Montgomery Bank
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Montgomery Bank Employees
BBVA Compass June 2015 - Present
Sage Exports LLC January 2010 - June 2015
Lindenwood, Maryville, and Concordia Universities. October 2007 - June 2013
Peoples National Bank May 2009 - November 2010
Fifth Third Bank January 2006 - September 2008
Montgomery Bank 2004 - 2005
US Bank May 1999 - December 2001
GE Capital Commercial Finance January 1998 - May 1999
Skills
Commercial Lending, Mergers, Loans, Banking, Financial Analysis, Credit, Credit Analysis, Sales, Investments, Portfolio Management, Finance, Cash Management, Mergers & Acquisitions, New Business Development, Commercial Real Estate, Business Development, Marketing, Small Business, Financial Modeling, Strategic Planning, Forecasting, Corporate Finance
Education
St. Louis University 1983 — 1985
MBA, Finance
University of Missouri-Columbia 1977 — 1981
BS, Economics
Saint Francis Medical Center June 2012 - Present
Southeast Missouri Hospital June 2011 - June 2012
Montgomery Bank March 2008 - June 2011
US Bank January 2007 - March 2008
Skills
Customer Service, Management, Hospitals, Healthcare, Healthcare Management, EMR, Healthcare Information..., Strategic Planning, EHR, Managed Care, Physician Relations, Process Improvement, Nursing, Team Building, Clinical Research, Patient Safety, HIPAA
Education
Southeast Missouri State University - Harrison College of Business 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0 GPA
Southeast Missouri State University - Harrison College of Business 2006 — 2010
Bachelor of Science in Business Administration, Finance, Summa Cum Laude
Montgomery Bank August 2012 - Present
Skills
Management, Microsoft Office, Microsoft Excel, Customer Service, Sales, Banking, Retail Banking, Home Equity Loans, Loans
Education
St Charles Community College
Business/Commerce, General
Montgomery Bank October 2008 - Present
Skills
Loans, Commercial Lending, Mortgage Lending, Mortgage Banking, Credit Analysis, Refinance, Banking, Underwriting, Consumer Lending, Small Business Lending, Loan Origination, Commercial Banking, Lines Of Credit, Financial Analysis, Retail Banking, Residential Mortgages, FHA, Deposits, Cash Management, Credit Cards, Customer Service, Credit, Marketing, New Business Development
Education
University of Phoenix 2010 — 2011
Criminal Justice, Criminal Justice and Corrections
Southeast Missouri State University 2005 — 2006
Criminal Justice
Express Scripts January 2013 - Present
Express Scripts September 2010 - December 2012
Express Scripts July 2008 - September 2010
Express Scripts July 2007 - July 2008
Montgomery Bank October 2005 - July 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Power Point, Essbase, Hyperion Planning, Oracle E-Business Suite
Education
Southeast Missouri State University 2002 — 2007
Bachelor of Science (BS), Finance, General
ClinixMIS October 2014 - Present
Tennessee Maternal Fetal Medicine, PLC September 2009 - October 2014
Montgomery Bank 2006 - 2009
Skills
Customer Service, Payroll, Marketing, Microsoft Office, Deposits, Employee Benefits, Spreadsheets, EMR, Running Errands, PowerPoint, Event Planning, Charity Work, Microsoft Excel, Access, Data Entry, Healthcare, Training, Marketing Research, Customer Satisfaction, IT coordinator, Medical Staff..., Forecasting, Special Events..., Accounting, Insurance, Process Improvement, Financial Analysis, Team Leadership, OSHA representative for..., Sales, IT Management, Leadership, Teamwork, Human Resources, Budgets, Strategic Planning, Team Building, Inventory Management, Meaningful Use, HIPAA
Education
Austin Peay State University 2013 — 2014
Master's Degree, Health/Health Care Administration/Management
Middle Tennessee State University
Bachelor of Business Administration (BBA), Finance, General
Financial Advisor Firm December 2014 - Present
Montgomery Bank May 2010 - Present
Montgomery Bank April 2013 - December 2014
YMCA January 2010 - May 2011
Champion Bank August 2008 - August 2009
Skills
Communication, Multitasking Skills, Team Leadership, Self-driven, Motivated self-starter, Banking, Deposits
Education
University of Missouri-Saint Louis 2011 — 2013
Bachelor of Business Administration (B.B.A.)
