefferson Bank
Industry Banking
Experience
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

Corbin Grantham Corbin Grantham Dallas/Fort Worth Area Details
Corbin Grantham's Jefferson Bank Experience June 2009 - September 2010
Job Domaines & Estates Sales Representative at Glazer's Distributors
Industry Commercial Real Estate
Experience
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

Charles Kerrigan Charles Kerrigan Greater Philadelphia Area Details
Charles Kerrigan's Jefferson Bank Experience 1984 - 1992
Job Financial Services
Industry Financial Services
Experience
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

Scott McQuage Scott McQuage Dallas/Fort Worth Area Details
Scott McQuage's Jefferson Bank Experience November 2010 - August 2011
Job Sr. Financial Analyst at Harwood International
Industry Commercial Real Estate
Experience
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

Blane Eikenhorst Blane Eikenhorst Houston, Texas Details
Blane Eikenhorst's Jefferson Bank Experience May 2012 - August 2012
Job Investment Analyst at NorthMarq
Industry Real Estate
Experience
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

Wafi Ali Wafi Ali San Antonio, Texas Details
Wafi Ali's Jefferson Bank Experience December 2014 - Present
Job Seeking Accounting Jobs
Industry Banking
Experience
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

Dennis Sprague Dennis Sprague Peoria, Illinois Area Details
Dennis Sprague's Jefferson Bank Experience February 1969 - June 1981
Job Searching for work in Peoria Il area
Industry Information Technology and Services
Experience
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

Herb Bond Herb Bond Miami/Fort Lauderdale Area Details
Herb Bond's Jefferson Bank Experience 1989 - 1992
Job Owner, Bond Limousines, Inc
Industry Transportation/Trucking/Railroad
Experience
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

Larry Burns Larry Burns Greater Philadelphia Area Details
Larry Burns's Jefferson Bank Experience August 1997 - September 1999
Job Senior Vice President, Commercial Lending at Conestoga Bank
Industry Banking
Experience
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

Jonathan Wilt Jonathan Wilt San Antonio, Texas Details
Jonathan Wilt's Jefferson Bank Experience June 2014 - Present
Job Credit Analyst 1 at Jefferson Bank
Industry Banking
Experience
Jefferson Bank   June 2014 - Present

Skills
Microsoft Word, Microsoft Office, Microsoft Excel

Education
Trinity University   2010 — 2014

Caroline Pratt, MBA Caroline Pratt, MBA Philadelphia, Pennsylvania Details
Caroline Pratt, MBA's Jefferson Bank Experience February 1996 - January 1999
Job Practice Administrator, Dermatopathology at Penn Medicine (University of Pennsylvania Health System)
Industry Hospital & Health Care
Experience
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

Irene Venegas Irene Venegas San Antonio, Texas Details
Irene Venegas's Jefferson Bank Experience June 2015 - Present
Job Administrative Specialist at Jefferson Bank
Industry Facilities Services
Experience
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

Barbara Teaford Barbara Teaford Naples, Florida Area Details
Barbara Teaford's Jefferson Bank Experience 1997 - 1999
Job
Industry Real Estate
Experience
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

J. M. (Joe) De La Garza Jr. J. M. (Joe) De La Garza Jr. San Antonio, Texas Details
J. M. (Joe) De La Garza Jr.'s Jefferson Bank Experience October 2012 - Present
Job Sr. Vice President at Jefferson Bank
Industry Banking
Experience
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

Adam Phillips Adam Phillips Dallas/Fort Worth Area Details
Adam Phillips's Jefferson Bank Experience May 2010 - January 2011
Job Vice President at MidSouth BankCommercial Loans up to $27MM, Litigation Financing for Personal Injury Attorneys
Industry Banking
Experience
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

Thomas J. Lynch Thomas J. Lynch Greater Philadelphia Area Details
Thomas J. Lynch's Jefferson Bank Experience January 1997 - March 2000
Job Vice President and Portfolio Manager at Haverford Trust Company
Industry Investment Management
Experience
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

Donna R. Walton Donna R. Walton Greater Philadelphia Area Details
Donna R. Walton's Jefferson Bank Experience October 1999 - April 2000
Job at City of Coatesville Police Department
Industry Law Enforcement
Experience
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

