Pinnacle Financial Partners
Industry: Banking company
DescriptionPinnacle Financial Partners is a bank headquartered in Nashville, Tennessee operating in Middle Tennessee, East Tennessee, and, since June 2017, North Carolina, South Carolina, and Virginia. Headquarters: Nashville, TN Total assets: 22.21 billion USD (2017) Subsidiaries: Pinnacle Bank (Nashville TN), Founders: M. Terry Turner, Hugh M Queener, Rob McCabe
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Pinnacle Financial Partners Employees
Heritage South Community Credit Union April 2015 - July 2015
WEX Fleet One August 2014 - April 2015
Pinnacle Financial Partners March 2005 - June 2014
Stones River Total Beverages September 2003 - May 2009
Cavalry Banking March 2004 - March 2005
Integrated Resource Group January 2003 - October 2003
Education
Western Kentucky University 1995 — 1999
Bachelor of Arts (BA), Sociology
Middle Tennessee State University 1999 — 2001
Master's Degree, Criminal Justice Administration
Pinnacle Financial Partners August 2000 - Present
Education
University of Tennessee-Knoxville - College of Business Administration 1990 — 1994
Hillsboro Comprehensive High School 1987 — 1990
Pinnacle Financial Partners October 2011 - Present
Skills
Banking, Finance, Loans
Education
Western Kentucky University 1994 — 1997
Bachelor of Arts (B.A.), Communication and Media Studies
Middle Tennessee State University 1993 — 1994
Pinnacle Financial Partners April 2015 - Present
First Tennessee Bank July 2013 - April 2015
First Tennessee Bank October 2009 - April 2015
Regions Bank July 2008 - October 2009
Regions Bank/AmSouth Bank July 2001 - July 2009
AmSouth Bank/First American Bank July 1998 - July 2001
First American Bank July 1997 - July 1998
Skills
Cash Management, Treasury Management, Commercial Banking, Banking, Loans, Commercial Lending, Credit, Credit Analysis, Relationship Management, Small Business Lending, Retail Banking, Portfolio Management
Education
University of North Alabama 1989 — 1994
BS, Marketing and Management
Pinnacle Financial Partners 2003 - Present
Music City Scents - Scentsy Wickless Candles April 2013 - 2014
Pure Romance August 2013 - 2013
Skills
Music, Entertainment, pure romance consultant, scentsy consultant, treasury management, banking, retail
Education
Trevecca Nazarene University 2008 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Tennessee State University 1985 — 1988
Business Administration and Management, General
White Creek Comprehensive High School 1981 — 1985
Franklin Synergy Bank (Formerly MidSouth Bank) July 2014 - Present
MidSouth Bank (Murfreesboro, TN) September 2008 - July 2014
Pinnacle Financial Partners January 2003 - July 2008
Bank of America August 1997 - January 2003
Skills
Small Business Lending, Commercial Lending, Loans, Commercial Banking, Credit Analysis, Lines Of Credit, Consumer Lending, Loan Origination, Commercial Mortgages, Credit
Education
Middle Tennessee State University 1997 — 2001
Bachelor of Science (BS), Financial Institutions Management
Pinnacle Financial Partners December 2002 - Present
First American Bank / AmSouth Bank June 1996 - November 2002
Federal Reserve Bank of Atlanta June 1994 - June 1996
Education
University of Tennessee-Knoxville 1992 — 1994
MBA, Finance
Tennessee Technological University 1988 — 1992
BS, Finance
Pinnacle Financial Partners February 2004 - Present
FINOVA Capital Corporation 2000 - 2004
FINOVA Capital Corporation 2000 - 2004
Education
Middle Tennessee State University 1992 — 1994
Master of Business Administration (M.B.A.)
Pinnacle Financial Partners April 2015 - Present
First Tennessee Bank July 2014 - April 2015
MidSouth Financial Group September 2009 - July 2014
Robert Half Technology 2006 - September 2008
Netvoice, inc. April 2004 - September 2006
Fidelity National Information Services June 2001 - April 2004
Skills
Recruiting, Insurance, Project Management, Disability Insurance, Retirement, Finance, Health Insurance, Healthcare, Product Development, Access, Securities, Long Term Care Insurance
Education
University of Mississippi 1997 — 2001
Master of Business Administration (M.B.A.), 2001
University of Mississippi - School of Business Administration 1997 — 2001
MBA, MIS
Mississippi College 1990 — 1995
BA, Music
Woodland Hills 1987 — 1990
High School Diploma
Pinnacle Financial Partners March 2015 - Present
TrustCore Financial Services May 2011 - February 2015
Wiley Brothers 2008 - 2011
Wiley Brothers 2002 - 2008
Skills
Series 7, Series 24, Series 53, Series 55, Series 4, Series 63, Series 66, CRCP
Education
Wharton Business School 2012 — 2012
CRCP, FINRA Institute at Wharton CRCP program
University of Tennessee-Knoxville 1984 — 1987
Bachelor of Science (BS), Finance, General
Beech High School 1980 — 1983
High School
1st Shot Basketball Foundation July 2004 - Present
Phillips Mortgage Planning September 2007 - October 2008
PRIMARY RESIDENTIAL MORTGAGE September 2005 - September 2007
MTSU April 1996 - May 2007
Leadership Rutherford 2006 - 2006
Pinnacle Financial Partners November 2003 - May 2005
SunTrust Mortgage November 2002 - November 2004
UNC Asheville August 1985 - May 1996
Skills
Tournaments, Coaching, Athletes, Camps, Sports Industry
Education
University of North Carolina at Asheville 1980 — 1984
B.A., Economics
Pinnacle Financial Partners January 2008 - Present
PrimeTrust Bank October 2005 - December 2007
PrimeTrust Bank June 2003 - September 2005
Skills
