Omni Bank
Industry: Private banking company
DescriptionNew Omni Bank n.a. is an overseas Chinese bank in the United States. Headquartered in Alhambra, California, with branch offices in Rowland Heights, California, and Alhambra, California, this privately held community bank was first established in 1979. Headquarters: Alhambra, CA Founded: 1979, Alhambra, CA Parent organization: America Start-Up Financial Institutions Investments I, L.P.
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Omni Bank Employees
Kingdom Builders U.S. June 2007 - Present
Cyrus Partners January 2006 - Present
Wolters Kluwer Financial Services October 1997 - June 2011
OMNI BANK 2005 - 2009
Louisiana Motor Vehicle Commission 2000 - 2004
Skills
Leadership, Entrepreneurship, Public Speaking, Business Development, Strategic Planning, Team Building, Business Strategy, Fundraising, Marketing Strategy, Banking, Insurance, New Business Development, Risk Management, Sales Management, Small Business, Credit, Business Analysis, Budgets, Marketing, Customer Service, Negotiation, Process Improvement, Nonprofits, Sales, Contract Negotiation, Social Media, Event Management, Event Planning, Management, Microsoft Office, Social Networking
Education
Louisiana State University 1983 — 1984
University of Louisiana at Lafayette 1982 — 1983
Coastal Commerce Bank August 2010 - Present
OMNI BANK November 2005 - July 2008
Hibernia National Bank 1996 - 2005
Skills
Commercial Banking, Loans, Credit, Commercial Lending, Credit Analysis, Small Business Lending, Mortgage Lending, Banking, Portfolio Management, Underwriting, Retail Banking, Strategic Financial..., Risk Management, Financial Analysis, Commercial Mortgages, Financial Planning
Education
University of New Orleans
Bachelor of Science (B.S.), Finance, General
Robert Half International January 2010 - Present
OMNI BANK June 2008 - September 2009
Skills
FRx, Accounts Payable, Accounting, Recruiting, Financial Reporting, Financial Analysis, Accounts Receivable, Financial Accounting, Budgets, General Ledger, Management, Financial Modeling, Human Resources, Temporary Staffing, Business Development, SAP, Forecasting, Process Improvement, Auditing, Bookkeeping, Risk Management, Temporary Placement, Customer Service, Variance Analysis, Internal Controls, QuickBooks, Account Reconciliation, Strategy, US GAAP, Financial Statements, Invoicing, Sarbanes-Oxley Act, Cash Management, Cash Flow, Cost Accounting, Internal Audit, Fixed Assets, GAAP, Accruals, Strategic Financial..., Managerial Finance, Payroll, PeopleSoft, Finance, Staffing Services, Internet Recruiting, College Recruiting
Education
Louisiana State University
B.S., Finance
JPMorgan Chase May 2014 - Present
JPMorgan Chase April 2012 - May 2014
Texas Tech University/Environmental Health & Safety January 2010 - May 2010
Department of Treasury/Office of the Comptroller of Currency June 2009 - December 2009
Texas Tech University/Environmental Health & Safety January 2008 - June 2009
Texas Tech University/United Spirit Arena November 2007 - June 2009
Merrill Lynch December 2008 - January 2009
OMNI BANK July 2008 - August 2008
Skills
Loans, Finance, Commercial Lending, Leadership, Investments, Commercial Banking, Financial Analysis, Banking, Credit Analysis, Financial Modeling, Microsoft Excel, Credit, Cash Management
Education
Texas Tech University 2005 — 2010
Bachelor of Science, Agribusiness
Texas Tech University 2005 — 2010
Bachelor of Business Administration, Finance
Synovus June 2006 - Present
OMNI BANK February 2005 - June 2006
Whitney Bank September 2000 - February 2005
Skills
Credit, Credit Analysis, Loan Review, Loan Portfolio Analysis, Leading Large Scale..., Financial Analysis, Asset Based Lending &..., Risk Assessment, Supervisory Skills, Administrative..., Microsoft Office, Accounting, Tax Preparation, Employee Training, Finance, Underwriting
Education
Troy University
Master of Science (M.S.), Organizational Leadership
University of New Orleans
Bachelor of Science (BS), Accounting and Business/Management
Corporate Services, LLC March 2014 - Present
Apple Inc. January 2010 - January 2014
OMNI BANK 2008 - 2009
KeyBank 2007 - 2008
National City Mortgage 2005 - 2007
National City Mortgage 2004 - 2005
National City Mortgage 2002 - 2004
Skills
iPhone, iPod, iPad, Mac OS X Server, Mac, iTunes, Apple Remote Desktop, Keynote, OS X, iOS, Apple Certified, Requirements Gathering, Requirements Analysis, Requirements..., UAT coordination, Software Quality..., Data Flow, Computer Hardware, Hardware Diagnostics, Mortgage Lending, Residential Mortgages, Creative Writing
Education
Loyola University New Orleans 2009 — 2011
Wright State University
Jefferson Chamber of Commerce June 2012 - Present
IBERIABANK June 2011 - June 2012
OMNI BANK January 2009 - May 2011
Assurance Financial Group, LLC March 2007 - January 2009
Murphy Plus, Inc May 1997 - July 2001
Lord-Breen-Fernandez, LLC March 1995 - May 1997
Jefferson Shelter Advertising November 1992 - March 1995
Skills
Banking, Investment Banking, Leadership, Public Policy, Management, Public Speaking, Corporate Communications, Executive Managment, Public Relations, Business Development, New Business Development, Brokerage, Membership Building, Membership Growth
Education
LSU Graduate School of Banking 2003 — 2006
Louisiana State University
Bachelor of General Studies, Bachelor of General Studies with minors in Management, Economics, and Speech Communication
East Jefferson High School
High School Diploma
Tandy E Jackson Insurance Agency January 2013 - Present
IBERIABANK June 2011 - January 2013
OMNI BANK June 2007 - June 2011
Metairie Bank and Trust December 2000 - June 2007
Metairie Bank December 2000 - June 2007
