MBank Dallas
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MBank Dallas Employees
Employee
Years
Job
Industry
Gina Jackson Gina Jackson's MBank Dallas Experience September 1988 - September 1989
Job Sr. Vice President NMLS 208580 / Branch Manager at Cornerstone Home Lending, Inc.
Industry Financial Services
Experience
Cornerstone Home Lending, Inc. Equal Housing Opportunity April 1997 - Present
Chase Home Finance September 1991 - April 1997
Bank One, Texas September 1989 - September 1991
MBank Dallas September 1988 - September 1989
Skills
Credit, Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Residential Mortgages, FHA, Refinance, VA loans, Banking, Credit Analysis, Investments, Underwriting
Education
The University of Texas at Austin 1984 — 1988
BBA, Finance and Marketing
Cornerstone Home Lending, Inc. Equal Housing Opportunity April 1997 - Present
Chase Home Finance September 1991 - April 1997
Bank One, Texas September 1989 - September 1991
MBank Dallas September 1988 - September 1989
Skills
Credit, Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Residential Mortgages, FHA, Refinance, VA loans, Banking, Credit Analysis, Investments, Underwriting
Education
The University of Texas at Austin 1984 — 1988
BBA, Finance and Marketing
Kirk Starks Kirk Starks's MBank Dallas Experience January 1988 - December 1990
Job Corporate Real Estate Executive
Industry Real Estate
Experience
Real Estate Professional September 2011 - Present
TXI September 1999 - September 2011
United Real Estate Management January 1998 - December 1999
Fidelity National Title January 1997 - December 1998
Bank One January 1990 - December 1994
MBank Dallas January 1988 - December 1990
Erle Rawlins Realtors, Inc January 1983 - December 1988
Skills
Contract Negotiations, P&L Management, Strategic Planning, Sales Management, Forecasting, Corporate Real Estate, REO, Real Estate..., Contract Negotiation, Leases, Disposition, Real Estate, Mergers & Acquisitions, Real Estate Development, Property Management, Investment Properties, Financial Analysis, Negotiation, Location Intelligence, Commercial Real Estate, Budgets, Management, Portfolio Management, Business Development, Due Diligence, Lease Negotiations, Real Estate Transactions, Leadership, Property, Real Estate Economics
Education
University of Kansas
BGS: Speech/Psychology/Sociology, Speech Communications & Human Relations
Commercial College
GREA, Real Estate Law
Real Estate Professional September 2011 - Present
TXI September 1999 - September 2011
United Real Estate Management January 1998 - December 1999
Fidelity National Title January 1997 - December 1998
Bank One January 1990 - December 1994
MBank Dallas January 1988 - December 1990
Erle Rawlins Realtors, Inc January 1983 - December 1988
Skills
Contract Negotiations, P&L Management, Strategic Planning, Sales Management, Forecasting, Corporate Real Estate, REO, Real Estate..., Contract Negotiation, Leases, Disposition, Real Estate, Mergers & Acquisitions, Real Estate Development, Property Management, Investment Properties, Financial Analysis, Negotiation, Location Intelligence, Commercial Real Estate, Budgets, Management, Portfolio Management, Business Development, Due Diligence, Lease Negotiations, Real Estate Transactions, Leadership, Property, Real Estate Economics
Education
University of Kansas
BGS: Speech/Psychology/Sociology, Speech Communications & Human Relations
Commercial College
GREA, Real Estate Law
Ted Walker Ted Walker's MBank Dallas Experience 1979 - 1988
Job President at Moore Plastics
Industry Plastics
Experience
Moore Plastics 1996 - Present
Strategic Solutions 1993 - Present
Southwest Photo Supplies 1990 - 1993