Saint Louis Community College-Meramec 2010 — 2011
Associate's degree, Business Administration and Management, General
Rafferty Lighting Group July 2014 - Present
Envision Lighting Design May 2013 - September 2013
Southfork Lighting January 2013 - May 2013
Montgomery Bank May 2012 - January 2013
Skills
Microsoft Office, Microsoft Word, Photoshop, Microsoft Excel, Banking, Cash Management, Lighting Design, AGi32, SketchUp, Customer Service, Credit, Revit, CAD, Financial Analysis, Hand Drafting, Interior Design, Sustainable Design, Architectural Design, Space planning, Retail Sales
Education
Southeast Missouri State University 2010 — 2014
Nerinx Hall High School 2006 — 2010
Midwest BankCentre May 2015 - Present
Montgomery Bank August 2012 - May 2015
Great Southern Bank October 2010 - August 2012
Skills
Customer Service, Loans, Retail Banking, Banking, Consumer Lending, Sales, Loan Origination, Microsoft Office
Education
Missouri Baptist University 2006 — 2010
Bachelor of Arts (B.A.), Communication & Public Relations
Brand Asset Management Group 2011 - 2014
Montgomery Bank 1998 - 2011
MidAmerica Financial Corporation 1996 - 1998
US Bank 1989 - 1996
Skills
Asset Management, Portfolio Management, Wealth Management, Investments, Investment Advisory, Banking, Real Estate, Asset Managment, Corporate Finance, Loans, Financial Analysis, Strategic Planning, Cash Management, Financial Advisory, Retirement Planning, Commercial Lending, Strategic Financial..., Finance
Education
Washington University in St. Louis - Olin Business School 1982 — 1984
MBA, Finance
Truman State University 1977 — 1981
B.S., Economics, Psychology
Montgomery Bank June 2015 - Present
Macy's May 2014 - November 2014
Macy's August 2012 - April 2014
Missouri Air National Guard June 2010 - September 2013
Macy's August 2011 - August 2012
Skills
Apparel, Coaching, Fashion, Management, Merchandising, Pricing, Sales, Team Leadership, Selling, Analysis, Inventory Management, Planograms, Retail, Customer Satisfaction, Store Management
Education
Southern Illinois University, Edwardsville 2006 — 2009
Bachelor of Music, Music Teacher Education, Music Performance
St. Louis Community College 2004 — 2006
Associate of Arts (AA), Music
LHC Group June 2015 - Present
Mississippi State University January 2014 - May 2014
Montgomery Bank May 2013 - July 2013
Montgomery Bank May 2012 - July 2013
Missouri Delta Medical Center March 2011 - May 2011
Skills
Marketing Communications, Internet Banking, Organization, Leadership, Team Leadership, Customer Service, Efficiency, Volunteering, Advertising, Social Media, Social Networking
Education
Mississippi State University 2010 — 2014
Mississippi State University 2010 — 2014
Bachelor of Science (B.S.), Marketing
Alliance Bank September 2015 - Present
Capaha Bank March 2015 - September 2015
Montgomery Bank July 2014 - March 2015
Montgomery Bank August 2006 - July 2014
Montgomery Bank June 2005 - August 2006
Montgomery Bank December 2004 - June 2005
Skills
Cash Flow Statements, Cash Flow Forecasting, Cash Flow Lending, Cash Flow Reporting, Underwriting, Credit Risk, Credit Analysis, Lines Of Credit, Credit Management, Personal Income Tax..., Partnership Tax Returns, Tax Returns, Financial Statements, Financial Analysis, Customer Service, Banking, Commercial Banking, Loans, Small Business Lending, Commercial Lending, Credit
Education
Southeast Missouri State University 2001 — 2004
Bachelor of Science (BS), Accounting and Finance
Trans States Airlines February 2015 - Present
Various 2013 - Present
The Bank of Missouri March 2013 - June 2014
Christ Church of The Heartland September 2012 - June 2013
Montgomery Bank February 2010 - June 2012
Nars August 2008 - September 2009
Cold Stone Creamery May 2005 - July 2008
Skills
Logo Design, Graphic Design, Posters, Layout, Illustrator, Brochures, Corporate Identity, Business Cards, Graphics, Photoshop, Microsoft Word, Microsoft Excel, PowerPoint, Flash, Microsoft Publisher, Outlook, Adobe Creative Suite
Education
Southeast Missouri State University 2008 — 2012
Bachelor of Science (BS), Integrated Marketing Communications, Fashion Merchandising, Graphic Design
Scottrade January 2014 - Present
Scottrade September 2012 - December 2013
Ernst & Young LLP July 2009 - September 2012
Moeller Williams Edington January 2009 - April 2009
Boone County National Bank October 2007 - December 2008
Tigers Credit Union August 2007 - February 2008
Midway USA February 2006 - August 2007
Montgomery Bank June 2005 - January 2006
Lowe's Home Improvement August 2003 - August 2004
Wesco Trailers May 2003 - August 2003
Skills
Auditing, Accounting, Budgets, Leadership, Management, CPA, Assurance, Financial Reporting, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Microsoft Office, General Ledger, Software Documentation, US GAAP, Process Improvement, Analysis
Education
University of Missouri-Columbia 2004 — 2009
Masters, Accounting
University of Missouri-ColumbiaRobert J. Trulaske, Sr. - School of Business 2004 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Midwest Bank Centre April 2015 - Present
Southern Commercial Bank January 2013 - Present
St. John's Bank and Trust March 2012 - January 2013
Montgomery Bank January 2010 - January 2012
Bank Midwest August 2004 - December 2009
Citizens National Bank of Greater St. Louis 2000 - 2003
Union Planters Bank 1998 - 2000
Mark Twain Banks / Mercantile Banks "merged" February 1993 - 1998
Skills
Credit, Banking, Commercial Lending, Customer Service, Loans, Business to Business..., Underwriting, B2B, Commercial Banking, Small Business Lending, Credit Analysis, Financial Analysis, Commercial Mortgages, Small Business, Consumer Lending, Lines Of Credit, Portfolio Management, SBA, Mortgage Banking, Mortgage Lending, Cash Management, Cross Selling, Credit Risk, Leadership, Refinance, Retail Banking, Loan Origination, Deposits, Construction Loans, Branch Management, Treasury Management, Asset Based Lending