Whitney Bank May 2000 - December 2000
Regions Bank January 1999 - January 2000
Skills
Banking, Underwriting, Portfolio Management, Loans, Credit, Operations Management, Process Engineering, Insurance, Analysis, Commercial Banking, Commercial Lending, Credit Analysis, Mortgage Lending, Accounting, Risk Management, Retail Banking, Credit Risk, Internet Banking, Management, Small Business Lending, Financial Analysis, Consumer Lending
Education
Graduate School of Banking 2004 — 2006
MBA
Louisiana State University Graduate School of Banking 2003 — 2006
2003 ABA Commercial School of Lending2006 ABA Graduate School
University of New Orleans 1994 — 1996
MBA
Louisiana State University 1989 — 1993
BS
Louisiana State University 1989 — 1993
Bachelor of Science (BS)
McKinley High 1985 — 1988
New Orleans Ernest N. Morial Convention Center February 2001 - Present
Farm To Table International Symposium January 2013 - Present
International Disaster Conference & Expo January 2012 - Present
IABC 2001 - 2012
OMNI BANK 2006 - 2007
Ernest N. Morial Convention Center February 2001 - August 2005
Bank of Louisiana October 1997 - January 2001
Competitive Resources, New Orleans 1997 - 1997
Prudential Louisiana Properties/Prudential Gardner 1995 - 1997
Eatel/Sunshine Media (The Sunshine Pages) January 1996 - December 1996
Skills
Marketing Communications, Media Relations, Media Monitoring, Crisis Communications, Strategic Communications, Publicity, Trade Shows, Marketing, Press Releases, Copywriting, Event Management, Public Relations, Event Planning, Corporate Communications, Speech Writing, Internal Communications, Social Media, Social Media Marketing, Email Marketing, MailChimp, Facebook, WordPress, Website Development, Content Management, Corporate Events, Social Networking, Newsletters, Advertising, Integrated Marketing, Blogging, Communications Planning, Content Strategy, Sponsorship, Web Content, Online Marketing, Video Production, Reputation Management, Brand Development, Media Planning, Spokesperson, New Media, Publications, Copy Editing, Content Development, Corporate Branding, Journalism, Social Media Measurement, Web Content Management, Digital Media, Brand Awareness
Education
Mount Carmel Academy
University of New Orleans
Bachelor of Arts (B.A.), Communication, General
Accountemps April 2013 - Present
Durham School Services June 2010 - March 2013
First Student April 2008 - June 2010
OMNI BANK February 2006 - May 2008
Hibernia National Bank February 2000 - November 2002
Eureka Homestead Society February 1997 - February 2000
First NBC Bank February 1996 - February 1997
Skills
Benefits Administration, Budget Development, Bookkeeping, Human Resources, New Business Development, Profit Maximization, Accounts Payable, Accounts Receivable, Account Management, Communication Training, Payroll Services, Project Planning, Budgets, Team Building, Leadership, Customer Service, Employee Benefits, Recruiting, Training, Management, Forecasting, Process Improvement, Accounting, Account Reconciliation, Microsoft Office
Education
Blue Cliff College-Metairie 2011 — 2012
Massage Therapy/Therapeutic Massage
University of New Orleans 1995 — 1999
Bachelor of Science (BS), Accounting and Finance, 3.0
Mahindra USA, Inc. October 2014 - Present
Advance Auto Parts August 2009 - September 2014
OMNI BANK May 2007 - June 2008
Skills
Sales, Retail, Customer Service, Inventory Control, Customer Satisfaction, Microsoft Office, Team Building, Loss Prevention, Microsoft Excel, Team Leadership, Microsoft Word, Data Entry, Process Scheduler, Supervisory Skills, Coaching, Leadership, Recruiting, Outlook, Management, Time Management, Training, Customer Retention, PowerPoint, Teamwork
Education
University of Houston 2009 — 2012
Bachelor of Science, Organizational Leadership and Supervision
Lone Star College 2006 — 2012
AAS, Mechanica Engineering Technolgoy
First American Bank and Trust February 2011 - Present
SPARX Welding & Technology Institute, LLC 2008 - 2013
First National Bank U*S*A June 2009 - December 2010
OMNI BANK June 2008 - June 2009
OMNI BANK December 1997 - June 2008
ArgentBank July 1986 - December 1997
Colonial Bank July 1984 - July 1986
Bank of St. Charles April 1981 - July 1984
Hilton Hotels Corporation February 1979 - April 1981
First National Bank of Jefferson January 1974 - February 1979
Skills
Commercial Lending, Financial Analysis, Commercial Banking, Banking, Small Business Lending, Loans, Risk Management, Loan Origination, Mortgage Lending, Credit Analysis, Commercial Mortgages, Credit, Real Estate, Underwriting, Mortgage Banking, Consumer Lending, Portfolio Management, Retail Banking, Credit Risk, SBA, Asset Managment, Asset Based Lending, Lines Of Credit, Finance, Asset Management, FHA, Refinance
Education
Louisiana State University 1975 — 1979
Whitney Bank January 2012 - Present
First Bank & Trust October 2011 - January 2012
OMNI BANK March 2010 - October 2011
Hibernia National Bank January 1986 - March 2010
Skills
Commercial Lending, Banking, Commercial Banking, Small Business Lending, Credit, Loans, Credit Analysis, Risk Management, Credit Risk, Treasury Management, Cash Management, Consumer Lending, Refinance, Asset Based Lending, Construction Loans, FHA, Financial Risk, Finance, Commercial Mortgages, Mortgage Banking, Loan Origination, Lines Of Credit, Retail Banking, Business Process..., International Banking..., Trade Finance, Leveraged Finance, Syndications, Underwriting, Mortgage Lending, Financial Services, Portfolio Management, Branch Banking, Cross Selling, Relationship Management
Education
Louisiana State University 1983 — 1985
Master of Finance
Louisiana State University 1977 — 1983
Bachelor's degree, Finance, General
Allegiance Bank Texas November 2013 - Present
