Private Bank of Buckhead

Description

Address: 3565 Piedmont Rd NE, Atlanta, GA 30305 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (404) 264-7979Place name: Website: : : : Category: : : : Website: http://www.privatebankofbuckhead.com/ Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a questionPopular times Sundays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place.Closed Sundays—pick another day : 12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 15 min here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Private Bank of Buckhead Posting publicly on the Web Write a review Reviews 4 Google reviews

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Private Bank of Buckhead Employees

Employee
Years
Job
Industry
Carol Lynn Upshaw Carol Lynn Upshaw Greater Atlanta Area Details
Carol Lynn Upshaw's Private Bank of Buckhead Experience September 2010 - March 2014
Job Sr. Mortgage Advisor at Summit Funding Advisors
Industry Real Estate
Experience
Summit Funding Advisors   July 2015 - Present
Georgia Commerce Bank  March 2014 - Present
Private Bank of Buckhead   September 2010 - March 2014
Upshaw Lending Professionals, LLC   August 1998 - September 2010

Skills
REO, Credit, Real Estate, Loans, Banking, Short Sales, Mortgage Lending, Foreclosures, USDA, Refinance, FHA, Underwriting, Mortgage Banking, Estate Planning, Investment Properties, Commercial Lending, Residential Mortgages, Loan Origination, VA loans, Investments, Real Estate Financing, Real Estate Economics

Education
The University of Georgia   1974 — 1978

Connie McCall Connie McCall Panama City, Florida Area Details
Connie McCall's Private Bank of Buckhead Experience March 2010 - April 2013
Job Banking Professional
Industry Banking
Experience
Innovations Fcu   July 2013 - Present
Private Bank of Buckhead   March 2010 - April 2013
State Bank and Trust (formerly The Cobb Community Bank)   2008 - 2010
Regions Bank/Georgia   2003 - 2008
First Guaranty Bank and Trust Company   2001 - 2003
Florida Baptist Credit Union   1999 - 2001
Regions Bank/Florida (formerly Security Federal Savings Bank)   1988 - 1994

Skills
Loans, Customer Service, Cross Selling, Customer Satisfaction, Branch Banking, Banking, Building Relationships, Team Building, Management, Sales, Leadership, Training

Education
Tallahassee Community College   1979 — 1981
Associates Degree, Business

Amos P Godby High School   1975 — 1979
High School diploma

Emily Grandon Emily Grandon Greater Atlanta Area Details
Emily Grandon's Private Bank of Buckhead Experience December 2013 - Present
Job Executive Assistant at Private Bank of Buckhead
Industry Executive Office
Experience
Private Bank of Buckhead   December 2013 - Present
Commerce Group 1, LLC   October 2010 - Present
Insight Card Services  October 2011 - October 2013
Brightpath   October 2010 - October 2011
Rasmus Real Estate Group  September 2007 - October 2010
CosmoLava   June 2004 - November 2009
Mazzy's Sports Bar and Grill   May 2002 - September 2006

Skills
Travel Arrangements, Administrative..., Office Management, Office Administration, Executive Support, Outlook, Calendars, Calendaring, Confidentiality, File Management, Expense Reports, Executive..., Executive Level..., Concur, Spreadsheets

Education
Kennesaw State University   2001 — 2005
Bachelor's Degree

Peggy Burke Peggy Burke Greater Atlanta Area Details
Peggy Burke's Private Bank of Buckhead Experience October 2014 - Present
Job Vice President Mortgage Banking at Private Bank of Buckhead
Industry Banking
Experience
Private Bank of Buckhead   October 2014 - Present
CBC National Bank  September 2010 - October 2014
Lenox Financial Mortgage  2005 - 2011
Everlast Worldwide  2004 - 2005
Liz Claiborne  September 1989 - February 1998
Hanesbrands Inc.  September 1978 - February 1983

Skills
Investment Properties, Sales Management, Mortgage Lending, Loans, Sales, Refinance, Loan Origination, Mortgage Banking, Residential Mortgages, USDA, FHA, First Time Home Buyers, Reverse Mortgages, Credit, Real Estate, FHA Financing, VA Loans, Credit Analysis, Mortgage Industry, Banking, Residential Homes, Real Estate Financing, Finance, New Business Development, Underwriting, Foreclosures, Commercial Lending, Mortgage Underwriting, Consumer Lending, Construction Loans, REO, Strategic Planning