Education
Amercan Bankers Association-National Commercial Lending School
Commercial Lending
University of Missouri-Saint Louis 1993 — 1999
BA, Business
Eagle Bank & Trust Co. March 2014 - Present
Lemay Housing Partnership May 2008 - Present
Montgomery Bank July 2012 - March 2014
Lemay Chamber of Commerce May 2009 - July 2012
Montgomery Bank August 2007 - July 2012
Lemay Chamber of Commerce 2008 - 2010
Teavana Corporation November 2006 - November 2007
Regions Bank 2005 - 2006
Skills
Business Development, Customer Service, Sales, Banking, Financial Analysis, Sales Management, Marketing, Cold Calling, Coaching, New Business Development, Budgets, Strategic Planning, Small Business, Insurance, Loans, Mortgage Lending, Fundraising, Public Speaking, Credit, Management, Team Building, Event Planning, Finance, Leadership, Marketing Strategy, Financial Services
Education
Lindenwood University 2009 — 2011
Bachelor of Science - Business Administration, Business, Finanace, Marketing
Lowe's Home Improvement June 2012 - Present
Lowe's Home Improvement April 2011 - June 2012
Lay Renewal Ministries January 2008 - January 2011
Stuart B. Millner & Associates April 2007 - November 2007
Montgomery Bank June 2005 - April 2007
US Bank October 2003 - June 2005
The Home Depot July 2002 - October 2003
Skills
Customer Service, Microsoft Office, Banking, Management, Sales, Sales Management, Budgets, Strategic Planning, Marketing, Customer Satisfaction, Leadership, Microsoft Excel, Purchasing, Event Management, Inventory Management, Retail, Training
Education
Covenant College 1997 — 2001
Bachelor of Arts, Business, Psychology, Sociology
Small Business Consultant September 2008 - Present
First Bank April 2007 - August 2008
Montgomery Bank April 2002 - April 2005
Three Previous Banks 1973 - 2002
Skills
Team Building, Commercial Lending, Marketing Strategy, Banking, Small Business Lending, Coaching, Small Business, Public Speaking, Credit, Analysis, Negotiation, Finance, Retail, Sales Management, Business Planning, Mortgage Lending, Entrepreneurship, Leadership Development, Training, Strategic Planning, Social Media Marketing, Marketing, Financial Analysis, Cash Flow, Loans, Sales, New Business Development, Commercial Banking, Budgets, B2B, Leadership
Education
Truman State University 1969 — 1973
B.S. Business Administration, Business/Finance
St. Louis Bank September 2012 - Present
Montgomery Bank April 2010 - September 2012
Avalon Soccer Club 2002 - 2011
St. Louis Bank March 2007 - April 2010
Cass Commercial Bank December 1997 - March 2007
Boatmens/NationsBank November 1995 - December 1997
UMB Bank 1985 - 1995
Christian Hospital Northeast 1984 - 1985
Skills
Loans, Commercial Lending, Commercial Banking, Credit, Banking, Portfolio Management, Consumer Lending, Real Estate, Credit Analysis, Underwriting, Small Business Lending, Financial Services, Retail Banking, Mortgage Banking, Credit Risk, Lines Of Credit, Loan Origination, Financial Analysis, Cash Management, Cross Selling, Refinance, Commercial Mortgages
Education
University of Missouri-Saint Louis 1983 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Florissant Valley Community College 1981 — 1983
Associate's degree, Business Administration and Management, General
Riverview Gardens High School 1979 — 1981
Montgomery Bank September 2010 - Present
Security Bank and Trust April 2007 - September 2010
Skills
Commercial Lending, Loans, Commercial Banking, Small Business Lending, Credit Analysis, Credit, Consumer Lending, Mortgage Lending, Refinance, Loan Origination, Credit Risk, Lines Of Credit, Mortgage Banking, Commercial Mortgages, Retail Banking, Underwriting, Banking, Cross Selling, Deposits, Cash Management, Portfolio Management
Education
Colorado Graduate School of Banking 2013 — 2015
St. Ambrose University 2002 — 2004
Bachelor's degree, Business Administration and Management, General
Federal Reserve Bank of St. Louis May 2013 - November 2013
Southeast Missouri State University November 2012 - May 2013
Montgomery Bank August 2012 - November 2012
McDonald's Corporation March 2007 - August 2012
Skills
Corporate Tax, Forecasting, Valuation, Analysis, Research, Public Speaking, Human Resources, Finance, Team Leadership, Sales, Banking, Accounting, Customer Service, Management, Microsoft Office, Microsoft Word, PowerPoint
Education
Southeast Missouri State University - Harrison College of Business 2009 — 2013
Bachelor of Science in Business Administration, Accounting; Finance, 3.98 / 4.00
The Bank of Missouri January 2013 - Present
The Bank of Missouri March 2007 - December 2012
Montgomery Bank June 2004 - March 2007
Skills
Banking, Loans, Commercial Lending, Credit, Consumer Lending, Commercial Mortgages, Commercial Banking, Business Development, Small Business Lending, Finance, Loan Origination, Lines Of Credit
Education
The Graduate School of Banking - Madison, WI 2010 — 2013
Banking
University of Missouri-Columbia 1998 — 2003
Bachelor of Science (BS), Agribusiness Management
Pulaski Bank November 2011 - Present
Montgomery Bank February 2008 - September 2011
Newcastle Mortgage May 2003 - February 2008
General American/Great West Insurance Company February 2000 - August 2001
Skills
Refinance, Mortgage Lending, Loans, Underwriting, Credit, Loan Origination, Residential Mortgages, Mortgage Banking, Credit Analysis, Finance, Government Loans, Loan Servicing, First Time Home Buyers, Real Estate, VA loans, Investments, Commercial Lending, Banking, Certified Mortgage..., Mortgage Marketing, FHA financing, Outlook, Microsoft Word, Mortgage Underwriting, Construction Loans, Home Equity Loans, Consumer Lending, Small Business Lending, Lines Of Credit, Fannie Mae, Freddie Mac, VA, USDA, Visual Basic, SAS, SPSS, C++, Real Estate Financing, Jumbo, Excel, Word, Jumbo Mortgage, HomePath, DU Refi Plus, FNMA, FHLMC, Automated Underwriting..., Loan Pricing, New Home Purchase, VA Loans