Craig Levin Craig Levin Greater New York City Area Details
Craig Levin's Jefferson Bank Experience May 1990 - April 1996
Job VP, Business Finance at Verint Systems Inc.
Industry Computer Software
Experience
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

Patricia Crouse Patricia Crouse Enid, Oklahoma Area Details
Patricia Crouse's Jefferson Bank Experience 2007 - 2011
Job Vice President, Risk Management at Central National Bank
Industry Banking
Experience
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

Yvonne O'Riley Yvonne O'Riley San Antonio, Texas Area Details
Yvonne O'Riley's Jefferson Bank Experience 2014 - Present
Job Experienced Administrative/Legal/HR Assistant
Industry Executive Office
Experience
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

Stacy Brunette Stacy Brunette Jefferson City, Missouri Details
Stacy Brunette's Jefferson Bank Experience May 2015 - Present
Job Mortgage Loan Processor at Jefferson Bank
Industry Banking
Experience
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

Brooke Pilgrim Brooke Pilgrim San Antonio, Texas Details
Brooke Pilgrim's Jefferson Bank Experience February 2002 - January 2006
Job Realtor at Keller Williams Realty Legacy Group
Industry Real Estate
Experience
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

Ernesto Ballesteros, CISSP Ernesto Ballesteros, CISSP San Antonio, Texas Details
Ernesto Ballesteros, CISSP's Jefferson Bank Experience July 2010 - October 2011
Job Director of the Center for Information Assurance Management and Leadership at Our Lady of the Lake University
Industry Information Technology and Services
Experience
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

Steven Fry, Jr. Steven Fry, Jr. San Antonio, Texas Area Details
Steven Fry, Jr.'s Jefferson Bank Experience October 2006 - April 2009
Job Sr. Account Manager at Rackspace, the Open Cloud Company
Industry Information Technology and Services
Experience
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

Carmen Mays Martin Carmen Mays Martin San Antonio, Texas Details
Carmen Mays Martin's Jefferson Bank Experience March 2015 - Present
Job Administrative Assistant, Mortgage Center at Jefferson Bank
Industry Executive Office
Experience
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

Larry Ratcliff Larry Ratcliff San Antonio, Texas Area Details
Larry Ratcliff's Jefferson Bank Experience October 1987 - Present
Job SVP, CIO at Jefferson Bank
Industry Banking
Experience
Jefferson Bank   October 1987 - Present

Skills
Banking, Commercial Banking, Internet Banking, Loans, Electronic Payments

Education
The University of Texas at San Antonio   1981 — 1987

Judy Trammell Judy Trammell Mesquite, Texas Details
Judy Trammell's Jefferson Bank Experience December 2004 - November 2008
Job Universal Banker II at MidSouth Bank
Industry Banking
Experience
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

Ben Gotte Ben Gotte Dallas/Fort Worth Area Details
Ben Gotte's Jefferson Bank Experience 2005 - 2007
Job Affiliate Broker at Fridrich and Clark Realty, LLC
Industry Real Estate
Experience
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

Elijah Echeveste Elijah Echeveste San Antonio, Texas Details
Elijah Echeveste's Jefferson Bank Experience January 2015 - August 2015
Job Licensed Real Estate Agent at Keller Williams City View
Industry Market Research
Experience
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

Lieschen Groos Gray Lieschen Groos Gray San Antonio, Texas Details
Lieschen Groos Gray's Jefferson Bank Experience September 2006 - August 2013
Job Wealth Management Associate at The Trust Company
Industry Banking
Experience
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.)

John Lighty John Lighty San Antonio, Texas Details
John Lighty's Jefferson Bank Experience March 2015 - May 2015
Job Portfolio Manager Associate at U.S. Trust
Industry Investment Management
Experience
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

Elaine (White) Longmire Elaine (White) Longmire New Braunfels, Texas Details
Elaine (White) Longmire's Jefferson Bank Experience July 2011 - Present
Job Vice President at Jefferson Bank
Industry Banking
Experience
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

Betty Venson Betty Venson San Antonio, Texas Area Details
Betty Venson's Jefferson Bank Experience 2000 - 2008
Job Independent Human Resources Professional
Industry Human Resources
Experience
Jefferson Bank   2000 - 2008

Education
Rice University   1971 — 1975
Bachelor's Degree, English Language and Literature/Letters

Walter Park Walter Park San Antonio, Texas Area Details
Walter Park's Jefferson Bank Experience 2010 - 2011
Job Investment Analyst at The Trust Company
Industry Financial Services
Experience
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