Education
Indiana State University   1969 — 1973
Bachelor of Science (BS), B+

NYU
Master's certificate

Brook Benton Brook Benton Greater Atlanta Area Details
Brook Benton's Private Bank of Buckhead Experience January 2014 - Present
Job Vice President / Mortgage Banker at Private Bank of Buckhead / PrivatePlus Mortgage
Industry Financial Services
Experience
Private Bank of Buckhead   January 2014 - Present
BrightPath Mortgage / Terrace Mortgage   April 2011 - December 2013
BrightPath Mortgage LLC   January 2008 - May 2011
Lenox Financial Mortgage  February 2004 - February 2008
Prudential Bank  August 1998 - January 2004

Skills
Home, Retail, Rates, Options, Mortgage Lending, Referrals, Residential Homes, Loan Origination, Real Estate, Management, Certified Mortgage..., Funding, Banking, Residential Mortgages, FHA, USDA, VA loans, FHA financing, Mortgage Banking

Education
University of New Hampshire   1989 — 1993
BA, Communications/Political Science

Wilbraham & Monson Academy   1984 — 1989

Karen Smith Karen Smith Greater Atlanta Area Details
Karen Smith's Private Bank of Buckhead Experience August 2015 - Present
Job Senior Lender at Private Bank of Buckhead
Industry Banking
Experience
Private Bank of Buckhead   August 2015 - Present
BBVA Compass  November 2014 - July 2015
Bank of North Georgia  April 2013 - July 2014
Bank of North Georgia  March 2006 - July 2014
Riverside Bank  August 1997 - March 2006
Milton National Bank   April 1994 - August 1997

Skills
Sales Management, Production Management, Change Management, Team Motivator, Banking, Commercial Lending, Leadership, Production Managment, Management, Credit, Loans, Portfolio Management, Credit Analysis, Commercial Banking, Retail Banking, Risk Management, Credit Risk

Education
University of Georgia - Terry College of Business   1980 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General

Katie W. Oden Katie W. Oden Wilmington, North Carolina Details
Katie W. Oden's Private Bank of Buckhead Experience October 2006 - October 2008
Job AVP, Financial Sales Manager Community Banking at First Citizens Bank
Industry Banking
Experience
First Citizens Bank  April 2013 - Present
TrustAtlantic Bank  November 2008 - April 2013
Private Bank of Buckhead   October 2006 - October 2008

Education
University of Georgia - Terry College of Business   1998 — 2002
BBA, Marketing

Eric Swilling, MBA Eric Swilling, MBA Greater Atlanta Area Details
Eric Swilling, MBA's Private Bank of Buckhead Experience May 2015 - Present
Job Credit Administrator at Private Bank of Buckhead
Industry Nonprofit Organization Management
Experience
Private Bank of Buckhead   May 2015 - Present
Access to Capital for Entrepreneurs  February 2015 - Present
Swilling Underwriting Services, LLC   June 2014 - Present
Access to Capital for Entrepreneurs  September 2013 - August 2014
SCBT  August 2005 - September 2013
Northeast Georgia CASA   October 2010 - July 2013

Skills
Banking, Credit, Customer Service, Microsoft Office, Credit Analysis, Loans, Financial Analysis, Underwriting, Commercial Lending, Coaching, Team Building, Team Leadership, Strategic Planning, Mortgage Lending, New Business Development, Sales Management, Small Business Lending, Consumer Lending, Budgets, Microsoft Excel, Sales, Lines Of Credit, Risk Management, Loan Origination, Commercial Banking, Portfolio Management, Analysis, Real Estate, Small Business, Cash Flow, Retail Banking, Refinance

Education
Capella University   2010 — 2012
MBA, Accounting, 3.81

Capella University   2007 — 2009
Bachelor of Science, Business Administration, 3.67

Aaron Binion Aaron Binion United States Details
Aaron Binion's Private Bank of Buckhead Experience March 2015 - Present
Job
Industry
Experience
Private Bank of Buckhead   March 2015 - Present
BB&T  May 2012 - March 2015
SunTrust Bank  June 2006 - May 2012
Georgia Minority Supplier Development Council (GMSDC)   September 2009 - January 2010
United Way of Coastal Georgia, Inc.   August 2007 - December 2007
INROADS  May 2005 - July 2007
Capitol City Bank & Trust Company  February 2004 - May 2006

Skills
Banking, Account Management, Commercial Banking, Customer Service, Leadership, Microsoft Excel, Process Improvement, Public Speaking, Sales

Education
Clayton State University
Master of Business Administration (MBA)

Savannah State University
Bachelor of Business Administration (B.B.A.)

