Seaside National Bank & Trust
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Seaside National Bank & Trust Employees
Employee
Years
Job
Industry
Julie Schmitz Julie Schmitz's Seaside National Bank & Trust Experience July 2007 - July 2010
Job Premier Banker
Industry Financial Services
Experience
SunTrust April 2015 - Present
BB&T March 2014 - Present
Regions Bank November 2010 - March 2014
Seaside National Bank & Trust July 2007 - July 2010
LaSalle Bank Corporation November 1998 - June 2007
Skills
Commercial Lending, Commercial Banking, Credit, Loans, Wealth Management, Banking, Small Business Lending, Consumer Lending, Investments, Estate Planning, Risk Management, Financial Risk, Tax Advisory, Credit Analysis, Retail Banking, Private Banking, Loan Origination, Asset Management, Treasury Management, Lines Of Credit, Asset Allocation, Securities, Strategic Financial..., Cross Selling, Finance, Relationship Management, Mutual Funds, Retirement Planning, Wealth Management..., Investment Advisory, Insurance, Refinance, Deposits, High Net Worth..., Equities
Education
Cannon Financial 2012 — 2013
Wealth Strategist Certification, Financial Planning and Services
North Central College 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Bolingbrook High School 1989 — 1993
Academic
Humphrey Middle School 1985 — 1989
Academic
SunTrust April 2015 - Present
BB&T March 2014 - Present
Regions Bank November 2010 - March 2014
Seaside National Bank & Trust July 2007 - July 2010
LaSalle Bank Corporation November 1998 - June 2007
Skills
Commercial Lending, Commercial Banking, Credit, Loans, Wealth Management, Banking, Small Business Lending, Consumer Lending, Investments, Estate Planning, Risk Management, Financial Risk, Tax Advisory, Credit Analysis, Retail Banking, Private Banking, Loan Origination, Asset Management, Treasury Management, Lines Of Credit, Asset Allocation, Securities, Strategic Financial..., Cross Selling, Finance, Relationship Management, Mutual Funds, Retirement Planning, Wealth Management..., Investment Advisory, Insurance, Refinance, Deposits, High Net Worth..., Equities
Education
Cannon Financial 2012 — 2013
Wealth Strategist Certification, Financial Planning and Services
North Central College 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Bolingbrook High School 1989 — 1993
Academic
Humphrey Middle School 1985 — 1989
Academic
Sonja Newland Sonja Newland's Seaside National Bank & Trust Experience 2014 - Present
Job Client Advisor at Seaside National Bank & Trust
Industry Banking
Experience
Seaside National Bank & Trust 2014 - Present
Farm Credit of Florida, a cooperative association 2010 - 2014
Wells Fargo Bank, N.A., successor to Wachovia Bank, N.A. 2009 - 2010
Wells Fargo Bank, N.A, successor to Wachovia Bank, N.A. 2002 - 2009
Wachovia Bank, NA 2000 - 2002
Skills
Commercial Banking, Credit Analysis, Asset Management, Credit Risk, Portfolio Management, Commercial Lending, Loans, Cash Flow Lending, Team Leadership, Banking, Real Estate Lending, Managerial Skills, C&I, Agribusiness, Manage Client..., Special Asset Management, Compliance, Mortgage Lending, Credit, Risk Management, Underwriting, Small Business Lending, Finance, Management
Education
Louisiana State University
Business Administration and Management, General - Bank Sponsored Non-Degree
University of Southwestern Louisiana
Sociology
Seaside National Bank & Trust 2014 - Present
Farm Credit of Florida, a cooperative association 2010 - 2014
Wells Fargo Bank, N.A., successor to Wachovia Bank, N.A. 2009 - 2010
Wells Fargo Bank, N.A, successor to Wachovia Bank, N.A. 2002 - 2009
Wachovia Bank, NA 2000 - 2002
Skills
Commercial Banking, Credit Analysis, Asset Management, Credit Risk, Portfolio Management, Commercial Lending, Loans, Cash Flow Lending, Team Leadership, Banking, Real Estate Lending, Managerial Skills, C&I, Agribusiness, Manage Client..., Special Asset Management, Compliance, Mortgage Lending, Credit, Risk Management, Underwriting, Small Business Lending, Finance, Management
Education
Louisiana State University
Business Administration and Management, General - Bank Sponsored Non-Degree
University of Southwestern Louisiana
Sociology
Adam Weinstein's Seaside National Bank & Trust Experience May 2007 - Present
Job Client Advisor at Seaside National Bank & Trust
Industry Banking
Experience
Seaside National Bank & Trust May 2007 - Present
Fifth Third Bank May 2006 - May 2007
SunTrust Bank June 1997 - April 2006
Skills
Credit, Commercial Banking, Financial Analysis, Commercial Lending, Small Business Lending, Strategic Financial..., Cash Management, Portfolio Management, Credit Analysis, Investment Banking, Private Banking, Banking, Loans, Treasury Management, Wealth Management
Education
University of Central Florida 1999 — 2001
Master of Business Administration (M.B.A.)
Miami University 1989 — 1993
Bachelor of Science (B.S.), Accounting
Seaside National Bank & Trust May 2007 - Present
Fifth Third Bank May 2006 - May 2007
SunTrust Bank June 1997 - April 2006
Skills
Credit, Commercial Banking, Financial Analysis, Commercial Lending, Small Business Lending, Strategic Financial..., Cash Management, Portfolio Management, Credit Analysis, Investment Banking, Private Banking, Banking, Loans, Treasury Management, Wealth Management
Education
University of Central Florida 1999 — 2001
Master of Business Administration (M.B.A.)
Miami University 1989 — 1993
Bachelor of Science (B.S.), Accounting
Diane Akel Diane Akel's Seaside National Bank & Trust Experience February 2010 - Present
Job Client Advisor at Seaside National Bank & Trust
Industry Banking
Experience
Seaside National Bank & Trust February 2010 - Present
Wachovia March 1986 - December 2009
Skills
Wealth Management, Loans, Credit, Banking, Private Banking, Portfolio Management, Commercial Lending, Commercial Banking, Credit Analysis, Small Business Lending, Retail Banking, Mortgage Lending, Investments, Underwriting, Consumer Lending
Education
University of North Florida
Business Administration, Management and Operations
Seaside National Bank & Trust February 2010 - Present
Wachovia March 1986 - December 2009
Skills
Wealth Management, Loans, Credit, Banking, Private Banking, Portfolio Management, Commercial Lending, Commercial Banking, Credit Analysis, Small Business Lending, Retail Banking, Mortgage Lending, Investments, Underwriting, Consumer Lending
Education
University of North Florida
Business Administration, Management and Operations
Scott Suits, CRC Scott Suits, CRC's Seaside National Bank & Trust Experience July 2014 - Present
Job Credit Department Manager at Seaside National Bank and Trust
Industry Banking
Experience
Seaside National Bank & Trust July 2014 - Present
TD Bank, NA September 2009 - May 2014
RMA Lending School 1999 - 2014
Colonial Bank May 2009 - September 2009
CNLBank March 2008 - March 2009
GE CAPITAL SOLUTIONS (f/k/a TRUSTREET PROPERTIES, INC.) February 2003 - February 2008
SUNTRUST BANK, INC. November 1994 - January 2003
OFFICE OF THE COMPTROLLER, STATE OF FLORIDA May 1987 - November 1994
Skills
Loans, Credit, Credit Risk, Risk Management, Credit Analysis, Portfolio Management, Real Estate, Commercial Banking, Due Diligence, Finance, Banking, Retail Banking, Financial Risk, Asset Management, Small Business Lending, Commercial Lending, Underwriting, Loan Servicing, New Business Development, Commercial Real Estate, Financial Analysis, Recruiting, Investments, Mergers & Acquisitions, Valuation, Investment Properties, Financial Services, CRM, Treasury Management, Training, Policy, Team Leadership, Enterprise Risk..., Financial Structuring, Mortgage Lending, Loan Origination, Commercial Mortgages, Lines Of Credit, Leadership
Education
University of Florida 1982 — 1986
Seaside National Bank & Trust July 2014 - Present
TD Bank, NA September 2009 - May 2014
RMA Lending School 1999 - 2014
Colonial Bank May 2009 - September 2009
CNLBank March 2008 - March 2009
GE CAPITAL SOLUTIONS (f/k/a TRUSTREET PROPERTIES, INC.) February 2003 - February 2008
SUNTRUST BANK, INC. November 1994 - January 2003
OFFICE OF THE COMPTROLLER, STATE OF FLORIDA May 1987 - November 1994
Skills
Loans, Credit, Credit Risk, Risk Management, Credit Analysis, Portfolio Management, Real Estate, Commercial Banking, Due Diligence, Finance, Banking, Retail Banking, Financial Risk, Asset Management, Small Business Lending, Commercial Lending, Underwriting, Loan Servicing, New Business Development, Commercial Real Estate, Financial Analysis, Recruiting, Investments, Mergers & Acquisitions, Valuation, Investment Properties, Financial Services, CRM, Treasury Management, Training, Policy, Team Leadership, Enterprise Risk..., Financial Structuring, Mortgage Lending, Loan Origination, Commercial Mortgages, Lines Of Credit, Leadership
Education
University of Florida 1982 — 1986
Jayna Hamel Jayna Hamel's Seaside National Bank & Trust Experience February 2014 - Present
Job Residential Lending Advisor
Industry Banking
Experience
Seaside National Bank & Trust February 2014 - Present
Skills
Refinance, Mortgage Lending, FHA, Mortgage Banking, Marketing Strategy, Loans, FHA financing, Residential Mortgages, VA loans, USDA, FHA Financing, Banking, Foreclosures, VA Loans, Credit, Sales, Strategic Planning, First Time Home Buyers, Real Estate, Loan Origination, Investment Properties, Real Estate Financing
Education
Florida Southern College 1983 — 1985
Bachelor of Science, Communications
Seaside National Bank & Trust February 2014 - Present
Skills
Refinance, Mortgage Lending, FHA, Mortgage Banking, Marketing Strategy, Loans, FHA financing, Residential Mortgages, VA loans, USDA, FHA Financing, Banking, Foreclosures, VA Loans, Credit, Sales, Strategic Planning, First Time Home Buyers, Real Estate, Loan Origination, Investment Properties, Real Estate Financing
Education
Florida Southern College 1983 — 1985
Bachelor of Science, Communications
Veronica Maybury Veronica Maybury's Seaside National Bank & Trust Experience November 2014 - Present
Job Client Advisor at Seaside National Bank & Trust
Industry Financial Services
Experience
Seaside National Bank & Trust November 2014 - Present
U.S. Trust July 2008 - June 2014
Wells Fargo 1995 - 2008
National Westminster Bank 1986 - 1995
Skills
Portfolio Management, Banking, Wealth Management, Asset Allocation, High Net Worth..., Finance, Financial Analysis, Credit, Retirement Planning, Investment Strategies, Strategy, Estate Planning, Strategic Financial..., Wealth Management..., Asset Management, Investments, Strategic Planning, Risk Management, Loans, Commercial Lending, Mortgage Lending, Private Equity, Capital Markets, Credit Analysis, Small Business Lending, Investment Banking, Financial Advisory, Commercial Banking
Education
Hofstra University
Masters of Business Administration, Banking and Finance
St. John's University
Bachelor of Science (BS), Finance, Summa Cum Laude
Seaside National Bank & Trust November 2014 - Present
U.S. Trust July 2008 - June 2014
Wells Fargo 1995 - 2008
National Westminster Bank 1986 - 1995
Skills
Portfolio Management, Banking, Wealth Management, Asset Allocation, High Net Worth..., Finance, Financial Analysis, Credit, Retirement Planning, Investment Strategies, Strategy, Estate Planning, Strategic Financial..., Wealth Management..., Asset Management, Investments, Strategic Planning, Risk Management, Loans, Commercial Lending, Mortgage Lending, Private Equity, Capital Markets, Credit Analysis, Small Business Lending, Investment Banking, Financial Advisory, Commercial Banking
Education
Hofstra University
Masters of Business Administration, Banking and Finance
St. John's University
Bachelor of Science (BS), Finance, Summa Cum Laude
Melissa Winslow's Seaside National Bank & Trust Experience September 2013 - May 2014
Job Residential Lending Advisor
Industry Financial Services
Experience
VP Mortgage Group, LLC April 2015 - Present
Seaside National Bank & Trust September 2013 - May 2014
JPMorgan Chase April 2013 - September 2013
Kony Solutions July 2010 - November 2012
Wells Fargo Home Mortgage August 2005 - December 2008
Skills
Salesforce.com, Enterprise Software, Marketing, Business Development, Sales, Strategic Partnerships, Account Management, Contract Negotiation, Professional Services, Lead Generation, Team Leadership, Product Marketing, Training, Start-ups, CRM, Strategic Planning, Selling, Competitive Analysis, B2B, Strategy, Leadership, Team Management, Management, Product Management, New Business Development, Social Media, Solution Selling, Cross-functional Team..., Social Networking, Mobile Devices, Team Building, Product Development, Entrepreneurship, SaaS, Sales Management, Marketing Strategy, Sales Process, Negotiation, Business Intelligence, Business Analysis, Direct Sales, Networking, Sales Presentations, Business Strategy, Consulting, Project Management, Analytics, E-commerce, Go-to-market Strategy, Finance
Education
University of Central Florida 2001 — 2003
Bachelor's degree, Advertising/Public Relations/Journalism and Health Science
VP Mortgage Group, LLC April 2015 - Present
Seaside National Bank & Trust September 2013 - May 2014
JPMorgan Chase April 2013 - September 2013
Kony Solutions July 2010 - November 2012
Wells Fargo Home Mortgage August 2005 - December 2008
Skills
Salesforce.com, Enterprise Software, Marketing, Business Development, Sales, Strategic Partnerships, Account Management, Contract Negotiation, Professional Services, Lead Generation, Team Leadership, Product Marketing, Training, Start-ups, CRM, Strategic Planning, Selling, Competitive Analysis, B2B, Strategy, Leadership, Team Management, Management, Product Management, New Business Development, Social Media, Solution Selling, Cross-functional Team..., Social Networking, Mobile Devices, Team Building, Product Development, Entrepreneurship, SaaS, Sales Management, Marketing Strategy, Sales Process, Negotiation, Business Intelligence, Business Analysis, Direct Sales, Networking, Sales Presentations, Business Strategy, Consulting, Project Management, Analytics, E-commerce, Go-to-market Strategy, Finance
Education
University of Central Florida 2001 — 2003
Bachelor's degree, Advertising/Public Relations/Journalism and Health Science
Ana Fiandor Ana Fiandor's Seaside National Bank & Trust Experience January 2015 - Present
Job Financial Concierge III at Seaside National Bank & Trust
Industry Banking
Experience
Seaside National Bank & Trust January 2015 - Present
Terrabank N.A. April 2007 - December 2014
Provenance Wealth Advisors a division of Berkowitz,Dick,Pollack & Brant July 2000 - April 2007
Berkowitz Pollack Brant 2000 - 2007
Berkowitz Pollack Brant 2000 - 2007
Skills
Compliance, Financial Accounting, Operations Management, Banking, Financial Analysis, AML, Financial Risk, Accounting, Risk Management, Microsoft Word, Credit Analysis, Fraud, Bank Secrecy Act, Credit Risk, Commercial Banking, Credit, Retail Banking, Private Banking, USA PATRIOT Act, Investments, Corporate Finance, Loans
Education
University of South Florida 1987 — 1991
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Miami Dade College 1984 — 1987
Associate of Arts (A.A.), Accounting and Business/Management
Miami Springs Senior High
Seaside National Bank & Trust January 2015 - Present
Terrabank N.A. April 2007 - December 2014
Provenance Wealth Advisors a division of Berkowitz,Dick,Pollack & Brant July 2000 - April 2007
Berkowitz Pollack Brant 2000 - 2007
Berkowitz Pollack Brant 2000 - 2007
Skills
Compliance, Financial Accounting, Operations Management, Banking, Financial Analysis, AML, Financial Risk, Accounting, Risk Management, Microsoft Word, Credit Analysis, Fraud, Bank Secrecy Act, Credit Risk, Commercial Banking, Credit, Retail Banking, Private Banking, USA PATRIOT Act, Investments, Corporate Finance, Loans
Education
University of South Florida 1987 — 1991
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Miami Dade College 1984 — 1987
Associate of Arts (A.A.), Accounting and Business/Management
Miami Springs Senior High
Kenny Roberson's Seaside National Bank & Trust Experience April 2008 - Present
Job Client Advisor at Seaside National Bank & Trust
Industry Financial Services
Experience
Seaside National Bank & Trust April 2008 - Present
Skills
Wealth Management, Commercial Lending, Credit, Loans, Banking, Commercial Banking, Portfolio Management, Small Business Lending, Investments, Credit Analysis, Mortgage Lending, Consumer Lending, Asset Managment, Underwriting, Securities, Strategic Financial..., Estate Planning, Residential Mortgages, 401K Plans, Trust Management, Fiduciary Services, Life Insurance
Education
BYU Marriott School of Business
Florida State University
Seaside National Bank & Trust April 2008 - Present
Skills
Wealth Management, Commercial Lending, Credit, Loans, Banking, Commercial Banking, Portfolio Management, Small Business Lending, Investments, Credit Analysis, Mortgage Lending, Consumer Lending, Asset Managment, Underwriting, Securities, Strategic Financial..., Estate Planning, Residential Mortgages, 401K Plans, Trust Management, Fiduciary Services, Life Insurance
Education
BYU Marriott School of Business
Florida State University
Benjamin Johnson, CFA Benjamin Johnson, CFA's Seaside National Bank & Trust Experience September 2010 - Present
Job Investment Analyst at Seaside National Bank & Trust
Industry Investment Management
Experience
Seaside National Bank & Trust September 2010 - Present
University of Central Florida August 2009 - August 2010
Tuttle Asset Management January 2010 - June 2010
DirectNet, LLC February 2009 - November 2009
Newell Rubbermaid January 2006 - May 2006
Coca-Cola Enterprises October 2003 - July 2004
Walt Disney World August 2000 - May 2003
Walt Disney World June 2000 - August 2000
Skills
Entrepreneurship, Management, Marketing, Portfolio Management, Project Management, Investments, Finance
Education
University of Central Florida - College of Business Administration 2009 — 2010
MBA, Finance, General
Georgia Institute of Technology 2004 — 2005
MSME, Mechanical Engineering
Georgia Institute of Technology 1999 — 2003
BSME, Mechanical Engineering
Seaside National Bank & Trust September 2010 - Present
University of Central Florida August 2009 - August 2010
Tuttle Asset Management January 2010 - June 2010
DirectNet, LLC February 2009 - November 2009
Newell Rubbermaid January 2006 - May 2006
Coca-Cola Enterprises October 2003 - July 2004
Walt Disney World August 2000 - May 2003
Walt Disney World June 2000 - August 2000
Skills
Entrepreneurship, Management, Marketing, Portfolio Management, Project Management, Investments, Finance
Education
University of Central Florida - College of Business Administration 2009 — 2010
MBA, Finance, General
Georgia Institute of Technology 2004 — 2005
MSME, Mechanical Engineering
Georgia Institute of Technology 1999 — 2003
BSME, Mechanical Engineering
Alex Garcia, MBA, CFP®, ChFC Alex Garcia, MBA, CFP®, ChFC's Seaside National Bank & Trust Experience November 2008 - November 2009
Job
Industry Insurance
Experience
State Farm July 2014 - Present
State Farm Insurance November 2012 - July 2014
PEACE Wealth Management February 2011 - March 2012
Seaside National Bank & Trust November 2008 - November 2009
SunTrust Bank March 2005 - September 2008
SunTrust Investment Services February 2000 - February 2005
Skills
Investments, Financial Planning, Wealth Management, Securities, Retirement, Insurance, Series 7, Retirement Planning, Asset Management, Financial Analysis, Estate Planning, Asset Allocation, Portfolio Management, Investment Strategies, Strategic Financial..., Finance, Mutual Funds
Education
University of Tampa - John H. Sykes College of Business 2004 — 2006
MBA, Finance - Investment Track
University of South Florida 1994 — 1998
B.A., Finance
State Farm July 2014 - Present
State Farm Insurance November 2012 - July 2014
PEACE Wealth Management February 2011 - March 2012
Seaside National Bank & Trust November 2008 - November 2009
SunTrust Bank March 2005 - September 2008
SunTrust Investment Services February 2000 - February 2005
Skills
Investments, Financial Planning, Wealth Management, Securities, Retirement, Insurance, Series 7, Retirement Planning, Asset Management, Financial Analysis, Estate Planning, Asset Allocation, Portfolio Management, Investment Strategies, Strategic Financial..., Finance, Mutual Funds
Education
University of Tampa - John H. Sykes College of Business 2004 — 2006
MBA, Finance - Investment Track
University of South Florida 1994 — 1998
B.A., Finance
Joe Kabourek Joe Kabourek's Seaside National Bank & Trust Experience February 2014 - Present
Job Client Advisor at Seaside National Bank & Trust
Industry Banking
Experience
Seaside National Bank & Trust February 2014 - Present
TD Bank Group July 2011 - February 2014
PNC Bank June 2008 - July 2011
SunTrust Bank November 1996 - June 2008
NBD Bank May 1982 - November 1996
Education
Indiana University - Kelley School of Business 1980 — 1982
MBA, Finance
University of Nebraska at Omaha 1976 — 1980
BSBA, Finance
Seaside National Bank & Trust February 2014 - Present
TD Bank Group July 2011 - February 2014
PNC Bank June 2008 - July 2011
SunTrust Bank November 1996 - June 2008
NBD Bank May 1982 - November 1996
Education
Indiana University - Kelley School of Business 1980 — 1982
MBA, Finance
University of Nebraska at Omaha 1976 — 1980
BSBA, Finance
Don Roberts Don Roberts's Seaside National Bank & Trust Experience May 2012 - Present
Job North Region President at Seaside National Bank & Trust
Industry Banking
Experience
Seaside National Bank & Trust May 2012 - Present
First Guaranty Bank and Trust May 2008 - April 2012
YMCA of Florida's First Coast October 1999 - February 2012
CNL Bank of Jacksonville 2004 - 2008
Florida Bank of Jacksonville March 1998 - July 2004
Barnett Bank Of Lake County, NA 1993 - 1998
BARNETT BANK 1990 - 1993
Barnet Bank of Jacksonville 1984 - 1990
Skills
Loans, Credit, Commercial Lending, Underwriting, Investments, Cash Management, Retail Banking, Small Business Lending, Credit Analysis, Financial Analysis, Mergers, Mortgage Lending, Portfolio Management, Mortgage Banking, Public Speaking, Treasury Management
Education
The University of Texas at Austin - Red McCombs School of Business 1968 — 1972
BBA, International Business and Finance
Seaside National Bank & Trust May 2012 - Present
First Guaranty Bank and Trust May 2008 - April 2012
YMCA of Florida's First Coast October 1999 - February 2012
CNL Bank of Jacksonville 2004 - 2008
Florida Bank of Jacksonville March 1998 - July 2004
Barnett Bank Of Lake County, NA 1993 - 1998
BARNETT BANK 1990 - 1993
Barnet Bank of Jacksonville 1984 - 1990
Skills
Loans, Credit, Commercial Lending, Underwriting, Investments, Cash Management, Retail Banking, Small Business Lending, Credit Analysis, Financial Analysis, Mergers, Mortgage Lending, Portfolio Management, Mortgage Banking, Public Speaking, Treasury Management
Education
The University of Texas at Austin - Red McCombs School of Business 1968 — 1972
BBA, International Business and Finance
Omar Tirado Omar Tirado's Seaside National Bank & Trust Experience April 2008 - Present
Job Client Advisor at Seaside National Bank & Trust
Industry Investment Management
Experience
Seaside National Bank & Trust April 2008 - Present
Lydian Private September 2007 - April 2008
BNY Mellon Wealth Management January 2001 - October 2007
Skills
Wealth Management, Portfolio Management, Banking
Education
Thunderbird-The Garvin School of International Management 2006 — 2007
Emerging Global Leaders Program
University of South Carolina-Aiken 1997 — 1999
BA, Sociology/Business Admin
Seaside National Bank & Trust April 2008 - Present
Lydian Private September 2007 - April 2008
BNY Mellon Wealth Management January 2001 - October 2007
Skills
Wealth Management, Portfolio Management, Banking
Education
Thunderbird-The Garvin School of International Management 2006 — 2007
Emerging Global Leaders Program
University of South Carolina-Aiken 1997 — 1999
BA, Sociology/Business Admin
Jason Timmons Jason Timmons's Seaside National Bank & Trust Experience June 2014 - Present
Job Client Advisor at Seaside National Bank & Trust
Industry Banking
Experience
Seaside National Bank & Trust June 2014 - Present
Florida Community Bank March 2014 - June 2014
Great Florida Bank April 2004 - March 2014
The Ritz-Carlton Hotel Company LLC April 2001 - March 2004
Doubletree Hotel March 2000 - April 2001
Skills
Budgets, Financial Analysis, Customer Service, Banking, Operations Management, Strategic Planning, Team Building, Finance, Credit, Retail, Strategy, Coaching, Team Management, Team Leadership, Investments, Time Management, CRM, Loans, Marketing, Real Estate, Fundraising, Public Speaking, Small Business, Training, Recruiting, Management, New Business Development, Commercial Lending
Education
Florida International University
Bachelor of Science, Hospitality Management (specializing; Hotel/Resort Administration
MAST Academy
University of
Master of Business Administration (specialty, finance
University of Miami
Master of Business Administration (general MBA)
Seaside National Bank & Trust June 2014 - Present
Florida Community Bank March 2014 - June 2014
Great Florida Bank April 2004 - March 2014
The Ritz-Carlton Hotel Company LLC April 2001 - March 2004
Doubletree Hotel March 2000 - April 2001
Skills
Budgets, Financial Analysis, Customer Service, Banking, Operations Management, Strategic Planning, Team Building, Finance, Credit, Retail, Strategy, Coaching, Team Management, Team Leadership, Investments, Time Management, CRM, Loans, Marketing, Real Estate, Fundraising, Public Speaking, Small Business, Training, Recruiting, Management, New Business Development, Commercial Lending
Education
Florida International University
Bachelor of Science, Hospitality Management (specializing; Hotel/Resort Administration
MAST Academy
University of
Master of Business Administration (specialty, finance
University of Miami
Master of Business Administration (general MBA)
Chuck Hicks Chuck Hicks's Seaside National Bank & Trust Experience 2008 - 2013
Job Commercial Banking VP at Palm Beach Community Bank
Industry Banking
Experience
Palm Beach Community Bank January 2014 - Present
Seaside National Bank & Trust 2008 - 2013
Colonial Bank 2003 - 2008
SunTrust Bank 1991 - 2003
C&S Bank 1987 - 1991
NCNB / Pan American Bank 1983 - 1987
Skills
Banking, Commercial Banking, Branch Management, Private Banking, Consumer Lending, Credit Risk, Retail Banking, Portfolio Management, Mortgage Lending, Treasury Management, Commercial Mortgages, Loan Origination, Underwriting, Mortgage Banking, Wealth Management, Finance, Investments, Lines Of Credit, Refinance, Strategic Financial..., Residential Mortgages, Financial Modeling
Education
University of South Florida 1981 — 1983
Bachelor's degree, Accounting and Finance
Palm Beach Community Bank January 2014 - Present
Seaside National Bank & Trust 2008 - 2013
Colonial Bank 2003 - 2008
SunTrust Bank 1991 - 2003
C&S Bank 1987 - 1991
NCNB / Pan American Bank 1983 - 1987
Skills
Banking, Commercial Banking, Branch Management, Private Banking, Consumer Lending, Credit Risk, Retail Banking, Portfolio Management, Mortgage Lending, Treasury Management, Commercial Mortgages, Loan Origination, Underwriting, Mortgage Banking, Wealth Management, Finance, Investments, Lines Of Credit, Refinance, Strategic Financial..., Residential Mortgages, Financial Modeling
Education
University of South Florida 1981 — 1983
Bachelor's degree, Accounting and Finance
Jeff Bentley's Seaside National Bank & Trust Experience February 2008 - February 2010
Job Chief Lending Officer at Northwest Federal
Industry Banking
Experience
Northwest Federal Credit Union March 2014 - Present
Achieva Credit Union January 2012 - March 2014
Texans Credit Union May 2011 - February 2012
Keys Federal Credit Union April 2010 - May 2011
Seaside National Bank & Trust February 2008 - February 2010
Automotive Services Network July 2006 - December 2007
Fifth Third Bank January 2003 - June 2006
SunTrust Bank December 1998 - January 2003
Fidelity National Bank January 1998 - December 1998
Barnett Bank January 1995 - January 1998
Skills
Loans, Credit, Commercial Lending, Consumer Lending, Commercial Banking, Small Business Lending, Mortgage Lending, Banking, Credit Analysis, Portfolio Management, Retail Banking, Credit Risk, Credit Unions, Underwriting, Loan Origination, Commercial Mortgages, Lines Of Credit, Asset Based Lending, Mortgage Banking, Construction Loans, Treasury Management, Residential Mortgages, Finance, Credit Cards, Executive Management, Financial Services, Refinance, FHA, SBA, Risk Management, Financial Risk, Financial Analysis, Investments, Cash Management, Loss Mitigation, Financial Institutions, Financial Structuring, Funding, Loan Servicing, Private Banking, Relationship Management, Cross Selling, Wealth Management, Cash Flow Lending, Middle Market, Mortgage Underwriting, Deposits, Commercial Finance, Real Estate Financing, SBA 504
Education
Cornell University
CEO Institute II, Banking, Corporate, Finance, and Securities Law
University of Pennsylvania
CEO Institute, Banking, Corporate, Finance, and Securities Law
Louisiana State University
Graduate School of Banking
Georgia Southern University
BBA, Finance
Thomasville High School
Northwest Federal Credit Union March 2014 - Present
Achieva Credit Union January 2012 - March 2014
Texans Credit Union May 2011 - February 2012
Keys Federal Credit Union April 2010 - May 2011
Seaside National Bank & Trust February 2008 - February 2010
Automotive Services Network July 2006 - December 2007
Fifth Third Bank January 2003 - June 2006
SunTrust Bank December 1998 - January 2003
Fidelity National Bank January 1998 - December 1998
Barnett Bank January 1995 - January 1998
Skills
Loans, Credit, Commercial Lending, Consumer Lending, Commercial Banking, Small Business Lending, Mortgage Lending, Banking, Credit Analysis, Portfolio Management, Retail Banking, Credit Risk, Credit Unions, Underwriting, Loan Origination, Commercial Mortgages, Lines Of Credit, Asset Based Lending, Mortgage Banking, Construction Loans, Treasury Management, Residential Mortgages, Finance, Credit Cards, Executive Management, Financial Services, Refinance, FHA, SBA, Risk Management, Financial Risk, Financial Analysis, Investments, Cash Management, Loss Mitigation, Financial Institutions, Financial Structuring, Funding, Loan Servicing, Private Banking, Relationship Management, Cross Selling, Wealth Management, Cash Flow Lending, Middle Market, Mortgage Underwriting, Deposits, Commercial Finance, Real Estate Financing, SBA 504
Education
Cornell University
CEO Institute II, Banking, Corporate, Finance, and Securities Law
University of Pennsylvania
CEO Institute, Banking, Corporate, Finance, and Securities Law
Louisiana State University
Graduate School of Banking
Georgia Southern University
BBA, Finance
Thomasville High School
Jeff Tart Jeff Tart's Seaside National Bank & Trust Experience January 2012 - Present
Job VP Client Advisor at Seaside National Bank & Trust
Industry Banking
Experience
Seaside National Bank & Trust January 2012 - Present
TD Bank June 2008 - January 2012
SunTrust Bank May 2005 - May 2008
Citibank January 2000 - April 2005
Skills
Credit Analysis, Asset Based Lending, Commercial Banking, Portfolio Management, Loans, Commercial Lending, Credit, Commercial Real Estate, Underwriting, Credit Risk, Private Banking
Education
New York University 1995 — 1998
Masters Certification, Real Estate Finance
Adelphi University 1991 — 1994
MBA, Finance
Binghamton University - School of Management 1986 — 1990
BA, Economics & English
Seaside National Bank & Trust January 2012 - Present
TD Bank June 2008 - January 2012
SunTrust Bank May 2005 - May 2008
Citibank January 2000 - April 2005
Skills
Credit Analysis, Asset Based Lending, Commercial Banking, Portfolio Management, Loans, Commercial Lending, Credit, Commercial Real Estate, Underwriting, Credit Risk, Private Banking
Education
New York University 1995 — 1998
Masters Certification, Real Estate Finance
Adelphi University 1991 — 1994
MBA, Finance
Binghamton University - School of Management 1986 — 1990
BA, Economics & English
Jonathan Brookshire Jonathan Brookshire's Seaside National Bank & Trust Experience September 2012 - Present
Job Client Advisor at Seaside National Bank & Trust
Industry Financial Services
Experience
Seaside National Bank & Trust September 2012 - Present
Wells Fargo January 2011 - September 2012
Northern Trust March 1998 - January 2011
Barnett Bank October 1993 - March 1998
First Union September 1990 - October 1993
Southeast Bank NA April 1986 - September 1990
Skills
Wealth Management, Private Banking, Credit, Commercial Lending, Small Business Lending, Banking, Commercial Banking, Credit Analysis, Loans, Series 7, Mortgage Lending, Consumer Lending, Securities, Investments, Commercial Mortgages, Wealth Management..., Wealth, Mutual Funds
Education
The College of Wooster 1981 — 1985
BA, History
Seaside National Bank & Trust September 2012 - Present
Wells Fargo January 2011 - September 2012
Northern Trust March 1998 - January 2011
Barnett Bank October 1993 - March 1998
First Union September 1990 - October 1993
Southeast Bank NA April 1986 - September 1990
Skills
Wealth Management, Private Banking, Credit, Commercial Lending, Small Business Lending, Banking, Commercial Banking, Credit Analysis, Loans, Series 7, Mortgage Lending, Consumer Lending, Securities, Investments, Commercial Mortgages, Wealth Management..., Wealth, Mutual Funds
Education
The College of Wooster 1981 — 1985
BA, History
Lisa Bebout, CFP®, CTFA, ChFC®'s Seaside National Bank & Trust Experience April 2008 - July 2013
Job Vice President, Senior Banking Advisor, PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management July 2013 - Present
Seaside National Bank & Trust April 2008 - July 2013
Bank of America/Merrill Lynch 2006 - 2008
Morgan Stanley 2001 - 2006
Skills
Wealth Management, Portfolio Management, Investments, Estate Planning, Trust Services, Private Banking, Commercial Banking, Commercial Lending, Consumer Lending, Fiduciary Management, Certified Financial..., Trust Management, Fiduciary Services, Life Insurance, Public Speaking, Leadership, Professional Mentoring, Finance, Small Business Lending, Wealth Management..., Asset Management, Credit, Banking, Cash Management, Relationship Management, Asset Based Lending, Lines Of Credit, Risk Management, Wealth, Loans, Financial Services, Strategic Financial..., Securities, Mortgage Lending, Asset Allocation, Commercial Mortgages, Financial Planning
Education
Florida Atlantic University 1988 — 1992
Bachelor of Business Administration, Management
Martin County High School 1984 — 1988
PNC Wealth Management July 2013 - Present
Seaside National Bank & Trust April 2008 - July 2013
Bank of America/Merrill Lynch 2006 - 2008
Morgan Stanley 2001 - 2006
Skills
Wealth Management, Portfolio Management, Investments, Estate Planning, Trust Services, Private Banking, Commercial Banking, Commercial Lending, Consumer Lending, Fiduciary Management, Certified Financial..., Trust Management, Fiduciary Services, Life Insurance, Public Speaking, Leadership, Professional Mentoring, Finance, Small Business Lending, Wealth Management..., Asset Management, Credit, Banking, Cash Management, Relationship Management, Asset Based Lending, Lines Of Credit, Risk Management, Wealth, Loans, Financial Services, Strategic Financial..., Securities, Mortgage Lending, Asset Allocation, Commercial Mortgages, Financial Planning
Education
Florida Atlantic University 1988 — 1992
Bachelor of Business Administration, Management
Martin County High School 1984 — 1988
Karim Arja Karim Arja's Seaside National Bank & Trust Experience June 2007 - Present
Job Client Advisor at Seaside National Bank & Trust
Industry Banking
Experience
Seaside National Bank & Trust June 2007 - Present
Colonial Bank July 2006 - June 2007
The South Financial Group January 2004 - July 2006
SunTrust Bank October 1998 - January 2004
Honeywell September 1997 - October 1998
Lockheed Martin April 1993 - September 1997
First Florida Bank 1990 - 1993
Skills
Mortgage Lending, Asset Managment, Risk Management, Credit Risk, Consumer Lending, Mortgage Banking, Series 7, Financial Modeling, Loan Origination, Mergers, Valuation, Real Estate, Due Diligence, Commercial Mortgages, Private Banking, Capital Markets, Securities, Corporate Finance, Executive Management, Estate Planning, Product Management, Retail Banking, Insurance
Education
University of South Florida 1994 — 1996
BS, Accounting
University of South Florida 1990 — 1993
MBA, Business Administration
University of South Florida 1985 — 1989
BS, Finance
Leto High School
Seaside National Bank & Trust June 2007 - Present
Colonial Bank July 2006 - June 2007
The South Financial Group January 2004 - July 2006
SunTrust Bank October 1998 - January 2004
Honeywell September 1997 - October 1998
Lockheed Martin April 1993 - September 1997
First Florida Bank 1990 - 1993
Skills
Mortgage Lending, Asset Managment, Risk Management, Credit Risk, Consumer Lending, Mortgage Banking, Series 7, Financial Modeling, Loan Origination, Mergers, Valuation, Real Estate, Due Diligence, Commercial Mortgages, Private Banking, Capital Markets, Securities, Corporate Finance, Executive Management, Estate Planning, Product Management, Retail Banking, Insurance
Education
University of South Florida 1994 — 1996
BS, Accounting
University of South Florida 1990 — 1993
MBA, Business Administration
University of South Florida 1985 — 1989
BS, Finance
Leto High School
Jackie Mitchell Jackie Mitchell's Seaside National Bank & Trust Experience April 2007 - January 2011
Job Residential Loan Officer NMLS ID: 528629 Assistant Vice President
Industry Banking
Experience
IBERIABANK Mortgage January 2011 - Present
Seaside National Bank & Trust April 2007 - January 2011
Independence Mortgage 1994 - 1996
Skills
FHA, Construction Loans, Mortgage, Loans, Mortgage Lending, Refinance, VA, Real Estate, Investment Properties, Banking, Credit, REO, USDA, Residential Mortgages, Mortgage Banking, Referrals, VA loans, Lines Of Credit, Loan Origination, Credit Analysis, First Time Home Buyers, Finance, Property, Real Estate Economics, Short Sales, Residential Homes, Investors, Commercial Mortgages, Commercial Lending, FHA financing, Foreclosures, Investments, Consumer Lending, Underwriting, Certified Mortgage..., Small Business Lending, Real Estate Financing, Reverse Mortgages, Home Equity Loans, Government Loans, Non-Conforming, Loss Mitigation, Mortgage Underwriting, Commercial Banking, Rates, Debt Consolidation, HUD, Wholesale Lending, Closings, Loan Modifications
Education
Troy University 1982 — 1986
B.S., Journalism & Economics
Opelika High School 1982 1979 — 1982
High School Diploma
IBERIABANK Mortgage January 2011 - Present
Seaside National Bank & Trust April 2007 - January 2011
Independence Mortgage 1994 - 1996
Skills
FHA, Construction Loans, Mortgage, Loans, Mortgage Lending, Refinance, VA, Real Estate, Investment Properties, Banking, Credit, REO, USDA, Residential Mortgages, Mortgage Banking, Referrals, VA loans, Lines Of Credit, Loan Origination, Credit Analysis, First Time Home Buyers, Finance, Property, Real Estate Economics, Short Sales, Residential Homes, Investors, Commercial Mortgages, Commercial Lending, FHA financing, Foreclosures, Investments, Consumer Lending, Underwriting, Certified Mortgage..., Small Business Lending, Real Estate Financing, Reverse Mortgages, Home Equity Loans, Government Loans, Non-Conforming, Loss Mitigation, Mortgage Underwriting, Commercial Banking, Rates, Debt Consolidation, HUD, Wholesale Lending, Closings, Loan Modifications
Education
Troy University 1982 — 1986
B.S., Journalism & Economics
Opelika High School 1982 1979 — 1982
High School Diploma
Milagros Cerrud-Jordan Milagros Cerrud-Jordan's Seaside National Bank & Trust Experience July 2013 - Present
Job Compliance Officer at Seaside National Bank
Industry Banking
Experience
Seaside National Bank & Trust July 2013 - Present
BancVue August 2012 - June 2013
BancVue May 2012 - August 2012
Sheshunoff Consulting + Solutions December 2011 - May 2012
Sheshunoff Consulting + Solutions September 2010 - December 2011
Fidelity National Information Services September 2007 - September 2010
FEMA November 2005 - May 2007
FEMA November 2005 - May 2006
Skills
Compliance, Regulatory Risk, Policy, Risk Management, Compliance Audits, Auditing, Contract Management, Regulations, Quality Auditing, Credit, Banking, Loans, Software Documentation, Mortgage Lending, Risk Assessment, Internal Audit, Management, Leadership, AML, Enterprise Risk..., Financial Services, Anti Money Laundering
Education
Northeastern University School of Law 1996 — 1999
Juris Doctor, Law
Georgetown University 1992 — 1996
BSBA, Business Administration - Finance and International Business
Seaside National Bank & Trust July 2013 - Present
BancVue August 2012 - June 2013
BancVue May 2012 - August 2012
Sheshunoff Consulting + Solutions December 2011 - May 2012
Sheshunoff Consulting + Solutions September 2010 - December 2011
Fidelity National Information Services September 2007 - September 2010
FEMA November 2005 - May 2007
FEMA November 2005 - May 2006
Skills
Compliance, Regulatory Risk, Policy, Risk Management, Compliance Audits, Auditing, Contract Management, Regulations, Quality Auditing, Credit, Banking, Loans, Software Documentation, Mortgage Lending, Risk Assessment, Internal Audit, Management, Leadership, AML, Enterprise Risk..., Financial Services, Anti Money Laundering
Education
Northeastern University School of Law 1996 — 1999
Juris Doctor, Law
Georgetown University 1992 — 1996
BSBA, Business Administration - Finance and International Business
Sean Loughran's Seaside National Bank & Trust Experience April 2008 - July 2011
Job National Sales Director at BLX Group
Industry Banking
Experience
BLX Group July 2011 - Present
Seaside National Bank & