Sabal Trust Company

Description

Founded: 1983

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Sabal Trust Company Employees

Employee
Years
Job
Industry
Gwyn Cilk Gwyn Cilk Tampa/St. Petersburg, Florida Area Details
Gwyn Cilk's Sabal Trust Company Experience May 1998 - May 2014
Job
Industry Investment Banking
Experience
Brookdale  May 2014 - June 2015
Sabal Trust Company   May 1998 - May 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook, Investments, PowerPoint, Banking, Payroll

Education
Brewster Technical Center   1990 — 1992
Medical Secretary, Medical Office Assistant/Specialist

East Bay   1987 — 1989
High School Diploma, Business

Central Pinellas Christian School   1979 — 1987

John H. Pieper, CFA John H. Pieper, CFA Tampa/St. Petersburg, Florida Area Details
John H. Pieper, CFA's Sabal Trust Company Experience July 1983 - March 2007
Job Wealth Advisor at Reilly, Fisher & Solomon Investment Advisors, Inc.
Industry Financial Services
Experience
Reilly, Fisher & Solomon, PA   July 2015 - Present
Logan Capital Management, Inc.   March 2012 - July 2015
Enhanced Photo Company   January 2011 - July 2015
Lara May & Associates LLC   June 2008 - February 2012
Sabal Trust Company   July 1983 - March 2007
First Florida Bank  July 1970 - July 1983
US Army  July 1967 - June 1970
Citibank (Banamex USA)   October 1966 - June 1967

Skills
Investments, Portfolio Management, Investment Management, Finance, Strategic Financial..., Equities, Chartered Financial..., Fixed Income, Sales, Asset Allocation, Tactical Asset..., Investment Strategies, Digital Photography, Golf, Singing, Bible Study, Wealth Management, Retirement Planning, Options, New Business Development, Investment Advisory, Management, Series 7, Leadership, Series 63, Retirement, Private Equity, Risk Management, Wealth, Financial Advisory, Wealth Management..., Asset Management, Capital Markets, Hedge Funds, Bloomberg, Financial Modeling, Strategy, Personal Finance, Securities, Financial Planners, Alternative Investments, Estate Planning, Pensions, Mutual Funds, CFA, Investment Management..., Leading Bible Study, Presbyterian Elder, Financial Services, Financial Analysis

Education
Stonier Graduate School of Banking at Rutgers University   1973 — 1976
Diploma, Banking and Financial Support Services

Columbia Graduate School of Business Administration   1965 — 1966
MBA, Finance

Princeton University   1961 — 1965
AB, English

Millburn High School NJ   1958 — 1961
Diploma

Ron Koepsel Ron Koepsel Sarasota, Florida Area Details
Ron Koepsel's Sabal Trust Company Experience September 2007 - Present
Job Principal at Sabal Trust Company
Industry Investment Management
Experience
Sabal Trust Company   September 2007 - Present
All Children's Hospital Johns Hopkins Medicine  2008 - 2015
Northern Trust Company  1982 - 1999

Skills
Trust and Estate..., Investments, Investment Management, Wealth Management, Wealth Management..., High Net Worth..., Asset Allocation, Asset Management, Alternative Investments, Estate Tax Planning, Retirement Planning, Wealth, Estate Planning, Strategic Financial..., Trusts, Investment Strategies, Securities, Portfolio Management, Investment Advisory

Education
Northern Illinois University College of Law
Doctor of Law (JD), Estate planning & administration

Indiana University Bloomington
AB Economics

Lucas DeVicente Lucas DeVicente Tampa/St. Petersburg, Florida Area Details
Lucas DeVicente's Sabal Trust Company Experience 2007 - Present
Job Principal & Investment Analyst at Sabal Trust Company
Industry Investment Management
Experience
Sabal Trust Company   2007 - Present
Raymond James Financial Services  2006 - 2007
Raymond James Financial Services  2005 - 2006