Independence Bank, N. A. February 2007 - November 2013
Regions Bank February 2003 - February 2007
Independence Bank February 2000 - February 2003
Omni Bank November 1998 - February 2000
Sunbelt National Bank November 1989 - November 1998
Skills
Credit Administration, Credit, Commercial Lending, Commercial Banking, Credit Analysis, Loans, Small Business Lending, Construction Loans, Equipment Loans, Lines Of Credit, Credit Risk, Underwriting, Banking, Asset Based Lending, Consumer Lending, Commercial Mortgages, Retail Banking, Mortgage Lending, Loan Origination, SBA, Real Estate Economics, Commercial Real Estate, Treasury Management, Finance, Real Estate Financing, Financial Modeling, Mortgage Banking, Financial Institutions, Financial Structuring, Middle Market, Cross Selling, Portfolio Management, Structured Finance, Commercial Finance, Private Banking, Loan Servicing, Cash Management, Funding, Residential Mortgages, Refinance, Mortgage Underwriting, Financial Risk, Bank Secrecy Act, Syndications, Debt Restructuring
Education
LeTourneau University 1993 — 1995
BS, Business Management
Brazoswood HS
Plaquemines Port, Harbor &Terminal District December 2013 - Present
Plaquemines Port, Harbor & Terminal District July 2011 - Present
Plaquemines Parish Government July 2011 - December 2013
Ernest D. Kelly LLC January 2011 - July 2011
Ernest D. Kelly, LLC January 2011 - July 2011
OMNI BANK March 2009 - January 2011
Mississippi River Bank June 2007 - August 2008
Skills
Office Administration, Accounting, Computer Information..., Staff Supervision, Payroll, Accounts Payable, Accounts Receivable, Collections
Education
University of Phoenix
Masters Degree, Business Administration
University of New Orleans
Bachelors of Science, Accounting
Delgado Community College
Associates of Science, Accounting
First Citizens Bank January 2014 - Present
First Citizens Bank January 2001 - Present
First Citizens Bank January 1998 - December 2000
First Citizens Bank 1997 - 2000
First Citizens Bank July 1997 - January 1999
Triangle Bank 1995 - 1997
Security Captial 1992 - 1995
Security Captial Bank 1992 - 1995
Omni Bank 1992 - 1995
Skills
Banking, Credit, Retail Banking, Financial Services, Strategic Planning, Collaborative Problem..., Business Banking, Loans, Commercial Banking, Mergers, Relationship Management, Portfolio Management, Financial Analysis, Cash Management, Small Business Lending, Leadership, Underwriting, Risk Management, Strategic Financial..., Credit Analysis, Financial Risk, Mergers & Acquisitions, Credit Risk, Consumer Lending, Financial Modeling, Commercial Lending, Investments, Vendor Management, Asset Managment, Wealth Management, Insurance, Business Analysis, Sales, Treasury Management, Asset Management, Credit Cards, Executive Management, Treasury Services, Loan Origination, Finance, Lines Of Credit, ACH, Payments, Deposits, Internet Banking, Enterprise Risk..., Merchant Services, Remote Deposit Capture, Commercial Mortgages
Education
University of Maine 1979 — 1982
History/Education
First Bank and Trust September 2011 - Present
ASTD New Orleans January 2014 - Present
ASTD New Olreans January 2010 - Present
Whitney National Bank March 2010 - August 2011
Mosaic Approach November 1999 - April 2010
ASTD 2005 - 2010
National Speakers association 2008 - 2009
OMNI BANK 2005 - 2009
National Organization on Disability 1998 - 2008
Skills
Public Speaking, Customer Service, Organizational..., Banking, Strategic Planning, Organizational..., Team Building, Creative Direction, Performance Management, Onboarding, Leadership, Microsoft Office, Process Improvement, Workshop Facilitation, Leadership Development, Employee Relations, Change Management, Training, Needs Analysis, Employee Engagement, Talent Management, Program Management, Coaching, Staff Development, Employee Training, Project Management, Management
Education
University of Southern Mississippi 2011 — 2012
MS, Training and Economic Development
Wheeling Jesuit University 1990 — 1994
BA, International Studies
St. Joseph's Convent 1980 — 1989
High School Dep
Yolanda Reyes Clothier January 1995 - Present
BNI Huntington Library April 2012 - Present
Western Industrial National Bank 1982 - 1991
Omni Bank 1979 - 1981
Bank of America 1974 - 1978
Skills
Men's Fashion, Women's Fashion, Custom Clothing, Time Management, Executive Support, Big & Tall Fashion, Custom Shirts, Saving You Time, Fall Fashion, Winter Fashion, Spring Fashion, Summer Fashion, Men's Ties, Shirts, Fashion, Apparel, Retail, Marketing, Sales Management, Social Media Marketing, Microsoft Excel, Customer Service, Public Speaking, Sales, Public Relations, Small Business, Social Networking, Styling, Event Planning, Entrepreneurship, Fashion Design, Visual Merchandising, Marketing Strategy, Advertising, Trend, Facebook, Social Media, Fit, Personal Shopping, Leadership, Style Manager
Education
California State University-Los Angeles
Business Administration and Management, General
Pasadena City College
Textiles & Fashion
Cypress Fairbanks ISD September 2002 - Present
Fairfield Athletic Center August 2002 - September 2003
National Oil Well June 2002 - August 2003
National Oil Well January 2001 - January 2002
Prosperity Bank January 2000 - January 2001
Pennzoil-Houston Energy Credit Union April 1996 - January 1997
North Houston Bank August 1993 - February 1996
OMNI BANK June 1991 - August 1993
Education
Mac Arthur Senior High
University of Houston
Computer Information Systems
Bank of North Carolina December 2014 - Present
IBERIABANK June 2011 - November 2014
OMNI BANK December 2009 - June 2011
OMNI BANK July 2006 - December 2009
Skills
HMDA, Regulation B, Fair Lending Analysis, Loan Operations, HDMA reporting, UDAAP, Financial Regulation, Banking, Analysis
