Sabal Palm Bank
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Sabal Palm Bank Employees
CBC Companies January 2011 - Present
Sabal Palm Bank 2007 - 2010
CBC Companies June 2006 - October 2007
Encore Bank 2002 - 2006
Merrill Lynch May 2000 - November 2002
Bank One 1996 - 1999
Skills
Account Management, Real Estate, Marketing, Leadership, Business Development, Social Networking, Financial Services, Customer Satisfaction, Selling, Cold Calling, Customer Retention, Sales Process, Lead Generation, Mortgage Banking, Sales Presentations, Negotiation, Residential Mortgages, Refinance, Management, Sales, Customer Service
Education
Louisiana State University 1995 — 1999
BA, English, Psychology, History
University of Louisiana at Monroe
The Greater Sarasota Chamber of Commerce 2007 - Present
Sabal Palm Bank July 2006 - Present
Sabal Palm Bank July 2006 - Present
Skills
Non-profits
Education
State College of Florida-Manatee-Sarasota
Sabal Palm Bank February 2013 - Present
Cadence Bank 2007 - February 2013
People's Community Bank 2001 - 2007
Premier Community Bank 1998 - 2001
NationsBank 1989 - 1998
Skills
Commercial Banking, Loans, Finance, Investments, Corporate Finance, Leadership, Strategy, Cash Management, Sales, Cash Flow, Commercial Real Estate, Credit, Credit Analysis, Commercial Lending, Program Management, Due Diligence, New Business Development, Small Business Lending, Banking, Treasury Management, Financial Services, Strategic Financial..., Financial Analysis, Mergers & Acquisitions, Executive Management, Risk Management, Commercial Finance, Small Business, Strategic Planning, Mortgage Lending, Underwriting, Loan Origination, Credit Risk, Portfolio Management, Budgets, Retail Banking, Private Banking, Wealth Management, Real Estate Lending, Real Estate, Lines Of Credit, Consumer Lending, Asset Based Lending, SBA
Education
Stetson University 1984 — 1988
BBA, Finance
Sabal Palm Bank September 2014 - Present
Le colonne restaurant April 2012 - Present
Grocery May 2003 - August 2012
Skills
Time Management, Event Planning, Leadership, Customer Service, Restaurants, Catering, Hospitality, Teamwork, Management
Education
State College of Florida-Manatee-Sarasota
Associate of Arts (A.A.)
1st Manatee Bank May 2013 - Present
Harbor Community Bank July 2012 - April 2013
IBERIABANK January 2010 - May 2012
Century Bank March 2009 - January 2010
Sabal Palm Bank July 2006 - September 2008
First State Bank October 2002 - July 2006
Arthur Andersen October 1997 - June 2002
Skills
Credit Analysis, Loans, Analysis, Banking, Consumer Lending, Commercial Lending, Small Business Lending, Portfolio Management, Financial Analysis, Underwriting, Commercial Mortgages, Commercial Banking, Credit Risk, Risk Management, SBA Lending/Packaging, Real Estate, Finance, Microsoft Excel, Budgets, Cash Management, Mortgage Lending, Loan Origination, Financial Risk, Business Development
Education
Indiana University Bloomington
Bachelor of Arts (B.A.), Telecommunications Management
Argosy University Sarasota
MBA
Tria Publications International, LLC January 2010 - Present
Tria Consulting January 2009 - Present
Sabal Palm Bank October 2006 - Present
Wood Asset Management, Inc. May 1994 - October 2007
Skills
Estate Planning, Wealth Management, Succession Planning, Asset Management, Retirement Planning, Health & Safety, Disaster Preparedness, Recycling, Composting, Preparedness, pandemic, flu, Promotional Products, Community Outreach, Environmental Education, Educational Publishing, Emergency Management, Emergency Communications
Education
Pace University - Lubin School of Business 1979 — 1981
MBA, Taxation
Boston University 1972 — 1974
BA, Biology
Pine Manor College 1970 — 1972
AA
University School of Milwaukee 1969 — 1970
Frankfurt High School
TC Williams High School
Sabal Palm Bank September 2013 - Present
Cadence Bank, N.A. May 2012 - Present
Superior Bank August 2010 - May 2012
People's Community Bank September 2001 - July 2007
Skills
Accounting, Due Diligence, Budgeting, Financial Reporting
Education
Lehigh University 1973 — 1977
BS, Accounting
Sabal Palm Bank July 2014 - Present
BMO Harris Bank April 2013 - June 2014
BMO Harris Bank March 2011 - April 2013
BMO Harris Bank February 2006 - March 2011
Fifth Third Bank January 2004 - February 2006
Fifth Third Bank October 2002 - February 2004
Federal Home Loan Bank of New York April 1999 - October 2002
Amersco February 1997 - March 1999
Chittenden Bank June 1996 - February 1997
Federal Home Loan Bank of Boston June 1991 - June 1996
Skills
Portfolio Management, Loan Work-outs, Credit Analysis, Commercial Lending, Banking, Credit, Underwriting, Account Management, Short Sales, Multi Tasking, Loan Documents, Foreclosures
Education
Bentley University 1994 — 1995
Continuing Education, Advanced Accounting Courses
Saint Michael's College 1985 — 1988
Bachelor of Business Administration (BBA), Business / Finance
Sabal Palm Bank April 2010 - Present
Century Bank August 2004 - April 2010
Bank of America April 1989 - August 2004
Education
Indiana University of Pennsylvania