Education
University of Florida - College of Business

University of Florida - Master's International Business

Bruce Mullin, CFA Bruce Mullin, CFA Saint Petersburg, Florida Details
Bruce Mullin, CFA's Sabal Trust Company Experience June 2010 - Present
Job Principal at Sabal Trust Company
Industry Financial Services
Experience
Sabal Trust Company   June 2010 - Present
U S Trust Company Bank of America   August 1969 - June 2010

Skills
Wealth Management, Asset Allocation, Investments, Asset Managment, Investment Advisory, Equities, Strategic Financial..., Alternative Investments, Investment Strategies, Wealth Management..., Bloomberg, Asset Management

Education
University of South Florida   1976 — 1982
MBA, Business Administration

Stetson University   1963 — 1967
BBA, Business Administration

Lowe Morrison Lowe Morrison Sarasota, Florida Area Details
Lowe Morrison's Sabal Trust Company Experience November 2006 - Present
Job Principal at Sabal Trust Company
Industry Investment Management
Experience
Sabal Trust Company   November 2006 - Present
Northern Trust Bank  September 1992 - August 2006
First Florida Bank  1981 - 1992

Skills
Wealth Management, Asset Allocation, Investments, Wealth Management..., Investment Management, Securities, Retirement Planning, Investment Advisory, Asset Management, Valuation, Financial Modeling, Investment Strategies, Capital Markets, Alternative Investments, Estate Planning, Strategic Financial..., Retirement, Portfolio Management, Asset Managment, Strategic Planning, Bloomberg, Financial Advisory, Risk Management, Financial Analysis, Fixed Income, Finance, Equities, Wealth, Equity Research

Education
University of South Florida - College of Business Administration   1975 — 1981
BS, Business

Loretta Buckner Loretta Buckner Palm Harbor, Florida Details
Loretta Buckner's Sabal Trust Company Experience February 2001 - September 2004
Job Broker/Owner Real World Properties and Permaculture
Industry Real Estate
Experience
Real World Permaculture   November 2014 - Present
We Grow From Here   July 2011 - Present
Suncoast Sailing   August 2007 - Present
Real World Properties, Inc.   February 2007 - Present
Lola Yoga   April 2010 - December 2011
Toastmasters District 47  July 2010 - June 2011
Baith Real Estate, Inc.   September 2005 - February 2007
Weichert Realtors  2005 - 2006
Sabal Trust Company   February 2001 - September 2004

Skills
Relocations, Home, REO, Short Sales, Foreclosures, Sellers, First Time Home Buyers, Realty, Listings, Relocation, Investment Properties, Single Family Homes, New Home Sales, Residential, Resale, Rentals, Buying, Referrals, Home Staging, HUD, Purchase, Townhomes, Distressed Property, SFR, Income Properties, FHA, Green Building, Green, Public Speaking, Negotiation, Coaching, Online Marketing, Condos, Real Estate, Residential Homes, Property, Real Property, Resellers, Sales, Leadership, Permaculture, Buyers, Small Business, Seniors, Luxury, Real Estate Transactions

Education
Designing Educational Ecosystems   2014 — 2014
Training for Whole Systems Permaculture Teaching, Graduate

Landmark Education   2011 — 2011
Curriculum for Living, Forum, Advanced, SELP, Quantum

St Pete Yoga   2009 — 2010
Yoga Instructor, Yoga Teacher Training/Yoga Therapy

University of South Florida   1986 — 1989
BA: English, Creative Writing, Classics, Psychology

St. Petersburg College   1981 — 1985
AA, Arts & Sciences

Anita Rahn Anita Rahn Sarasota, Florida Area Details
Anita Rahn's Sabal Trust Company Experience March 2011 - Present
Job Relationship Manager at Sabal Trust Company
Industry Banking
Experience
Sabal Trust Company   March 2011 - Present
Harris Private Bank  December 2007 - March 2011
Coldwell Banker Real Estate, Sarasota Florida   June 2005 - December 2008
Horizon Medical Group  2000 - 2003
SunTrust Banks  1989 - 1999

Skills
Investments, Wealth Management, Portfolio Management, Wealth Management...