Education
University of New Orleans 1998 — 2001
gsb
Home Bank October 2012 - Present
IBERIABANK June 2009 - October 2012
OMNI BANK June 2009 - June 2011
Capital One Bank 1999 - June 2009
Hibernia National Bank 1999 - 2005
Freeport McMoRan 1995 - 1998
Skills
Commercial Lending, Commercial Banking, Banking, Credit, Small Business Lending, Loans, Credit Analysis, Portfolio Management, Credit Risk, Financial Analysis, Asset Based Lending, Risk Management, Underwriting, Mortgage Lending, Financial Modeling, Process Improvement, Business Analysis, Treasury Management, Retail Banking, Loan Origination, Finance, Financial Services, Lines Of Credit, Cash Management, Financial Risk, Strategic Financial..., Consumer Lending, Commercial Mortgages, Investments, Mortgage Banking, Financial Structuring, Credit Cards, Deposits, Relationship Management, Due Diligence, Valuation
Education
Tulane University - A.B. Freeman School of Business 1997 — 1999
MBA, Finance
University of New Orleans 1987 — 1992
BS, Accounting
Mutual of America July 2010 - Present
The Producers Group, Inc December 2008 - July 2010
MBI Hoist & Crane February 2008 - July 2010
OMNI BANK March 2001 - February 2008
First Bank and Trust September 1996 - March 2001
Metro Bank now First Bank and Trust February 1989 - September 1996
Skills
Team Building, Management, Strategic Planning, Budgets, Finance, Portfolio Management, Risk Management, Investments, Series 6, Retirement, CRM, Series 63, Retirement Planning, Mutual Funds, Financial Analysis, 401k, Fixed Annuities, Leadership, Employee Benefits, Defined Contribution, Variable Annuities, Pensions, IRAs, Customer Service, Securities, Asset Allocation, Coaching, Wealth Management, Financial Planning
Education
University of New Orleans 1987 — 1991
Bachelor of Science degree, Finance
Fresenius Medical Care March 2015 - Present
Fresenius Medical Care September 2011 - Present
AM PM April 2010 - April 2011
Kelly Educational Staffing December 2009 - April 2010
Quiznos August 2005 - November 2009
OMNI BANK August 2004 - December 2005
Iberia Bank January 2003 - August 2004
Skills
Customer Service, Microsoft Excel, Process Improvement, Budgets, Microsoft Office, Accounts Receivable, Forecasting, Outlook, Financial Analysis, Team Building, Microsoft Word, Accounting, Financial Reporting, Strategic Planning, Data Entry, PowerPoint, Management, Accounts Payable, SAP, Access
Education
Southeastern Louisiana University 2007 — 2009
Bachelor of Business Administration, Business Technology
IBERIABANK May 2011 - Present
OMNI BANK December 2008 - May 2011
Parish National Bank November 2005 - December 2008
Fidelity Homestead Savings Bank June 1995 - November 2005
International Shipholding May 1989 - June 1995
Skills
Fair Lending, Lending Compliance, UDAAP, Banking, Loans, Internal Audit, Financial Risk, Compliance Management, Credit, Risk Management, Retail Banking
Education
Southeastern Louisiana University 1985 — 1989
Bachelor’s Degree
Experienced Administrative Assistant July 2015 - Present
Cyprexx Services LLC March 2010 - June 2015
Whitney National Bank December 2007 - August 2008
OMNI BANK January 2003 - May 2007
Hibernia National Bank June 2002 - April 2003
Hibernia National Bank June 1985 - January 2002
Skills
Credit, Banking, Insurance, Financial Analysis, Bid Pricing, Pricing Research, Real Estate Transactions, Commercial Real Estate, Legal Research, Legal Descriptions, Small Business Lending, Commercial Banking, Commercial Product..., Funding, Credit Risk, Commercial Mortgages, Portfolio Management, Interviews, Investment Properties, Residential Homes, Risk Management, Cross Selling, Property, Administrative..., Consumer Lending, Small Business, Microsoft Office, Negotiation, Retail Banking, Budgets, Lines Of Credit, Foreclosures, Loan Servicing, Commercial Lending, Loans, Real Estate, Customer Service, Sales, Microsoft Word, REO
Education
American Institute of Banking 1986 — 1987
Southeastern Louisiana University 1980 — 1985
Bachelor of Arts, Office Administration
John Curtis Christian School 1972 — 1980
Diploma, High School
Solar Advantage January 2015 - Present
Self Employed 2011 - Present
First NBC Bank 2013 - 2014
OMNI BANK April 2009 - July 2011
Central Progressive Bank February 2007 - March 2009
Northshore Consulting January 2005 - January 2007
Audio Resource March 1999 - November 2004
Off The Wall Audio Video July 1995 - March 1999
US Navy August 1987 - January 1995
Skills
Sales, Outside Sales, BSA, Sales Management, Project Management, Audio Visual Design, Audio Video, Technology, Anti Money Laundering, Bank Secrecy Act, Terrorist Financing, Bank Fraud, Fraud, Direct Sales, Territory Account..., Supervision, Management, Physical Security, Safety, Disaster Recovery, System Integration..., Microsoft Office, Construction, Home Automation, Home Audio, System Design, Consumer Electronics, Electronic Warfare, Investigative Research, internet sales, Teamwork, Dependable Team Player, Success Driven, Result Oriented, CAD, Account Management, Strategic Planning, Customer Service, Solar Energy, Green Technology, Operations Management
Education
Southeastern Louisiana University 1986 — 1990
Pre-Engineering
Covington High School 1981 — 1984
Coastland Federal Credit Union August 2011 - Present
OMNI Bank February 2009 - June 2011
American Bank and Trust Company September 2006 - January 2009
Citizens Bank and Trust Company December 2004 - September 2006
Fifth District Savings Bank June 1996 - December 2004
Skills
Loans, Branch Banking, Financial Services, Banking, Loan Origination, Mortgage Lending, Retail Banking, Underwriting, Credit, Commercial Banking, Consumer Lending, Small Business Lending, Credit Analysis, Management, Team Building, Customer Service, Strategic Planning