Marco (Guarneros) Valencia Marco (Guarneros) Valencia San Antonio, Texas Area Details
Marco (Guarneros) Valencia's Jefferson Bank Experience May 2015 - Present
Job Trust Operations Specialist
Industry Investment Management
Experience
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

Megan Remmert Megan Remmert Kansas City, Kansas Details
Megan Remmert's Jefferson Bank Experience May 2010 - August 2012
Job Doctor of Physical Therapy Student at Rockhurst University
Industry Higher Education
Experience
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

David Phillipy, CRCM David Phillipy, CRCM San Antonio, Texas Details
David Phillipy, CRCM's Jefferson Bank Experience June 2011 - Present
Job Senior Vice President and Chief Compliance Officer at Jefferson Bank
Industry Banking
Experience
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

Erica Babb Erica Babb Dallas/Fort Worth Area Details
Erica Babb's Jefferson Bank Experience December 2004 - August 2006
Job Associate at Southwest Search
Industry Staffing and Recruiting
Experience
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

Christine Imperatore Christine Imperatore Richmond, Texas Details
Christine Imperatore's Jefferson Bank Experience February 2011 - August 2011
Job Elementary School Teacher
Industry Education Management
Experience
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

Tate Waldrum Tate Waldrum San Antonio, Texas Area Details
Tate Waldrum's Jefferson Bank Experience January 2014 - Present
Job at
Industry Banking
Experience
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

Brian Henslee Brian Henslee San Antonio, Texas Details
Brian Henslee's Jefferson Bank Experience April 2011 - April 2013
Job Registered Due Diligence Analyst at Sendero Wealth Management
Industry Investment Management
Experience
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

Aamil Sarfani Aamil Sarfani Austin, Texas Details
Aamil Sarfani's Jefferson Bank Experience June 2012 - August 2012
Job Founder of Two Hands Brew
Industry Food & Beverages
Experience
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

Jamie Escareno Jamie Escareno San Antonio, Texas Area Details
Jamie Escareno's Jefferson Bank Experience April 2012 - September 2013
Job Information Security Professional
Industry Computer & Network Security
Experience
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

Robert Meacomes Robert Meacomes Miami, Florida Details
Robert Meacomes's Jefferson Bank Experience March 1992 - August 1994
Job Banker Commercial Lending and Credit Administration
Industry Banking
Experience
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

Monica Harvey Turner Monica Harvey Turner Greater Philadelphia Area Details
Monica Harvey Turner's Jefferson Bank Experience June 1988 - May 1995
Job Manager Client Services at iPipeline
Industry Insurance
Experience
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

Morgan Lucas Morgan Lucas Houston, Texas Area Details
Morgan Lucas's Jefferson Bank Experience May 2011 - August 2011
Job Altus Group Senior Consultant
Industry Real Estate
Experience
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

Mitchell Walker Mitchell Walker San Antonio, Texas Area Details
Mitchell Walker's Jefferson Bank Experience April 2008 - Present
Job Senior Vice President at Jefferson Bank
Industry Banking
Experience
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

Tammy Elmore Tammy Elmore San Antonio, Texas Area Details
Tammy Elmore's Jefferson Bank Experience November 2014 - Present
Job VP, HR Manager & Benefits Officer
Industry Financial Services
Experience
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

Gates, Christie Gates, Christie San Antonio, Texas Details
Gates, Christie's Jefferson Bank Experience February 2002 - Present
Job Senior Vice President Credit Analyst at Jefferson Bank
Industry Banking
Experience
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

George Stathopulos George Stathopulos Greater New York City Area Details
George Stathopulos's Jefferson Bank Experience 1997 - 1998
Job Support Manager with Active Global Support at SAP America
Industry Computer Software
Experience
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

Kyle Berry Kyle Berry Dallas/Fort Worth Area Details
Kyle Berry's Jefferson Bank Experience January 2006 - February 2007
Job Commercial Lending at American National Bank of Texas
Industry Banking
Experience
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

Allan Engle Allan Engle Columbia, Missouri Area Details
Allan Engle's Jefferson Bank Experience February 1998 - September 1999
Job System Engineer at Missouri Employers Mutual
Industry Information Technology and Services
Experience
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