Education
Murray State University 1997 — 1998
B.S Applied Mathematics, concentration in statistics and computer science
Southwestern Illinois College 1995 — 1996
Associates of Arts and Science, Mathematics
Society of Actuaries
Actuarial Science
Midwest BankCentre October 2014 - Present
Montgomery Bank November 2006 - October 2014
Bank of America July 2003 - November 2006
Education
Illinois Wesleyan University 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
The Home Depot July 2014 - Present
Montgomery Bank January 2014 - May 2014
Montgomery Bank March 2011 - May 2014
Cape Starter and Altenator May 2010 - March 2011
Skills
Microsoft Excel, Customer Service, Microsoft Word, Financial Analysis, Banking, Deposits, Teller Operations, PowerPoint, Sales, Leadership, Marketing, Public Speaking, Social Networking, Social Media
Education
Southeast Missouri State University 2010 — 2014
Bachelor of Science in Business Administration, Major- Finance, Minor- Accounting, 3.8
Everglades Jack's LLC January 2014 - Present
Condon Bank & Trust November 2009 - November 2013
Montgomery Bank February 2006 - July 2009
Old Florida Bank 2003 - 2007
Laureatte Capital 1999 - 2004
Mutual of Omaha August 1989 - December 1998
Skills
Asset Management, Manage a Credit Dept., Portfolio Management, Loans, Credit Analysis, Banking, Financial Analysis, Mortgage Lending, Mortgage Banking, Valuation, Commercial Lending, Underwriting, Accounting, Risk Management, Small Business Lending, Commercial Banking, Asset Managment, Credit Risk, Financial Risk, Investment Properties, Investments, Commercial Mortgages, Real Estate
Education
Bellevue University 1971 — 1975
Bachelor's Degree, Finance, 3.0 GPA
University of Southern Mississippi
Finance, Finance, General
Montgomery Bank AuditorRegions Bank2003 - 2005
Union Planters Bank 1998 - 2005
Skills
Financial Analysis, Internal Controls, Auditing, Banking, Risk Management, Internal Audit, Retail Banking, Risk Assessment, General Ledger, Enterprise Risk..., Financial Risk, Sarbanes-Oxley Act, Credit Analysis, Cash Management, Credit, Accounting, Financial Reporting
Education
Southeast Missouri State University 1979 — 1983
BS, Criminal Justice: Law Enforcement
Cape Central Senior High 1976 — 1979
Mike's Hard Lemonade November 2014 - Present
Slingers Nightclub & Lounge January 2014 - May 2014
Last Call September 2012 - January 2014
Montgomery Bank December 2012 - June 2013
Century 21 September 2011 - December 2012
Town & Country Bank February 2010 - January 2012
Skills
Banking, Credit, Retail Banking, Lines Of Credit, Cash Management, Cross Selling, Deposits, Financial Analysis, Customer Service, Finance, Event Planning, Public Speaking, Microsoft Excel, Sales
Education
Southeast Missouri State University - Harrison College of Business 2010 — 2014
BSBA, Finance, General
Federal Reserve Bank of St. Louis December 2012 - Present
Office of the Comptroller of the Currency June 2008 - December 2012
Montgomery Bank February 2005 - June 2008
Renaissance Financial June 2004 - February 2005
Skills
Credit Analysis, Banking, Credit, Loans, Credit Risk, Financial Analysis, Bank Secrecy Act, Risk Management, Financial Regulation, Underwriting, Retail Banking, AML, Enterprise Risk..., OFAC, Microsoft Excel, Risk Assessment, Mortgage Lending, Microsoft Office, Customer Service, Commercial Lending, Finance, Commercial Banking, Loan Origination
Education
Webster University 2005 — 2007
MBA, Business Administration
University of Missouri-Columbia, College of Business 2002 — 2004
BA, Finance and Banking
St. Louis Community College 2000 — 2002
Associates, General Studies
Montgomery Bank January 2002 - Present
City of Florissant 1998 - Present
Skills
Banking, Loans, Credit Analysis, Access, Customer Service, Microsoft Office, Microsoft Word, Mortgage Lending, PowerPoint, Credit, Credit Cards, Financial Analysis, Strategic Planning, Mortgage Banking, Refinance, Microsoft Excel, Deposits, Cash Management, Loan Origination
Education
Southern Illinois University, Edwardsville 1998 — 2001
Tata Consultancy Services October 2014 - Present
New Penn Financial, LLC July 2012 - February 2014
Kenny Rogers Childrens Center February 2009 - May 2013
Nationstar Mortgage September 2011 - December 2011
Innovative Financial Solutions, LLC April 2009 - May 2011
Ozark Physical Therapy January 2007 - April 2009
Habitat for Humanity 2005 - 2009
Montgomery Bank March 2000 - November 2006
Skills
Commercial Mortgages, Reverse Mortgages, Small Business Lending, Sales, FHA, Credit Analysis, Residential Mortgages, VA Loans, Financial Analysis, Investment Properties, Real Estate, Risk Management, Microsoft Excel, Credit Risk, FHA Financing, USDA, First Time Home Buyers, Investments, Financial Services, Public Speaking, Foreclosures, Team Building, Residential Homes, Loans, Mortgage Lending, Mortgage Banking, Credit, Loan Servicing, Refinance, Banking, Customer Service, Loan Origination, Management, Finance, Underwriting, Consumer Lending, Portfolio Management, Mortgage Underwriting, Leadership, Funding, Short Sales, Time Management, Microsoft Office, Social Media, Insurance, Strategic Planning, Training
Education
Southeast Missouri State University 1986 — 1989
Education
Montgomery Bank March 2008 - Present
NewCastle Mortgage Corp. August 1996 - March 2008
Skills
Credit, Excel, Customer Relations, Microsoft Office, Banking, Financial Analysis, Budgeting, Customer Service, Strategic Planning, Accounting, Word, Negotiation, Financial Reporting, Business Strategy, Credit Risk, Team Building, Sales Management, Mortgage, Mortgage Banking, Loans, Credit Analysis, Mortgage Lending, Refinance, Small Business Lending, Consumer Lending, Residential Mortgages, FHA, Commercial Mortgages, Commercial Lending, Underwriting, Loan Origination, Finance, Lines Of Credit, Commercial Banking, Portfolio Management, USDA, Cash Management, VA loans, FHA financing, Retail Banking, Reverse Mortgages, Certified Mortgage..., Construction Loans, FHA Financing, Sales