Onboarding, Employee Benefits, FMLA, Human Resources, Microsoft Office, Performance Management, New Hire Orientations, Employee Relations, Leadership Development, Management, Administration, Employee Engagement, Deferred Compensation, Leadership
Education
Lipscomb University 2004 — 2006
Masters of Business Administration, Leadership
Middle Tennessee State University 2000 — 2004
B.S., Public Relations
Pinnacle Financial Partners December 2010 - Present
First Tennessee Bank October 2008 - December 2010
Home Federal Bank February 2001 - October 2008
Councilmark Asset Management December 1999 - February 2001
Worldwide Discipleship Association June 1986 - May 1995
Education
Haslam College of Business at the University of Tennessee 1996 — 1999
MBA, Finance
University of Tennessee College of Law 1995 — 1999
University of Georgia - Terry College of Business 1982 — 1986
BBA, International Business
Peachtree High School 1977 — 1982
Gregory Burns Consulting Group, LLC July 2009 - Present
Pinnacle Financial Partners May 2001 - Present
NeighborMD Management, LLC January 2010 - April 2013
O'Charley's Inc January 1983 - January 2009
O'Charley's January 1983 - January 2009
O'Charley's Inc. January 1983 - January 1993
Nashville Banner Publishing Company, Inc January 1981 - January 1983
Price Waterhouse & Company January 1978 - January 1981
Skills
Strategic Planning, Public Speaking, Restaurants, Customer Service, Team Building, Leadership Development, Income Statement, Restaurant Management, Budgets, Inventory Management, Food Service, Marketing, Hospitality, Executive Management, Leadership, Marketing Strategy, Food, Finance, Recruiting, Mergers & Acquisitions, Retail, Management, Program Management, Training, Operations Management, Food & Beverage, Hiring, Forecasting, Healthcare, Business Planning, Profit, Start-ups, P&L Management, P&L, Multi-unit, Entrepreneurship, Franchising, Contract Negotiation, New Business Development, Coaching, Sales, Financial Analysis, Sales Management, Small Business
Education
University of Kentucky 1973 — 1978
Master of Accounting, Bachelor, Accounting
Marion C. Moore High School 1969 — 1973
Pinnacle Financial Partners August 2014 - Present
CK Healthy Vending, LLC 2012 - Present
New Penn Financial, LLC January 2013 - August 2014
U.S. Bank August 2010 - January 2013
Community South Bank February 2007 - August 2010
Skills
Loans, Real Estate, Banking, Credit, Mortgage, Credit Analysis, FHA, VA, Mortgage Lending, Refinance, Commercial Lending, Residential, First Time Home Buyers, Construction, Loan Origination, Mortgage Banking, Mortgage Industry, Certified Mortgage..., Commercial Banking, Consumer Lending, Credit Risk, Finance, Financial Analysis, Government Loans, Investment Properties, Investors, Management, Mortgage Underwriting, REO, Real Estate Economics, Real Estate Financing, Referrals, Residential Homes, Residential Mortgages, Reverse Mortgages, Sales, Small Business, Small Business Lending, USDA, Underwriting, VA loans
Education
University of New Orleans 1995 — 1999
Bachelor of Science (BS), Business Administration, Management and Operations
Reeves-Sain Medical Services June 2015 - Present
Reeves-Sain Medical Services March 2012 - June 2015
Microsoft January 2008 - March 2012
Pinnacle Financial Partners August 1996 - January 2008
Inacom Information Systems 1995 - 1996
Apple Computer 1993 - 1995
US Space & Rocket Center January 1992 - December 1992
Skills
Strategic Technology..., Infrastructure..., Healthcare, Business Intelligence, Disaster Recovery, SharePoint, Enterprise Architecture, Enterprise Software, Vendor Management, Security, Management, Business Analysis, Cloud Computing, Data Center, Active Directory, IT Strategy, Team Leadership, IT Management, Leadership, Information Technology, Team Building, SaaS, Microsoft Technologies, Virtualization, IT Operations, Infrastructure, Microsoft Exchange, Integration, Windows Server, Cisco Technologies, Solution Architecture, Strategy, Consulting, IT Service Management, System Deployment, Business Continuity
Education
Louisiana State University 2000 — 2002
Graduate School of Banking
Vanderbilt University - Owen Graduate School of Management 1998 — 1999
Southeastern School of Banking
Middle Tennessee State University 1991 — 1995
BBA, Computer Information Systems
University of Central Florida 1990 — 1991
Electrical Engineering
Webb School 1987 — 1990
Graduate, Magna Cum Laude
Pinnacle Financial Partners October 2012 - Present
Regions Financial Corporation 2010 - 2012
Scholastic Photography 2005 - 2010
Skills
Photography, Digital Photography, Photoshop, Graphic Design, Portrait Photography, Advertising, Social Media, Web Design, Commercial Photography, Art, Event Photography, Lightroom, Image Manipulation, Customer Service, Team Building, Leadership, Sales, Banking
Education
University of Missouri-Kansas City 2000 — 2005
Bachelor of Science (BS), Fine/Studio Arts, Photography
Pinnacle Financial Partners August 2009 - Present
Silverton Bank, N.A. February 2006 - August 2009
Skills
Nonprofits, Volunteer Management, Public Speaking, Community Outreach, Customer Service, Microsoft Excel, Financial Analysis, Financial Reporting, Budgets, Analysis, Loans, Credit, Management, Underwriting, Portfolio Management
Education
University of Tennessee-Knoxville
Bachelor of Business Administration, Accounting and Finance
Tennessee State University
Graduate School, Finance, General
Pinnacle Financial Partners August 2014 - Present