Education
Delgado Community College 1994 — 2006
Business, Management, Marketing, and Related Support Services
Delgado Community College 1994 — 2005
Associate's degree, Business, Management, Marketing, and Related Support Services
Fidelity Bank April 2011 - Present
OMNI BANK November 2004 - April 2011
Whitney National Bank 2003 - 2004
Latter & Blum 2000 - 2002
Skills
Banking, Credit, Financial Analysis, Accounting, Budgets, Business Development, Microsoft Excel, Portfolio Management, Real Estate, Risk Management, SBA, Strategic Financial..., Commercial Lending, Small Business Lending, Credit Analysis, Loans, Commercial Mortgages, Strategic Planning, Mortgage Lending, Lines Of Credit, Loan Origination, Retail Banking, Consumer Lending, Credit Risk, Commercial Banking, Finance, Construction Loans
Education
University of New Orleans 2001 — 2003
MBA, Finance
Louisiana State University 1995 — 2000
B.S., Marketing
IBERIABANK June 2011 - Present
OMNI BANK June 2008 - June 2011
OMNI BANK December 2003 - June 2008
Skills
Credit Analysis, Credit, Commercial Banking, Small Business Lending, Commercial Lending, Loans, Due Diligence, Construction Loans, Mortgage Lending, Consumer Lending, Loan Modifications, Financial Reporting, Credit Risk, Commercial Real Estate, Financial Structuring, Loan Review, Loan Structuring, Banking, Construction Management, Construction...
Education
LSU 1992 — 1997
Bachelor of Science (BS), Finance
Archbishop Rummel 1989 — 1992
Dillard University VITA Site January 2011 - Present
Publishers Circulation Fulfillment, Inc February 2007 - August 2010
OMNI BANK October 2007 - May 2009
Home Care Associates December 2005 - January 2007
Ross Dress for Less December 2004 - March 2006
Hibernia National Bank April 2002 - June 2004
Mervyn’s November 1998 - April 2002
Skills
Retail Banking, Credit, Banking, Commercial Banking, Branch Banking, Cross Selling, Time Management, Customer Service, Data Entry, Event Planning, Microsoft Excel, Financial Reporting, Microsoft Office, Sales, Strategic Planning, Accounting, Training, Budgets, Microsoft Word, PowerPoint, Teamwork, Team Building, Leadership, Outlook, Nonprofits, Research, Community Outreach, Public Speaking, Volunteer Management, Finance, Financial Accounting
Education
Dillard University 2008 — 2011
Bachelor of Arts (BA), Accounting
Self Employed October 2012 - Present
C&R Bar May 2009 - October 2012
OMNI BANK August 2005 - May 2009
Motiva Enterprises LLC August 2004 - May 2005
Education
South Central Louisiana Technical College-Young Memorial Campus 2011 — 2013
Associate of Applied Science, Process Technology, 3.8
Delgado Community College 2006 — 2010
Bachelor of Education (B.Ed.), Elementary Education and Teaching, 3.5
Priority Energy Services June 2011 - Present
OMNI BANK June 2009 - June 2011
Robert Hall & Associates October 2007 - December 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Budgets, Payroll, General Ledger, Banking, Microsoft Office, Financial Statements, Finance
Education
Spring Hill College 2007 — 2009
M.B.A.
Spring Hill College 2003 — 2007
B.S., Accounting
Citibank, N.A. June 2010 - Present
OMNI BANK October 2004 - August 2010
Skills
Quantitative Analytics, QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Loans, Financial Analysis, Payments, Deposits, Internal Controls, Portfolio Management, Credit Risk, Financial Modeling, Investments, Banking, Accounts Payable, Accounting
Education
San Jose State University 2004 — 2009
Bachelors of Science, Business Administration: Accounting & Financing
Living Room October 2010 - Present
Air Tran Holdings October 2010 - Present
Desman CooleyResume November 2005 - Present
Air Tran Airways October 2005 - Present
Air Tran Holdings January 2005 - Present
Burger King Corporation August 2004 - Present
Burger King Restaurant September 2002 - September 2005
Walmart October 1998 - July 2002
OMNI BANK January 2000 - January 2002
OMNI BANK January 2000 - January 2002
Education
Troy University 2008 — 2010
mshrm, human resources
University of Mississippi 2000 — 2004
BA, Political Science
Jones County Junior College
AA, Political Science
Troy University
Master of Science, Human Resources Management
Troy University
Master of Science, Human Resources Management
University of Mississippi
Bachelor of Arts, Political Science
University of Mississippi
Bachelor of Arts, Political Science
OMNI BANK PSS CoordinatorcommTech Industries2001 - 2005
Education
University College Dublin 1987 — 1991
Kongsberg Maritime December 2011 - Present
Gulf South Technology Solutions, LLC. December 2009 - November 2011
OMNI Bank October 2006 - June 2009
Locke Liddell & Sapp LLP November 2003 - September 2006
Stewart Enterprises Inc. September 1999 - November 2003
Skills
Customer Service, Software Documentation, Microsoft Office, Visio, Outlook, Computer Hardware, Microsoft Excel, Access, Strategic Planning, Team Building, Software, Troubleshooting, Windows, Engineering, Networking, Process Improvement
Education
Loyola University New Orleans 1995 — 1999
BA, Communications
Home Bank November 2012 - Present
Bank of New Orleans March 2012 - November 2012
OMNI BANK May 2006 - March 2012
Gulf Coast Bank and Trust August 2003 - May 2006
Skills
Credit, Banking, Spreadsheets, Compliance, Excel, Microsoft Excel, Loans, Refinance, Credit Analysis, Investment Properties, Commercial Banking, Commercial Lending, Small Business, Portfolio Management, Real Estate, Finance, Loan Origination, Mortgage Lending, Consumer Lending, Underwriting, Commercial Real Estate, Lines Of Credit, Retail Banking, Loan Servicing, Asset Based Lending, Residential Mortgages, Commercial Mortgages, Credit Risk, Mortgage Banking, Construction Loans, SBA, Financial Analysis, Branch Management, Deposits, Risk Management, FHA, Branch Banking, Cash Management, Home Equity Lines of..., Home Equity Loans