Education
Barret School of Banking
Banking, Graduated Magna Cum Laude
Southeast Missouri State University
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Churchill Downs January 2015 - Present
Jas. W. Glover, Ltd. October 2012 - September 2014
Montgomery Bank May 2009 - August 2012
Skills
Accounting
Education
Southeast Missouri State University 2005 — 2009
Bachelor's Degree, Accounting
Regions Financial Corporation April 2012 - Present
Regions Financial Corporation December 2006 - April 2012
Montgomery Bank October 2002 - December 2006
Skills
Banking, Commercial Banking, Loans, Credit, Commercial Lending, Retail Banking, Small Business Lending, Credit Analysis, Consumer Lending, Mortgage Lending, Cross Selling, Lines Of Credit, Credit Risk, Portfolio Management, Underwriting, Branch Management, Loan Origination, Relationship Management, Internet Banking, Risk Management, Financial Analysis, Deposits
Education
The University of Memphis 1996 — 2000
BA, Business, Management, Marketing, and Related Support Services
Area Properties Real Estate Real Estate AgentArea Properties Real EstateJanuary 2015 - Present
Montgomery Bank January 2009 - March 2014
Regions Financial Corporation November 1999 - December 2009
Skills
Banking, Real Estate, Customer Service, First Time Home Buyers, Leadership, Microsoft Office, New Business Development, Real Estate Transactions, Sales, Sales Management, Training, Team Building, Loans, Management, Account Management
Education
Sikeston Sr High
Diploma
Southeast Missouri State University
The Nest at Front Street July 2014 - Present
Montgomery Bank 2013 - Present
Etcetera (Casuals Etcetera, Inc) June 2007 - Present
Julie Killion Garden Design 1995 - Present
Skills
Marketing, Marketing Strategy, Customer Service, Team Building, Sales Management, New Business Development, Account Management, Management, Public Relations
Education
Vanderbilt University - Owen Graduate School of Management 1978 — 1980
Master of Business Administration (MBA), Marketing/Marketing Management, Corporate Finance
University of Missouri-Columbia 1977 — 1978
William Woods University 1974 — 1977
Bachelor of Science (B.S.), Business Administration and Management, General
MasterBrand Cabinets 2004 - Present
Montgomery Bank 1992 - 2004
Education
Southeast Missouri State University - Harrison College of Business 1987 — 1991
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Mercy Health (formerly Mercy Health Partners) June 2015 - Present
Montgomery Bank August 2013 - May 2015
Montgomery Bank July 2007 - August 2013
Skills
Credit Analysis, Loans, Commercial Lending, Credit, Commercial Banking, Banking, Small Business Lending, Underwriting, Credit Risk, Lines Of Credit, Portfolio Management, Financial Analysis, Budget Process, Financial Reporting, Fixed Assets
Education
University of Missouri-Saint Louis 2009 — 2010
Master of Accountancy, Accounting
The Ohio State University 2003 — 2007
Bachelor of Science (BS), Accounting
Missionary Oblates of Mary Immaculate January 2011 - Present
IOLP Consultants 2009 - April 2013
BMO Harris Bank(previous name Southwest Bank) 2008 - 2009
Montgomery Bank 2006 - 2008
PNC Bank (previous name National City Bank) 2003 - 2006
US BANCORP ASSET MANAGEMENT 2001 - 2003
US Bank 1999 - 2001
Wells Fargo (previous First Union Bank) 1997 - 1999
Northern Trust 1984 - 1997
Harris Bank 1976 - 1984
Skills
LTD, Credit Analysis, Portfolio Management, Banking, Investments, Credit, Fundraising, Leadership, Financial Services, Risk Management, Cash Management, Loans, Finance, Management, Business Development, Program Management, Analysis, CRM, Business Planning, Marketing, Nonprofits, Relationship Management, Executive Management, New Business Development, Strategic Planning, Small Business, Financial Analysis, Commercial Banking, Team Building, Public Relations, Team Leadership, Analytics, Board Development, Community Development, Coaching, Microsoft Excel, Wealth Management, Public Speaking, Event Planning, Strategy
Education
Quigley Preparatory Seminary North 1972 — 1976
High School Diploma
Triton-College
Professor Elisabeth de Fontenay - Duke University School of Law May 2015 - Present
AnyCloud May 2015 - Present
Patriot National Insurance Group July 2013 - May 2014
Patriot National Insurance Group May 2012 - July 2013
Center for Innovation and Entrepreneurship at Southeast Missouri State University April 2011 - May 2012
Montgomery Bank August 2011 - December 2011
Education
Duke University School of Law 2014 — 2018
Juris Doctor (J.D.), JD/LLM in Law and Entrepreneruship
Duke University - The Fuqua School of Business
Master of Business Administration (M.B.A.)
Southeast Missouri State University - Harrison College of Business 2007 — 2012
Bachelor of Science in Business Administration, Management (Entrepreneurship) & Finance
Mosaic Investments, Inc August 2014 - Present
Community Loans of America December 2013 - August 2014
Nfinity June 2013 - December 2013
Montgomery Bank January 2013 - April 2013
Elite Travel Agency June 2010 - June 2010
Pursuit Volleyball Club January 2010 - April 2010
Skills
Credit, Accounts Receivable, Analysis, Loans, Accounting
Education
Southeast Missouri State University - Harrison College of Business 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Montgomery Bank October 2014 - Present
Anthem Colege December 2013 - Present
Anthem College January 2013 - June 2013
Everest College June 2012 - January 2013
Skills
Customer Service, Event Planning, Time Management, Microsoft Office, Community Outreach, Staff Development, Training, Recruiting, Management, Business Development, Sales, Consumer Lending, Retail Banking
Education