SunTrust Bank November 2011 - August 2014
SunTrust Bank January 2011 - November 2011
SunTrust Bank January 2010 - January 2011
Skills
Lines Of Credit, Commercial Banking, Commercial Lending, Banking, Loans, Treasury Management, Credit Analysis, Credit, Commercial Mortgages, Cross Selling, Small Business Lending, Cash Management, Consumer Lending, Portfolio Management, Financial Analysis, Retail Banking, SBA, Credit Risk, Mortgage Lending, Loan Origination
Education
Middle Tennessee State University 2012 — 2015
Master of Business Administration (M.B.A.), Finance
Austin Peay State University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, 3.68
Regions Financial Corporation October 2013 - Present
Republic Bank 2011 - June 2013
Pinnacle Financial Partners 2006 - 2011
AmSouth Bank 1996 - 2006
Skills
Banking, Credit, Loans, Commercial Banking, Retail Banking, Customer Service, Deposits, Microsoft Excel, Outlook, Data Entry, Microsoft Office, Microsoft Word, Commercial Lending, Finance, Lotus Notes
Education
Middle Tennessee State University
Deloitte July 2015 - Present
City Year May 2013 - July 2015
Forrester Research April 2012 - May 2013
Forrester Research September 2010 - July 2012
Regions Financial Corporation July 2008 - October 2010
Pinnacle Financial Partners January 2008 - May 2008
Nashville Children's Alliance May 2007 - August 2007
State Street Global Advisors May 2007 - August 2007
TransTech Consulting Services March 2007 - June 2007
Skills
Management, Nonprofits, Business Development, Leadership, Management Consulting, Marketing, Financial Analysis, Program Management
Education
Vanderbilt University 2004 — 2008
BA, Sociology, Special Education, Managerial Studies
University of Melbourne 2006 — 2007
Junior Year Abroad, Arts and Science
First Community Mortgage April 2005 - Present
First Horizon June 2000 - April 2004
Pinnacle Financial Partners 1990 - 2000
Skills
FHA, First Time Home Buyers, Credit, Mortgage Banking, USDA, Underwriting, Refinance, Mortgage Lending, Finance, Loans, Home Equity Loans, Residential Mortgages, Certified Mortgage..., Construction Loans, Customer Service, FHA financing, Investment Properties, Commercial Lending, Banking, Leadership, Referrals, Mortgage Marketing, Credit Analysis, REO, Short Sales, Real Estate, Loan Origination, VA loans, Sellers, Foreclosures
Education
Middle TN State University
Associate's Degree, Business Administration and Management, General
Middle Tennessee State University
Business
Pinnacle Financial Partners April 2010 - Present
SunGard Availability Services January 2005 - April 2010
Inflow Inc. August 2000 - January 2005
American Bank Note May 1996 - February 2000
United States Army Reserve December 1987 - December 1995
Skills
Business Continuity, Disaster Recovery, Data Center, Security, Managed Services, Vendor Management, Infrastructure, IT Management, ITIL, IT Operations, Leadership, Project Management, IT Service Management, IT Strategy, Risk Management, Management, Information Technology, IT Outsourcing, Network Security, Cisco Technologies, Strategic Planning, Information Security, Information Security..., Risk Assessment, PCI DSS, Servers, Governance, Service Delivery, Security Management, Customer Service, SaaS, Program Management, Cloud Computing, Networking, Virtualization, CRM, Start-ups, VMware, Professional Services, Non-profit Leadership, Non-profit Volunteer, Training
Education
Belmont University 2004 — 2004
Executive MBA Certificate, Business
Middle Tennessee State University 1991 — 1993
BS
Columbia State Community College 1989 — 1991
AS, General Studies
Columbia Central
Pinnacle Financial Partners July 2015 - Present
OneTrust Home Loans October 2014 - July 2015
Mortgage Investors Group March 2014 - October 2014
ORNL Federal Credit Union March 2011 - March 2014
21st Mortgage October 2007 - March 2011
Accredited Home Lenders February 2006 - October 2007
Skills
USDA, Loan Origination, Consumer Lending, NMLS Licensed, Self-Employed Borrowers, USDA Rural Housing, Super Jumbo, Loans, Mortgage Lending, HomePath, Symitar, Down Payment Assistance, FHA financing, Home Equity Loans, Credit Unions, Home Equity Lines of..., Finance, Certified Mortgage..., VA loans, Credit Analysis, Government Loans, Construction Loans, Mortgage Marketing, Non-Conforming, Real Estate Financing, Rates, Retail Banking, Home Equity, Investment Properties, First Time Home Buyers, Debt Consolidation, Wholesale Lending, Secondary Market, Loan Modifications, Real Estate Lending, FNMA, Purchase Financing, Credit Counseling, Real Estate, New Home Purchase, Referrals, Real Estate Economics, Fannie Mae, HUD, Loan Officers, Investment Property..., Refinancings, Financial Analysis, VA Loans
Education
Pellissippi State Community College 2004 — 2009
Lake Travis High School 2000 — 2004
Rayburn West Financial Services July 2007 - Present
Raymond James Financial Inc. August 2000 - July 2007
Pinnacle Financial Partners August 2000 - July 2007
Regions Financial Corporation 1998 - 2000
Merrill Lynch 1991 - 1997
Transamerica 1989 - 1990
Skills
Asset Management, Management, Portfolio Management, Finance, Investments, Wealth Management, Hedge Funds, Equities, Securities, Fixed Income, Mutual Funds, Capital Markets, Retirement Planning, Financial Advisory, Financial Analysis, Asset Allocation, Investment Advisory, Series 7, Private Equity, Alternative Investments, Investment Strategies, Strategic Financial..., Wealth Management...