Longhorn Packaging, Inc. 1988 - 1989
MBank Dallas 1979 - 1988
Skills
Product Marketing, Root Cause Analysis, Strategic Planning, Business Strategy, Mergers, Coaching, Manufacturing, Training, Microsoft Office, Strategy, Project Management, Small Business, Process Improvement, Operations Management, Mergers & Acquisitions, Start-ups, Management, Contract Negotiation, Public Speaking, Customer Service
Education
The University of Texas at Austin 1976 — 1978
BBA, Finance
Colorado State University 1974 — 1976
biology, agriculture
TMI
Moore Plastics 1996 - Present
Strategic Solutions 1993 - Present
Southwest Photo Supplies 1990 - 1993
Longhorn Packaging, Inc. 1988 - 1989
MBank Dallas 1979 - 1988
Skills
Product Marketing, Root Cause Analysis, Strategic Planning, Business Strategy, Mergers, Coaching, Manufacturing, Training, Microsoft Office, Strategy, Project Management, Small Business, Process Improvement, Operations Management, Mergers & Acquisitions, Start-ups, Management, Contract Negotiation, Public Speaking, Customer Service
Education
The University of Texas at Austin 1976 — 1978
BBA, Finance
Colorado State University 1974 — 1976
biology, agriculture
TMI
Jared Cahill's MBank Dallas Experience 1980 - 1988
Job CEO at TBA Marketing, LLC
Industry Marketing and Advertising
Experience
TBA Marketing, LLC May 2008 - Present
TBA Marketing, LLC April 2011 - 2012
MBank Dallas 1980 - 1988
Skills
Marketing Strategy, Strategic Planning, New Business Development, Marketing Communications, Business Development, Advertising, Marketing, Team Building, Direct Marketing, Leadership, Entrepreneurship, Public Relations, Sales Management, Social Media Marketing, Online Advertising
Education
LSU 1976 — 1980
Master of Business Administration (MBA), Banking
Louisiana State University 1976 — 1980
Bachelor of Arts (B.A.), Political Science and Government
TBA Marketing, LLC May 2008 - Present
TBA Marketing, LLC April 2011 - 2012
MBank Dallas 1980 - 1988
Skills
Marketing Strategy, Strategic Planning, New Business Development, Marketing Communications, Business Development, Advertising, Marketing, Team Building, Direct Marketing, Leadership, Entrepreneurship, Public Relations, Sales Management, Social Media Marketing, Online Advertising
Education
LSU 1976 — 1980
Master of Business Administration (MBA), Banking
Louisiana State University 1976 — 1980
Bachelor of Arts (B.A.), Political Science and Government
Jeff Kaye Jeff Kaye's MBank Dallas Experience 1985 - 1988
Job Managing Broker & Principal
Industry Real Estate
Experience
First Texas Commercial Realty, LLC 2007 - Present
eBay Retail Business January 2010 - Present
AT&T Mobility September 2011 - June 2013
Fleischer International Trading, Inc 2009 - 2010
Classic Wine Distributors, LLC 2002 - 2007
Vine & Spirits Distributing, Inc 1996 - 2002
FGB Realty Advisors 1992 - 1995
FAMCO 1989 - 1992
MBank Dallas 1985 - 1988
BancTEXAS 1984 - 1985
Skills
Sales Management, Customer Service, Business Management, Product Management, Sales Presentations, Project Portfolio..., Negotiation, Coordination, Vendor Relations, Personal Development, Entrepreneurship, New Venture Creation, Inventory Management, Financial Management, Product Marketing, New Business Development, Relationship Marketing, Team Management, Team Leadership, Sales Support, Management, Sales Operations, Due Diligence, Marketing, Contract Negotiation, Strategic Planning, Sales, Marketing Strategy
Education
Southern Methodist University
Bachelor of Arts, Political Science
Southern Methodist University
Bachelor of Business Administration - Certificate, Real Estate
WFBHS
First Texas Commercial Realty, LLC 2007 - Present