Education
Eckerd College   1992 — 1995
BA, Business Administration

Indiana University-Purdue University at Indianapolis   1983 — 1986
Business

FBA Trust School

Bill McQueen Bill McQueen Tampa/St. Petersburg, Florida Area Details
Bill McQueen's Sabal Trust Company Experience February 2011 - October 2011
Job Attorneyatlaw/CPA
Industry Law Practice
Experience
McQueen & Siddall, LLP   May 2013 - Present
Freedom Bank of America  July 2014 - Present
Graystone Associates, Inc.   February 2012 - July 2012
Sabal Trust Company   February 2011 - October 2011
Anderson-McQueen Family Tribute Centers   1995 - December 2010
Cremation Association of North America   August 2003 - August 2010
Cohrs, McQueen & Ford, P.A.   September 1989 - May 1995
Fowler White Boggs Banker  June 1988 - September 1989
Arthur Andersen & Co., CPA's   June 1983 - June 1985

Skills
Leadership, Small Business, Public Speaking, Strategic Planning, Estate Planning, Trusts, Estate Tax Planning, Succession Planning, Real Estate, Entrepreneurship, Customer Service, Management, Funeral Homes, Mergers & Acquisitions, Expert Witness, Contract Negotiation, Start-ups, Event Management

Education
University of Miami School of Law   2012 — 2013
Master of Laws (LL.M.), Estate Planning

University of Florida - Fredric G. Levin College of Law   1985 — 1987
J.D., Law

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1979 — 1983
B.S., Business Administration (Accounting)

St. Petersburg College   1992 — 1994
A.S., Funeral Services

Shorecrest Preparatory   1966 — 1979
Hugh School Diplomat

Jennifer Garbowicz, CFA Jennifer Garbowicz, CFA Tampa/St. Petersburg, Florida Area Details
Jennifer Garbowicz, CFA's Sabal Trust Company Experience March 2005 - Present
Job Principal at Sabal Trust Company
Industry Investment Management
Experience
Sabal Trust Company   March 2005 - Present

Skills
Investments, Strategic Financial..., Strategic Planning, Asset Managment, Portfolio Management, Equities, Valuation, Financial Modeling, Financial Analysis, Alternative Investments, Due Diligence, Fixed Income, Wealth Management, Asset Allocation, Business Strategy, Chartered Financial..., Capital Markets, Investment Advisory, Mutual Funds, Retirement Planning, Securities, Asset Management, Investment Management, Wealth Management..., Bloomberg, Investment Strategies, Retirement, Financial Services, Estate Planning, ETFs, Trading, Banking, Loans, Finance, Financial Structuring, Venture Capital, Wealth, Fund Of Funds, Estate Tax Planning, High Net Worth..., Financial Planners, Trusts, Financial Planning

Education
Eckerd College
BA, Business Administration and Management, General

University of Tampa - John H. Sykes College of Business
Master of Business Administration (MBA), Finance, General

Rosylee Lyn-Atkins Rosylee Lyn-Atkins Charlotte, North Carolina Area Details
Rosylee Lyn-Atkins's Sabal Trust Company Experience October 2000 - June 2004
Job Healthcare Administrator with Financial Background
Industry Hospital & Health Care
Experience
Carolinas Healthcare System  September 2011 - Present
TritonHR LLC   October 2006 - June 2010
Sabal Trust Company   October 2000 - June 2004
The Depository Trust Company and Clearing Corporation   January 1981 - July 1996

Skills
New Business Development, Business Analysis, Risk Management, Strategic Planning, Financial Services, Microsoft Office, Leadership, Process Improvement, Account Management, Team Building, Financial Analysis, Coaching, Customer Service, Business Strategy, Banking, Microsoft Excel, CRM, Customer Satisfaction, Project Management, Research, Business Development, Change Management, Management, Healthcare, Marketing Strategy, Program Management, Training, Negotiation, Marketing, Public Speaking, Budgets, Vendor Management, Recruiting, Talent Acquisition, Market Research, Nonprofits, Cross-functional Team..., Employee Relations, Employee Benefits, Fundraising, Securities, Organizational..., Human Resources, Product Management, Analysis, Team Leadership, Public Relations, Sales, Performance Management

