Regions Private Wealth Management

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Regions Private Wealth Management Employees

Employee
Years
Job
Industry
Jon D. Townsend, J.D. Jon D. Townsend, J.D. Huntsville, Alabama Area Details
Jon D. Townsend, J.D.'s Regions Private Wealth Management Experience December 2014 - Present
Job Trust Advisor | VP at Regions Private Wealth Management
Industry Banking
Experience
Regions Private Wealth Management   December 2014 - Present
Cockrell & Cockrell Attorneys at Law   May 2012 - November 2014
United States Equal Employment Opportunity Commission  September 2013 - December 2013
Atwood Church of Christ   January 2009 - January 2011
University Church of Christ  June 2008 - December 2008
Northport Church of Christ   February 2003 - May 2008

Skills
Legal Writing, Civil Litigation, Public Speaking, Legal Research, Project Coordination, Organizational..., Community Service, Organizational..., Research, Client Relationship..., Insurance, Community Outreach, Management

Education
Samford University, Cumberland School of Law   2011 — 2014
Juris Doctor (J.D.), Law

Freed-Hardeman University   2006 — 2009
Master of Ministry, Ministry

Amridge University
B.A., Biblical Studies

Jim Downham Jr. Jim Downham Jr. Houston, Texas Area Details
Jim Downham Jr.'s Regions Private Wealth Management Experience July 2013 - June 2015
Job Senior Vice President, Sr. Relationship Manager at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank  June 2015 - Present
Regions Private Wealth Management   July 2013 - June 2015
Bernstein Global Wealth Management  May 2007 - December 2012
McGraw-Hill Companies  2004 - 2005
The McGraw-Hill Companies  2001 - 2004
The McGraw-Hill Companies  1999 - 2000
The McGraw-Hill Companies  1997 - 1999
The McGraw-Hill Companies  1993 - 1997

Skills
Asset Managment, Mergers & Acquisitions, Trading, Strategic Planning, Operations Management, Financial Services, Leadership, New Business Development, Mergers, Asset Management, Financial Analysis, Financial Modeling, Strategic Partnerships, Sales Operations, Finance, Sales, Commodity, Strategic Financial...

Education
Texas A&M University   1980 — 1984
BBA, Finance

Harvard Business School
Competition & Business Strategy

University of Virginia Darden School of Business
Executive Development Program

Victoria Rubel Victoria Rubel Atlanta, Georgia Details
Victoria Rubel's Regions Private Wealth Management Experience March 2014 - Present
Job Lending Advisor with Regions Bank
Industry Banking
Experience
Regions Private Wealth Management   March 2014 - Present
PNC Wealth Management  October 2012 - March 2014
Wells Fargo  August 2010 - October 2012
Wachovia Bank  March 1997 - September 2010

Skills
Portfolio Management, Commercial Banking, Mortgage Lending, Small Business Lending, Risk Management, Retail Banking, Financial Analysis, Asset Management, Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Financial Risk, Financial Services, Loans, Private Banking, Relationship Management, Underwriting, Wealth Management, Management, Finance

Education
Georgia State University   2003 — 2006
Master of Business Administration (MBA), Business Administration and Management, General

Valparaiso University   1982 — 1987
Bachelor of Arts (B.A.), Economics

George Lange, CTFA, TEP George Lange, CTFA, TEP Tampa/St. Petersburg, Florida Area Details
George Lange, CTFA, TEP's Regions Private Wealth Management Experience January 2003 - January 2013
Job Senior Vice President/Regional Manager of Investment and Fiduciary Services/Wells Fargo Wealth Management
Industry Investment Management
Experience
Wells Fargo The Private Bank  January 2013 - Present
Regions Private Wealth Management   January 2003 - January 2013
SSGA, N.A. (State Street Corporation)   July 1997 - December 2002
Marshall & Ilsley Trust Company of Florida (now BMO)   July 1994 - July 1997
Missouri Army Nation Guard   June 1971 - October 1994
Bancorp Trust Company (First Bancorporation of Ohio which is now FirstMerit   February 1990 - July 1994
American Pioneer Savings Bank  July 1987 - January 1990
Mark Twain Bank, N.A.   January 1984 - July 1987
Mercantile Trust Company, N.A.   November 1979 - January 1984
Law Office of Thomas Green   August 1977 - November 1979

Skills
Wealth Management, Estate Planning, High Net Worth..., Commercial Lending, Fiduciary, Small Business Lending, Loans, Wealth Management..., Real Estate, Commercial Mortgages, Trust Services, Trusts, Financial Advisory, Mortgage Lending, Small Business, Investments, Banking, Asset Management, Portfolio Management

Education
Saint Louis University   1974 — 1977
Doctor of Law (J.D.)

