Sabadell Bank & Trust
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Sabadell Bank & Trust Employees
Employee
Years
Job
Industry
Vaughn Yeager Vaughn Yeager's Sabadell Bank & Trust Experience November 2010 - November 2012
Job Senior Vice President at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2012 - Present
Sabadell Bank & Trust November 2010 - November 2012
Citigroup Trust January 2008 - November 2010
Citicorp Trust, N.A. July 2008 - April 2010
Citigroup Trust May 2007 - June 2008
National City Bank 2005 - 2007
Birmingham School of Law 2000 - 2005
AmSouth Bank 1995 - 2005
SunTrust Bank 1990 - 1995
First Union 1990 - 1990
Skills
Trust Services, Wealth Management, Banking, Portfolio Management, Credit, Loans, Commercial Lending, Asset Managment, Investments, Private Banking, Commercial Banking, Asset Management, Financial Services, Management, Retirement Planning, Trusts, Capital Markets, Credit Analysis, Securities
Education
Birmingham School of Law 1996 — 1999
JD, Law, With Honors
Samford University 1979 — 1984
Bachelor of Science
PNC Wealth Management October 2012 - Present
Sabadell Bank & Trust November 2010 - November 2012
Citigroup Trust January 2008 - November 2010
Citicorp Trust, N.A. July 2008 - April 2010
Citigroup Trust May 2007 - June 2008
National City Bank 2005 - 2007
Birmingham School of Law 2000 - 2005
AmSouth Bank 1995 - 2005
SunTrust Bank 1990 - 1995
First Union 1990 - 1990
Skills
Trust Services, Wealth Management, Banking, Portfolio Management, Credit, Loans, Commercial Lending, Asset Managment, Investments, Private Banking, Commercial Banking, Asset Management, Financial Services, Management, Retirement Planning, Trusts, Capital Markets, Credit Analysis, Securities
Education
Birmingham School of Law 1996 — 1999
JD, Law, With Honors
Samford University 1979 — 1984
Bachelor of Science
Herby Raymond Herby Raymond's Sabadell Bank & Trust Experience June 2014 - August 2014
Job Investment Banking Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Sabadell Bank & Trust June 2014 - August 2014
State Street Corporation June 2013 - August 2013
School District of Palm Beach County June 2011 - July 2011
Skills
Microsoft Office, Economics, Financial Analysis, Financial Accounting, DCF Valuation, Financial Modeling, Quantitative Analytics, Qualitative Research, French, Stata, Matlab, PowerPoint
Education
Harvard College 2012 — 2016
Bachelor's Degree, Economics
Morgan Stanley June 2015 - August 2015
Sabadell Bank & Trust June 2014 - August 2014
State Street Corporation June 2013 - August 2013
School District of Palm Beach County June 2011 - July 2011
Skills
Microsoft Office, Economics, Financial Analysis, Financial Accounting, DCF Valuation, Financial Modeling, Quantitative Analytics, Qualitative Research, French, Stata, Matlab, PowerPoint
Education
Harvard College 2012 — 2016
Bachelor's Degree, Economics
Orlando Roche Orlando Roche's Sabadell Bank & Trust Experience August 2011 - Present
Job Regional President at Sabadell United Bank
Industry Financial Services
Experience
Sabadell United Bank March 2015 - Present
Sabadell Bank & Trust August 2011 - Present
Lydian Bank & Trust March 2007 - August 2011
Northern Trust 1996 - 2007
SunTrust Bank 1988 - 1996
Skills
Certified Financial..., Commercial Banking, Wealth Management..., Financial Analysis, Banking, Loans, Commercial Lending, Private Banking, Credit, Investments, Wealth Management, Portfolio Management, Retail Banking, Cash Management, Credit Analysis, Finance, Real Estate, Mortgage Lending, Capital Adequacy, Commercial Mortgages, Due Diligence, Small Business Lending, Risk Management, Asset Management, Real Estate Financing, Negotiation, Budgets, Strategic Planning, Consumer Lending, Strategic Financial..., New Business Development, Underwriting
Education
Florida International University 1986 — 1988
Bachelor Degree in Business Administration, Major Finance
University of Miami 1984 — 1986
Belen Jesuit Prep
Sabadell United Bank March 2015 - Present