Education
University of New Orleans 1998 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
First Datacorp Office Support IIDenver Public SchoolsJuly 1997 - May 2005
OMNI BANK June 1985 - April 1988
United Bank of Denver May 1978 - April 1985
Education
Metropolitan State University of Denver 1988 — 1991
HomeAway.com October 2014 - Present
Federated Sample March 2014 - October 2014
Federated Sample May 2012 - March 2014
Department of Homeland Security - Contracted by Knight Point Systems September 2010 - May 2012
Stewart Enterprises August 2007 - February 2011
OMNI BANK June 2004 - August 2007
Circuit City February 2003 - June 2004
Skills
SSIS, Microsoft SQL Server, SSRS, Databases, Database Design, Performance Tuning, ETL, Replication, Disaster Recovery, High Availability, T-SQL, Data Warehousing, DTS, Business Intelligence, SharePoint, Data Architecture, Data Modeling, Contingency Planning, Stored Procedures, Troubleshooting, SQL Tuning, Architecture, OLAP, Relational Databases, Dimensional Modeling, MDX, Data Integration, Query Optimization, SQL, Windows Server, Database Administration, IIS, Data Warehouse..., Erwin, Data Migration, OLTP, Amazon Web Services..., Amazon EC2
Education
Nicholls State University 2000 — 2004
Bachelor of Science (BS), Computer Information Systems
hahnville high school 1996 — 2000
High School
OneWest Bank April 2015 - Present
OneWest Bank May 2013 - April 2015
OneWest Bank March 2009 - May 2013
Indymac Bank October 2005 - March 2009
Mapleton Investments January 2002 - June 2005
Charter Communcation (Formerly Falcon Cable TV) June 1997 - February 2000
Falcon Cable TV November 1992 - August 1994
Omni Bank September 1990 - November 1992
Skills
Accounting, Loans, Financial Analysis, Financial Reporting, Banking, Management, Corporate Finance, Analysis, Finance, Cash Management
Education
University of Southern California 1989 — 1990
Bachelor of Science (B.S.), Accounting
University of Southern California 1987 — 1989
Bachelor of Science, Business Administration
First NBC Bank January 2015 - Present
First American Bank and Trust June 2013 - November 2014
St. Tammany Homestead Savings & Loan Association September 2012 - June 2013
Resource Bank August 2010 - September 2012
OMNI BANK February 2008 - August 2010
OMNI BANK January 2004 - February 2008
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Banking, Commercial Mortgages, Construction Loans, Consumer Lending, Credit, Financial Analysis, Loans, Small Business Lending, Retail Banking, Wealth Management, Credit Risk, Lines Of Credit, Mortgage Lending, Investments, Loan Origination, Portfolio Management, Risk Management, Real Estate, Leadership
Education
Christian Brothers University 2004 — 2007
Graduate, Barret School of Banking
The University of Southern Mississippi 1998 — 2003
BSBA, Finance and International Business
Jesuit High School of New Orleans
Theall & Theall LLC January 1986 - Present
OMNI Bank July 2002 - September 2008
First National Bank USA July 1993 - July 2002
First American Bank January 1988 - July 1993
Jefferson Guaranty Bank July 1981 - December 1987
Education
University of New Orleans 1980 — 1986
Bachelor of Science (BS), Accounting
Graduate School of Banking 2003 — 2005
Graduate Degree, Banking
Resource Bank August 2010 - Present
OMNI BANK January 2004 - August 2010
Education
The University of Southern Mississippi 1998 — 2003
BSBA, FInance
The University of Southern Mississippi 1998 — 2003
BSBA, International Business
Christian Brothers University
OMNI BANK January 2005 - Present
Regions Bank 1996 - 2002
Education
University of New Orleans 1985 — 1989
Bachelor of Arts, Psychology
OMNI BANK VP, Retail Banking and TrainingGulf Coast Bank and Trust2001 - 2004
Education
University of New Orleans 1978 — 1981
Masters, Business Administration
Loyola University New Orleans 1974 — 1977
Bachelors, Finance
Fidelity Homestead Savings Bank December 2011 - Present
Bank of New Orleans February 2009 - November 2011
OMNI BANK September 1996 - February 2009
Skills
Commercial Lending, Loans, Banking, Credit, Commercial Banking, Mortgage Lending, Financial Analysis, Underwriting, Small Business Lending, Credit Analysis, Refinance, Commercial Mortgages, Construction Loans, Consumer Lending, Credit Risk, Finance, Investment Properties, Lines Of Credit, Loan Origination, Portfolio Management, Real Estate, Risk Management, Sales Management, Investments
Education
University of New Orleans 1994 — 1998
Bachelors, Business Management
Archbishop Rummel High School 1986 — 1990
IBERIABANK June 2011 - Present
OMNI BANK September 2009 - June 2011
OMNI BANK September 2008 - September 2009
Hibernia / Capital One Bank September 2004 - September 2008
Deloitte September 2003 - March 2004
Protiviti May 2002 - September 2003
Skills
Risk Management, Auditing, Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, Banking, Business Continuity, Business Process, IT Audit, Internal Audit, Risk Assessment
Education
Louisiana State University 1997 — 2001
B.S., ISDS and Internal Audit
OMNI BANK July 2005 - Present
Education
Clark Atlanta University 1975 — 1977
Mass Communications
Crescent Bank & Trust July 2013 - Present
Miller Regulatory Consulting Corporation March 2012 - February 2014
Bankerstoolbox May 2012 - January 2014
First National Bankers Bank (FNBB) June 2011 - March 2012
OMNI BANK January 2008 - June 2011
OMNI BANK August 1997 - February 2008
COMPLIANCE, SECURITY January 1994 - January 1997
OMNI BANK January 1992 - January 1994
FEDERAL RESERVE BANK January 1989 - January 1992