Tierannye Sparks Tierannye Sparks Dallas/Fort Worth Area Details
Tierannye Sparks's Jefferson Bank Experience January 2007 - March 2008
Job Client Management Specialist
Industry Banking
Experience
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

Sallie Beason Sallie Beason Charlotte, North Carolina Area Details
Sallie Beason's Jefferson Bank Experience 1989 - 1995
Job Consultant Real Estate Finance
Industry Capital Markets
Experience
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

Tony Katz Tony Katz San Antonio, Texas Details
Tony Katz's Jefferson Bank Experience Vice President, Audit ManagerJefferson BankSeptember 2015 - Present
Job Vice President, Audit Manager at Jefferson Bank
Industry Banking
Experience
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

Brandey Orsag Brandey Orsag San Antonio, Texas Details
Brandey Orsag's Jefferson Bank Experience December 1997 - Present
Job Senior Vice President Jefferson Bank
Industry Banking
Experience
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

James Mendez James Mendez San Antonio, Texas Area Details
James Mendez's Jefferson Bank Experience January 1998 - September 1998
Job Systems Architect at KCI Medical
Industry Medical Devices
Experience
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

Deborah Fluehr Deborah Fluehr Greater Philadelphia Area Details
Deborah Fluehr's Jefferson Bank Experience 1983 - 2000
Job Business Manager at St. Peter's School
Industry Education Management
Experience
St. Peter's School   March 2001 - Present
Jefferson Bank   1983 - 2000

Education
La Salle University   1979 — 1982
BA, English

Barbara Fischer Barbara Fischer Greater Detroit Area Details
Barbara Fischer's Jefferson Bank Experience 1979 - 1998
Job Operations and Technology Executive
Industry Financial Services
Experience
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

Javier Villarreal, MBA, CRCM Javier Villarreal, MBA, CRCM San Antonio, Texas Area Details
Javier Villarreal, MBA, CRCM's Jefferson Bank Experience September 2006 - Present
Job Vice President/Senior Compliance Officer
Industry Banking
Experience
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

Brett Warren Brett Warren Greater Philadelphia Area Details
Brett Warren's Jefferson Bank Experience January 1989 - March 1996
Job President Buyers Home Mortgage NMLS# 143004 Sales Agent at Frolove Realty Group
Industry Financial Services
Experience
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

Vanessa Elizondo Hrbacek Vanessa Elizondo Hrbacek San Antonio, Texas Area Details
Vanessa Elizondo Hrbacek's Jefferson Bank Experience 2014 - Present
Job Accounting Professional
Industry Accounting
Experience
Jefferson Bank   2014 - Present
USAA  2010 - 2014

Education
Texas A&M University-Corpus Christi   2004 — 2008
Bachelor of Business Administration (BBA), Marketing / Accounting

Christine (Meehan) Miller Christine (Meehan) Miller Greater Philadelphia Area Details
Christine (Meehan) Miller's Jefferson Bank Experience 1992 - 2000
Job Commercial Lender at Polonia Bank
Industry Banking
Experience
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

Frank A. Parma Frank A. Parma Dallas/Fort Worth Area Details
Frank A. Parma's Jefferson Bank Experience May 2004 - July 2009
Job Expertise in Financial Analysis, Loan Review, Credit, Compliance, & Policy Development.
Industry Banking
Experience
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

Darby Devine Dawkins Darby Devine Dawkins Dallas/Fort Worth Area Details
Darby Devine Dawkins's Jefferson Bank Experience September 2008 - January 2010
Job The Dealey Group
Industry Marketing and Advertising
Experience
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

Marty Egan Marty Egan Greater Philadelphia Area Details
Marty Egan's Jefferson Bank Experience August 1994 - April 2000
Job Chief Accounting Officer at The Bancorp Bank
Industry Banking
Experience
The Bancorp Bank  October 1999 - Present
Jefferson Bank   August 1994 - April 2000

Education
Shippensburg University of Pennsylvania   1986 — 1990
BS Business Administration, Accounting

Marian L. Alderson Marian L. Alderson Richmond, Virginia Area Details
Marian L. Alderson's Jefferson Bank Experience July 1980 - September 1990
Job BeautiControl Director/Senior National Trainer
Industry Consumer Services
Experience
BeautiControl-BC Spa   March 1989 - Present
Jefferson Bank   July 1980 - September 1990