Sabadell Bank & Trust August 2011 - Present
Lydian Bank & Trust March 2007 - August 2011
Northern Trust 1996 - 2007
SunTrust Bank 1988 - 1996
Skills
Certified Financial..., Commercial Banking, Wealth Management..., Financial Analysis, Banking, Loans, Commercial Lending, Private Banking, Credit, Investments, Wealth Management, Portfolio Management, Retail Banking, Cash Management, Credit Analysis, Finance, Real Estate, Mortgage Lending, Capital Adequacy, Commercial Mortgages, Due Diligence, Small Business Lending, Risk Management, Asset Management, Real Estate Financing, Negotiation, Budgets, Strategic Planning, Consumer Lending, Strategic Financial..., New Business Development, Underwriting
Education
Florida International University 1986 — 1988
Bachelor Degree in Business Administration, Major Finance
University of Miami 1984 — 1986
Belen Jesuit Prep
Annie Moussa Annie Moussa's Sabadell Bank & Trust Experience August 2008 - Present
Job Executive Assistant at Sabadell United Bank Private Wealth
Industry Financial Services
Experience
Sabadell Bank & Trust August 2008 - Present
Nortern Trust August 2005 - July 2008
Education
Miami Dade College 1981 — 1983
Accounting
Sabadell Bank & Trust August 2008 - Present
Nortern Trust August 2005 - July 2008
Education
Miami Dade College 1981 — 1983
Accounting
Mike Giusto Mike Giusto's Sabadell Bank & Trust Experience May 2010 - Present
Job Assistant Vice President & Banking Center Manager at Sabadell Bank & Trust
Industry Banking
Experience
Sabadell Bank & Trust May 2010 - Present
Bank of Florida 2004 - 2010
First National Bank 1999 - 2004
BankAtlantic 1997 - 1999
Skills
Small Business Lending, Coaching, Credit, Risk Management, Loans, Commercial Lending, Sales, Banking, Loan Origination, Commercial Banking, Mortgage Lending, Financial Analysis, Portfolio Management, Credit Analysis, Investments, Lines Of Credit, Retail Banking, Consumer Lending, Sales Management, Small Business, New Business Development, Private Banking, Real Estate, Business Development, Cash Management, Investment Properties, Finance, Underwriting, FHA, Credit Risk, Construction Loans, Wealth Management, Cross Selling, Customer Service, Treasury Management, Mortgage Banking, Deposits, Residential Mortgages, Refinance, Commercial Mortgages, Team Building
Education
Tallahassee Community College 1994 — 1996
AA, Business
Sabadell Bank & Trust May 2010 - Present
Bank of Florida 2004 - 2010
First National Bank 1999 - 2004
BankAtlantic 1997 - 1999
Skills
Small Business Lending, Coaching, Credit, Risk Management, Loans, Commercial Lending, Sales, Banking, Loan Origination, Commercial Banking, Mortgage Lending, Financial Analysis, Portfolio Management, Credit Analysis, Investments, Lines Of Credit, Retail Banking, Consumer Lending, Sales Management, Small Business, New Business Development, Private Banking, Real Estate, Business Development, Cash Management, Investment Properties, Finance, Underwriting, FHA, Credit Risk, Construction Loans, Wealth Management, Cross Selling, Customer Service, Treasury Management, Mortgage Banking, Deposits, Residential Mortgages, Refinance, Commercial Mortgages, Team Building
Education
Tallahassee Community College 1994 — 1996
AA, Business
Dusty Dodge Dusty Dodge's Sabadell Bank & Trust Experience June 2010 - January 2013
Job Preferred Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank January 2013 - Present
Sabadell Bank & Trust June 2010 - January 2013
Wachovia, Wells Fargo July 2007 - March 2010
Fifth Third Bank April 2005 - June 2007
Skills
Wealth Management, Loans, Investments, Mortgage Lending, Banking, Private Banking, Credit, Investment Strategies, Portfolio Management, Retail Banking, Series 7, Commercial Banking, Credit Analysis, Series 63, Alternative Investments, Securities, Retirement Planning, Cross Selling, Business Development, Financial Services
Education
Miami University 2000 — 2004
BS, psychology
University Liggett School 1990 — 2000
First Republic Bank January 2013 - Present