Skills
Banking, Compliance, Risk, Risk Assessment, Auditing, Process Management, Technology selection..., BSA Program Assessment, Fair Lending Reviews &..., Preparation of..., BAM Program Validation, BAM Independent Data..., Bank Regulatory..., Report Writing Skills, Analytics, Resourceful..., Encourager, Disaster Recovery, Contingency Planning, IT Management, Bank Third Party Risk..., Bank IT Vendor Selection, BSA Independent Audit, Financial Risk, Analysis, Process Improvement, Strategic Financial..., Credit Analysis, Sarbanes-Oxley Act, Small Business Lending, Enterprise Risk..., Risk Management, Operational Risk, Commercial Lending, Underwriting, Financial Services, Credit, Fairs, Management, Accounting, Retail Banking, Commercial Banking, Cash Management, Mortgage Lending, Financial Institutions, Core Banking, Credit Cards, Fraud, AML, Portfolio Management
Education
Institute of Certified Bankers 2013 — 2013
CRCM, Bank Regulatory Compliance, Certified
Wolters Kluwer CRA & Fair Lending Colliquium 2012 — 2012
Fair Lending & CRA (Community Reinvestment Act), Completed
BAM Academy 2012 — 2012
Advance Officer Training, BSA/AML/OFAC, Completed
BAM Academy: Boot Camp 2012 — 2012
Completion, BSA/AML/OFAC, Completion
Louisiana State University 2001 — 2004
Graduate School of Banking, Banking
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL KENAN-FLAGLER SCHOOL OF BUSINESS 1984 — 1989
B.S, BUSINESS ADMINISTRATION
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1989
BS, Concentration in Finance
Durham Academy 1980 — 1984
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Sample This Designs June 2007 - Present
OMNI BANK January 2007 - June 2007
Education
University of Houston 2002 — 2006
BBA, Marketing and Management
First NBC Bank May 2013 - Present
Iberia Bank September 2002 - Present
OMNI BANK 2010 - 2011
Skills
Banking, Loans, Retail Banking, Credit, Small Business Lending, Commercial Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Credit Risk, Portfolio Management, Loan Origination
Education
Nicholls State University
Business Administration and Management, General
Tulane University August 2011 - Present
Tulane Medical Center May 2008 - August 2011
HCA 2008 - August 2011
OMNI BANK September 2006 - May 2008
Education
University College Dublin 1987 — 1991
BA Economics, Economics
BBVA Compass July 2011 - Present
Sterling Bank February 2010 - September 2011
Sterling Bank March 2007 - May 2008
Sterling Bank March 2006 - March 2007
Omni Bank March 2005 - March 2006
Washington Mutual Bank July 2000 - March 2005
Washington Mutual Bank June 1998 - July 2000
Washington Mutual Bank December 1994 - June 1998
Skills
Loan Modifications, Commercial Lending, Commercial Mortgages, Consumer Lending, Credit, Loans, Lines Of Credit, Small Business Lending, Credit Analysis, Mortgage Lending
Education
University of St. Thomas 2010 — 2015
MSA, Accounting
Houston Baptist University 1999 — 2003
MBA, Finance
Berklee College of Music 1987 — 1990
Bachelors, Production and Engineering
The Louisiana School for Math, Science, and the Arts 1985 — 1987
Assurance Financial Group, LLC June 2015 - Present
INVESTAR BANK August 2011 - April 2015
OMNI BANK January 2008 - May 2011
State Bank & Trust Company November 2004 - December 2007
American General Finance 1991 - 1995
Skills
Mortgage Lending, Residential Mortgages, FHA financing, Loans, Commercial Lending, Credit, Financial Analysis, Investment Properties, Loan Origination, Small Business Lending, Credit Analysis, Risk Management, Underwriting, Commercial Banking, Banking, Mortgage Banking, Retail Banking
Education
Louisiana State University 1986 — 1990
BS, College of Business Administration
Comeaux High School 1982 — 1986
IBERIABANK April 2015 - Present
IBERIABANK January 2014 - March 2015
IBERIABANK June 2011 - January 2014
OMNI BANK November 2009 - June 2011
Whitney National Bank 1999 - November 2009
Skills
Credit Analysis, Commercial Banking, Banking, Loans, Commercial Lending, Credit, Credit Risk, Consumer Lending, Retail Banking, Small Business Lending, Loan Origination, Asset Based Lending, Financial Analysis, Portfolio Management, Risk Management
Education
University of New Orleans
Bachelor of Science (BS), Finance
World Trade Center of New Orleans January 2008 - Present
University of New Orleans 2005 - 2012
World Trade Center of New Orleans 2004 - 2011
OMNI BANK January 2003 - November 2008
Skills
Business Planning, Strategic Planning, Business Strategy, Business Development, Financial Management, Finance, Leadership, Management, Financial Analysis, Budgets, Financial Modeling, Nonprofits, Managerial Finance, Market Research, Entrepreneurship, Analysis
Education
Tulane University - A.B. Freeman School of Business 1987 — 1988
MBA, Finance
University of Southwest Louisiana 1960 — 1962
First National Bankers Bank July 2011 - Present
OMNI BANK June 2005 - July 2011
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Banking, Credit, Loans, Portfolio Management, Mortgage Lending, Small Business Lending, Loan Origination
Education
Louisiana State University 1995 — 1999
Finance
Safe Management September 2008 - Present
American Axle & Manufacturing August 1996 - June 2009
OMNI BANK September 1995 - July 1996
Comerica Bank June 1985 - September 1995
Skills
Management, Leadership, Banking, Customer Service, Analysis, Finance, Negotiation, Risk Management, Event Planning, Sales, Public Speaking, Project Management, Credit, Event Management, Financial Analysis, Process Improvement
Education
Macomb Community College 2010 — 2010
Conflict Resolution Specialist, Mediation/Arbitration
Wayne State University 1985 — 1987
Bachelor of Business Administration (BBA), Businrss Admin.
