Oak Tree Savings Bank
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Oak Tree Savings Bank Employees
Fleetcor Technologies October 2014 - Present
Stewart Enterprises July 1995 - September 2014
Kushner LaGraize, L.L.C. June 1992 - July 1995
KPMG US January 1991 - May 1992
Oak Tree Savings Bank August 1988 - January 1991
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Risk Management, Insurance, GAAP, Strategic Planning, Income Tax, Corporate Tax, Project Management, Sarbanes-Oxley Act, SEC filings, Internal Controls, Financial Accounting, Tax Preparation, Cash Flow, Tax Accounting, Tax Research, Tax Returns
Education
University of New Orleans 1989 — 1991
Pre-CPA, Accounting and Tax
University of New Orleans 1985 — 1987
Bachelor of Science (B.S.), Finance
Louisiana State University 1983 — 1985
Heartland Bank and Trust Company 1997 - Present
Parish National Bank 1992 - 1997
Oak Tree Savings Bank 1985 - 1992
Skills
Strategic Planning, Sales, Banking, Event Planning
Education
Louisiana State University 1980 — 1984
B.S., Marketing
The Peoples Bank July 2014 - Present
Hancock Bank April 2013 - June 2014
Hancock Bank August 2010 - April 2013
Hancock Bank June 1998 - August 2010
Alltel Information Services September 1997 - June 1998
First Commerce May 1991 - August 1997
Oak Tree Savings Bank May 1987 - August 1991
Skills
Risk Management, Banking, Financial Risk, Operational Risk, Loans, Enterprise Risk..., Commercial Banking, Financial Services, Financial Analysis, Retail Banking, Commercial Lending, Vendor Management, Consumer Lending, Small Business Lending, Internet Banking, Payments, Credit Risk, Credit, Credit Analysis, Executive Management, Portfolio Management, Underwriting, Wealth Management, Lines Of Credit, Treasury Management, Financial Institutions, E-commerce, ATM networks, Debit Cards, Fraud Detection, Contact Center...
Education
Graduate School of Banking @ LSU 2005 — 2007
Banking, Corporate, Finance, and Securities Law
Loyola University New Orleans 1987 — 1991
Master of Business Administration (M.B.A.), Finance
Tulane University - A.B. Freeman School of Business 1983 — 1987
BS in Mngt, Business
Capital One Bank December 2009 - Present
Capital One May 2008 - Present
Capital One February 2008 - Present
Capital One July 2004 - Present
Whitney National Bank 2001 - July 2004
Whitney bank 2001 - 2004
First Bank and Trust 2000 - 2001
Automated Technology Machines, Inc 1999 - 2000
First NBC 1992 - 1999
Oak Tree Savings Bank 1987 - 1992
Education
Loyola University New Orleans 1990 — 1995
Bachelor's, Business Administration
NORLI
LSU Healthcare Network April 2015 - Present
Crescent City Healthcare Solutions February 2012 - Present
Unity Nursing & Rehab Center August 2013 - March 2015
United Medical Rehabilitation Hospital February 2011 - January 2012
Marrero Healthcare Center January 2009 - November 2010
Northshore Living Center July 2007 - January 2009
Good Samaritan Living Center March 2003 - July 2007
The Cassidy Company, Inc. March 1994 - March 2003
Bogalusa City Council 1997 - 1999
Oak Tree Savings Bank March 1990 - March 1994
Skills
Preparedness, NIMS, IS-700, IS-100, Disaster Response, Emergency Planning, IS-200, Process Improvement, Healthcare, Budgets, Team Building, Policy, Management, Finance, Customer Service, Medicare, Marketing, Strategic Planning
Education
Louisiana State University and Agricultural and Mechanical College 1979 — 1986
Bachelors, General Studies (Concentration in Finance & Economics)
Bogalusa High School 1975 — 1979
High School Diploma, General H.S. Curriculum
Jefferson Parish October 2011 - Present
New Era Information Technologies September 2004 - September 2011
United Way for the Greater New Orleans Area July 1997 - August 2004
Diamond Software May 1996 - July 1997
Whitney National Bank January 1995 - April 1996
Oak Tree Savings Bank July 1988 - December 1994
Skills
RPG, COBOL, RPG Free, Databases, VB.NET, VBScript, RPG IV, IBM iSeries, Programming, Database Administration, Unisys Mainframe