Sabadell Bank & Trust June 2010 - January 2013
Wachovia, Wells Fargo July 2007 - March 2010
Fifth Third Bank April 2005 - June 2007
Skills
Wealth Management, Loans, Investments, Mortgage Lending, Banking, Private Banking, Credit, Investment Strategies, Portfolio Management, Retail Banking, Series 7, Commercial Banking, Credit Analysis, Series 63, Alternative Investments, Securities, Retirement Planning, Cross Selling, Business Development, Financial Services
Education
Miami University 2000 — 2004
BS, psychology
University Liggett School 1990 — 2000
Brian T. Kirkpatrick Brian T. Kirkpatrick's Sabadell Bank & Trust Experience April 2009 - August 2012
Job Chief Financial Officer
Industry Chemicals
Experience
NRI, Neptune Research Inc. May 2015 - Present
Capital Guardian LLC September 2012 - January 2015
Sabadell Bank & Trust April 2009 - August 2012
Skills
FINRA, Investments, Strategic Financial..., Equities, Portfolio Management, Wealth Management, Asset Allocation, Management, Series 7, Securities, Investment Strategies, Asset Management, Capital Markets, Risk Management, Financial Analysis, Wealth Management..., Valuation
Education
University of Miami - School of Business 2004 — 2006
MBA, International Business
University of Florida - Warrington College of Business Administration 1998 — 2001
NRI, Neptune Research Inc. May 2015 - Present
Capital Guardian LLC September 2012 - January 2015
Sabadell Bank & Trust April 2009 - August 2012
Skills
FINRA, Investments, Strategic Financial..., Equities, Portfolio Management, Wealth Management, Asset Allocation, Management, Series 7, Securities, Investment Strategies, Asset Management, Capital Markets, Risk Management, Financial Analysis, Wealth Management..., Valuation
Education
University of Miami - School of Business 2004 — 2006
MBA, International Business
University of Florida - Warrington College of Business Administration 1998 — 2001
Ary Velasco-Private Wealth Management Miami Ary Velasco-Private Wealth Management Miami's Sabadell Bank & Trust Experience August 2011 - July 2012
Job DirectorUltra High Net Worth Private Banking at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank September 2012 - Present
Sabadell Bank & Trust August 2011 - July 2012
Lydian Bank & Trust March 2007 - August 2011
Northern Trust October 2002 - March 2007
SunTrust Bank 1987 - 2002
Skills
Wealth Management, Private Banking, Portfolio Management, Wealth Management..., Investments, Financial Analysis, Small Business, Banking, Due Diligence, Management, Series 63, Alternative Investments, New Business Development, Financial Advisory, Investment Advisory, Asset Allocation, Equities, Credit, Finance, Capital Markets, Commercial Lending, Real Estate, Strategy, High Net Worth..., Tax, Asset Management, Wealth, Securities, Financial Risk, Investment Strategies, Series 7, Mutual Funds, Fixed Income, Hedge Funds, Retirement Planning, Strategic Financial..., Financial Services, Estate Planning, Investment Management, Financial Markets, Loans, Credit Analysis, Private Equity, Bonds, Investment Banking, Financial Modeling, Corporate Finance, Risk Management, Valuation, Derivatives
Education
Northwestern University 1998 — 1999
Certified Trust Financial Advisor, National Graduate Trust School
Northwestern University 1997 — 1997
National Trust School
Florida International University - College of Business 1993 — 1996
Masters, Business Administration
Florida International University - College of Business 1982 — 1986
Bachelor's, Finance
Christopher Columbus High School 1978 — 1984
HS Diploma, High School
Citi Private Bank September 2012 - Present
Sabadell Bank & Trust August 2011 - July 2012
Lydian Bank & Trust March 2007 - August 2011
Northern Trust October 2002 - March 2007
SunTrust Bank 1987 - 2002
Skills