Finlandia University 1983 — 1985
Associates in Applied Arts, CRJ
First NBC Bank September 2011 - Present
Chase Bank June 2008 - May 2010
OMNI BANK May 2006 - May 2008
Education
University of New Orleans 2009 — 2011
Master's, MBA
IBERIABANK May 2012 - Present
OMNI BANK January 2010 - May 2011
Postlethwaite & Netterville May 2008 - January 2010
Deloitte Touche Tohmatsu January 2006 - May 2008
Skills
Auditing, Internal Controls, Sarbanes-Oxley Act, Accounting, Financial Reporting, CPA, Internal Audit, Sarbanes-Oxley, Financial Analysis, US GAAP
Education
Southeastern Louisiana University 2003 — 2005
BS, Accounting
Louisiana State University 1997 — 1999
MA, Communication Disorders
Purdue University 1993 — 1997
BS, Audiology & Speech Pathology
OMNI BANK January 2007 - Present
Entergy May 2000 - May 2004
Education
University of New Orleans 1999 — 2000
MBA, Finance
University of New Orleans 1994 — 1998
B. S., Accounting
Pope John Paul II High School 1990 — 1994
IBERIABANK October 2013 - Present
IBERIABANK May 2011 - October 2013
Omni Bank June 2007 - May 2011
Skills
Banking, Commercial Lending, Commercial Banking, Credit, Credit Analysis, Loans, Due Diligence, Retail Banking, Portfolio Management, Consumer Lending, Loan Servicing, Commercial Real Estate, Small Business Lending, Construction Loans, Financial Analysis
Education
Tulane University
Bachelor of Arts (B.A.), Paralegal Studies / Minor in Accounting and Finance
Capital One September 2006 - December 2011
OMNI BANK January 2003 - May 2006
US Navy/Naval Reserves December 1994 - May 2006
OMNI BANK May 2001 - January 2003
Education
University of New Orleans 1999 — 2002
Bachelor of Science, Business Administration
First Bank and Trust December 2011 - Present
IBERIABANK May 2010 - December 2011
OMNI BANK May 2006 - May 2010
Regions Financial Corporation September 1993 - May 2006
Dryades Savings & Loan May 1993 - September 1993
Security Homestead Association September 1975 - May 1993
Whitney Bank December 1973 - September 1975
Skills
Financial Analysis, Retail Banking, Banking, Loans, Commercial Banking, Credit, Consumer Lending, Loan Origination, Portfolio Management, Risk Management, Commercial Lending, Branch Banking, Small Business Lending, Underwriting, Mortgage Lending, Credit Risk, Mortgage Banking, Credit Analysis, Lines Of Credit
Education
University of New Orleans
Business Administration and Management, General
World Trade Center New Orleans January 2008 - Present
Bourbon Saloon 2011 - 2013
OMNI BANK January 2003 - 2008
Fidelity Homestead Savings Bank January 1990 - August 2003
Skills
International Trade, Financial Analysis, Investments, Nonprofits, Business Development, Marketing Strategy, Financial Modeling, Strategic Planning, Fundraising, Business Strategy, International Relations, Business Planning, Credit Analysis, Analysis, Banking, Budgets, Market Research
Education
Tulane University 1987 — 1988
Master of Business Administration (M.B.A.), Finance, General
USL 1965 — 1970
Home Bank October 2013 - Present
First Bank and Trust March 2012 - October 2013
First Bank and Trust December 2009 - March 2012
OMNI BANK February 2009 - November 2009
Central Progressive Bank July 2007 - January 2009
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Financial Analysis, Spreads, Internet, Loans, Microsoft Office, Proofreading, QuickBooks, Small Business, Typing, Underwriting, Commercial Banking, Banking
Education
University of Southern Mississippi 1990 — 1994
BS/BA, Banking & Finance
PrimeLending October 2011 - Present
OMNI BANK January 2008 - October 2011
State Bank & Trust Co February 2005 - December 2007
Education
Southeastern Louisiana University 1995 — 1999
Bachelor's degree, Business Management
St. Amant High School 1991 — 1995
IBERIABANK June 2011 - August 2014
OMNI BANK August 2008 - June 2011
OMNI BANK August 2001 - August 2008
Marrero Land and Improvement Association, LTD October 1994 - August 2001
Skills
Management, Commercial Real Estate, Real Estate, Leases, Dispositions, Negotiation, Loans, Portfolio Management, Facilities Management, Banking
Education
University of New Orleans 1972 — 1979
Political Science
East West Bank January 2014 - Present
Metro United Bank June 2009 - January 2014
Omni Bank February 2006 - May 2009
Omni Bank February 2004 - February 2006
Omni Bank November 2002 - February 2004
Foothill Independent Bank May 2002 - October 2002
Bank of East Asia (formerly as Grand National Bank) January 1999 - May 2002
Grand National Bank January 1998 - January 1999
Grand National Bank August 1996 - January 1998
Grand National Bank January 1995 - August 1996
Skills
Credit, Banking, Commercial Banking, Loans, Credit Analysis, Commercial Lending, Credit Risk, Small Business Lending, Portfolio Management, Retail Banking
Education
California State University-Dominguez Hills 1990 — 1991
Master of Business Administration (MBA)
Shantou University 1984 — 1988
Bachelor of Business Administration (BBA), International Business
St. Paul's Secondary School, Hong Kong