Old Florida Bank
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Old Florida Bank Employees
Employee
Years
Job
Industry
Cary Berman Cary Berman's Old Florida Bank Experience 2009 - 2015
Job Executive Vice President, IBERIABANK NMLS 322468
Industry Banking
Experience
IBERIABANK October 2009 - Present
Old Florida Bank 2009 - 2015
Skills
Small Business Lending, Loans, Credit, Banking, Loan Origination, Mortgage Lending, Consumer Lending, Retail Banking, Credit Analysis, Commercial Banking, Residential Mortgages, Commercial Lending, Credit Risk, Mortgage Banking, Portfolio Management, Refinance, Strategic Financial..., Treasury Management, Underwriting, Commercial Mortgages, FHA
Education
University of Florida 1990 — 1992
BS, Finance, General
University of Florida 1990 — 1992
Bachelor of Science (BS), Finance, General
IBERIABANK October 2009 - Present
Old Florida Bank 2009 - 2015
Skills
Small Business Lending, Loans, Credit, Banking, Loan Origination, Mortgage Lending, Consumer Lending, Retail Banking, Credit Analysis, Commercial Banking, Residential Mortgages, Commercial Lending, Credit Risk, Mortgage Banking, Portfolio Management, Refinance, Strategic Financial..., Treasury Management, Underwriting, Commercial Mortgages, FHA
Education
University of Florida 1990 — 1992
BS, Finance, General
University of Florida 1990 — 1992
Bachelor of Science (BS), Finance, General
Kevin Dunham Kevin Dunham's Old Florida Bank Experience May 2014 - August 2014
Job Associate Consultant at Raftelis Financial Consultants, Inc.
Industry Financial Services
Experience
Raftelis Financial Consultants, Inc. April 2015 - Present
SFP Synergy Financial Partners January 2015 - Present
Auburn University Raymond J. Harbert College of Business August 2013 - December 2014
Old Florida Bank May 2014 - August 2014
TD Bank July 2011 - August 2012
Orlando Science Center June 2011 - July 2011
Skills
Financial Analysis, Credit Analysis, Credit, Finance, Investments, Wealth Management, Commercial Lending, Financial Services, Small Business Lending, Financial Modeling, Customer Service, Social Media, Public Speaking
Education
Auburn University 2013 — 2014
Master of Business Administration (MBA)
Florida State University - College of Business 2009 — 2013
Bachelor of Science (B.S.), Finance and Applied Economics
Raftelis Financial Consultants, Inc. April 2015 - Present
SFP Synergy Financial Partners January 2015 - Present
Auburn University Raymond J. Harbert College of Business August 2013 - December 2014
Old Florida Bank May 2014 - August 2014
TD Bank July 2011 - August 2012
Orlando Science Center June 2011 - July 2011
Skills
Financial Analysis, Credit Analysis, Credit, Finance, Investments, Wealth Management, Commercial Lending, Financial Services, Small Business Lending, Financial Modeling, Customer Service, Social Media, Public Speaking
Education
Auburn University 2013 — 2014
Master of Business Administration (MBA)
Florida State University - College of Business 2009 — 2013
Bachelor of Science (B.S.), Finance and Applied Economics
Felipe Ferreira Felipe Ferreira's Old Florida Bank Experience June 2012 - Present
Job Mortgage Executive at IBERIABANK Mortgage NMLS ID 486384
Industry Banking
Experience
IBERIABANK Mortgage April 2015 - Present
Old Florida Bank June 2012 - Present
Anderen Bank June 2010 - May 2012
First Commercial Bank of Florida July 2004 - April 2010
Skills
Residential Mortgages, Construction Loans, FHA financing, VA Financing, Banking, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Jumbo Mortgage, Small Business Lending, Credit Analysis, Commercial Banking, Commercial Lending, VA loans, Consumer Lending, Loans, Credit, Real Estate, Loan Origination, Retail Banking, VA Loans, FHA Financing
Education
University of Central Florida
IBERIABANK Mortgage April 2015 - Present
Old Florida Bank June 2012 - Present
Anderen Bank June 2010 - May 2012
First Commercial Bank of Florida July 2004 - April 2010
Skills
Residential Mortgages, Construction Loans, FHA financing, VA Financing, Banking, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Jumbo Mortgage, Small Business Lending, Credit Analysis, Commercial Banking, Commercial Lending, VA loans, Consumer Lending, Loans, Credit, Real Estate, Loan Origination, Retail Banking, VA Loans, FHA Financing
Education
University of Central Florida
Heather Dixon, SPHR's Old Florida Bank Experience November 2010 - April 2015
Job Experienced Human Resources Professional
Industry Human Resources
Experience
Old Florida Bank November 2010 - April 2015
Alcon Laboratories, Inc. April 2001 - May 2009
Skills