ST BERNADETTE
Vatterott College
Business Management
American Institute of Banking
Banking Management
National Academy of Beauty Arts-St Louis
VaynerMedia July 2015 - Present
Chattem, Inc. May 2013 - July 2015
Covenant College August 2013 - May 2014
Covenant College August 2012 - May 2013
FSGBank, NA April 2012 - December 2012
J.Crew April 2010 - August 2012
Montgomery Bank May 2010 - August 2010
Skills
Creative Writing, Task Management, Sales Support, Team Leadership, Self Starter, Fast Learner, Teamwork, Planning, Word, Excel, Access, Customer Relations, Editing, Newspaper, Advertising, Microsoft Excel, Leadership, Customer Service
Education
Covenant College 2010 — 2014
Bachelor of Arts (BA), Business, Marketing and Finance
Helena Chemical Company October 2013 - Present
Helena Chemical Company January 2012 - September 2013
Montgomery Bank April 2011 - December 2011
Montgomery Bank June 2008 - December 2011
Montgomery Bank December 2004 - May 2008
Montgomery Bank May 2007 - August 2007
Skills
Credit, Loans, Excel, Customer Service, Accounting, Banking, Financial Risk, Finance, Financial Analysis, Credit Analysis, Cash Flow, Credit Risk, Team Building, Training, Outlook, Coaching, Commercial Banking, Microsoft Office, Cash Management, PowerPoint, Microsoft Word, Commercial Lending, Data Entry, Accounts Receivable, Event Planning, Risk Management, Consumer Lending, Loan Origination, Marketing, Financial Reporting, Strategic Planning, Social Media, Human Resources
Education
University of Missouri-Columbia 2004 — 2008
BSBA, Marketing
University of Missouri-Columbia, College of Business 2004 — 2008
BSBA, Marketing
Montgomery Bank June 2014 - August 2014
Education
University of Missouri-Columbia 2014 — 2018
Health Services/Allied Health/Health Sciences, General
Reliable Propane/Santie Wholesale Oil April 2008 - Present
Montgomery Bank September 2005 - June 2006
Skills
Marketing, Management, Account Management, Sales Management, New Business Development, Sales, Forecasting, Team Building, Strategic Planning, Leadership, Training, Team Leadership, Marketing Communications, Banking, Public Relations, Contract Negotiation, Customer Service
Education
University of Missouri - St. Louis 2000 — 2001
Business, Management, Marketing, and Related Support Services
Southeast Missouri State University 1997 — 2000
Mass Communications
U.S. Bank July 2010 - Present
Midwest Regional Bank November 2009 - July 2010
Montgomery Bank August 2007 - November 2009
Skills
Omega Credit Training, Credit, Loans, Credit Analysis, Banking, Finance, Commercial Lending, Portfolio Management, Commercial Banking, Financial Risk, Small Business Lending, Customer Service, Underwriting, Loan Origination
Education
Southeast Missouri State University 2004 — 2007
BS in Business Administration, Finance
Fort Scott Community College 2003 — 2004
NA, Baseball
Jackson High 2000 — 2002
HMSHost November 2014 - Present
HMSHost June 2014 - November 2014
HMSHost August 2013 - May 2014
Capella Hotel Group June 2013 - August 2013
The George Washington University - Columbian College of Arts & Sciences August 2012 - May 2013
International Paper February 2010 - August 2012
FedEx January 2009 - May 2009
Montgomery Bank May 2008 - August 2008
Barclays UK March 2008 - April 2008
Skills
Data Analysis, Cisco Certified, CCENT, Strategic Planning, Economics, Analysis, PowerPoint, Microsoft Excel, Research, Teamwork
Education
The George Washington University 2012 — 2013
Economics
Rhodes College 2005 — 2009
Bachelor of Arts (B.A.), Economics & International Business, Graduated Cum Laude (Major GPA: 3.78 / 4.0; Overall GPA: 3.71 / 4.0)
Edward Jones August 2007 - Present
Royal Banks of Missouri 2006 - 2007
Montgomery Bank April 2006 - November 2006
National City Bank August 2003 - April 2006
Target May 2001 - August 2003
Education
University of Missouri-Saint Louis 2006 — 2009
Bachelors, Business Administration
Lewis and Clark Community College 2004 — 2006
Associates, General Studies
International Veneer & Timber, LLC September 2003 - Present
Montgomery Bank February 2000 - September 2003
Education
Southeast Missouri State University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Oak Ridge R-6 High School
IBM January 2013 - Present
MasterCard WorldWide November 2010 - December 2012
MasterCard WorldWide April 2010 - November 2010
Scottrade February 2009 - May 2010
Schnuck Markets, Inc. February 2007 - July 2008
Montgomery Bank March 2005 - March 2008
Volunteer Income Tax Association January 2006 - June 2006
Skills
Access, Documentation, Outlook, PowerPoint, SQL, Java, .NET, Lotus Notes, Workday, Microsoft Excel, Software Documentation, SharePoint, Leadership, Process Improvement, Analysis, Management, Accounting, Visio, Data Analysis, PeopleSoft, Human Resources, Business Process Design, Business Process, Business Process..., Business Process..., Business Process Mapping, Business Process..., Business Process..., Business Process Testing, SDLC, Business Analysis, Requirements Analysis, Software Project..., Requirements Gathering, Banking, Vendor Management, Auditing, Testing, Consulting, Change Management, Team Building, ERP, MS Project, Personnel Management, Business Requirements, Project Management, Team Leadership, Risk Management, Performance Management
Education
University of Missouri-Saint Louis 2006 — 2010
Bachelor of Science (BS), Management Information Systems (MIS)
Affton High School
Montgomery Bank August 2006 - Present
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Loans, Mortgage Banking, Mortgage Lending, Refinance, Retail Banking, Small Business Lending, Underwriting, Loan Origination
Education
Missouri Baptist University 1996 — 2000
Business with an emphasis in Applied Management
Montgomery Bank May 2003 - July 2013
Bank of America June 1999 - May 2003
Education
Southeast Missouri State University 1995 — 2002