Joe Polofsky Joe Polofsky Greater Atlanta Area Details
Joe Polofsky's Private Bank of Buckhead Experience April 2015 - Present
Job VP Mortgage Banker at Private Bank of Buckhead
Industry Banking
Experience
Private Bank of Buckhead   April 2015 - Present
BrandMortgage  June 2013 - March 2015
Fidelity Bank  2008 - May 2013
PGA TOUR Radio Network   1994 - 2007

Skills
Loans, Mortgage Banking, Customer Service, FHA, Residential Mortgages, Mortgage Lending, Financial Analysis, Real Estate, Investment Properties, Credit, Residential Homes, First Time Home Buyers, Loan Origination, Refinance, VA loans, USDA, Insurance, FHA financing, Foreclosures, Sales, Small Business Lending, Banking, Construction Loans, Certified Mortgage..., Real Estate Economics, Credit Analysis

Education
GA State University   1987 — 1989
Master of Science (MS), HRTA

University of Tennessee-Knoxville - College of Business Administration   1980 — 1984
BBA, Business/Finance

Frank Bell Frank Bell Greater Atlanta Area Details
Frank Bell's Private Bank of Buckhead Experience 2006 - 2011
Job Chairman & Founder at Intellinet
Industry Computer Software
Experience
Georgia CIO Leadership Association   2003 - Present
Intellinet  1993 - Present
Wesleyan School  2006 - 2011
Private Bank of Buckhead   2006 - 2011
Intellinet  December 1993 - May 2008
SafeNet  November 1991 - December 1993
Carter  1987 - 1991
Pi Kappa Alpha  1988 - 1989

Skills
Entrepreneur, Leadership Development, Real Estate, Strategic Planning, Business Strategy, Marketing Strategy, Business Development, Change Management, Start-ups, New Business Development, Management Consulting, Mergers, Leadership, Project Management, Sales, Entrepreneurship

Education
Stetson University   1984 — 1988
BBA, Marketing

The Westminster Schools   1978 — 1984

Michael J. Daugherty Michael J. Daugherty Atlanta, Georgia Details
Michael J. Daugherty's Private Bank of Buckhead Experience August 2012 - Present
Job Founder, CEO & Pres. LabMD, Author, Advocate, Speaker: Cyberlaw, Cybersecurity, Governance, Regulatory & Compliance
Industry Hospital & Health Care
Experience
SnoopWall, LLC   September 2014 - Present
Cyber Defense Magazine   2014 - Present
MichaelJDaugherty.com   2013 - Present
MichaelJDaugherty.com   2013 - Present
Private Bank of Buckhead   August 2012 - Present
LabMD  June 1996 - Present
Mentor Corporation  September 1985 - December 1998

Skills
Private Pilot, Author, Urology, Start-ups, Business Development, Mergers, Strategic Planning, Surgery, Mergers & Acquisitions, Public Speaking, Medical Devices, Sales, Social Media, Business Strategy, Strategy, Social Media Marketing, Team Building, Executive Management, Social Networking, Leadership, Marketing Strategy, Healthcare, Entrepreneurship, Research, Management Consulting, Operating Room, Marketing, Public Relations, Security, Small Business, Strategic Partnerships, Online Marketing, Cloud Computing, Motivational Speaking, Program Management, SEO, Leadership Development, Fundraising, SaaS, Cyberlaw, Cyber-security, Cybercrime

Education
University of Michigan-Ann Arbor   1978 — 1982
BA, Economics & Psychology

University of Michigan
Bachelor of Arts (B.A.), Economics

Carolyn Briner Carolyn Briner Greater Atlanta Area Details
Carolyn Briner's Private Bank of Buckhead Experience September 2014 - March 2015
Job Sandler Training | Georgia Sales Development | Sales | Customer Service | Management
Industry Professional Training & Coaching
Experience
Sandler Training Atlanta, Georgia Sales Development   November 2008 - Present
Private Bank of Buckhead   September 2014 - March 2015
KeyCorp  November 1986 - October 1997