Talent Management, Employee Relations, Succession Planning, Personnel Management, Recruiting, Employee Benefits, Leadership, Management, Payroll, Strategic Planning, Project Management, Training, Deferred Compensation, Training & Development, Process Improvement, Performance Management, Onboarding, Human Resources, Leadership Development, HRIS, Career Counseling
Education
University of Central Florida 2004 — 2006
Master of Science in Management, Human Resources and Change Management
University of Central Florida 1997 — 2001
Bachelor of Science in Business Administration, Human Resources Management
Old Florida Bank November 2010 - April 2015
Alcon Laboratories, Inc. April 2001 - May 2009
Skills
Talent Management, Employee Relations, Succession Planning, Personnel Management, Recruiting, Employee Benefits, Leadership, Management, Payroll, Strategic Planning, Project Management, Training, Deferred Compensation, Training & Development, Process Improvement, Performance Management, Onboarding, Human Resources, Leadership Development, HRIS, Career Counseling
Education
University of Central Florida 2004 — 2006
Master of Science in Management, Human Resources and Change Management
University of Central Florida 1997 — 2001
Bachelor of Science in Business Administration, Human Resources Management
Jerry Izzo Jerry Izzo's Old Florida Bank Experience March 2013 - April 2015
Job Commercial Underwriter II at IBERIABANK
Industry Banking
Experience
IBERIABANK April 2015 - Present
Old Florida Bank March 2013 - April 2015
Old Florida Bank August 2010 - March 2013
Education
University of Central Florida - College of Business Administration 2006 — 2010
Bachelor of Science, Finance
IBERIABANK April 2015 - Present
Old Florida Bank March 2013 - April 2015
Old Florida Bank August 2010 - March 2013
Education
University of Central Florida - College of Business Administration 2006 — 2010
Bachelor of Science, Finance
Robert Thompson Robert Thompson's Old Florida Bank Experience February 2013 - Present
Job Managing Partner at Winter Park Consulting Group
Industry Marketing and Advertising
Experience
Winter Park Consulting Group June 2015 - Present
Old Florida Bank February 2013 - Present
South Lake Hospital September 2012 - February 2013
TWsquared January 2008 - September 2012
City of Clermont November 2008 - November 2010
Skills
Public Relations, Marketing Strategy, Public Speaking, Strategic Planning, Social Business Design, Co-creation, Early-stage Startups, Small Business, Strategic Partnerships, Buzz Marketing, Branded Entertainment, Youth Marketing, Entrepreneurship, Social Media, Community Development, Online Marketing, Marketing, Community Outreach, Online Advertising, Brand Awareness, Business Development, Advertising, Brand Development, Social Networking, Email Marketing, Government, Interactive Marketing, Corporate Communications, Marketing Communications, Nonprofits, Web Marketing, Media Relations, SEO, Relationship Marketing, Message Development, Start-ups, Fundraising, Strategic Communications, Integrated Marketing, Mobile Marketing, Event Management, Budgets, Training, Strategy, Management, Market Research, Brand Management
Education
Harvard Business School 2013 — 2014
EMBA, Business Administration and Management
University of Florida 2005 — 2006
Graduate Work
University of Central Florida 2000 — 2004
Bachelor's degree, BA
Winter Park Consulting Group June 2015 - Present
Old Florida Bank February 2013 - Present
South Lake Hospital September 2012 - February 2013
TWsquared January 2008 - September 2012
City of Clermont November 2008 - November 2010
Skills
Public Relations, Marketing Strategy, Public Speaking, Strategic Planning, Social Business Design, Co-creation, Early-stage Startups, Small Business, Strategic Partnerships, Buzz Marketing, Branded Entertainment, Youth Marketing, Entrepreneurship, Social Media, Community Development, Online Marketing, Marketing, Community Outreach, Online Advertising, Brand Awareness, Business Development, Advertising, Brand Development, Social Networking, Email Marketing, Government, Interactive Marketing, Corporate Communications, Marketing Communications, Nonprofits, Web Marketing, Media Relations, SEO, Relationship Marketing, Message Development, Start-ups, Fundraising, Strategic Communications, Integrated Marketing, Mobile Marketing, Event Management, Budgets, Training, Strategy, Management, Market Research, Brand Management
Education
Harvard Business School 2013 — 2014
EMBA, Business Administration and Management
University of Florida 2005 — 2006
Graduate Work
University of Central Florida 2000 — 2004
Bachelor's degree, BA
Mistie Murphy Mistie Murphy's Old Florida Bank Experience June 2014 - April 2015
Job Accounting Clerk at Zimmerman, Kiser & Sutcliffe, P.A.