eBay Retail Business January 2010 - Present
AT&T Mobility September 2011 - June 2013
Fleischer International Trading, Inc 2009 - 2010
Classic Wine Distributors, LLC 2002 - 2007
Vine & Spirits Distributing, Inc 1996 - 2002
FGB Realty Advisors 1992 - 1995
FAMCO 1989 - 1992
MBank Dallas 1985 - 1988
BancTEXAS 1984 - 1985
Skills
Sales Management, Customer Service, Business Management, Product Management, Sales Presentations, Project Portfolio..., Negotiation, Coordination, Vendor Relations, Personal Development, Entrepreneurship, New Venture Creation, Inventory Management, Financial Management, Product Marketing, New Business Development, Relationship Marketing, Team Management, Team Leadership, Sales Support, Management, Sales Operations, Due Diligence, Marketing, Contract Negotiation, Strategic Planning, Sales, Marketing Strategy
Education
Southern Methodist University
Bachelor of Arts, Political Science
Southern Methodist University
Bachelor of Business Administration - Certificate, Real Estate
WFBHS
Bruce F. Harris Bruce F. Harris's MBank Dallas Experience 1986 - 1989
Job Maximizing Resources & Expanding Capabilities for Real Estate & Corporate Debt & Equity Assets
Industry Investment Management
Experience
HARRIS ADVISORY, LLC July 2015 - Present
Treadstone Partners, LLC July 1994 - June 2015
JER Partners January 1990 - June 1994
MBANK DALLAS 1986 - 1989
Skills
Due Diligence, Underwriting, Valuation, Structuring, Asset Management, Exit Strategies, Corporate Assets &..., Commercial Real Estate, Deal Sourcing, Financial Analysis, Debt, Portfolio Management, Alternative Investment..., Restructuring, Private Equity, Alternative Investments, Investments, Financial Modeling, Loans, Investors, Mezzanine, Dispositions, Workout, Negotiation, Business Planning, Presentations, Equities, Structured Finance, Financial Structuring, Disposition
Education
Southern Methodist University - Cox School of Business
BBA
The University of Texas at Austin - Red McCombs School of Business
MBA
HARRIS ADVISORY, LLC July 2015 - Present
Treadstone Partners, LLC July 1994 - June 2015
JER Partners January 1990 - June 1994
MBANK DALLAS 1986 - 1989
Skills
Due Diligence, Underwriting, Valuation, Structuring, Asset Management, Exit Strategies, Corporate Assets &..., Commercial Real Estate, Deal Sourcing, Financial Analysis, Debt, Portfolio Management, Alternative Investment..., Restructuring, Private Equity, Alternative Investments, Investments, Financial Modeling, Loans, Investors, Mezzanine, Dispositions, Workout, Negotiation, Business Planning, Presentations, Equities, Structured Finance, Financial Structuring, Disposition
Education
Southern Methodist University - Cox School of Business
BBA
The University of Texas at Austin - Red McCombs School of Business
MBA
Susan L. (Drewry) Reagan Susan L. (Drewry) Reagan's MBank Dallas Experience 1985 - 1989
Job Financial Services Professional
Industry Financial Services
Experience
Seeking a New Opportunity 2014 - Present
CASA Dallas 2013 - Present
DFW Connect Crown Financial 2008 - Present
Daryl Jenkins & Associates 2007 - 2008
Casual Corner Group 1999 - 2006
Comerica Bank 1994 - 1996
Bank One Mgmt. & Consulting Corp. (formerly Bonnet Resources) 1989 - 1994
MBank Dallas 1985 - 1989
Skills
Banking, Loans, Budgets, Training, Finance, Customer Service, Mortgage Lending, Financial Analysis, Portfolio Management, Leadership, Management, Credit, Analysis, Commercial Lending, Sales
Education
LeTourneau University
Bachelor's Degree, Business Management
University of Arkansas at Fayetteville
Seeking a New Opportunity 2014 - Present
CASA Dallas 2013 - Present
DFW Connect Crown Financial 2008 - Present