Education
University of New Orleans 1971 — 1974
Accounting
Sales, Marketing U.S. Leadership 2015 - Present
Marketing Dynamics, LLC August 2012 - Present
First Citizens National Bank December 1996 - August 2012
Boatmen's Bank of Tennessee 1995 - 1997
Whitney National Bank 1991 - 1995
Oak Tree Savings Bank 1987 - 1991
Skills
Marketing, Leadership, Business Development, Strategic Planning, Strategy, Banking, Sales, CRM, Executive Management, Advertising, Management, Budgets, Marketing Communications, Team Building, Marketing Strategy, Customer Service, Sales Management, Market Planning, Fundraising, Digital Marketing, Public Relations, Entrepreneurship, Direct Marketing, Project Planning, Start-ups, Cross-functional Team..., Event Planning, Lead Generation, Brand Development, Marketing Management, Integrated Marketing, Product Development, Social Media Marketing, Strategic Partnerships, Social Networking, Business Strategy, Email Marketing, Online Marketing, Coaching, Team Leadership, Database Marketing, Marketing Research, Product Management, Retail Banking, Customer Acquisition, Product Marketing, Sales Operations, Sales Process, Sales Presentations, Salesforce.com
Education
University of Mississippi 1977 — 1982
BBA, Banking & Finance, Marketing
Northbridge High School 1972 — 1977
Assumption College
Southern Methodist University
Whitney National Bank November 1991 - November 2011
Whitney National Bank February 2008 - May 2009
Oak Tree Savings Bank July 1975 - November 1991
Skills
Retail Banking, Financial Analysis, Banking, Commercial Banking, Credit, Branch Banking, Finance, Analysis, Loans, Commercial Lending, Management, Business Development, Program Management, Sales Management, Small Business Lending, Project Management, Sales, Budgets, Credit Analysis, Marketing, Business Analysis, Cross Selling, Consumer Lending, Internet Banking, Treasury Management, Deposits, Lines Of Credit, Relationship Management, Core Banking, Credit Risk
Education
University of New Orleans 2000 — 2005
MBA, Finance, Marketing
Tulane University
Business, Finance and Marketing
SunTrust Banks, Inc. February 2001 - Present
SunTrust Bank 2001 - Present
Provident Bank 2000 - 2001
Companion Servicing Company, LLC (Block Financial) 1999 - 2000
NCS Mortgage Services 1997 - 1999
Fleet Finance 1996 - 1997
FDIC/Resolution Trust Corporation 1990 - December 1995
Oak Tree Savings Bank 1984 - 1990
Louisiana Legal Clinics 1982 - 1984
Tulane University School of Law Criminal Law Clinic 1980 - 1981
Skills
Consumer Lending, Banking, Mortgage, Mortgage Lending, Finance, Loan Servicing, Mortgage Banking, Risk Management, Loss Mitigation, Mortgage Servicing, Legislation, Consumer Financial..., Dodd-Frank, Qualified Mortgage..., Anti-Predatory Lending, Loans, Financial Services, Bankruptcy, Legal, Due Diligence, Litigation, Loan Origination, Credit Risk, Securitization, Credit, Financial Risk, Small Business Lending, Commercial Banking, AML, Securities, Credit Analysis, Portfolio Management, Operational Risk..., Executive Management, Bank Secrecy Act, Operational Risk, Retail Banking, Financial Institutions, Structured Finance, Underwriting, OFAC, Credit Cards, Treasury Management, Residential Mortgages, Lines Of Credit, Deposits, Capital Markets, USA PATRIOT Act, Fraud, Cash Management
Education
Tulane University School of Law 1978 — 1981
Juris Doctorate, Law
Aristotle University of Thessaloniki
International and Maritime Law
Northern Illinois University 1973 — 1977
B.S. cum laude, Finance
Highland Park High School 1969 — 1973
McGladrey & Pullen July 1993 - Present
Oak Tree Savings Bank March 1991 - May 1992
Skills
Accounting, CPA, Tax, Financial Reporting, GAAP, Auditing, Finance, Financial Accounting, Financial Analysis, Corporate Tax
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1993
Masters, Accounting
Louisiana State University 1985 — 1990
Bach., Finance