Southeast Missouri State University   1968 — 1972
Bachelor of Arts (B.A.), Political Science and Government

Scott Pate Scott Pate Mobile, Alabama Area Details
Scott Pate's Regions Private Wealth Management Experience January 2015 - Present
Job Senior Vice President, Private Wealth Management at Regions Financial Corporation
Industry Banking
Experience
Regions Private Wealth Management   January 2015 - Present
Regions Bank  September 2008 - December 2014
Old National Bank  June 2000 - September 2008

Skills
Loans, Commercial Banking, Small Business Lending, Commercial Lending, Credit, Banking, Credit Analysis, Branch Banking, Leadership, Lines Of Credit, Loan Origination, Mortgage Lending, Portfolio Management, Treasury Management, Consumer Lending

Education
Southern Illinois University, Carbondale   2002 — 2004
Master of Business Administration, Finance

Southern Illinois University, Carbondale   1996 — 2000
Bachelor of Science, Marketing

Terry Parsons, CFP, CLU, ChFC, CTFA, CWS Terry Parsons, CFP, CLU, ChFC, CTFA, CWS Tulsa, Oklahoma Area Details
Terry Parsons, CFP, CLU, ChFC, CTFA, CWS's Regions Private Wealth Management Experience 2011 - 2013
Job Vice President/ Client Development at RCB Bank Trust
Industry Financial Services
Experience
RCB Bank Trust   2013 - Present
Regions Private Wealth Management   2011 - 2013
FCM Investments   2009 - 2011
Fisher Investments  1998 - 2009
Mercantile Trust Company (now U.S. Bank)   1995 - 1998
AMCORE Trust Company (now Harris Bank)   1990 - 1995
First Bank (now U.S. Bank)   1989 - 1990
MTRUST Corp (now JP Morgan Chase Bank)   1984 - 1989
First City National Bank (defunct)   1980 - 1984

Skills
Asset Managment, Financial Advisory, Wealth Management..., Private Banking, Investment Management, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Investment Strategies, Series 7, Investment Advisory, Securities, Fixed Income, Investments, Equities, Portfolio Management, Bonds, Financial Markets

Education
University of Oklahoma
M.A., Communications

University of Tennessee-Knoxville
B.S., Communications

Mark Lerner Mark Lerner Greater Atlanta Area Details
Mark Lerner's Regions Private Wealth Management Experience 2005 - 2012
Job SVP Senior Private Banker Sports, Entertainment & Private Banking Division at City National Bank
Industry Financial Services
Experience
City National Bank  2015 - Present
Community & Southern Bank  2015 - 2015
Wells Fargo Private Bank  2012 - 2015
Regions Private Wealth Management   2005 - 2012
Wachovia and SouthTrust (both now known as Wells Fargo)   1990 - 2005

Skills
Wealth Management, Private Banking, Asset Managment, Investments, Commercial Lending, Consumer Lending, Aircraft Finance, Yacht Lending, Securities Lending, Residential Mortgages, Commercial Mortgages, Insurance Brokerage, Premium Financing, Lines Of Credit, Letters of Credit, Mortgage Lending, Risk Management, Asset Management, Finance, Retirement Planning, Credit, Loans

Education
Georgia State University - J. Mack Robinson College of Business
Business Administration, Management, Finance & Real Estate

Mark Lerner Mark Lerner Greater Atlanta Area Details
Mark Lerner's Regions Private Wealth Management Experience 2005 - 2012
Job SVP Senior Private Banker Sports, Entertainment & Private Banking Division at City National Bank
Industry Financial Services
Experience
City National Bank  2015 - Present
Community & Southern Bank  2015 - 2015
Wells Fargo Private Bank  2012 - 2015
Regions Private Wealth Management   2005 - 2012
SouthTrust and Wachovia (both now known as Wells Fargo)   1990 - 2005

Skills
Wealth Management, Investments, Lines Of Credit, Asset Management, Private Banking, Aircraft Finance, Yacht Lending, Securities Lending, Commercial Mortgages, Real Estate Financing, Commercial Lending, Residential Mortgages, Insurance, Premium Financing, Music Industry, Entertainment Industry, Sports Management, Series 7, Series 63, Life & Health Insurance..., Risk Management, Financial Services, Mortgage Lending, Portfolio Management

Education
Georgia State University - J. Mack Robinson College of Business
Business Administration, Management, Finance, Real Estate

Jeff Winick, J.D., AEP®, CWS® Jeff Winick, J.D., AEP®, CWS® Birmingham, Alabama Area Details
Jeff Winick, J.D., AEP®, CWS®'s Regions Private Wealth Management Experience February 2014 - Present
Job Senior Wealth Strategist, Regions Private Wealth Management
Industry Banking
Experience
Regions Private Wealth Management   February 2014 - Present
Regions Bank  July 2012 - January 2013
U.S. Trust Bank of America Private Wealth Managment   2007 - 2011
Winick Wehle Drummond & Ross, LLP   2005 - 2007
The Winick Law Group, PL   1989 - 2005

Skills
Estate Planning, Strategic Financial..., Wealth, Private Banking, Banking, Asset Managment, Mutual Funds, Risk Management

Education
Capital University Law School   1981 — 1984
J.D.