Daryl Jenkins & Associates 2007 - 2008
Casual Corner Group 1999 - 2006
Comerica Bank 1994 - 1996
Bank One Mgmt. & Consulting Corp. (formerly Bonnet Resources) 1989 - 1994
MBank Dallas 1985 - 1989
Skills
Banking, Loans, Budgets, Training, Finance, Customer Service, Mortgage Lending, Financial Analysis, Portfolio Management, Leadership, Management, Credit, Analysis, Commercial Lending, Sales
Education
LeTourneau University
Bachelor's Degree, Business Management
University of Arkansas at Fayetteville
David Likins David Likins's MBank Dallas Experience January 1985 - January 1989
Job Partner ECM Financial Services BAO
Industry Financial Services
Experience
IBM Global Business Services May 2010 - Present
IBM October 2002 - April 2011
IBM Global Business Services 2002 - 2011
Pricewaterhouse Coopers Consulting 1999 - 2002
PricewaterhouseCoopers 1991 - 2002
Coopers and Lybrand 1993 - 1998
Coopers & Lybrand Consulting 1993 - 1998
First USA February 1989 - January 1993
MBank Dallas January 1985 - January 1989
Mercantile National Bank January 1980 - January 1985
Skills
Management Consulting, Business Transformation, IT Strategy, Change Management, Business Process..., Professional Services, Process Improvement, Outsourcing, Business Analysis, Vendor Management, Banking, Risk Management, PMO, Enterprise Architecture, SDLC, Analysis, Portfolio Management, Financial Services, Enterprise Content..., Start-ups, Business Process..., Strategy, Business Process Design, Project Portfolio..., Consulting, Project Management, Credit, Management, Governance, Business Intelligence, Credit Risk, Business Process, Business Analytics, CRM, Mergers & Acquisitions, Enterprise Software, Program Management, Executive Management, Integration, Solution Architecture, SaaS, Requirements Analysis, Finance
Education
Thunderbird School of Global Management 1978 — 1979
MIM, International Business
University of Utah 1973 — 1977
Bachelor of Arts (B.A.), History & Anthropology
IBM Global Business Services May 2010 - Present
IBM October 2002 - April 2011
IBM Global Business Services 2002 - 2011
Pricewaterhouse Coopers Consulting 1999 - 2002
PricewaterhouseCoopers 1991 - 2002
Coopers and Lybrand 1993 - 1998
Coopers & Lybrand Consulting 1993 - 1998
First USA February 1989 - January 1993
MBank Dallas January 1985 - January 1989
Mercantile National Bank January 1980 - January 1985
Skills
Management Consulting, Business Transformation, IT Strategy, Change Management, Business Process..., Professional Services, Process Improvement, Outsourcing, Business Analysis, Vendor Management, Banking, Risk Management, PMO, Enterprise Architecture, SDLC, Analysis, Portfolio Management, Financial Services, Enterprise Content..., Start-ups, Business Process..., Strategy, Business Process Design, Project Portfolio..., Consulting, Project Management, Credit, Management, Governance, Business Intelligence, Credit Risk, Business Process, Business Analytics, CRM, Mergers & Acquisitions, Enterprise Software, Program Management, Executive Management, Integration, Solution Architecture, SaaS, Requirements Analysis, Finance
Education
Thunderbird School of Global Management 1978 — 1979
MIM, International Business
University of Utah 1973 — 1977
Bachelor of Arts (B.A.), History & Anthropology
Patty M. Kiker's MBank Dallas Experience 1984 - 1989
Job Retired
Industry Management Consulting
Experience
Retired October 2010 - Present
Independent Contract Consultant January 2004 - January 2012
McIntosh & Associates May 2007 - September 2008
Chase Paymentech 1995 - 2004
NationsBank 1992 - 1995
Bank of America 1989 - 1992
MBank Dallas 1984 - 1989
Skills