Education
University of Richmond   1985 — 1987
Banking/Real Estate

Charles Kochka Charles Kochka Greater Philadelphia Area Details
Charles Kochka's Jefferson Bank Experience 1989 - 1993
Job SVP Commercial Lending, Meridian Bank
Industry Banking
Experience
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

Heather Hoag Heather Hoag Greater Philadelphia Area Details
Heather Hoag's Jefferson Bank Experience April 1997 - August 1999
Job Manager Shared Accounting Services at Genesis HealthCare
Industry Hospital & Health Care
Experience
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

Susan Wiesner CTFA Susan Wiesner CTFA San Antonio, Texas Area Details
Susan Wiesner CTFA's Jefferson Bank Experience July 2001 - Present
Job Senior Vice President & Senior Trust Administrative Officer at Jefferson Bank
Industry Banking
Experience
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

Miles Fuquay, CFP® Miles Fuquay, CFP® San Antonio, Texas Area Details
Miles Fuquay, CFP®'s Jefferson Bank Experience May 2005 - Present
Job Trust Investment Officer at Jefferson Bank
Industry Banking
Experience
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

Bryan DeMartino Bryan DeMartino San Antonio, Texas Area Details
Bryan DeMartino's Jefferson Bank Experience April 2010 - Present
Job Credit Officer Credit Analyst II at Jefferson Bank
Industry Financial Services
Experience
Jefferson Bank   April 2010 - Present

Education
Texas A&M University   2005 — 2009

Beth A Kurtz Beth A Kurtz Reading, Pennsylvania Area Details
Beth A Kurtz's Jefferson Bank Experience June 1982 - April 2000
Job Capitol Dome Deli, Bookkeeping and Marketing
Industry Writing and Editing
Experience
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

Julie Roling Julie Roling Birmingham, Alabama Area Details
Julie Roling's Jefferson Bank Experience September 2010 - August 2013
Job Office Manager ANH Refractories
Industry Banking
Experience
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

Philip Kerr Philip Kerr Houston, Texas Area Details
Philip Kerr's Jefferson Bank Experience July 2008 - March 2010
Job Associate at Scotia Waterous
Industry Financial Services
Experience
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

Bob Wehmeyer Bob Wehmeyer San Antonio, Texas Area Details
Bob Wehmeyer's Jefferson Bank Experience May 2003 - Present
Job Division President, Jefferson Bank Trust
Industry Banking
Experience
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)

Andy Stackhouse - 215-682-4119 Andy Stackhouse - 215-682-4119 Greater Philadelphia Area Details
Andy Stackhouse - 215-682-4119's Jefferson Bank Experience June 1993 - December 1999
Job Senior Vice President/Fox Chase Bank
Industry Banking
Experience
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

Rosann Rust Rosann Rust San Antonio, Texas Area Details
Rosann Rust's Jefferson Bank Experience April 2007 - Present
Job Lending Assistant at Jefferson Bank
Industry Banking
Experience
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

Michael Amend Michael Amend Dallas/Fort Worth Area Details
Michael Amend's Jefferson Bank Experience August 2009 - August 2010
Job Experienced Loan Review and Credit Risk Manager, Commissioned Bank Examiner, SWGSB Graduate.
Industry Banking
Experience
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

Erin Cohen Erin Cohen Greater Philadelphia Area Details
Erin Cohen's Jefferson Bank Experience 1995 - 2001
Job Retail Officer, AVP for Ambler Savings Bank
Industry Banking
Experience
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

Rosie Cantu Rosie Cantu San Antonio, Texas Area Details
Rosie Cantu's Jefferson Bank Experience January 2012 - Present
Job Help Desk Technician at Jefferson Bank
Industry Information Technology and Services
Experience
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

Dan Musselman Dan Musselman San Antonio, Texas Area Details
Dan Musselman's Jefferson Bank Experience May 2011 - Present
Job Vice President Loan Operations at Jefferson Bank
Industry Banking
Experience
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

Estrellita Garcia-Diaz Estrellita Garcia-Diaz San Antonio, Texas Area Details
Estrellita Garcia-Diaz's Jefferson Bank Experience September 2014 - Present
Job Business Professional
Industry Banking
Experience
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

Cris Cardona Cris Cardona San Antonio, Texas Area Details
Cris Cardona's Jefferson Bank Experience June 2013 - Present
Job AVP, IT Infrastructure Manager at Jefferson Bank
Industry Information Technology and Services
Experience
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