Wealth Management, Private Banking, Portfolio Management, Wealth Management..., Investments, Financial Analysis, Small Business, Banking, Due Diligence, Management, Series 63, Alternative Investments, New Business Development, Financial Advisory, Investment Advisory, Asset Allocation, Equities, Credit, Finance, Capital Markets, Commercial Lending, Real Estate, Strategy, High Net Worth..., Tax, Asset Management, Wealth, Securities, Financial Risk, Investment Strategies, Series 7, Mutual Funds, Fixed Income, Hedge Funds, Retirement Planning, Strategic Financial..., Financial Services, Estate Planning, Investment Management, Financial Markets, Loans, Credit Analysis, Private Equity, Bonds, Investment Banking, Financial Modeling, Corporate Finance, Risk Management, Valuation, Derivatives
Education
Northwestern University 1998 — 1999
Certified Trust Financial Advisor, National Graduate Trust School
Northwestern University 1997 — 1997
National Trust School
Florida International University - College of Business 1993 — 1996
Masters, Business Administration
Florida International University - College of Business 1982 — 1986
Bachelor's, Finance
Christopher Columbus High School 1978 — 1984
HS Diploma, High School
Jose M. Menendez Jose M. Menendez's Sabadell Bank & Trust Experience October 2012 - June 2014
Job Special Assets Credit Analyst at Sabadell United Bank
Industry Banking
Experience
Sabadell United Bank June 2014 - Present
Sabadell Bank & Trust October 2012 - June 2014
PNC Bank October 2006 - October 2012
Skills
Banking, Credit, Financial Analysis, Loans, Finance, Financial Modeling, Portfolio Management, Investments, Credit Analysis, Commercial Banking, Risk Management, Strategic Financial..., Financial Services, Underwriting, Cash Flow, International Finance, Forecasting, Retail Banking, Analysis, Customer Relations, Private Banking, Wealth Management, Credit Risk, Financial Risk, Financial Planning
Education
Florida International University - College of Business 2011 — 2012
Master of Science, Finance, 3.58
Florida Atlantic University 2007 — 2009
Bachelor of Business Administration, Finance and General Management
Palm Beach Community College 2005 — 2007
Associate of Arts, Business Administration
Sabadell United Bank June 2014 - Present
Sabadell Bank & Trust October 2012 - June 2014
PNC Bank October 2006 - October 2012
Skills
Banking, Credit, Financial Analysis, Loans, Finance, Financial Modeling, Portfolio Management, Investments, Credit Analysis, Commercial Banking, Risk Management, Strategic Financial..., Financial Services, Underwriting, Cash Flow, International Finance, Forecasting, Retail Banking, Analysis, Customer Relations, Private Banking, Wealth Management, Credit Risk, Financial Risk, Financial Planning
Education
Florida International University - College of Business 2011 — 2012
Master of Science, Finance, 3.58
Florida Atlantic University 2007 — 2009
Bachelor of Business Administration, Finance and General Management
Palm Beach Community College 2005 — 2007
Associate of Arts, Business Administration
Daniel Hynden's Sabadell Bank & Trust Experience December 2011 - May 2012
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS July 2013 - Present
JPMorgan Chase July 2012 - July 2013
Sabadell Bank & Trust December 2011 - May 2012
UBS Financial Services Inc December 2010 - May 2011
Vector Marketing Co 2009 - 2010
Flint Financial Group Inc 2007 - 2008
Education
Palm Beach Atlantic University 2008 — 2012
Bachelor of Science, Finance
UBS July 2013 - Present
JPMorgan Chase July 2012 - July 2013
Sabadell Bank & Trust December 2011 - May 2012
UBS Financial Services Inc December 2010 - May 2011
Vector Marketing Co 2009 - 2010
Flint Financial Group Inc 2007 - 2008
Education
Palm Beach Atlantic University 2008 — 2012
Bachelor of Science, Finance
Scott M. Kellett J.D.'s Sabadell Bank & Trust Experience January 2010 - Present
Job President Sabadell Bank & Trust Florida West Coast
Industry Banking
Experience
Sabadell Bank & Trust January 2010 - Present
Bank of Florida Trust Company September 2005 - January 2010
Fifth Third Bank 2000 - 2005
SunTrust 1999 - 2000
Skills