Process Improvement, Marketing Strategy, Customer Relations, Coaching, Performance Management, Sales Management, Call Center, B2B, Strategic Planning, Team Building, Forecasting, Negotiation, Business Strategy, Change Management, Contract Negotiations, Mentoring, P&L Management, Customer Service, New Business Development, Team Leadership, Team Management, Portfolio Management, Relationship Management, Risk Management, Strategy, Business Development, Program Management, Training, Financial Analysis, Management, Mergers & Acquisitions, Cross-functional Team..., Business Planning, Analysis, Leadership, Call Centers, Marketing, Business Process..., Competitive Analysis, Management Consulting, Budgets, Outsourcing, Banking, Contract Negotiation, Business Analysis, Vendor Management, Sales, Operations Management, Executive Management, CRM
Education
Texas Tech University - Rawls College of Business
Bachelor of Business Administration, Finance
Retired October 2010 - Present
Independent Contract Consultant January 2004 - January 2012
McIntosh & Associates May 2007 - September 2008
Chase Paymentech 1995 - 2004
NationsBank 1992 - 1995
Bank of America 1989 - 1992
MBank Dallas 1984 - 1989
Skills
Process Improvement, Marketing Strategy, Customer Relations, Coaching, Performance Management, Sales Management, Call Center, B2B, Strategic Planning, Team Building, Forecasting, Negotiation, Business Strategy, Change Management, Contract Negotiations, Mentoring, P&L Management, Customer Service, New Business Development, Team Leadership, Team Management, Portfolio Management, Relationship Management, Risk Management, Strategy, Business Development, Program Management, Training, Financial Analysis, Management, Mergers & Acquisitions, Cross-functional Team..., Business Planning, Analysis, Leadership, Call Centers, Marketing, Business Process..., Competitive Analysis, Management Consulting, Budgets, Outsourcing, Banking, Contract Negotiation, Business Analysis, Vendor Management, Sales, Operations Management, Executive Management, CRM
Education
Texas Tech University - Rawls College of Business
Bachelor of Business Administration, Finance
Tom Lupinacci's MBank Dallas Experience 1980 - 1986
Job Managing Partner at Freedom Partners
Industry Financial Services
Experience
Freedom Partners August 2012 - Present
vCon Advisors October 2009 - June 2012
bankerstuff.com October 2008 - June 2010
BAI April 2005 - September 2008
Citicards May 2000 - January 2005
American Maturity Life subsidiary of Hartford Life) May 1997 - December 1999
Paymentech May 1994 - December 1996
Fidelity Investments July 1986 - April 1994
MBank Dallas 1980 - 1986
Skills
Banking, Vendor Management
Education
Texas Christian University - M.J. Neeley School of Business 1971 — 1973
MBA, Management & Statistics
University of Hartford 1965 — 1969
BS, Business Administration
Freedom Partners August 2012 - Present
vCon Advisors October 2009 - June 2012
bankerstuff.com October 2008 - June 2010
BAI April 2005 - September 2008
Citicards May 2000 - January 2005
American Maturity Life subsidiary of Hartford Life) May 1997 - December 1999
Paymentech May 1994 - December 1996
Fidelity Investments July 1986 - April 1994
MBank Dallas 1980 - 1986
Skills
Banking, Vendor Management
Education
Texas Christian University - M.J. Neeley School of Business 1971 — 1973
MBA, Management & Statistics
University of Hartford 1965 — 1969
BS, Business Administration
Janet Pickering, CTP's MBank Dallas Experience 1983 - 1989
Job Director, Risk and Compliance
Industry Financial Services
Experience
ADP March 2013 - Present
ADP June 2011 - March 2013
The Bank of New York Mellon 2006 - December 2008
The Bank of New York Trust Company, NA 1996 - 2006