Education
Merrill Lynch 1991 — 1993
24 Month Professional Development Program- Princeton N.J., Investments and Securities
University of Tennessee-Knoxville 1986 — 1989
Bachelor of Science (B.S.), Accounting and Finance
Middle Tennessee State University 1984 — 1985
Nashville Christian School 1978 — 1984
Pinnacle Financial Partners June 2007 - Present
FirstBank 2006 - 2007
Skills
Commercial Lending, Loans, Small Business Lending, Portfolio Management, Strategic Financial..., Credit Analysis, Credit, Financial Analysis, Accounting, Auditing, Financial Reporting, Banking, CPA, Due Diligence, Finance, Commercial Banking, Credit Risk, Treasury Management, Financial Modeling, Risk Management, Accounts Receivable, Internal Controls, Investments, Small Business, Private Banking, Cash Flow, Commercial Mortgages, Underwriting, Lines Of Credit, Loan Origination, Commercial Real Estate, Construction Loans, Financial Risk, Cash Management, Financial Planning
Education
Keller Graduate School of Management of DeVry University 2008 — 2012
Masters in Accounting and Finance, Accounting and Finance, 3.95
Keller Graduate School of Management of DeVry University 2008 — 2010
Graduate Certificate of Accounting, Accounting, 3.90
Middle Tennessee State University 1983 — 1994
BBA Finance, Finance, Accounting, Real Estate
Pinnacle Financial Partners August 2011 - Present
First Tennessee Bank September 2008 - August 2011
First Tennessee Bank March 2003 - September 2008
Leadership Franklin 2006 - 2007
First American National Bank 1984 - 1999
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 1990
MBA
University of North Carolina at Chapel Hill 1980 — 1984
Bishop McGuinness HS 1976 — 1980
Bishop McGuinness HS
INSBANK March 2015 - Present
Pinnacle Financial Partners October 2011 - March 2015
Skills
Banking, Credit, Portfolio Management, Financial Analysis, Risk Management, Loans, Commercial Banking, Investments, Credit Analysis, Retail Banking, Finance
Education
University of Delaware
Pinnacle Financial Partners April 2015 - Present
First Tennessee Bank July 1991 - April 2015
Education
University of Mississippi 1987 — 1991
Bachelor of Business Administration (BBA), Banking and Finance
Memphis University School 1984 — 1987
Pinnacle Financial Partners April 2013 - Present
SunTrust Bank January 2006 - April 2013
Skills
Small Business Lending, Consumer Lending, Commercial Lending, Strategic Financial..., Commercial Banking, Loans, Lines Of Credit, Credit, Credit Analysis, Banking, Retail Banking, Mortgage Lending, Loan Origination, Deposits, Cross Selling, Commercial Mortgages, Treasury Management, Branch Management, Mortgage Banking, Portfolio Management, Credit Risk, Cash Management, Branch Banking, Construction Loans, Credit Cards, Debit Cards, Home Equity Lines of..., Refinance
Education
DeVry University-Florida
Valencia Community College
Unified Trust Company, N.A. April 2013 - Present
Huntington National Bank January 2011 - April 2013
Pinnacle Financial Partners July 2009 - December 2010
First Mercantile April 2003 - July 2009
Morgan Keegan September 2000 - April 2003
Skills
Asset Allocation, Investments, Risk Management, Portfolio Management, 401k, Retirement Planning, Retirement, Asset Managment, Wealth Management, Financial Modeling, Equities, Financial Analysis, Bloomberg
Education
Acadia University 1997 — 2000
Bachelor of Business Administration (BBA)
Centennial Medical Center June 2012 - August 2014
Pinnacle Financial Partners December 2005 - September 2007
Skills
Customer Service, Leadership, Healthcare, Hospitals, Public Speaking
Education
Belmont University 2009 — 2012
Bachelor's degree, Registered Nursing/Registered Nurse
Lipscomb University 2001 — 2005
Bachelor of Arts, Political Science
Aegis Sciences Corporation November 2013 - Present
Pinnacle Financial Partners 2009 - October 2013
SagePoint Financial, Inc. November 2006 - 2009
Skills
Strategic Communications, Webmaster Services, Branding & Identity, Integrated Marketing, Marketing, Marketing Communications, Newsletters, Public Relations, Social Media Marketing, Social Media, Marketing Strategy, Email Marketing, Content Management, Digital Marketing
Education
Auburn University 2001 — 2005
Bachelor of Arts (B.A.), Political Science
Verizon Wireless March 2015 - Present
Verizon Wireless June 2008 - Present
Pinnacle Financial Partners May 2005 - June 2008
Kroger April 2003 - May 2005
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, A+ Certified, Customer Service, Customer Satisfaction, Customer Retention, Apple OS, Training, Time Management, Critical Thinking, Troubleshooting, Technical Support, Team Leadership, Customer Experience, Telecommunications, Leadership, Call Centers
Education
University of Phoenix 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Finance
Pinnacle Financial Partners February 2014 - Present
Saint Thomas Health Services December 2011 - January 2014
Vanderbilt University November 2007 - November 2011
Dollar General October 2006 - October 2007
Saint Thomas Health Services February 2005 - October 2006
Baptist Hospital (Member of Saint Thomas Health Services) September 2002 - February 2005
Deutsche Bank March 2002 - September 2002
Baptist Hospital September 2001 - March 2002
Skills
Onboarding, Employee Relations, PeopleSoft, Deferred Compensation, HRIS, Human Resources, Process Improvement, Healthcare
Education
Liberty University 2011 — 2013
Master of Business Administration (MBA), Human Resources
University of Tennessee-Knoxville 1997 — 2001
BA, Pyschology
Caliver Home Loans February 2015 - Present