Industry Accounting
Experience
Zimmerman, Kiser & Sutcliffe, P.A. July 2015 - Present
IBERIABANK April 2015 - June 2015
Old Florida Bank June 2014 - April 2015
Beall's, Inc. 2011 - 2012
Ross Stores, Inc. 2010 - 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, Banking, Cash Handling Experience
Education
University of Central Florida 2014 — 2017
Bachelor of Science (BS), Accounting
Valencia Community College 2012 — 2014
Associate of Arts (A.A.), Accounting Technology
Zimmerman, Kiser & Sutcliffe, P.A. July 2015 - Present
IBERIABANK April 2015 - June 2015
Old Florida Bank June 2014 - April 2015
Beall's, Inc. 2011 - 2012
Ross Stores, Inc. 2010 - 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, Banking, Cash Handling Experience
Education
University of Central Florida 2014 — 2017
Bachelor of Science (BS), Accounting
Valencia Community College 2012 — 2014
Associate of Arts (A.A.), Accounting Technology
Ruthie (Kay) Gardner Ruthie (Kay) Gardner's Old Florida Bank Experience August 2001 - August 2004
Job Consumer Loan Underwriter IV at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage March 2014 - Present
Wells Fargo Home Mortgage November 2011 - March 2014
Wells Fargo Home Mortgage April 2010 - November 2011
CG Mortgage Solutions October 2009 - April 2010
Royal Palm Bank April 2007 - October 2009
Partners Bank June 2005 - April 2007
Saltz Shamis & Goldfarb November 2004 - June 2005
Old Florida Bank August 2001 - August 2004
Skills
Loans, Credit, Underwriting, Mortgage Lending, Banking, Construction Loans, Mortgage, Loss Mitigation, Financial Analysis, Credit Analysis, Real Estate, Risk Management, Consumer Lending, FHA, Commercial Lending, Lines Of Credit, Credit Risk, Small Business Lending, Accounting, Excel, Mortgage Underwriting, Analysis, Commercial Credit, Outlook, Auditing, Process Improvement, Problem Solving, Word, Commercial Banking, Policy, Commercial Mortgages, Residential Mortgages, Mortgage Banking, Mortgage Servicing, Loan Servicing, Portfolio Management, Microsoft Excel, Microsoft Word
Education
Western Governors University 2012 — 2016
Bachelor of Science (B.S.), Accounting and Finance
University of Alabama
Psychology
Wells Fargo Home Mortgage March 2014 - Present
Wells Fargo Home Mortgage November 2011 - March 2014
Wells Fargo Home Mortgage April 2010 - November 2011
CG Mortgage Solutions October 2009 - April 2010
Royal Palm Bank April 2007 - October 2009
Partners Bank June 2005 - April 2007
Saltz Shamis & Goldfarb November 2004 - June 2005
Old Florida Bank August 2001 - August 2004
Skills
Loans, Credit, Underwriting, Mortgage Lending, Banking, Construction Loans, Mortgage, Loss Mitigation, Financial Analysis, Credit Analysis, Real Estate, Risk Management, Consumer Lending, FHA, Commercial Lending, Lines Of Credit, Credit Risk, Small Business Lending, Accounting, Excel, Mortgage Underwriting, Analysis, Commercial Credit, Outlook, Auditing, Process Improvement, Problem Solving, Word, Commercial Banking, Policy, Commercial Mortgages, Residential Mortgages, Mortgage Banking, Mortgage Servicing, Loan Servicing, Portfolio Management, Microsoft Excel, Microsoft Word
Education
Western Governors University 2012 — 2016
Bachelor of Science (B.S.), Accounting and Finance
University of Alabama
Psychology
Elizabeth M. Chacko's Old Florida Bank Experience August 2013 - March 2015
Job Senior Accountant at Old Florida Bank
Industry Accounting
Experience
Old Florida Bank August 2013 - March 2015
GE Capital April 2012 - July 2013
GE Capital January 2010 - April 2012
The PrivateBank April 2008 - March 2009
Accenture November 2007 - April 2008
First Commercial Bank of Florida February 2006 - August 2007
First Commercial Bank of Florida August 2005 - February 2006
Seacoast National Bank October 2003 - August 2005
Skills
Financial Analysis, Financial Modeling, Strategic Planning, Accounting, Management, Data Analysis, Financial Reporting, Finance, Budgets, Banking, Forecasting, Risk Management, Corporate Finance, Process Improvement, Managerial Finance
Education
DePaul University 2009 — 2009
Nova Southeastern University 2001 — 2002
MBA
University of Central Florida 1996 — 2000
B.S.
Old Florida Bank August 2013 - March 2015
GE Capital April 2012 - July 2013
GE Capital January 2010 - April 2012
The PrivateBank April 2008 - March 2009
Accenture November 2007 - April 2008
First Commercial Bank of Florida February 2006 - August 2007
First Commercial Bank of Florida August 2005 - February 2006
Seacoast National Bank October 2003 - August 2005
Skills
Financial Analysis, Financial Modeling, Strategic Planning, Accounting, Management, Data Analysis, Financial Reporting, Finance, Budgets, Banking, Forecasting, Risk Management, Corporate Finance, Process Improvement, Managerial Finance
Education
DePaul University 2009 — 2009
Nova Southeastern University 2001 — 2002
MBA
University of Central Florida 1996 — 2000
B.S.