Bank of America State Trust Company, NA 1994 - 1996
Security Pacific State Trust Company 1990 - 1993
Security Pacific National Bank 1989 - 1990
MBank Dallas 1983 - 1989
Skills
Securities, Financial Services, Leadership, Finance, Capital Markets, Back Office, Management, Strategy, New Business Development, Integration, Mergers & Acquisitions, Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
Bachelor of Science, Finance and Investments
BS Finance
ADP March 2013 - Present
ADP June 2011 - March 2013
The Bank of New York Mellon 2006 - December 2008
The Bank of New York Trust Company, NA 1996 - 2006
Bank of America State Trust Company, NA 1994 - 1996
Security Pacific State Trust Company 1990 - 1993
Security Pacific National Bank 1989 - 1990
MBank Dallas 1983 - 1989
Skills
Securities, Financial Services, Leadership, Finance, Capital Markets, Back Office, Management, Strategy, New Business Development, Integration, Mergers & Acquisitions, Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
Bachelor of Science, Finance and Investments
BS Finance
Don Farmer's MBank Dallas Experience September 1987 - December 1989
Job Managing Director Capital Markets Structured Finance
Industry Financial Services
Experience
Transwestern April 2014 - Present
Financial Federal Savings Bank February 2011 - April 2014
FL Advisory Group August 2009 - February 2011
Bridger Commercial Funding 2003 - 2009
Allegiance Title August 2000 - July 2002
ARCap January 1996 - December 1999
Banc One Management and Consulting January 1992 - December 1995
Banc One Management and Co January 1990 - December 1992
MBank Dallas September 1987 - December 1989
MBank Waco December 1983 - August 1987
Education
Auburn University, College of Business 1973 — 1977
BS, Finance
Transwestern April 2014 - Present
Financial Federal Savings Bank February 2011 - April 2014
FL Advisory Group August 2009 - February 2011
Bridger Commercial Funding 2003 - 2009
Allegiance Title August 2000 - July 2002
ARCap January 1996 - December 1999
Banc One Management and Consulting January 1992 - December 1995
Banc One Management and Co January 1990 - December 1992
MBank Dallas September 1987 - December 1989
MBank Waco December 1983 - August 1987
Education
Auburn University, College of Business 1973 — 1977
BS, Finance
Reagan Stewart's MBank Dallas Experience January 1983 - December 1990
Job Managing Director at Clarion Financial Services, LLC
Industry Financial Services
Experience
Clarion Financial Services, LLC February 2001 - Present
SpectraSite Communications January 2000 - January 2001
Arthur Andersen & Co. December 1990 - December 1999
MBank Dallas January 1983 - December 1990
Skills
Due Diligence, Restructuring, Financial Analysis, Corporate Finance, Credit, Bankruptcy, Strategic Planning, Management Consulting, Debt, Management, Financial Services, Mergers & Acquisitions, Finance, Strategy, Private Equity, Financial Modeling, Investments, Valuation
Education
Louisiana State University 1977 — 1982
BS; MS, Finance
Clarion Financial Services, LLC February 2001 - Present
SpectraSite Communications January 2000 - January 2001
Arthur Andersen & Co. December 1990 - December 1999
MBank Dallas January 1983 - December 1990
Skills
Due Diligence, Restructuring, Financial Analysis, Corporate Finance, Credit, Bankruptcy, Strategic Planning, Management Consulting, Debt, Management, Financial Services, Mergers & Acquisitions, Finance, Strategy, Private Equity, Financial Modeling, Investments, Valuation
Education
Louisiana State University 1977 — 1982
BS; MS, Finance
Ed Berry's MBank Dallas Experience 1985 - 1989
Job Network Administrator, Photographer, Theatre Professional