Movement Mortgage, LLC March 2014 - February 2015
Pinnacle Financial Partners August 2006 - March 2014
Prime Mortgage January 2004 - August 2006
Skills
Loans, VA loans, Mortgage Banking, Mortgage Lending, Single Family Homes, HUD, Video Marketing, Financial Analysis, Loan Origination, Home, New Home Purchase, Real Estate Economics, Real Estate Transactions
Education
Eastern HS
Hanover College
BA, Business Administration
Pinnacle Financial Partners 2005 - Present
AmSouth Bank 1995 - 2006
AmSouth Bank 1997 - 2005
Education
Cornell University 1989 — 1991
M.A., Government/Middle Eastern Studies
Cornell University 1984 — 1986
B.A., Government
Pinnacle Financial Partners October 2011 - Present
First Tennessee Bank 2003 - October 2011
SunTrust Bank August 1998 - December 2003
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Small Business Lending, Treasury Management
Education
Auburn University, College of Business 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), International Business
Pinnacle Financial Partners December 2005 - Present
Skills
Leadership, Banking, Business Analysis, Business Intelligence, Coaching, Customer Service, Financial Analysis, Leadership Development, Management, Microsoft Excel, Microsoft Office, Performance Management, Relationship Management, Strategic Planning, Team Building, Training, Training Delivery
Education
Middle Tennessee State University 1998 — 2001
Master of Business Administration (MBA), Finance, General
Alabama State University 1991 — 1996
BA, Marketing
Pinnacle Financial Partners June 2007 - Present
Skills
Mortgage Lending, Mortgage Banking, Loans, Residential Mortgages
Education
Haslam College of Business at the University of Tennessee 1979 — 1982
University of Tennessee-Knoxville 1978 — 1982
Bachelor's degree, Finance
Martin & Zerfoss Insurance Agency December 2012 - Present
Regions Financial Corporation October 2010 - July 2012
Kentucky Refugee Ministries September 2009 - August 2010
Pinnacle Financial Partners October 2007 - January 2008
Skills
Microsoft Excel, Microsoft Office, Social Media, Social Media Marketing, Customer Service, Microsoft Word, Event Planning, PowerPoint, Sales, Public Speaking, Strategic Planning, Financial Analysis, Outlook, Insurance, Nonprofits, Human Resources, Marketing
Education
University of Kentucky 2007 — 2010
Bachelor of Arts, International Studies
University of Kentucky 2007 — 2010
Bachelor of Arts, International Studies
The Umbra Institute 2008 — 2009
The Harpeth Hall School 2001 — 2005
Pinnacle Financial Partners April 2013 - Present
SunTrust Bank 1986 - 2013
MBank Dallas, now JP Morgan Chase 1984 - 1986
Skills
Private Banking, Small Business Lending, Series 7, Estate Planning, Treasury Management, Commercial Banking, Credit, Capital Markets, Strategic Planning, Financial Analysis, Investment Management, Wealth Management..., High Net Worth...
Education
Georgia State University
Master of Business Administration (M.B.A.), Finance
The University of Georgia
Bachelor of Arts in Journalism, Advertising and Marketing
Girls Preparatory School, Chattanooga, TN
Sallie Mae September 2004 - Present
Pinnacle Financial Partners May 2003 - September 2004
Sallie Mae June 2000 - May 2003
AmSouth Bank 1976 - June 2000
Skills
Sales Management, Negotiation, Strategic Planning, PowerPoint, Microsoft Excel, Lead Generation, Management, Customer Retention, Product Development, Business Analysis, Business Relationship..., Outlook, Finance, Operations Management, Public Speaking, Project Management, Student Financial Aid, Coaching, Strategy, Training, Change Management, Microsoft Word, Teamwork, Loan Origination, Social Media Marketing, Retail, Time Management, Leadership Development, Forecasting, Team Leadership, Executive Management, Event Planning, Risk Management, Marketing Communications, Contract Negotiation, Public Relations, CRM, Recruiting, Microsoft Office, Cross-functional Team..., Social Media, Customer Satisfaction, Competitive Analysis, Sales Operations, Business Planning, Online Advertising, Analysis, Portfolio Management, Social Networking, Sales Process
Education
University of Colorado Boulder 1984 — 1985
School of Bank Marketing
Pinnacle Financial Partners November 2009 - Present
Integra Bank February 2008 - June 2009
LaSalle Bank December 2005 - December 2007
First American Bank 1991 - 1998
Skills
Credit, Risk Management, Commercial Banking
Education
Lipscomb University
B.S., Finance & Economics
Pinnacle Financial Partners June 2015 - Present
CapStar Bank March 2013 - Present
Donelson Christian Academy 1995 - May 2015
Donelson Presbyterian Church January 2011 - December 2013
First Tennessee Bank January 2012 - March 2013
First Tennessee Bank June 2004 - March 2013
First Horizon National Corporation June 2004 - March 2013
First American National Bank May 1998 - June 2004
AmSouth Bank 2001 - 2004
Federal Reserve Bank of Atlanta June 1986 - April 1998
Skills
Commercial Banking, Banking, Cash Management, Accounting, Treasury, Treasury Management, Financial Risk, Finance, Strategic Financial..., Mortgage Lending, Retail Banking, Commercial Lending, Payments, Lines Of Credit, Treasury Services, Credit Analysis
Education
Tennessee Technological University - College of Business Administration 1980 — 1985
Bachelor of Science (BS), Business Administration
Pinnacle Financial Partners June 2014 - Present
SunTrust Mortgage May 2006 - May 2014
Ameriquest Mortgage May 2005 - March 2006
Cingular August 2003 - May 2005
Skills
VA loans, FHA, Mortgage Banking, USDA, Refinance, FHA financing, Mortgage Lending, Loan Origination, Loans, Government Loans, Construction Loans, Credit, Certified Mortgage..., Non-Conforming, Mortgage Underwriting, Consumer Lending, Small Business Lending
Education
Belmont University 2010 — 2012
Bachelor of Science (BS), Liberal Studies - Business Minor
Universidad de Ciencias Empresariales y Sociales 2000 — 2003
Pinnacle Financial Partners April 2015 - Present
Mid-South Diversity Banking Division September 2007 - April 2015
Employees First Financial Services August 2002 - September 2007
First Tennessee Bank January 2000 - August 2002
First Tennessee Bank November 1997 - January 2000
Dun & Bradstreet September 1991 - October 1993
Skills
Banking, Small Business, Loans, Credit, Strategic Financial..., Portfolio Management, Credit Analysis, Commercial Lending, Executive Management, Coaching, Business Relationship..., Treasury Management, Mergers, Small Business Lending, Management, Cash Management, Risk Management, Financial Modeling, Series 7, Underwriting, Financial Analysis, Asset Management, Banking Relationships, Commercial Banking, Entrepreneurship, Finance, Insurance, Relationship Management, Retail Banking, Policy, Investments, Leadership, Mortgage Lending, Process Improvement
Education
Tennessee State University
Bachelor, Business Administration; Management
Pinnacle Financial Partners November 2007 - Present
PrimeTrust Bank April 2005 - November 2007
Community First Bancshares April 2001 - April 2005
Southern Financial, Inc., 1999 - 2001
Bank of America 1986 - 1999
Skills
Banking, Portfolio Management, Risk Management, Financial Analysis, Relationship Management, Treasury Management, Strategic Planning
Education
LSU Graduate School of Banking 1977 — 1979
University of Florida - Warrington College of Business Administration 1960 — 1965
BSBA, Finance & Economics
Pinnacle Financial Partners October 2014 - Present
U.S. Bank February 2014 - October 2014
SunTrust Bank June 2006 - February 2014
SunTrust Bank October 2009 - June 2012
Radio Shack March 2005 - June 2006
Midwest Insurance September 2004 - January 2005
Iowa Community College Athletic Conference 2004 - 2004
Skills
Customer Service, Leadership, Retail Banking, Consumer Lending, Banking, Small Business Lending, Coaching, Loans, Leadership Development, Credit, Cross Selling, Mortgage Lending, Sales Management, Performance Management, Management, Deposits, Branch Management, Lines Of Credit, Sales, Branch Banking, Financial Services, Training, Customer Satisfaction
Education
Iowa State University 2001 — 2004
Bachelor of Science, Exercise Science
Iowa Lakes Community College 2000 — 2001
Bachelor of Applied Science (BASc), Exercise Science
Pinnacle Financial Partners 2008 - Present
Bank of America April 1978 - March 2008
Skills
Commercial Banking, Credit Analysis, Credit, Loans, Commercial Lending, Credit Risk, Consumer Lending, Retail Banking, Mortgage Lending, Customer Service, Leadership, Loan Origination, Finance
Education
America Institute of Banking 1984 — 1986
Finance, Banking and Financial Support Services
Columbia State Community College 1977 — 1979
Pinnacle Financial Partners September 2012 - Present
Electrical Installations July 2011 - June 2012
First Citizens Bank December 2010 - July 2011
SunTrust Bank September 2005 - May 2010
COMMUNITY HEALTH SYSTEMS, INC August 1996 - September 2005
NORANDA ALUMINUM, INC August 1992 - August 1996
MARTHA WHITE FOODS January 1983 - January 1992
Skills
Treasury Management, Financial Analysis, Cash Flow, Forecasting, Project Management, Financial Accounting, Accounts Receivable, Accounts Payable, Customer Service, Sales, Project Planning, Recruiting, Account Management, Payroll, Business Case, Staff Development, Proposal Writing, Vendor Relationships, Debt Management, Cash Management
Education
Trevecca Nazarene University 1999 — 2002
BA, Business Management and Human Relations
Volunteer State Community College 1990 — 1995
A.A.S., Finance/Banking
Pinnacle Financial Partners Marketing & Production CoordinatorFirst Tennessee Home LoansJune 2006 - April 2008
Education
Union University 2002 — 2006
BSBA, International Marketing & Psychology
Pinnacle Financial Partners AccountantFINOVA Capital Corporation1999 - 2004
Education
Middle Tennessee State University 1992 — 1994
MBA
Middle Tennessee State University 1990 — 1992
BBA, Management
Pinnacle Financial Partners September 2005 - Present
Skills
Project Management, New Business Development, Team Building, Management, Relationship Management, Account Management, CRM, Non-profits, Sales, Residential Homes, Dynamic Communicator, Leadership
Education
Middle Tennessee State University
Pinnacle Financial Partners April 2002 - Present
Skills
Asset Management, Commercial Banking, Commercial Lending
Education
Louisiana State University 2009 — 2011
Middle Tennessee State University 1997 — 2001
Bachelor of Business Administration, Finance
Pinnacle Financial Partners March 2008 - Present
Education
Auburn University 1966 — 1971
BS, Accounting/Management
F-Squared Investments November 2012 - Present
Huntington National Bank January 2011 - November 2012
Pinnacle Financial Partners June 2009 - January 2011
First Mercantile Trust Company November 2003 - June 2009
FMT Capital November 2003 - June 2009
Russell Investments December 2002 - November 2003
Laurel Capital Advisors 1995 - 2002
Skills
Mutual Funds, Asset Allocation, Wealth Management, Investments, Investment Strategies, Investment Management, Asset Management, Alternative Investments, Securities, Series 7, Portfolio Management, Financial Services, 401k, Retirement, Equities, Investment Advisory
