Old Harbor Bank
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Old Harbor Bank Employees
First Home Bank 2014 - Present
Sr. Residential Manager March 2012 - 2013
Old Harbor Bank August 2008 - February 2012
Residential Mortgage Manager 1996 - 2011
Skills
Management, Mortgage Lending, Sales, Customer Service, Loans, Credit, Credit Analysis, Consumer Lending, Banking, Commercial Banking, Underwriting, Retail Banking, Commercial Mortgages, Portfolio Management, Lines Of Credit, Sales Process, Loan Origination, Credit Risk
Education
University of South Florida
BS, Finance
KS Consulting Services LLC October 2008 - Present
Silicon Tech Racing October 2010 - April 2013
Dempsey Racing November 2011 - December 2012
Freescale Semiconductor April 2011 - November 2011
The Racers Group November 2008 - February 2011
Old Harbor Bank April 2006 - April 2008
Tampa Bay Watch, Inc. January 2006 - June 2006
Antioch Recreational Center June 2005 - February 2006
Lake County, IL Chamber of Commerce, Gurnee, Waukegan & Hispanic Chamber of Commerce January 2001 - March 2004
KS Consulting LTD January 1999 - January 2001
Skills
Public Relations, Event Management, Event Planning, Advertising, Marketing, Press Releases, Fundraising, Integrated Marketing, Corporate Communications, Start-ups, Business Development, Entrepreneurship, Leadership, Management, Newsletters, Product Marketing, Online Advertising, Social Media, Sales, Social Media Marketing, Strategy, Strategic Partnerships, Leadership Development, Public Speaking, Market Research, Marketing Strategy, Sponsorship, Strategic Planning, Negotiation, Budgets, B2B, Program Management, Online Marketing, Marketing Communications, Brand Development, Project Planning, Social Networking, Media Relations, Strategic Communications, Direct Marketing, Marketing Management, New Business Development, Email Marketing, Trade Shows, Market Planning, Brand Management, Competitive Analysis, Retail, Lead Generation, Digital Marketing
Education
Ray Vogue School of Design 1980 — 1981
Interior Design
University of Colorado Denver 1979 — 1980
Semester at Sea SAS 79
Antioch Community High School 1975 — 1979
TD October 2014 - Present
HomeBanc September 2013 - October 2014
Central Bank October 2012 - September 2013
Fifth Third Bank September 2011 - October 2012
Delk & Associates January 2009 - September 2011
Old Harbor Bank October 2004 - December 2008
SouthTrust Bank July 2002 - October 2004
Harris Bank June 2000 - June 2002
Oxford Bank & Trust June 1998 - June 2000
Skills
Banking, Commercial Lending, Commercial Real Estate, Small Business Lending, Commercial Banking, Commercial Mortgages, Credit, Real Estate, Loans, Finance, SBA, Mortgage Lending, Refinance, Cash Flow, Budgets, Investment Properties
Education
Olivet Nazarene University 1994 — 1998
BS
First Affirmative Financial Network November 2004 - Present
Green America March 2015 - Present
First Affirmative Financial Network April 2013 - October 2014
First Affirmative Financial Network November 2004 - April 2013
Old Harbor Bank July 2003 - October 2004
Wachovia Securities, LLC March 1994 - March 2003
Skills
Salesforce.com, User Experience, Business Strategy, Business Development, Event Planning, Training, Investments, Asset Managment, Financial Analysis, Strategic Financial..., Portfolio Management, Non-profits, Strategic Planning, Public Speaking, Asset Allocation, Economics, Investment Advisory, Retirement Planning, Mutual Funds, Wealth Management, Research, Marketing, Marketing Management, Marketing Strategy, Financial Advisory, New Business Development, Relationship Management, Executive Management, Business Planning, Corporate Social..., Leadership, Customer Service, Alternative Investments, Member Relations, Management, Strategy, Organizational..., Strategic Partnerships, Financial Services
Education
University of Phoenix 2003 — 2005
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of Phoenix 1993 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations
BB&T June 2010 - Present
Old Harbor Bank April 2006 - June 2010
Colonial Bank 2005 - 2006
SouthTrust Bank 2004 - 2005
Premier Community Bank 2000 - 2004
Huntington National Bank 1998 - 2000
Barnett Bank 1989 - 1998
Skills
Loans, Banking, Credit, Small Business Lending, Branch Banking, Sales Management, Retail Banking, Consumer Lending, Commercial Banking, Commercial Lending, Credit Analysis, Cross Selling, Lines Of Credit, Commercial Mortgages, Loan Origination, Mortgage Lending, Branch Management, Deposits, Asset Based Lending, Portfolio Management, Treasury Management, SBA, Credit Risk, Underwriting, Relationship Management, Cash Management, Treasury Services
Education
Insurance
Life & Annuity Licensed (expired)
Lansing Community College
BB&T May 2015 - Present
PNC Bank October 2011 - Present
Old Harbor Bank January 2011 - October 2011
Wells Fargo Bank November 2009 - December 2010
M&I Bank March 2007 - March 2009
Fifth Third Bank May 2004 - March 2007
JPMorgan Chase May 2001 - May 2004
Skills
Financial Accounting, Account Management, Underwriting, Commercial Banking, Banking, Loans, Credit, Commercial Lending, Credit Risk, Asset Management, Valuation, Asset Based Lending, Investments, Cross Selling, Sales, Cash Management, Treasury Management, Relationship Management, Portfolio Management, Credit Analysis, Small Business Lending, Cash Flow, Loan Origination, Lines Of Credit