Andrea Guadarrama, MBA Andrea Guadarrama, MBA San Antonio, Texas Area Details
Andrea Guadarrama, MBA's Jefferson Bank Experience September 2007 - October 2008
Job Financial Analyst / O & M Budget Analysis and Process Management at CPS
Industry Banking
Experience
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

Meredith Levine Meredith Levine Dallas, Texas Details
Meredith Levine's Jefferson Bank Experience May 2008 - August 2008
Job International Tax Associate at KPMG
Industry Accounting
Experience
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

Dan Waks Dan Waks Tampa/St. Petersburg, Florida Area Details
Dan Waks's Jefferson Bank Experience March 2012 - Present
Job Vice President at Jefferson Bank
Industry Banking
Experience
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

Gil Sepulveda Gil Sepulveda San Antonio, Texas Area Details
Gil Sepulveda's Jefferson Bank Experience June 2015 - Present
Job SVP/Loan Review Manager at Jefferson Bank
Industry Banking
Experience
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

Michael Stegge Michael Stegge San Antonio, Texas Area Details
Michael Stegge's Jefferson Bank Experience June 2014 - August 2014
Job Student at Schreiner University
Industry Information Technology and Services
Experience
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

Paul Creagh Paul Creagh San Antonio, Texas Area Details
Paul Creagh's Jefferson Bank Experience October 2005 - Present
Job Banking at Jefferson Bank
Industry Banking
Experience
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

Brad Angotti Brad Angotti San Antonio, Texas Area Details
Brad Angotti's Jefferson Bank Experience 2006 - 2008
Job Manager at Rackspace Hosting
Industry Information Technology and Services
Experience
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

Jeannette Hogg Jeannette Hogg San Antonio, Texas Area Details
Jeannette Hogg's Jefferson Bank Experience August 1992 - Present
Job Operations Supervisor at Jefferson Bank
Industry Banking
Experience
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

Mary Ellen Archer Mary Ellen Archer San Antonio, Texas Details
Mary Ellen Archer's Jefferson Bank Experience October 2014 - Present
Job
Industry Banking
Experience
Jefferson Bank   October 2014 - Present

Education
The University of Texas at Austin   1986 — 1990
Bachelor of Business Administration (BBA), Finance and Marketing

Karla Paris Karla Paris Grand Prairie, Texas Details
Karla Paris's Jefferson Bank Experience 2008 - 2011
Job Financial Analyst at Dallas Texas
Industry Aviation & Aerospace
Experience
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

Brooke Weiss Brooke Weiss San Antonio, Texas Details
Brooke Weiss's Jefferson Bank Experience 2006 - 2008
Job marketing/sales operations/PR
Industry Investment Management
Experience
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

Arlene McKenzie Arlene McKenzie San Antonio, Texas Details
Arlene McKenzie's Jefferson Bank Experience September 2015 - Present
Job Recruiting Officer at Jefferson Bank
Industry Banking
Experience
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

Bryan Amend Bryan Amend Dallas/Fort Worth Area Details
Bryan Amend's Jefferson Bank Experience May 2010 - August 2011
Job Operations/Administrative Assistant at Liberty Capital Bank
Industry Banking
Experience
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

Martha Baker Martha Baker Dallas/Fort Worth Area Details
Martha Baker's Jefferson Bank Experience October 2002 - April 2010
Job Student @ UNT at Ret.V.P. of Banking // Currently a University Student
Industry Banking
Experience
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)

Jesse Covarrubias Jesse Covarrubias San Antonio, Texas Area Details
Jesse Covarrubias's Jefferson Bank Experience July 2007 - Present
Job Branch Service Manager at Jefferson Bank
Industry Banking
Experience
Jefferson Bank   July 2007 - Present

Education
Purdue University

Sandy Lingenfelter Sandy Lingenfelter Peoria, Illinois Details
Sandy Lingenfelter's Jefferson Bank Experience June 1967 - January 1991
Job Office Manager at Alpha Park Public Library
Industry Libraries
Experience
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

Christina Tovar Christina Tovar Sabinal, Texas Details
Christina Tovar's Jefferson Bank Experience November 2004 - September 2009
Job New Accounts Rep at First State Bank of Uvalde
Industry Banking
Experience
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