Education
City University of New York-Brooklyn College
B.A., Economics

Hampton School   1971 — 1978

Brent Prudhomme Brent Prudhomme Tampa/St. Petersburg, Florida Area Details
Brent Prudhomme's Sabal Trust Company Experience April 2008 - Present
Job Principal at Sabal Trust Company
Industry Financial Services
Experience
Sabal Trust Company   April 2008 - Present
Edward Jones  February 2005 - February 2008

Skills
Wealth Management, Retirement, Investments, Asset Allocation, Portfolio Management

Education
Northwestern State University   1998 — 2001
BS, Business Administration and Management, General

Charles Kard Charles Kard Tampa/St. Petersburg, Florida Area Details
Charles Kard's Sabal Trust Company Experience September 2008 - Present
Job Portfolio Manager at Sabal Trust Co.
Industry Investment Management
Experience
Sabal Trust Company   September 2008 - Present
BB&T Asset Management  2004 - 2008
Wachovia  March 1996 - June 2003

Skills
Investments, Asset Allocation, Investment Strategies, Asset Management, Wealth Management, Investment Advisory, Investment Management, Portfolio Management, Alternative Investments

Education
Stetson University
BBA, Finance

Kim Early Kim Early Tampa/St. Petersburg, Florida Area Details
Kim Early's Sabal Trust Company Experience January 2000 - Present
Job Vice President at Sabal Trust Company
Industry Banking
Experience
Sabal Trust Company   January 2000 - Present
Bank of America  May 1989 - December 1999

Skills
Strategic Planning, Sales Management, Integrated Marketing, Public Relations, Social Media, Social Media Marketing, Business Strategy, Financial Analysis, Risk Management, Investments, New Business Development, Project Management, Negotiation, Change Management, Business Development

Education
ABA National Graduate Trust School   1997 — 1999

University of Florida   1985 — 1989
Bachelor of Science (BS), Marketing

Klein High School   1981 — 1985

Brian Ceras Brian Ceras Tampa/St. Petersburg, Florida Area Details
Brian Ceras's Sabal Trust Company Experience December 2005 - Present
Job Principal at Sabal Trust Company
Industry Investment Management
Experience
Sabal Trust Company   December 2005 - Present

Skills
Wealth Management, Capital Markets, Succession Planning, Investment Advisory, Wealth Accumulation, Asset Allocation, IRAs, Estimates, Trusts, Retirement Planning, Investment Strategies, Wealth Management..., Estate Planning, Investments, Investment Management, Estate Administration, Alternative Investments, Finance, Strategic Planning, Asset Management, Portfolio Management, Financial Planning

Education
Florida State University   1996 — 1999
Bachelor of Science (BS), Business Management

Cannon Financial Institue

Florida ABA Trust School

Leadership St. Pete

Leesburg High School

Gerry LaBossiere Gerry LaBossiere Tampa/St. Petersburg, Florida Area Details
Gerry LaBossiere's Sabal Trust Company Experience February 2005 - November 2007
Job Training Solutions Expert
Industry Aviation & Aerospace
Experience
CAE  June 2011 - Present
Gerry LaBossiere, CFP®   January 1994 - February 2015
Sabal Trust Company   February 2005 - November 2007
Charles Schwab  August 2001 - February 2005
USAA  July 1996 - July 2001
United States Air Force  April 1992 - May 1999
Smith Barney  August 1994 - June 1996
United States Air Force  August 1985 - April 1992

Skills
Aerospace, Integration, DO-178B, Fortran, Systems Engineering, Engineering Management, Flight Simulation, Strategic Financial..., Financial Services, Aircraft, Air Force