Montgomery Bank February 2015 - Present
PHH Home Loans, LLC. February 2014 - February 2015
Wells Fargo Home Mortgage October 2011 - January 2014
Montgomery Bank February 2008 - October 2011
Newcastle Mortgage Corp. October 2002 - January 2008
Newcastle Mortgage Corp. January 1997 - October 2002
Skills
Mortgage Lending, Sales Management, FHA, VA, Refinance, Underwriting, File Management, Team Building, Team Management, Pipeline Management, Loans, Sales, Mortgage Banking, VA Loans, Credit Analysis, Finance, Investment Properties, Investments, Credit, Loan Origination, Banking, Residential Mortgages
Education
University of Missouri-Saint Louis 1990 — 1995
Montgomery Bank November 2013 - Present
Montgomery Bank January 2011 - November 2013
Montgomery Bank February 2008 - January 2011
Skills
Refinance, Loans, Mortgage Lending, Mortgage Banking, Credit, Banking, Credit Analysis, Underwriting, Commercial Lending, FHA, Loan Origination, Financial Analysis, Lines Of Credit, Small Business Lending, Commercial Banking
Education
Southern Illinois University, Edwardsville 1991 — 1994
Master of Business Administration (MBA)
Montgomery Bank October 2006 - Present
Education
Saint Louis University 1987 — 1991
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Saint Louis University 1975 — 1977
Master of Arts (M.A.), Urban Studies/Affairs
Saint Louis University 1971 — 1975
Bachelor of Arts (B.A.), Urban Studies/Affairs
Bluprint 314 April 2014 - June 2014
Master Benefit Group February 2012 - October 2013
Bank of America November 2009 - February 2012
Midwest BankCentre September 2007 - April 2009
Centurion Scientific Ltd August 2006 - February 2007
The Disney Store/The Childrens Place September 2005 - September 2006
Midwest BankCentre October 1999 - October 2005
Montgomery Bank August 1998 - August 1999
Roosevelt Bank (merged with Mercantile Bank) 1991 - 1997
Electronic Data Systems, Inc. 1988 - 1991
Skills
Supervisory Skills, Training, Project Management, Office Management, Organization, Customer Retention, Brand Management, Research, New Business Development, Financial Analysis, Banking, HR Policies, Internal Audit, Account Reconciliation, Commercial Banking, Finance, Office Administration, Microsoft Office, Microsoft Excel, Microsoft Word, Cashiering, E-Learning, Accounting, Data Entry, PowerPoint, Mortgage Lending, Customer Service, Sales, Budgets, Credit, Loans, Leadership
Education
Fontbonne University 1996 — 1999
B.S., Buisness
Montgomery Bank 1991 - 2008
Continental Homes 1990 - 1991
Design Spectrum 1984 - 1989
Education
University of Florida 1975 — 1978
Bachelor of Design, Interior Design
Central Florida Community College 1973 — 1975
AA
New Balance January 2015 - Present
New Balance June 2006 - January 2015
Montgomery Bank August 2003 - May 2006
Skills
E-commerce, Microsoft Office, HTML, Troubleshooting, SQL, Microsoft SQL Server, Windows Server, SharePoint, Process Improvement, Visio, Windows, Project Management, Inventory Management, Customer Service, Active Directory, IIS, Access, Adobe Creative Suite, Servers, VMware, Team Leadership, Integration, System Administration, Network Administration, DNS, Network Security, Database Administration, Microsoft Excel, Outlook, Virtualization, Cisco Technologies, VPN, FTP, IT Strategy, Software Documentation, Networking, Security, Windows 7, Firewalls
Education
University of Missouri-Rolla 1996 — 2001
Bachelor of Engineering (B.E.)
Hi-Tech Communications July 2011 - Present
Montgomery Bank June 2001 - July 2011
Skills
Banking, Credit Analysis, Credit, Loans, Commercial Banking, Commercial Lending, Retail Banking, Financial Analysis, Cross Selling, Credit Risk, Cash Management, Portfolio Management, Mortgage Lending, Underwriting, Mortgage Banking, Refinance, Finance, Investments, Asset Management
Education
Southeast Missouri State University
BancorpSouth December 2013 - Present
Rotary Club 11 2000 - Present
Montgomery Bank June 2011 - November 2013
Reliance Bank September 2005 - May 2011
Education
Benedictine College 1974 — 1978
BA, Business Administration
Vianney High School 1970 — 1974
Scottrade Bank May 2015 - Present
Scottrade Bank August 2014 - May 2015
Arrupe Jesuit High School July 2012 - June 2014
Montgomery Bank June 2011 - June 2012
International Institute June 2010 - August 2010
Education
Southeast Missouri State University 2007 — 2011
B.S.B.A., International Business, Finance, 4.0
St. Louis University High School 2003 — 2007
Montgomery Bank May 2005 - Present
Southeast Missouri State University August 2008 - January 2010
Commerce Bank March 1999 - May 2005
Skills
Loans, Customer Service, Credit Analysis, Credit, Banking, management, Technology, Microsoft Office, Microsoft Technologies, Sales, Cash Management, Retail Banking, Cross Selling, Deposits, Microsoft Excel, Cash Flow, Leadership, Coaching, Commercial Banking, Small Business Lending, Banking Relationships, Training, Treasury Management, Internet Banking, Analysis, Financial Institutions, Consumer Lending, Credit Risk, Commercial Lending, Loan Origination, Relationship Management, Financial Services, Treasury Services, ACH, Construction Loans, Treasury, Payments, Management
Education
Southeast Missouri State University 1998 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Southeast Missouri State University 1998 — 1998
BSBA, Business Administration and Management, General
Liberty Bank April 2010 - Present
Montgomery Bank April 2007 - April 2010
Skills
Loans, Fair Lending Compliance, CRM, Fair Housing, Loan Compliance, Credit, Underwriting, Portfolio Management, Credit Analysis, Commercial Lending, Commercial Banking, Small Business Lending, Banking, Credit Risk, Consumer Lending, Retail Banking, Mortgage Lending, Loan Origination, Financial Analysis, Commercial Mortgages, Community Reinvestment..., Efficiency, Operational Planning, Operational Efficiency, Profitability...