Education
The University of Memphis 1985 — 1986
Master of Business Administration (M.B.A.), Finance
The University of Memphis 1980 — 1984
Bachelor’s Degree, Finance
Pinnacle Financial Partners May 2009 - Present
Atkinson Public Relations May 1988 - March 2008
Skills
Crisis Communications, Media Relations, Social Media, Public Relations, Strategic Communications, Social Media Marketing, Publicity, Copywriting, Internal Communications, Public Speaking, Marketing Communications, Corporate Communications, Press Releases, Newsletters, Speech Writing, Public Affairs
Education
Middle Tennessee State University 1978 — 1982
B.S., Mass Communications
Pinnacle Financial Partners July 2013 - Present
Truxton Trust Company December 2006 - June 2013
SunTrust Bank 1997 - 2006
Bankers Trust 1993 - 1997
Education
Lipscomb University 1988 — 1992
Bachelor of Science, Finance and Economics
Pinnacle Financial Partners January 2011 - Present
First Tennessee Bank July 2001 - January 2011
Wachovia Bank October 1996 - July 2001
Liberty National Bank April 1992 - October 1996
Southeast Bank / First Union June 1988 - April 1992
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Treasury Services, Credit Analysis, Real Estate Financing, Loans, Finance, Risk Management, Cash Management, Loan Origination, Consumer Lending, Lines Of Credit, Commercial Mortgages, Mortgage Lending, Credit Risk
Education
Stetson University 1984 — 1988
Bachelor's Degree, Finance with minor in Information Systems
Pinnacle Financial Partners August 2008 - Present
SunTrust Bank June 2001 - August 2008
Skills
Wealth Management, Trust Services, Estate Planning, Investments, Portfolio Management, Asset Managment, High Net Worth..., Financial Analysis, Endowments, Risk Management
Education
Middle Tennessee State University 1985 — 1989
BBA, Business, Psychology
Pinnacle Financial Partners August 2012 - Present
First National Bank February 2008 - August 2012
Clayton Bank and Trust November 2004 - February 2008
Progressive Insurance 1988 - 2004
Skills
Commercial Lending, Credit, Loans, Commercial Banking, Banking, Financial Analysis, Consumer Lending, Credit Analysis, Small Business Lending, Mortgage Lending, Retail Banking, Portfolio Management, Sales Management, Lines Of Credit, Investments, Construction Loans
Education
Haslam College of Business at the University of Tennessee 1982 — 1986
BS
Southeastern School of Commercial Lending
Mortgage Investors Group June 2013 - Present
Pinnacle Financial Partners May 2012 - June 2013
SunTrust Mortgage March 2000 - April 2012
Skills
Mortgage Lending, Loans, Mortgage Banking, FHA, Loan Origination, Credit, Refinance, Residential Mortgages, Credit Analysis, Banking, USDA, VA loans, FHA financing, Investment Properties, First Time Home Buyers, Real Estate Financing, Real Estate Transactions, REO, Referrals, Short Sales, Investors, Customer Service, Finance, Government Loans
Education
Haslam College of Business at the University of Tennessee 1987 — 1991
BS, Finance
Pinnacle Financial Partners November 2012 - Present
First Tennessee Bank July 1999 - November 2012
Skills
Commercial Lending, Credit, Commercial Banking, Credit Analysis, Loans, Financial Analysis, Factoring, Cash Flow Lending, Treasury Management, Banking, Mortgage Lending, Corporate Finance, Asset Based Lending, Underwriting, Portfolio Management, Finance, Credit Risk, Small Business Lending, Consumer Lending, Wealth Management, Lines Of Credit, Commercial Mortgages, Loan Origination, Cash Management, Relationship Management, Construction Loans, Retail Banking
Education
University of Mississippi 1995 — 1997
MA, Southern Studies
University of Tennessee-Knoxville 1991 — 1995
BA, College Scholars
Pinnacle Financial Partners November 2013 - Present
Nashville Bank and Trust June 2004 - October 2013
SunTrust Bank January 1989 - December 2002
Skills
Disaster Recovery, Banking, Project Management, Change Management, Security, IT Management, Risk Management, Software Documentation, Governance, IT Strategy, Business Analysis, Business Process..., Process Improvement
Education
Louisiana State University 1968 — 1971
Under grad, PreMed/Biology
TSU Dallas
MBA, Business/Corporate Communications
Pinnacle Financial Partners May 2013 - Present
Raymond James Morgan Keegan 1999 - April 2013
Morgan Keegan & Co Inc, Regions, AmSouth Investment Services 1998 - 2013
Skills
FINRA, Series 7, Series 63, Series 24, Series 53, Series 6, Financial Services, Investments, Investment Compliance, Auditing, Regulatory Examinations, Risk Management, Equities, Mutual Funds, Fixed Income, Office Apps, Office Management, Supervisory Experience, Records Management, Fixed Annuities, Variable Annuities, Train Employees
Education
Austin Peay State University
Business Administration and Management, General
Pinnacle Financial Partners December 2014 - Present
Harris Research, Inc. May 2013 - March 2015
Windham Professionals September 2012 - May 2013
Medical Reimbursements of America, Inc. August 2010 - January 2012
Ford Motor Credit-Nashville October 1994 - March 2010
Ford Motor Credit October 1994 - March 2010
Ford Motor Credit October 1994 - March 2010
Primus Automotive Financial Services/Ford Motor Credit October 1994 - March 2010
Tennessee Department of Employment Security September 1992 - October 1994
Skills
Team Building, Loans, Credit Analysis, Credit, Insurance, Customer Service, Operations Management, Microsoft Excel, Leadership, Sales Management, Budgets, Accounts Receivable, Customer Satisfaction, New Business Development, Account Management, Collections, Sales, Process Improvement, Negotiation, Call Center, Strategic Planning, Coaching, Outlook, Management, Customer Retention, Accounting, Banking, Portfolio Management, Call Centers, Finance, Risk Management