Skills
Public Speaking, Leadership Development, Entrepreneurship, Executive Coaching, Small Business, Management Consulting, Strategic Planning, New Business Development, Coaching, Team Building, Nonprofits, Training, Customer Service, Sales

Education
Weatherhead School of Management at Case Western Reserve University   1987 — 1993
MBA

Denison University   1982 — 1986
BA, Political Science

Karen Neely, PHR, SHRM-CP Karen Neely, PHR, SHRM-CP Greater Atlanta Area Details
Karen Neely, PHR, SHRM-CP's Private Bank of Buckhead Experience April 2015 - Present
Job HR Professional
Industry Human Resources
Experience
Private Bank of Buckhead   April 2015 - Present
HR Services by Karen Neely   July 2011 - December 2013
Habersham Bancorp   October 2000 - June 2011
NCS Mortgage Lending Company   March 1996 - August 2000

Skills
Human Resources, Employee Relations, Employee Benefits, Benefits Administration, Talent Acquisition, HRIS, Talent Management, ADP Payroll, Customer Service, Recruiting, Microsoft Excel, Applicant Tracking..., Deferred Compensation, Training, Organizational..., Strategic Planning, Budget Process, Financial Analysis, Retirement Benefits, Succession Planning, Payroll, Employee Handbooks

Education
Florida Atlantic University

Renee Hinkson Renee Hinkson Greater Atlanta Area Details
Renee Hinkson's Private Bank of Buckhead Experience January 2007 - Present
Job
Industry Banking
Experience
Private Bank of Buckhead   January 2007 - Present
OMNI NATIONAL BANK  1999 - 2007

Skills
Sarbanes-Oxley Act, Banking, Financial Analysis, Auditing, Cash Management, Commercial Banking, Commercial Lending, Credit, Due Diligence, Enterprise Risk..., Financial Risk, Internal Audit, Internal Controls, Loans, Mergers, Retail Banking, Risk Management, Treasury Management, Vendor Management

Education
Keller Graduate School of Management of DeVry University   2005 — 2007
MAFM

Methodist University   1995 — 1998
BSA

Joel Arogeti Joel Arogeti Greater Atlanta Area Details
Joel Arogeti's Private Bank of Buckhead Experience 2007 - 2011
Job President and CEO of Kitchens Kelley Gaynes, PC
Industry Law Practice
Experience
Kitchens Kelley Gaynes, P.C.   1996 - Present
Hosea Feed the Hungry and Homeless  2009 - 2014
Private Bank of Buckhead   2007 - 2011
Frankel Hardwick Tanenbaum & Fink, PC   1987 - 1995
Dickstein Shapiro LLP  1984 - 1986
United States Securities and Exchange Commission  1982 - 1984
Congressman Elliott H. Levitas (D-GA)   1975 - 1979

Skills
Contract Negotiation, Estate Planning, Tax, Probate, Trusts, Corporate Law, Wills, Estate Administration, Due Diligence, Asset Management, LLC, Dispute Resolution, Wealth Transfer, Start-ups, Corporate Governance, High Net Worth..., Estate Tax Planning, Guardianship, Mergers, Negotiating Contracts, Buy-sell Agreements, Business Planning, Succession Planning, Tax Law, Arbitration, Powers of Attorney, Business Transactions, Business Formation, Legal Services, Gift Tax, Entity Formation, Living Trusts, Living Wills, Legal Advice, Special Needs Planning, Litigation, Mergers & Acquisitions, Legal Research, Mediation, Asset Managment

Education
Emory University School of Law   1979 — 1982
JD, Law

The George Washington University   1974 — 1978
BA, English, Economics, Religion, Communication

Briarcliff High School   1969 — 1974
Diploma, All

Jaimini Parmar Jaimini Parmar Tucker, Georgia Details
Jaimini Parmar's Private Bank of Buckhead Experience April 2013 - September 2015
Job Banking Professional
Industry Banking
Experience
Private Bank of Buckhead   April 2013 - September 2015
United Community Bank  September 2005 - April 2013

Skills
Training, Loans, Sales, Leadership, Banking, Financial Analysis, Strategic Planning, Selling, Credit, Real Estate Economics, Finance, Commercial Banking, Due Diligence, Business Development

Education
Augusta State University - College of Business Administration
Bachelor’s Degree, Marketing