The Ohio State University   1978 — 1981
BA, Economics

Kimberly Taliaferro Kimberly Taliaferro Tyler, Texas Details
Kimberly Taliaferro's Regions Private Wealth Management Experience September 1998 - Present
Job Assistant Vice President and Trust Advisor at Regions Private Wealth Management
Industry Banking
Experience
Regions Private Wealth Management   September 1998 - Present

Skills
Banking, Trust Services, Wealth Management, High Net Worth..., Consumer Lending, Wealth Management..., Relationship Management, Retail Banking, Wealth, Financial Services, Cash Management, Finance, Credit Risk, Risk Management, Commercial Banking, Commercial Lending, Credit, Investments, Loans, Portfolio Management, Private Banking, Small Business Lending

Education
University of Texas at Tyler   1990 — 1992

Kilgore College   1988 — 1990

Bill McCartney Bill McCartney Augusta, Georgia Area Details
Bill McCartney's Regions Private Wealth Management Experience November 2012 - Present
Job Wealth Advisor at Regions Private Wealth Management
Industry Financial Services
Experience
Regions Private Wealth Management   November 2012 - Present
William W. McCartney, Jr. Attorney at Law   November 2002 - Present
Wells Fargo Private Bank  July 2010 - November 2012
First Bank of Georgia  September 2003 - July 2010
LPL Financial  2003 - 2010
Merrill Lynch  July 2001 - November 2002
SouthTrust Bank  June 1999 - July 2001
First Union National Bank  September 1993 - June 1999

Education
Samford University, Cumberland School of Law   1989 — 1992
JD, Law

Auburn University, College of Business   1983 — 1987
BS, Business Administration

Oviedo HS   1979 — 1983
HS, College Prep

Erik Bonnett Erik Bonnett Orlando, Florida Area Details
Erik Bonnett's Regions Private Wealth Management Experience April 2011 - Present
Job Trust Advisor with Regions Private Wealth Management
Industry Banking
Experience
Regions Private Wealth Management   April 2011 - Present
Dean Mead  May 2007 - April 2011

Education
University of Florida - Fredric G. Levin College of Law   2006 — 2007
LL.M., Federal Taxation

University of Florida - Fredric G. Levin College of Law   2003 — 2006
J.D., Law

University of Florida   1998 — 2003
B.S., Industrial and Systems Engineering

Steve Donohue Steve Donohue Birmingham, Alabama Area Details
Steve Donohue's Regions Private Wealth Management Experience June 2012 - Present
Job SVP Client Experience & Marketing, Private Wealth Management at Regions Financial Corporation
Industry Financial Services
Experience
Regions Private Wealth Management   June 2012 - Present
Regions Financial Corporation  June 2005 - June 2012
Principal Financial Group  April 1999 - May 2005
Wells Fargo  November 1994 - April 1999
Aviva USA  1989 - 1994

Skills
Marketing Strategy, Analysis, Integrated Marketing, Marketing, CRM, Multi-channel Marketing, Business Strategy, Strategy, Database Marketing, Marketing Research, Marketing Management, Sales, Segmentation, Banking, Strategic Planning, Management, Marketing Communications, Leadership, Relationship Management, Web Analytics, Market Planning, Analytics, Sales Management

Education
Drake University   1994 — 1997
MBA

University of Northern Iowa   1984 — 1989
BA, Marketing

Jennifer Wisnar Jennifer Wisnar Naples, Florida Area Details
Jennifer Wisnar's Regions Private Wealth Management Experience January 2004 - Present
Job Vice President/Trust Advisor at Regions Private Wealth Management
Industry Banking
Experience
Regions Private Wealth Management   January 2004 - Present

Skills
Commercial Lending, Banking, Loans, Small Business Lending, Commercial Banking, Wealth Management, Credit

Education
Florida Gulf Coast University   2001 — 2003
Bachelor's, Criminal Justice

Margaret Palmer Margaret Palmer Tampa/St. Petersburg, Florida Area Details
Margaret Palmer's Regions Private Wealth Management Experience August 2010 - Present
Job Senior Vice President/Area Trust Manager at Regions Private Wealth Management
Industry Investment Management
Experience
Regions Private Wealth Management   August 2010 - Present
HydroMentia, Inc.   2004 - 2009

Education
Stetson University College of Law   1976 — 1979
J.D.

University of South Florida   1974 — 1976
B.A., Finance

Jason Adams, MBA, CFP® Jason Adams, MBA, CFP® Orlando, Florida Area Details
Jason Adams, MBA, CFP®'s Regions Private Wealth Management Experience May 2013 - Present
Job Wealth Advisor, VP at Regions Private Wealth Management
Industry Financial Services
Experience
Regions Private Wealth Management   May 2013 - Present
SunTrust Bank - Private Wealth Management  July 2011 - April 2013
Wells Fargo- The Private Bank  December 2007 - December 2009
SunTrust Investment Services  June 2005 - December 2007
SunTrust Bank  June 1999 - June 2005

Skills
Multi-generational..., Investment Strategies, Asset Protection, Retirement Planning, Life Insurance, Estate Administration

Education
University of Central Florida - College of Business Administration   2001 — 2003
MBA, Finance

University of Central Florida - College of Business Administration   1996 — 2000
BS, Finance