Strategic Financial..., Banking, Investments, Wealth Management, Estate Planning, New Business Development, Strategic Planning, Asset Management, Due Diligence, Finance, Financial Planning, High Net Worth..., Investment Advisory, Management, Portfolio Management, Private Banking, Tax, Wealth
Education
University of Missouri-Columbia 1986 — 1994
JD, Undergraduate and Law Degree
Sabadell Bank & Trust January 2010 - Present
Bank of Florida Trust Company September 2005 - January 2010
Fifth Third Bank 2000 - 2005
SunTrust 1999 - 2000
Skills
Strategic Financial..., Banking, Investments, Wealth Management, Estate Planning, New Business Development, Strategic Planning, Asset Management, Due Diligence, Finance, Financial Planning, High Net Worth..., Investment Advisory, Management, Portfolio Management, Private Banking, Tax, Wealth
Education
University of Missouri-Columbia 1986 — 1994
JD, Undergraduate and Law Degree
Omar Bhangia's Sabadell Bank & Trust Experience November 2013 - Present
Job Assistant Vice President, Portfolio Manager at Sabadell Bank & Trust
Industry Investment Management
Experience
Sabadell Bank & Trust November 2013 - Present
Sabadell Bank & Trust December 2011 - November 2013
Crosstree Capital Partners, Inc. August 2011 - November 2011
Student Managed Investment Fund August 2010 - November 2011
Fine Art Wholesalers March 2007 - September 2008
Fine Art Wholesalers April 2005 - February 2007
Park West Gallery April 2001 - January 2005
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Valuation, Equities, Investments, Analysis, Equity Research, Risk Management, Corporate Finance, MS Project, Microsoft Office, Access, Microsoft Excel, Fixed Income, Asset Managment, Research, PowerPoint, Asset Allocation, SQL, Finance, Management, Mutual Funds, Wealth Management, Securities, VBA, Asset Management
Education
University of South Florida 2008 — 2011
B.S, Finance
University of South Florida 2008 — 2011
B.S, Management Information Systems
CFA Level II Candidate
Sabadell Bank & Trust November 2013 - Present
Sabadell Bank & Trust December 2011 - November 2013
Crosstree Capital Partners, Inc. August 2011 - November 2011
Student Managed Investment Fund August 2010 - November 2011
Fine Art Wholesalers March 2007 - September 2008
Fine Art Wholesalers April 2005 - February 2007
Park West Gallery April 2001 - January 2005
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Valuation, Equities, Investments, Analysis, Equity Research, Risk Management, Corporate Finance, MS Project, Microsoft Office, Access, Microsoft Excel, Fixed Income, Asset Managment, Research, PowerPoint, Asset Allocation, SQL, Finance, Management, Mutual Funds, Wealth Management, Securities, VBA, Asset Management
Education
University of South Florida 2008 — 2011
B.S, Finance
University of South Florida 2008 — 2011
B.S, Management Information Systems
CFA Level II Candidate
B Hurston's Sabadell Bank & Trust Experience August 2005 - Present
Job Associate Director at Sabadell
Industry Financial Services
Experience
Sabadell Bank & Trust August 2005 - Present
Education
University of Miami - School of Business 2007 — 2009
MBA, Business Management
The Ohio State University 1996 — 2001
Bachelor, Personal Finance
Sabadell Bank & Trust August 2005 - Present
Education
University of Miami - School of Business 2007 — 2009
MBA, Business Management
The Ohio State University 1996 — 2001
Bachelor, Personal Finance
Amanda Rose (Waterhouse) Zimmerman's Sabadell Bank & Trust Experience January 2014 - Present
Job Client Service Associate at Sabadell Bank & Trust
Industry Banking
Experience
Sabadell Bank & Trust January 2014 - Present
Farm Credit of Florida October 2012 - January 2014
Sabadell United Bank June 2006 - October 2012
Skills
Wealth Management, Private Banking
Education
University of South Florida 2001 — 2003
South University
BA, Finance
Sabadell Bank & Trust January 2014 - Present
Farm Credit of Florida October 2012 - January 2014
Sabadell United Bank June 2006 - October 2012
Skills
Wealth Management, Private Banking
Education
University of South Florida 2001 — 2003
South University
BA, Finance