Georgia State University - J. Mack Robinson College of Business
Bachelor’s Degree, Business/Real Estate

Bryan Freeman Bryan Freeman Greater Atlanta Area Details
Bryan Freeman's Private Bank of Buckhead Experience 2006 - Present
Job Founder and President, Habersham Funding, LLC
Industry Financial Services
Experience
Private Bank of Buckhead   2006 - Present
Habersham Funding, LLC  March 2001 - Present
Life Insurance Settlement Association  May 2000 - April 2014

Skills
Life Settlements, Investments, Insurance, Life Insurance, Estate Planning, Strategic Financial..., Financial Services, Retirement Planning, Finance, Leadership, Strategic Planning, Fixed Annuities, Long-term Care, Due Diligence, Wealth, Retirement, Small Business, High Net Worth..., Term Life Insurance, Funding, Entrepreneurship, Wealth Management, Portfolio Management, Investment Strategies, Financial Planners, Nonprofits, Disability Insurance, Financial Advisory, Asset Management, Securities, Banking, Employee Benefits, Investment Management, Social Networking, Health Insurance, Underwriting, Investment Advisory, Pensions, IRAs, Personal Finance, Structured Finance, 401k, Mutual Funds, Alternative Investments, Valuation, Trusts, Asset Allocation, Asset, Non-profits, Financial Planning

Education
Georgia Institute of Technology   1977 — 1980

Darlington School   1973 — 1977

Amy Ellis Amy Ellis Greater Atlanta Area Details
Amy Ellis's Private Bank of Buckhead Experience March 2008 - September 2014
Job Vice President Commercial Lending at Georgia Primary Bank
Industry Banking
Experience
Georgia Primary Bank  September 2014 - Present
Rotary Club of Brookhaven   March 2011 - Present
Private Bank of Buckhead   March 2008 - September 2014
Bank of America  2006 - 2008
Bank of America  2003 - 2006

Skills
Mortgage Banking, Loans, Customer Service, Financial Analysis, Credit, Investments, Change Management, Commercial Banking, Cash Management, Banking, Due Diligence, Commercial Lending, Risk Management, Retail Banking, Strategic Planning, Real Estate, Mergers & Acquisitions, Leadership, Sales, Business Planning, Estate Planning, Small Business Lending, Strategic Financial..., Underwriting, Portfolio Management, Real Estate Economics, New Business Development, Credit Analysis, Mortgage Lending, Management Consulting, Business Development

Education
University of Georgia - Terry College of Business   2001 — 2003
BBA, Banking & Finance, Finance

Harding University   1999 — 2001
Business

Regine Francois Regine Francois Atlanta, Georgia Details
Regine Francois's Private Bank of Buckhead Experience 2015 - Present
Job Vice President, Mortgage Banker
Industry Banking
Experience
Private Bank of Buckhead   2015 - Present

Skills
Mortgage Banking, Six Sigma Black Belt, Project Management, Banking, Loans, Credit, Business Management, Finance, Customer Service, Sales, Management, Sales Management, Microsoft Word, Leadership, Microsoft Office, Six Sigma, Process Improvement, Strategic Planning, Team Building, Analysis, Business Analysis

Education
Institute of Industrial Engineers-GA Tech Chapter
Six Sigma Black Belt

Northeastern Illinois University
Business Administration

Ronda Guzman Ronda Guzman Greater Atlanta Area Details
Ronda Guzman's Private Bank of Buckhead Experience September 2010 - March 2014
Job Consumer Mortgage Loan Compliance Specialist at Porter Keadle Moore
Industry Banking
Experience
Porter Keadle Moore  August 2015 - Present
Georgia Commerce Bank  March 2014 - Present
Private Bank of Buckhead   September 2010 - March 2014
National Guaranty Mortgage   April 2008 - September 2010
BNC Mortgage  2007 - 2007
Mortgage Lenders Network  2006 - 2007
First Mortgage Solutions   1997 - 2006

Skills
Mortgage Underwriting, Refinance, Mortgage Banking, Loans, Mortgage Lending

Education
Georgia State University College of Law   2000 — 2000
Law

Old Dominion University   1994 — 1997
BA, History

Valdosta State University   1989 — 1991

Brent Adams Brent Adams Greater Atlanta Area Details
Brent Adams's Private Bank of Buckhead Experience July 2006 - Present
Job Executive Vice President at Private Bank of Buckhead
Industry Banking
Experience
Private Bank of Buckhead   July 2006 - Present
Riverside Bank  January 2002 - June 2006