Ann Cauffman Ann Cauffman's Old Florida Bank Experience June 2012 - May 2015
Job PNC Bank
Industry Banking
Experience
PNC July 2015 - Present
Old Florida Bank June 2012 - May 2015
Urban Trust Bank January 2012 - June 2012
Federal Trust Bank March 2003 - December 2011
Skills
Banking, Strategic Planning, Customer Relations, Team Building, Customer Service, Depository Operations, Risk Management, Commercial Banking, Retail Banking, Credit, Loans, Commercial Lending, Consumer Lending, Small Business Lending, Credit Analysis, Mortgage Lending, Loan Origination, Branch Banking, Deposits
Education
Daytona College 1998 — 2001
Banking and Financial Support Services
PNC July 2015 - Present
Old Florida Bank June 2012 - May 2015
Urban Trust Bank January 2012 - June 2012
Federal Trust Bank March 2003 - December 2011
Skills
Banking, Strategic Planning, Customer Relations, Team Building, Customer Service, Depository Operations, Risk Management, Commercial Banking, Retail Banking, Credit, Loans, Commercial Lending, Consumer Lending, Small Business Lending, Credit Analysis, Mortgage Lending, Loan Origination, Branch Banking, Deposits
Education
Daytona College 1998 — 2001
Banking and Financial Support Services
David Murdock David Murdock's Old Florida Bank Experience November 2012 - Present
Job Retail Float Manager
Industry Banking
Experience
IBERIABANK Retail Float ManagerIBERIABANKDecember 2013 - Present
Old Florida Bank November 2012 - Present
Urban Trust Bank February 2012 - November 2012
Urban Trust Bank February 2011 - February 2012
Urban Trust Bank February 2010 - February 2011
Finishline September 2008 - February 2010
Old Southern Bank July 2006 - February 2008
FNB of Central Florida May 2002 - July 2006
SouthTrust Bank March 2001 - February 2002
Skills
Banking, Compliance, Customer Service, Microsoft Office, Sales Management, Excel, Mortgage, Word, Coaching, Team Leadership, Team Building, Loans, Mortgage Lending, Credit, Risk Management, Microsoft Excel, Auditing, Financial Reporting, Bank Secrecy Act, Financial Analysis, Commercial Banking, AML, Internal Audit, Cash Management, Microsoft Word, Financial Risk, Credit Risk, Consumer Lending, Retail Banking, OFAC, Anti Money Laundering
Education
Erskine College 1989 — 1994
BS, Sports Management
Tampa Catholic 1986 — 1989
IBERIABANK Retail Float ManagerIBERIABANKDecember 2013 - Present
Old Florida Bank November 2012 - Present
Urban Trust Bank February 2012 - November 2012
Urban Trust Bank February 2011 - February 2012
Urban Trust Bank February 2010 - February 2011
Finishline September 2008 - February 2010
Old Southern Bank July 2006 - February 2008
FNB of Central Florida May 2002 - July 2006
SouthTrust Bank March 2001 - February 2002
Skills
Banking, Compliance, Customer Service, Microsoft Office, Sales Management, Excel, Mortgage, Word, Coaching, Team Leadership, Team Building, Loans, Mortgage Lending, Credit, Risk Management, Microsoft Excel, Auditing, Financial Reporting, Bank Secrecy Act, Financial Analysis, Commercial Banking, AML, Internal Audit, Cash Management, Microsoft Word, Financial Risk, Credit Risk, Consumer Lending, Retail Banking, OFAC, Anti Money Laundering
Education
Erskine College 1989 — 1994
BS, Sports Management
Tampa Catholic 1986 — 1989
Nancy Lopez-Noa Nancy Lopez-Noa's Old Florida Bank Experience November 2003 - March 2006
Job Banking Professional
Industry Banking
Experience
Century Bank of Florida May 2011 - Present
Southwest Capital Bank March 2006 - June 2010
Old Florida Bank November 2003 - March 2006
FNB Corp-CSC of Florida, LLC January 2002 - November 2003
FNB Corp-CSC of Florida, LLC January 2000 - January 2002
FNB Corp December 1998 - January 2000
SouthTrust Bank September 1990 - December 1998
American Pioneer Savings Bank October 1985 - July 1990
Skills
Microsoft Office, Project Management, Internal Controls, Policy writing, Project implementation, Policy Writing, Banking, Accounts Payable, Bank Reconciliation, Accounts Receivable, Auditing, Accounting, Financial Analysis, Financial Risk, Finance, Leadership, General Ledger, Financial Reporting, Loans, Strategic Planning, Risk Assessment, Analysis, Software Documentation, Internal Audit, Training, Credit Analysis, Payroll, Cash Management, Consolidation, Management, Commercial Banking, Financial Institutions, Financial Forecasting, Enterprise Risk..., Credit, Financial Accounting, Treasury Management, Risk Management, Vendor Management, Human Resources, Managerial Finance, Financial Statements, Budgets