Education
College for Financial Planning   1996 — 1999
CFP®, Certified Financial Planner

University of Florida   1981 — 1985
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering

Brian Koepsel Brian Koepsel Greater Denver Area Details
Brian Koepsel's Sabal Trust Company Experience 2008 - 2009
Job Associate at Excelsior Capital Partners, LLC
Industry Venture Capital & Private Equity
Experience
Excelsior Capital Partners, LLC   April 2014 - Present
Northwestern Mutual Capital  July 2011 - March 2014
General Electric - Energy  June 2010 - August 2010
Sabal Trust Company   2008 - 2009

Skills
Financial Modeling, Written Communication, Presentations, Multi Tasking, Capital IQ, Bloomberg

Education
University of Notre Dame - Mendoza College of Business   2007 — 2011
Bachelor of Business Administration (BBA), Finance

Cassandra Dougherty Cassandra Dougherty The Villages, Florida Details
Cassandra Dougherty's Sabal Trust Company Experience August 2004 - Present
Job Relationship Manager at Sabal Trust Company
Industry Financial Services
Experience
Sabal Trust Company   August 2004 - Present
Bank of Oklahoma  1999 - 2004
US Army  April 1986 - April 1994

Skills
Customer Service, Office Management, Risk Management, Team Building, Microsoft Office, Investments, Military Operations, Asset Management, Wealth Management..., Investment Advisory, Alternative Investments, Portfolio Management, Investment Management, Microsoft CRM, Intelligence Analysis, Compliance, Customer Retention, Process Improvement, Customer Relations, Expense Reduction, Records Management, Training Experience, Problem Solving, Administration, Microsoft Publisher, Military Experience, Manage Client..., Customer Satisfaction, Securities, Financial Services, Retirement Planning, Strategic Financial..., Investment Strategies, Equities, Estate Planning, Fixed Income, Wealth Management, Training, Expenses, Financial Planning

Education
College of Central Florida   2005 — 2012
Currently working on AS, Business Management

United States Army Intelligence School, Fort Huachuca, AZ   1986 — 1987
Soviet Military Intelligence Analyst, Military Intelligence, General

Loudoun Valley High School   1982 — 1985

Travis J. Brown Travis J. Brown Tampa/St. Petersburg, Florida Area Details
Travis J. Brown's Sabal Trust Company Experience 2011 - Present
Job Principal at Sabal Trust Company
Industry Investment Management
Experience
Sabal Trust Company   2011 - Present
Morgan Stanley Smith Barney  2010 - 2011

Skills
Bloomberg, Factset, Financial Analysis, Investments, Asset Allocation, Microsoft Excel, Portfolio Management, Customer Service, Asset Management

Education
University of Tampa - John H. Sykes College of Business   2009 — 2010
Master of Science in Finance

Florida State University - College of Business   2003 — 2007
Bachelor of Science, Finance and Real Estate

Gretta Bellas Gretta Bellas Saint Petersburg, Florida Details
Gretta Bellas's Sabal Trust Company Experience March 2010 - September 2012
Job Paralegal at Kira Doyle Law P,A,
Industry Legal Services
Experience
Kira Doyle Law P,A,   November 2012 - July 2015
Sabal Trust Company   March 2010 - September 2012
Law Offices of Saul Kobrick, P.C.   September 2000 - October 2009

Skills
Management, Asset Allocation, Investment Advisory, Wealth Management, Asset Management, Alternative Investments, Investments, Public Speaking, Marketing, Securities, Investment Management, Estate Planning, Portfolio Management, Sales, Customer Service, Team Building, Event Planning, Social Media, Public Relations, Microsoft Office, Social Media Marketing, Social Networking, Leadership, Marketing Strategy

Education
Florida Bankers Trust School   2010 — 2012
Certificate of Achievement, Florida Trust Law, Academic Honors

Florida State University   1974 — 1978
Academic

Hofstra University
Paralegal Certificate, Legal Studies, General