Education
Georgia State University

Brandelyn (Brandy) Hall Smith Brandelyn (Brandy) Hall Smith Knoxville, Tennessee Area Details
Brandelyn (Brandy) Hall Smith's Private Bank of Buckhead Experience January 2014 - Present
Job VP, Mortgage Banker at Private Bank of Buckhead
Industry Banking
Experience
Private Bank of Buckhead   January 2014 - Present
BrightPath Mortgage LLC   September 2012 - January 2014
Zurix Inc.   2010 - September 2012
Credit Card Processing Consultants   2008 - 2011
Home Savings of America Georgia   2008 - 2010
Lenox Financial Mortgage  2004 - 2008
Russell H. Hippe & Associates, PC   1999 - 2004

Skills
Mortgage Lending, Business Development, Management, Customer Service, FHA, Loan Origination, Refinance, Residential Mortgages, Loans, Mortgage Banking, USDA, Finance, Real Estate, Foreclosures, Short Sales, Certified Mortgage..., VA loans, Referrals, Credit, FHA financing, Mortgage Underwriting, Reverse Mortgages, Construction Loans, Home Equity Loans, VA Loans, FHA Financing, Credit Analysis, Sales, Investment Properties, Marketing, Banking

Education
Kennesaw State University   1995 — 1999
BS, Communication, Honor Graduate

Capstone Institute of Mortgage Finance   2002 — 2002
Principles of Mortgage Finance

Cartersville High School   1988 — 1992

Susan Ahern Susan Ahern Greater Atlanta Area Details
Susan Ahern's Private Bank of Buckhead Experience October 2006 - Present
Job Vice President at Private Bank of Buckhead
Industry Banking
Experience
Private Bank of Buckhead   October 2006 - Present
Omni National Bank  April 2001 - October 2006
Milton National Bank   April 1995 - May 1997
Metro Bank  1994 - 1996

Education
Kennesaw State University   1989 — 1991
BS, Early Education

Chamblee High School   1982 — 1987

Mary Gray Mary Gray Atlanta, Georgia Details
Mary Gray's Private Bank of Buckhead Experience June 2012 - December 2014
Job Realtor Sales Associate at Keller Williams Realty Peachtree Road
Industry Banking
Experience
Keller Williams Realty Peachtree Road  September 2015 - Present
Ameris Bank  January 2015 - Present
Private Bank of Buckhead   June 2012 - December 2014
Self Employed  August 2007 - April 2012
Harry Norman, Realtors  April 2000 - August 2007
SunTrust Bank  May 1996 - May 1999
Wachovia Bank  March 1996 - May 1996
Wachovia Bank  January 1988 - March 1996
Wachovia Bank  January 1987 - January 1988
Wachovia Bank  March 1985 - January 1987

Skills
Real Estate, Underwriting, Credit, Commercial Lending, Loans, Small Business Lending, Mortgage Lending, Commercial Banking, Customer Service, Strategic Planning, Financial Analysis, Banking, Portfolio Management, Financial Services, Leadership, Management, Sales

Education
The University of Georgia   1980 — 1984
BA, Psychology

Savannah Country Day School

Jason Copeland Jason Copeland Greater Atlanta Area Details
Jason Copeland's Private Bank of Buckhead Experience January 2014 - Present
Job Vice President Mortgage Services Division at Private Bank of Buckhead
Industry Real Estate
Experience
Private Bank of Buckhead   January 2014 - Present
BrightPath Mortgage LLC   February 2011 - December 2012
Lenox Financial Mortgage  August 2005 - November 2010

Skills
Refinance, Residential Mortgages, Mortgage Lending, Loan Origination, FHA, Loans, VA loans, Mortgage Banking, USDA, Credit, Credit Analysis, Investment Properties, FHA financing, Underwriting, Real Estate, Certified Mortgage...