Education
City University of New York City College 1978 — 1979
Brooklyn Technical High School 1975 — 1978
Century Bank of Florida May 2011 - Present
Southwest Capital Bank March 2006 - June 2010
Old Florida Bank November 2003 - March 2006
FNB Corp-CSC of Florida, LLC January 2002 - November 2003
FNB Corp-CSC of Florida, LLC January 2000 - January 2002
FNB Corp December 1998 - January 2000
SouthTrust Bank September 1990 - December 1998
American Pioneer Savings Bank October 1985 - July 1990
Skills
Microsoft Office, Project Management, Internal Controls, Policy writing, Project implementation, Policy Writing, Banking, Accounts Payable, Bank Reconciliation, Accounts Receivable, Auditing, Accounting, Financial Analysis, Financial Risk, Finance, Leadership, General Ledger, Financial Reporting, Loans, Strategic Planning, Risk Assessment, Analysis, Software Documentation, Internal Audit, Training, Credit Analysis, Payroll, Cash Management, Consolidation, Management, Commercial Banking, Financial Institutions, Financial Forecasting, Enterprise Risk..., Credit, Financial Accounting, Treasury Management, Risk Management, Vendor Management, Human Resources, Managerial Finance, Financial Statements, Budgets
Education
City University of New York City College 1978 — 1979
Brooklyn Technical High School 1975 — 1978
Michael Thrasher's Old Florida Bank Experience 2003 - 2007
Job Former President & CEO
Industry Banking
Experience
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
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
Lisa (Schaffner) Lopuch Lisa (Schaffner) Lopuch's Old Florida Bank Experience 2004 - 2006
Job IT Systems Engineer at EverBank
Industry Banking
Experience
IT February 2014 - Present
EverBank July 2010 - Present
Everbank July 2010 - Present
Bank of Florida 2006 - June 2010
Old Florida Bank 2004 - 2006
Northwest Savings Bank 2000 - 2003
Skills
ITIL, Visio, Active Directory, Disaster Recovery, SharePoint, Banking, Linux, SQL, Analysis, System Administration, Microsoft SQL Server, Credit, Technical Support, Retail Banking, Management, Windows 7, Troubleshooting, Customer Service, Windows XP
Education
Jamestown Community College
Associate, Information Systems
IT February 2014 - Present
EverBank July 2010 - Present
Everbank July 2010 - Present
Bank of Florida 2006 - June 2010
Old Florida Bank 2004 - 2006
Northwest Savings Bank 2000 - 2003
Skills
ITIL, Visio, Active Directory, Disaster Recovery, SharePoint, Banking, Linux, SQL, Analysis, System Administration, Microsoft SQL Server, Credit, Technical Support, Retail Banking, Management, Windows 7, Troubleshooting, Customer Service, Windows XP
Education
Jamestown Community College
Associate, Information Systems
Anthony Pardal's Old Florida Bank Experience 2003 - 2008
Job Analyst at Promontory Financial Group, LLC
Industry Legal Services
Experience
Promontory Financial Group, LLC June 2015 - Present
Morrison & Foerster LLP May 2011 - June 2015
Charlotte in 2012 - Democratic National Convention August 2012 - September 2012
State Net, A LexisNexis Company January 2011 - May 2011
U.S. Senator Evan Bayh July 2010 - January 2011
U.S. House of Representatives February 2010 - July 2010
Old Florida Bank 2003 - 2008
Skills
Public Policy, Legislative, Politics, Legislative Research, Legal Research, Microsoft Office, Financial Analysis, Financial Reporting, Legislative Relations, Policy Analysis, Community Outreach, Legislation, Public Speaking
Education
Florida Gulf Coast University 2005 — 2009
BS, Finance
Promontory Financial Group, LLC June 2015 - Present
Morrison & Foerster LLP May 2011 - June 2015
Charlotte in 2012 - Democratic National Convention August 2012 - September 2012
State Net, A LexisNexis Company January 2011 - May 2011
U.S. Senator Evan Bayh July 2010 - January 2011
U.S. House of Representatives February 2010 - July 2010
Old Florida Bank 2003 - 2008
Skills
Public Policy, Legislative, Politics, Legislative Research, Legal Research, Microsoft Office, Financial Analysis, Financial Reporting, Legislative Relations, Policy Analysis, Community Outreach, Legislation, Public Speaking
Education
Florida Gulf Coast University 2005 — 2009
BS, Finance
Greg Schaefer's Old Florida Bank Experience August 2010 - August 2014
Job Senior Vice President at IBERIABANK
Industry Financial Services
Experience
IBERIABANK April 2015 - Present
PNC August 2014 - April 2015
Old Florida Bank August 2010 - August 2014