Education
Aquinas College 2004 — 2013
Aquinas College 2012 — 2012
Bachelors
Hillwood High School 1986 — 1989
Austin Peay State University
Pinnacle Financial Partners April 2015 - Present
Skills
Financial Analysis, Loan Structuring, Treasury Management, Loans, Commercial Banking, Credit, Commercial Lending, Mortgage Lending, Financial Structuring, Banking, Relationship Management, Portfolio Management, Underwriting, Finance, Lines Of Credit, Mergers & Acquisitions, Credit Analysis, Small Business Lending
Education
Middle Tennessee State University 2007 — 2009
Masters in Business Administration, Finance
University of Tennessee-Knoxville 2003 — 2005
Bachelors in Business Administration, Finance
Beech Senior High School
Nicholas Financial Inc. October 2007 - June 2010
Pinnacle Financial Partners 2002 - 2007
Education
Southern Illinois University, Carbondale
Pinnacle Financial Partners April 2009 - Present
SunTrust Bank August 2004 - April 2009
SunTrust Bank 1989 - 1999
Skills
Consumer Lending, Strategic Financial..., Credit Risk, Financial Analysis, Loan Origination, Treasury Management, Cash Management, Asset Managment, Liquidity Risk, ALM, Risk Management, Financial Reporting, Small Business, Small Business Lending, Management, Public Speaking, Team Building
Education
Tennessee State University 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Psychology
Pinnacle Financial Partners February 2014 - Present
State of Tennessee October 2012 - February 2014
LKQ Corporation February 2011 - October 2012
Kroll Background Screening October 2008 - March 2010
Bank of New York Mellon September 2006 - July 2008
Dell October 2005 - April 2006
Skills
Active Directory, Troubleshooting, VMware, Windows Server, Cisco Technologies, Computer Hardware, Windows 7, VMware ESX, DHCP, Switches, Network Administration, Networking, CCNA, Servers, Virtualization, Routers, WAN, VPN, HSRP, Spanning Tree, LACP, EIGRP, DMVPN, Hardware, OSPF, BGP, Core Switching, Enterprise Switching, IPv4, TACACS+, DNS, QoS, Cisco Routers, Cisco IOS, Network Engineering, Cisco Call Manager, Disaster Recovery, Network Security, Data Center, TCP/IP, System Administration, Technical Support, Security, Information Technology, Firewalls, Process Improvement, Vendor Management
Education
2003 - 2004Volunteer State Community College 2003 — 2004
General Studies; Engineering / Civil
Tennessee Technological University 2001 — 2002
General Studies/Gen. Engineering
Pinnacle Financial Partners January 2007 - Present
Pinnacle Financial Partners December 2004 - December 2006
Crowe Horwath LLP September 2003 - November 2004
KraftCPAs PLLC July 1999 - August 2003
Skills
Interest Rate Risk..., ALM, Liquidity Risk, RAROC, Financial Modeling, Economic Capital, Treasury Management, Budgets, Financial Analysis, Financial Reporting, Accounting, Banking, Auditing, Credit Risk, Retail Banking, IFRS, Loan Origination, Corporate Finance, Finance, Valuation, Cash Management, Sarbanes-Oxley Act, Bonds, Asset Management, Due Diligence, Risk Management, Small Business Lending, Investments, Liquidity Management, Financial Institutions, Stress Testing, Internal Controls, Credit Analysis, Loans, Business Analysis, Forecasting, Strategic Financial..., Portfolio Management, Cash Flow, Credit, Commercial Lending, Commercial Banking, CPA, Financial Risk, Managerial Finance, Internal Audit, SEC filings, Financial Audits, Enterprise Risk..., Funds Transfer Pricing
Education
Tennessee Technological University 1994 — 1999
BSBA, Accounting
Dresden
Covenant Surgical Partners July 2014 - Present
Riffs 2011 - 2014
Riffs 2011 - 2014
Pinnacle Financial Partners 2003 - 2008
SunTrust Robinson Humphrey 1998 - 2003
Equitable Securities Corporation 1995 - 1998
J.B.B. Hilliard-Lyons 1991 - 1995
First Union National Bank 1989 - 1991
First American National Bank 1987 - 1989
Freeman Investments 1984 - 1987
Skills
Revenue Cycle, Budgets, Healthcare Information..., Leadership, Medicare, Healthcare, HIPAA, Financial Reporting, Managed Care, Healthcare Management, Team Building, Nonprofits, EHR, Hospitals, Process Improvement, Employee Benefits, Strategic Planning, Business Development, Physician Relations, Insurance, Financial Analysis, Finance, Health Insurance, Executive Management, Data Analysis, Performance Improvement
Education
Vanderbilt University 1973 — 1977
B.A. Business Administration, Math, History
Tennessee State University 1981 — 1984
Master of Business Administration (M.B.A.), Management
Pinnacle Financial Partners Contract Mortgage UnderwriterVarious Mortgage Insurance FirmsSeptember 2000 - February 2006
Education
Trevecca Nazarene University 1991 — 1993
BA, Management and Human Relations
Pinnacle Financial Partners July 2007 - Present
Belk February 2006 - July 2007
Sara Lee Direct dba L'Eggs*Hanes*Bali*Playtex October 1988 - February 2006
Skills
Risk Management, Management, Analysis, Training
Education
University of Louisville
Political Science and Government
Pinnacle Financial Partners August 2007 - January 2014
First Tennessee Bank June 1987 - August 2007
Service Merchandise 1983 - 1987
Skills
Banking, Loans, Credit, Credit Analysis, Commercial Banking, Retail Banking, Consumer Lending, Commercial Lending, Small Business Lending, Lines Of Credit
Education
East Tennessee State University 1980 — 1985
Bachelor of Applied Science (B.A.Sc.), Mangement