Education
Leadership Manatee 2005 — 2006
University of South Florida 2000 — 2002
MBA, Finance, Economics, Accounting
Cadence Bank, N.A. June 2013 - Present
1st United Bank December 2010 - January 2013
Old Harbor Bank November 2006 - November 2010
Regions Financial Corporation 1999 - 2006
SunTrust Bank 1991 - 1999
Skills
Banking, Small Business, Loans, Retail Banking, Small Business Lending, Consumer Lending, Credit, Commercial Banking, Mortgage Lending, Cross Selling, Commercial Lending, Lines Of Credit, Credit Analysis, Underwriting, Portfolio Management, Loan Origination, Branch Management, Management, Mortgage Banking, Credit Risk, Sales, Commercial Mortgages, Refinance, Branch Banking
Education
St. Petersburg College 1985 — 1987
Gibbs High School 1980 — 1984
Bay Cities Bank January 2011 - Present
Bay Cities Bank October 2010 - December 2010
Old Harbor Bank September 2005 - September 2010
Mercantile Bank January 1996 - September 2005
Education
Purdue University 1978 — 1982
Bachelor of Science, Agricultural Economics
Greenway Health June 2011 - Present
Superior Bank February 2008 - September 2010
Old Harbor Bank 2005 - 2008
Wachovia, A Wells Fargo Company 2003 - 2005
Skills
Business Development, Selling, Leadership, New Business Development, Management, CRM, SaaS, Solution Selling, Salesforce.com, Negotiation, Customer Service, Small Business, Sales Management, Account Management, Strategic Planning, Direct Sales, Contract Negotiation, Training, Banking, Microsoft Excel, Sales, Sales Operations, Cold Calling, Marketing, Product Management, Sales Process, Multilingual, Finance, Medical Software Sales, Business Strategy, Product Demonstration, Sales Presentations, PowerPoint, Forecasting
Education
University of Florida - Warrington College Of Business 1999 — 2003
BS, Finance
Universidad de Salamanca 2002 — 2002
Bachelor of Science (BS), Spanish, Business
1st United Bank October 2011 - Present
Old Harbor Bank November 2007 - October 2011
SunTrust Bank October 2003 - November 2007
Whitney National Bank September 1999 - September 2002
Skills
Banking, Retail Banking, Branch Banking, Cash Management, Customer Service, Cross Selling, Commercial Banking, Deposits, Microsoft Office
Education
Florida State University
Bachelor's degree, English Literature
HomeBanc, N.A. March 2013 - Present
1st United Bank October 2010 - March 2013
Old Harbor Bank August 2005 - September 2011
Skills
Banking, Portfolio Management, Consumer Lending, Small Business Lending, Customer-focused, Branch Management, Retail Banking, Lines Of Credit, Commercial Lending, Commercial Banking, Executive Management, Sales, Private Banking, Relationship Management, Mergers & Acquisitions, Loan Origination, Mortgage Lending
Education
Daytona College
Associate of Arts (AA)
University of Central Florida - College of Business Administration
Business Administration and Management, General
Pasco County Government September 2014 - Present
Providence Home Care of Florida May 2014 - September 2014
1st United Bank September 2010 - October 2013
Regions Bank 2008 - 2010
Old Harbor Bank December 2007 - August 2008
Harte-Hanks, Inc June 2007 - October 2007
SunTrust Bank January 2004 - June 2007
BB&T January 1998 - December 2003
Skills
Banking, Consumer Lending, Training, Retail Banking, Small Business Lending, Sales, Lines Of Credit, Loan Origination, Cross Selling, Loans, Finance, Accounts Payable, Commercial Banking, Commercial Lending, Credit Analysis, Budgets, Customer Satisfaction, Customer Service, Management, New Business Development, Recruiting, Team Building, Branch Management, Branch Banking, Cash Management, Treasury Management, Relationship Management, Refinance, Customer Retention, Small Business, Banking Relationships, Selling, Wealth Management, Credit, Commercial Mortgages, Mortgage Lending
Education
Hesser College 1988 — 1990
Associates, Business
Old Harbor Bank May 2006 - Present
Education
Lansing Community College 1987 — 1989
Business
Old Harbor Bank August 2008 - Present
Eastern Wholesale Mortgage, Corp. January 2003 - August 2008
Education
University of South Florida 1987 — 1989
BS, Finance
Patchington October 2012 - Present
Old Harbor Bank 2008 - 2011
SunTrust Bank 2005 - 2008
Chico's FAS Inc. 2003 - 2004
Patchington 2002 - 2003
Skills
Customer Service, Marketing, Referrals, Marketing Strategy, Leadership Development, Small Business, Selling, Social Networking, Contract Negotiation
Education
Eckerd College
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services, 4.0
Jefferson Bank of Florida February 2014 - Present
Platinum Bank September 2011 - February 2013
Old Harbor Bank January 2003 - September 2011
Mercantile Bank September 1991 - October 2002
Raytheon October 1989 - September 1991
Goldome Savings Bank October 1982 - September 1989
Dearolf and Ziegler, CPA's July 1980 - September 1982
Skills
Banking, Financial Analysis, Portfolio Management, Risk Management, Mergers & Acquisitions, Accounting, Auditing, Budgets, Analysis, Financial Institutions, Retail Banking, Credit Risk, Financial Risk, Strategic Financial..., Due Diligence, Internal Controls, Finance, Financial Modeling
Education
University of Florida 1976 — 1980
Bachelor of Science in Accounting (BsAcc), Accounting