Wells Fargo Equipment Finance, Inc. September 2002 - July 2010
CIT 1996 - 2007
Wachovia September 2000 - September 2002
Skills
Credit Analysis, Underwriting, Business Planning, Commercial Lending, Banking, Portfolio Management, Credit, Loans, Small Business Lending, Commercial Banking, Mortgage Lending, Finance, Loan Origination, Financial Analysis, Credit Risk, Refinance, Cash Management, Retail Banking, Commercial Mortgages, Risk Management, Financial Services, Asset Based Lending, Marketing Strategy, Relationship Management, Financial Risk, Asset Management, Business Development, Construction Loans, Financial Structuring, Funding, Lines Of Credit, Insurance, Management, Middle Market, Sales, Sales Management, Sales Operations
Education
Kennesaw State University 1992 — 1996
B.B.A, MARKETING AND PROFESSIONAL SALES
IBERIABANK April 2015 - Present
PNC August 2014 - April 2015
Old Florida Bank August 2010 - August 2014
Wells Fargo Equipment Finance, Inc. September 2002 - July 2010
CIT 1996 - 2007
Wachovia September 2000 - September 2002
Skills
Credit Analysis, Underwriting, Business Planning, Commercial Lending, Banking, Portfolio Management, Credit, Loans, Small Business Lending, Commercial Banking, Mortgage Lending, Finance, Loan Origination, Financial Analysis, Credit Risk, Refinance, Cash Management, Retail Banking, Commercial Mortgages, Risk Management, Financial Services, Asset Based Lending, Marketing Strategy, Relationship Management, Financial Risk, Asset Management, Business Development, Construction Loans, Financial Structuring, Funding, Lines Of Credit, Insurance, Management, Middle Market, Sales, Sales Management, Sales Operations
Education
Kennesaw State University 1992 — 1996
B.B.A, MARKETING AND PROFESSIONAL SALES
Casey Schwalbe's Old Florida Bank Experience July 2004 - April 2015
Job Vice President / Closing Officer at Mercantile Capital Corporation
Industry Banking
Experience
Mercantile Capital Corporation April 2015 - Present
Old Florida Bank July 2004 - April 2015
Southern Community Bank. July 2000 - June 2004
National Bank of Commerce June 1998 - July 2000
Skills
Credit Analysis, Asset Management, Valuation, Due Diligence, Asset Managment, Real Estate Financing, Commercial Lending, Credit, Residential Homes, Investors, Investment Properties, Leases, Apartments, Mortgage Lending, Loan Origination, Commercial Mortgages, Retail Banking, Banking, Commercial Banking, Loans, Small Business Lending
Education
Seminole State College of Florida
Bachelor of Science (B.S.), Business and Information Management
University of Florida - School of Banking 2006 — 2008
Graduate, Banking
Valencia College
Associate of Arts (A.A.), General Business
Mercantile Capital Corporation April 2015 - Present
Old Florida Bank July 2004 - April 2015
Southern Community Bank. July 2000 - June 2004
National Bank of Commerce June 1998 - July 2000
Skills
Credit Analysis, Asset Management, Valuation, Due Diligence, Asset Managment, Real Estate Financing, Commercial Lending, Credit, Residential Homes, Investors, Investment Properties, Leases, Apartments, Mortgage Lending, Loan Origination, Commercial Mortgages, Retail Banking, Banking, Commercial Banking, Loans, Small Business Lending
Education
Seminole State College of Florida
Bachelor of Science (B.S.), Business and Information Management
University of Florida - School of Banking 2006 — 2008
Graduate, Banking
Valencia College
Associate of Arts (A.A.), General Business
William Ridgeway's Old Florida Bank Experience February 2002 - December 2004
Job Vice President at IDS Corporation
Industry Banking
Experience
IDS Corporation January 2005 - Present
Old Florida Bank February 2002 - December 2004
Cape Coral National Bank December 1999 - February 2002
Education
Florida Gulf Coast University
MBA, Finance
Rochester Institute of Technology
BA, Finance
IDS Corporation January 2005 - Present
Old Florida Bank February 2002 - December 2004
Cape Coral National Bank December 1999 - February 2002
Education
Florida Gulf Coast University
MBA, Finance
Rochester Institute of Technology
BA, Finance
Yelena Brace's Old Florida Bank Experience June 2014 - April 2015
Job Vice President, Underwriting Manager at Mercantile Capital Corporation/IBERIABANK
Industry Banking
Experience
IBERIABANK April 2015 - Present
Old Florida Bank June 2014 - April 2015
Mercantile Capital Corporation/Old Florida Bank February 2012 - June 2014
CNL/JDS Holdings, LLC August 2011 - February 2012