Education
Missouri Baptist University 2008 — 2009
MBA, Business
Sam Houston State University 2003 — 2006
Bachelors, Business Administration
Y-Knot Enterprises, LLC August 2009 - Present
Kozeny-McCubbin LC June 2007 - August 2009
ColdwellBanker Gundaker April 2005 - June 2007
Montgomery Bank August 2003 - April 2005
Commerce Bancshares Inc. December 1981 - August 2003
Skills
Management, Customer Service, Training, New Business Development, Marketing, Marketing Strategy, Sales, Budgets, B2B, Event Planning, Small Business, Corporate Gifts, Event Management, Project Management, Forecasting, Marketing Communications, Retail, Negotiation, Leadership, Strategic Planning, Promotional Products, Logo Embroidery, Gift Baskets, Apparel, Vendor Management, Lead Generation, Trade Shows, Coaching, Jewelry Design, Handmade Jewelry, Product Development, Corporate Apparel, Business Development
Education
Maryville University of Saint Louis 1987 — 1989
BS, Management/Marketing
Lindbergh High School 1976 — 1981
Liberal Arts, Business Law, Accounting
Montgomery Bank October 2011 - Present
Montgomery Bank April 2011 - September 2011
Montgomery Bank August 2006 - April 2011
Skills
Underwriting, Credit Analysis, Loans, Credit, Commercial Banking, Banking, Commercial Lending, Loan Origination
Education
University of Missouri-Columbia 1999 — 2004
BSBA, Management
Coolfire Studios June 2011 - Present
Montgomery Bank February 2011 - June 2011
Montgomery Bank September 2006 - February 2011
Central Construction Services January 2002 - September 2006
Skills
Accounting, Finance, Entrepreneurship, Small Business..., Portfolio Management, Financial Modeling, Forecasting, Strategic Finance, Strategic Planning, Budgeting, New Business Development, Leadership, Financial Analysis, Budgets, Strategy, Management, Operations Management, Banking, Tax Credits, Business Development, Loans, Project Management, Team Leadership, Commercial Banking, Debt & Equity Financing, Marketing Strategy, Credit, Credit Analysis, Sales, Credit Risk, Process Improvement, Debt & Equity Capital..., Social Media, Retail Banking, Video Production, Advertising, Account Management, Customer Service, Underwriting, Digital Strategy, Public Speaking, Cash Management, Integrated Marketing, Team Building, Microsoft Excel
Education
Saint Louis University 1996 — 2001
Honors B.S. in Business Administration, Finance and Accounting Majors, Psychology Minor, 3.884
K2 Energy Capital June 2013 - September 2013
Transition Capital Partners May 2012 - December 2012
Montgomery Bank August 2009 - August 2011
Skills
Financial Analysis, Financial Modeling, Credit, Loans, Credit Analysis, Private Equity, Commercial Banking, Commercial Lending, Mergers, Economics, Valuation, Due Diligence, Finance, Business Strategy, Banking, Investments, Corporate Finance, Cash Flow, Portfolio Management, Equities, Strategy, Mergers & Acquisitions
Education
Southern Methodist University 2011 — 2013
Master of Business Administration (M.B.A.), Finance; Strategy and Entrepreneurship
Washington University in St. Louis 2007 — 2008
B.A., Economics
United States Military Academy at West Point 2004 — 2007
Economics
Montgomery Bank March 2015 - Present
Montgomery Bank May 2011 - Present
Skills
Banking, Credit, Microsoft Office, Retail Banking, Loans, Commercial Banking, Financial Analysis, Mortgage Lending
Education
University of Missouri-Saint Louis
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Hancock Bank September 2012 - Present
Montgomery Bank February 2005 - July 2012
U S Bank November 1997 - February 2005
Skills
Customer Service, Cash Management, Credit, Banking, Mortgage Lending, Microsoft Excel, Cross Selling, Auditing, Loans, Microsoft Office, Mortgage Banking, Credit Analysis, Commercial Banking, Sales Management, MIS, Refinance, Branch Banking, Coaching Staff, Lead Others, Sales&Marketing
Education
Ohio Northern University
BSBA, Marketing/Management
Montgomery Bank August 2011 - Present
Skills
Golf, Duck Hunting (not..., Basketball
Education
Arkansas State University
IDS, Business
MasterBrand Cabinets May 2006 - Present
Old National Bank May 2005 - May 2006
Montgomery Bank August 1993 - May 2004
Skills
Inventory Management, Training, Process Improvement, Customer Service, Customer Satisfaction, Continuous Improvement
Education
Southeast Missouri State University - Harrison College of Business 2001 — 2004
Bachelor of Science, Business Education
US Department of Veterans Affairs February 2009 - Present
Montgomery Bank April 2005 - February 2009
Education
Southern Illinois University, Carbondale 1987 — 1991
Bachelor of Science (BS), Political Science and Government
Montgomery Bank October 2004 - Present
Skills
Marketing, Marketing Communications, Banking, Social Media Marketing, Advertising, Marketing Strategy, Facebook, Event Planning, Microsoft Excel, Microsoft Office, Public Relations
Education
Southeast Missouri State University 1995 — 1999
Bachelor's Degree, Marketing
MIQ Logistics Finance SupervisorMIQ LogisticsFebruary 2015 - Present
Big Daddy's on the Landing June 2012 - December 2012
Grand Slam Sports Bar and Grill May 2012 - December 2012
Two Keys Bar and Grill August 2010 - May 2012
VITA March 2012 - April 2012
Montgomery Bank December 2006 - June 2009
Lonestar Steakhouse and Saloon October 2000 - August 2006
Skills
Financial Statement..., Accounting, Financial Analysis, Banking, Credit, Credit Analysis, Microsoft Excel, Access, Accounting Research, Cash Management, Cash
Education
University of Missouri-Saint Louis 2009 — 2011
Bachelor's degree, Accounting, Cum Laude
Eagle Bank and Trust Co. December 2013 - Present
Mary Kay Inc. March 2013 - Present
Montgomery Bank August 2007 - November 2013
Midwest BankCentre December 2005 - August 2007
Education
St. Louis Community College 1996 — 1997
Hancock High School 1993 — 1996
Montgomery Bank October 2011 - May 2013
Lemay Housing Partnership Inc May 2010 - August 2010
Skills
Customer Service, Cross Selling, Research, Data Analysis, PowerPoint, Presentations, Cash Handling Experience, Retail Banking, Problem Solving
Education
University of Missouri-Saint Louis 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Missouri House of Representatives October 2014 - Present
Montgomery Bank May 2010 - January 2014
Education
University of Mississippi 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Montgomery Bank August 2007 - September 2015
Walgreens November 2005 - August 2007
Skills
Cash Handling, Customer Service, Cross Selling, Coaching, Auditing, Handling difficult..., Credit Cards, Product Knowledge, Management
Education
University of Phoenix 2007 — 2010
Associate's Degree, Business Administration and Management, General
Edward Jones June 2015 - Present
Montgomery Bank June 2014 - August 2014
Education
Southern Methodist University 2014 — 2018
Sophomore