Industry Information Technology and Services
Experience
Natural Grocers by Vitamin Cottage April 2009 - July 2014
Natural Grocers by Vitamin Cottage April 2007 - March 2009
Natural Grocers by Vitamin Cottage November 2003 - March 2007
Analysts International Corporation (AIC) January 2003 - February 2004
Jones Knowledge 2002 - 2002
Dex Media (Qwest Dex, US WEST DEX) 1995 - 2001
Command Staffing, Inc. 1993 - 1995
Thompson & Knight LLP 1992 - 1993
ACS 1989 - 1992
MBank Dallas 1985 - 1989
Skills
Network Administration, Telecommunications, Servers, System Administration, Troubleshooting, Cisco Technologies, Watchguard, Microsoft Office, Unix, Networking, Photography
Education
Eastfield College
Electrical, Electronics and Communications Engineering
Richland College
Computer Programming
Natural Grocers by Vitamin Cottage April 2009 - July 2014
Natural Grocers by Vitamin Cottage April 2007 - March 2009
Natural Grocers by Vitamin Cottage November 2003 - March 2007
Analysts International Corporation (AIC) January 2003 - February 2004
Jones Knowledge 2002 - 2002
Dex Media (Qwest Dex, US WEST DEX) 1995 - 2001
Command Staffing, Inc. 1993 - 1995
Thompson & Knight LLP 1992 - 1993
ACS 1989 - 1992
MBank Dallas 1985 - 1989
Skills
Network Administration, Telecommunications, Servers, System Administration, Troubleshooting, Cisco Technologies, Watchguard, Microsoft Office, Unix, Networking, Photography
Education
Eastfield College
Electrical, Electronics and Communications Engineering
Richland College
Computer Programming
Jeff Pan's MBank Dallas Experience 1981 - 1986
Job Pan Management I, LLC
Industry Executive Office
Experience
Pan Management I, LLC 2011 - Present
Panmax International Limited 2006 - Present
Revenue Cycle Solutions, Inc. 2007 - 2011
USI Holdings Corporation 2005 - 2005
Summit Global Partners, Inc. 1997 - 2005
California Federal Bank 1995 - 1997
Diamond A - Ford Corporation & Its Predecessors 1986 - 1996
Ford Capital Limited 1986 - 1994
United National Bank 1988 - 1993
MBank Dallas 1981 - 1986
Skills
Mergers, Banking, Revenue Cycle, Turn Arounds, Brokers, International Trade, Due Diligence, Corporate Finance, Divestitures, Private Equity, Insurance, Venture Capital, Strategic Planning, Mergers & Acquisitions, Management, Financial Services, Financial Analysis, Business Analysis, Start-ups, Loans, Strategy, Finance, Restructuring, Management Consulting, Portfolio Management, Investments, Managerial Finance, Strategic Financial..., Business Strategy, Business Development
Education
The University of Chicago 1979 — 1981
MBA, Finance
Carnegie Mellon University 1975 — 1979
BS, Mechanical Engineering, Mathematics & Economics
Pan Management I, LLC 2011 - Present
Panmax International Limited 2006 - Present
Revenue Cycle Solutions, Inc. 2007 - 2011
USI Holdings Corporation 2005 - 2005
Summit Global Partners, Inc. 1997 - 2005
California Federal Bank 1995 - 1997
Diamond A - Ford Corporation & Its Predecessors 1986 - 1996
Ford Capital Limited 1986 - 1994
United National Bank 1988 - 1993
MBank Dallas 1981 - 1986
Skills
Mergers, Banking, Revenue Cycle, Turn Arounds, Brokers, International Trade, Due Diligence, Corporate Finance, Divestitures, Private Equity, Insurance, Venture Capital, Strategic Planning, Mergers & Acquisitions, Management, Financial Services, Financial Analysis, Business Analysis, Start-ups, Loans, Strategy, Finance, Restructuring, Management Consulting, Portfolio Management, Investments, Managerial Finance, Strategic Financial..., Business Strategy, Business Development
Education
The University of Chicago 1979 — 1981
MBA, Finance
Carnegie Mellon University 1975 — 1979
BS, Mechanical Engineering, Mathematics & Economics