Mercantile Capital Corporation April 2009 - August 2011
Mercantile Capital Corporation August 2007 - April 2009
Colorvision Inc April 2006 - July 2007
Event Imaging Solutions, Inc October 2004 - April 2006
Skills
Credit, Underwriting, Financial Analysis, Word, Microsoft Office, PowerPoint, Research, Cash Flow, Investments, Bloomberg, Credit Analysis, Russian, Microsoft Excel, SBA 504, Commercial Lending, Commercial Real Estate, Balance Sheet, Income Statement, Accounting, Finance, Commercial Banking, Commercial Mortgages, Loans, Small Business Lending, Mortgage Lending, Mergers & Acquisitions, SBA, Real Estate Financing, Market Analysis, Credit Risk, Risk Management, Market Research, Corporate Finance
Education
FBA Florida School of Banking 2014 — 2016
Banking
University of Central Florida 2009 — 2011
MBA, Finance, Management
University of Central Florida - College of Business Administration 2006 — 2008
Bachelors, Finance and Accounting
Valencia Community College 2004 — 2006
A.A. Degree, Business Administration
IBERIABANK April 2015 - Present
Old Florida Bank June 2014 - April 2015
Mercantile Capital Corporation/Old Florida Bank February 2012 - June 2014
CNL/JDS Holdings, LLC August 2011 - February 2012
Mercantile Capital Corporation April 2009 - August 2011
Mercantile Capital Corporation August 2007 - April 2009
Colorvision Inc April 2006 - July 2007
Event Imaging Solutions, Inc October 2004 - April 2006
Skills
Credit, Underwriting, Financial Analysis, Word, Microsoft Office, PowerPoint, Research, Cash Flow, Investments, Bloomberg, Credit Analysis, Russian, Microsoft Excel, SBA 504, Commercial Lending, Commercial Real Estate, Balance Sheet, Income Statement, Accounting, Finance, Commercial Banking, Commercial Mortgages, Loans, Small Business Lending, Mortgage Lending, Mergers & Acquisitions, SBA, Real Estate Financing, Market Analysis, Credit Risk, Risk Management, Market Research, Corporate Finance
Education
FBA Florida School of Banking 2014 — 2016
Banking
University of Central Florida 2009 — 2011
MBA, Finance, Management
University of Central Florida - College of Business Administration 2006 — 2008
Bachelors, Finance and Accounting
Valencia Community College 2004 — 2006
A.A. Degree, Business Administration
Susan A. deFreese's Old Florida Bank Experience May 2013 - March 2015
Job Senior Vice President, Compliance Manager and Orlando Market CRA Liaison at IBERIABANK
Industry Banking
Experience
IBERIABANK April 2015 - Present
Old Florida Bank May 2013 - March 2015
Old Florida National Bank March 2010 - May 2013
Old Southern Bank January 2007 - March 2010
First Commercial Bank, Orlando January 2005 - December 2006
Southern Community Bank 2000 - 2004
Office of the Comptroller of the Currency May 1974 - 1981
Skills
Banking, Bank Secrecy Act, AML, Compliance, Risk Management, Risk, Due Diligence, Financial Institutions, Risk Assessment, Auditing, Policy, Internal Audit, Loans, Internal Controls, Audit, Security, BSA, Enterprise Risk..., OFAC, Customer Relations, Fraud, USA PATRIOT Act, Team Building, Compliance Management, KYC, Problem Solving, Credit, Accounting, Mergers, Customer Service, Microsoft Office, Mortgage, Retail Banking, Executive Management, Portfolio Management, Operational Risk, Financial Risk, Operational Risk..., Mortgage Lending, Commercial Banking, Credit Risk, Mergers & Acquisitions, Commercial Lending, Treasury Management, Finance, Small Business Lending, Cash Management, Consumer Lending, Anti Money Laundering
Education
Mississippi State University
BS in Accounting
Mississippi State University - College of Business and Industry
Bachelor of Science, Accounting
IBERIABANK April 2015 - Present
Old Florida Bank May 2013 - March 2015
Old Florida National Bank March 2010 - May 2013
Old Southern Bank January 2007 - March 2010
First Commercial Bank, Orlando January 2005 - December 2006
Southern Community Bank 2000 - 2004
Office of the Comptroller of the Currency May 1974 - 1981
Skills
Banking, Bank Secrecy Act, AML, Compliance, Risk Management, Risk, Due Diligence, Financial Institutions, Risk Assessment, Auditing, Policy, Internal Audit, Loans, Internal Controls, Audit, Security, BSA, Enterprise Risk..., OFAC, Customer Relations, Fraud, USA PATRIOT Act, Team Building, Compliance Management, KYC, Problem Solving, Credit, Accounting, Mergers, Customer Service, Microsoft Office, Mortgage, Retail Banking, Executive Management, Portfolio Management, Operational Risk, Financial Risk, Operational Risk..., Mortgage Lending, Commercial Banking, Credit Risk, Mergers & Acquisitions, Commercial Lending, Treasury Management, Finance, Small Business Lending, Cash Management, Consumer Lending, Anti Money Laundering
Education
Mississippi State University
BS in Accounting
Mississippi State University - College of Business and Industry
Bachelor of Science, Accounting
Louise Charlot's Old Florida Bank Experience 2006 - 2012
Job Finance Assistant at Old Florida National Bank
Industry Banking
Experience
Iberia Bank formerly Old Florida Bank 2012 - 2015
Old Florida Bank 2006 - 2012
Wells Fargo 1989 - 2006
Skills
Credit, Accounts Payable, Finance, Banking, Bank Reconciliation, Accounts Receivable, Financial Analysis, Invoicing, General Ledger, Account Reconciliation, Accounting, Commercial Lending, Credit Analysis, Loans, Fixed Assets, Cash Flow, Organization Skills, Customer Service, Microsoft Office
Education
Seminole Community College
Associate’s Degree, Accounting
Algonquin College of Applied Arts and Technology
Bilingual Executive Secretary
American Institute of Banking
Iberia Bank formerly Old Florida Bank 2012 - 2015
Old Florida Bank 2006 - 2012
Wells Fargo 1989 - 2006
Skills
Credit, Accounts Payable, Finance, Banking, Bank Reconciliation, Accounts Receivable, Financial Analysis, Invoicing, General Ledger, Account Reconciliation, Accounting, Commercial Lending, Credit Analysis, Loans, Fixed Assets, Cash Flow, Organization Skills, Customer Service, Microsoft Office
Education
Seminole Community College
Associate’s Degree, Accounting
Algonquin College of Applied Arts and Technology
Bilingual Executive Secretary
American Institute of Banking
Chris McKnight's Old Florida Bank Experience July 2014 - Present
Job Vice President at Old Florida Bank
Industry Machinery
Experience
Old Florida Bank July 2014 - Present
Tractor & Equipment Company January 2011 - June 2014
Tractor & Equipment Company July 2008 - January 2011
Capmark July 2003 - September 2008
Skills
Finance, Investments, Budgets, Microsoft Excel, Financial Analysis, Purchasing, Contract Negotiation, Operations Management, Manufacturing, Negotiation, Business Strategy, Microsoft Office, Sales Management, Management, Strategic Planning, Logistics, Sales Operations, Pricing, Credit, Sales, Business Development, New Business Development, Analysis, Forecasting, Inventory Management, Team Building
Education
University of Alabama at Birmingham 2001 — 2004
Finance - Institutions and Investments, Accounting and Finance, 3.94 GPA
University of Alabama at Birmingham
Finance, Institustions and Investment
Old Florida Bank July 2014 - Present
Tractor & Equipment Company January 2011 - June 2014
Tractor & Equipment Company July 2008 - January 2011
Capmark July 2003 - September 2008
Skills
Finance, Investments, Budgets, Microsoft Excel, Financial Analysis, Purchasing, Contract Negotiation, Operations Management, Manufacturing, Negotiation, Business Strategy, Microsoft Office, Sales Management, Management, Strategic Planning, Logistics, Sales Operations, Pricing, Credit, Sales, Business Development, New Business Development, Analysis, Forecasting, Inventory Management, Team Building
Education
University of Alabama at Birmingham 2001 — 2004
Finance - Institutions and Investments, Accounting and Finance, 3.94 GPA
University of Alabama at Birmingham
Finance, Institustions and Investment
Justin Pegram's Old Florida Bank Experience November 2013 - February 2015
Job Creative Specialist at VaxCare
Industry Public Relations and Communications
Experience
VaxCare March 2015 - Present
Old Florida Bank November 2013 - February 2015
TWsquared November 2012 - October 2013
Thompson Wesley Wolfe, LLC January 2009 - October 2012
Freelance July 2006 - December 2008
Skills
Branding & Identity, Media Relations, Graphics, Public Relations, Social Media, Marketing, Advertising
Education
University of Central Florida 2003 — 2005
BA, Digital Media
Valencia College 2001 — 2003
AA, General Studies
VaxCare March 2015 - Present
Old Florida Bank November 2013 - February 2015
TWsquared November 2012 - October 2013
Thompson Wesley Wolfe, LLC January 2009 - October 2012
Freelance July 2006 - December 2008
Skills
Branding & Identity, Media Relations, Graphics, Public Relations, Social Media, Marketing, Advertising
Education
University of Central Florida 2003 — 2005
BA, Digital Media
Valencia College 2001 — 2003
AA, General Studies