Education
The University of Georgia   2000 — 2004
Bachelors degree, Business/Real Estate

Alisha Nasse Alisha Nasse Greater Atlanta Area Details
Alisha Nasse's Private Bank of Buckhead Experience February 2014 - Present
Job Relationship Manager at Private Bank of Buckhead
Industry Financial Services
Experience
Private Bank of Buckhead   February 2014 - Present
Fidelity Bank  August 2009 - January 2014
Georgian Bank  January 2004 - August 2009
Wachovia Dealer Services  2000 - 2004
Bank of America  1992 - 2000

Education
University of North Carolina at Greensboro   1986 — 1990
BS, Information Systems and Operations Management

South Rowan High School

Scarlett Tassone Scarlett Tassone Greater Atlanta Area Details
Scarlett Tassone's Private Bank of Buckhead Experience January 2014 - Present
Job Vice President | Mortgage Banker at Private Bank of Buckhead
Industry Financial Services
Experience
Private Bank of Buckhead   January 2014 - Present
BrightPath Mortgage   October 2012 - January 2014
Hersh Financial Group, LLC   February 2008 - October 2012
Wilmington Finance  August 2003 - August 2007
RBC Mortgage  January 2002 - July 2003

Skills
Time Management, Self Starter, E-commerce, Mortgage Lending, FHA, Business Development, Funding, Microsoft Word, Underwriting, Income Statement, Loans, Performance Management, Sales, Mortgage Banking, Self-starter

Education
Georgia Southern University   1995 — 2000
Bachelor of Science, Chemistry

Thomas D. Stewart, Jr., CPA Thomas D. Stewart, Jr., CPA Greater Atlanta Area Details
Thomas D. Stewart, Jr., CPA's Private Bank of Buckhead Experience January 2010 - Present
Job President & CEO at JTS Health Partners
Industry Hospital & Health Care
Experience
JTS Health Partners   2009 - Present
Private Bank of Buckhead   January 2010 - Present
Siemens Healthcare  2005 - 2009
Siemens Healthcare  1998 - 2004
KPMG Peat Marwick  1997 - 1998
Value Oncology Sciences, Inc.   1995 - 1997
Coram Healthcare Corporation   1992 - 1995
IBM  1990 - 1992

Skills
Healthcare Information..., Healthcare, Healthcare Consulting, Revenue Cycle Management, Management Consulting, Financial Accounting, Business Development, Leadership, Strategic Planning, Strategy, Consulting, Business Planning, Financial Analysis, Due Diligence, Finance

Education
Kennesaw State University   1987 — 1992
Bachelor of Business Administration (BBA), Accounting

Sandra Chastain, CRCM, CFCS, CRFS, CLI, ACTS Sandra Chastain, CRCM, CFCS, CRFS, CLI, ACTS Greater Atlanta Area Details
Sandra Chastain, CRCM, CFCS, CRFS, CLI, ACTS's Private Bank of Buckhead Experience March 2013 - Present
Job Vice President/Regulatory Compliance, BSA, ID Theft, Fraud and Bank Security at Private Bank of Buckhead
Industry Banking
Experience
Private Bank of Buckhead   March 2013 - Present
Highland Commercial Bank   August 2011 - March 2013
Georgia Regional Mustang Club (NPO)   January 2010 - August 2011
Security Exchange Bank   January 2008 - August 2011
American Southern Bank   December 2006 - December 2007
The Buckhead Community Bank  March 2003 - November 2006
S. P. Richards   February 1993 - February 2003

Skills
Certified Regulatory..., Deposits, Regulations, Commercial Lending, Commercial Banking, Core Banking, Loans, Banking, Financial Institutions, Retail Banking, AML, Credit

Education
Association for Certified Financial Crime Specialist   2014 — 2015
Certified Financial Crime Specialist, Financial Crime Mitigation, Recognition and Investigation

Georgia Department of Human Resources   2014 — 2014
Certification, At-Risk Adult Crime Tactices

The University of Georgia   2014 — 2014
Certificate of Legal Investigations, Legal Investigations

Identity Management Institute   2013 — 2013
Certified Red Flag Specialist, ID Theft Mitigation, Recognition of Red Flags, Investigation

American Bankers Association - Graduate School of Risk Management   2011 — 2011
Graduate

ABA/ICB   2010 — 2011
Certified Regulatory Compliance Manager Certification, Regulatory Compliance

American Bankers Association   2005 — 2011
Degree, Bank Operations

American Bankers Association   2005 — 2011
Degree, General Banking

GBA Bank Security Academy   2009 — 2010
Bank Security Officer, Bank Security

American Bankers Association · National Compliance School   2009 — 2009
Graduate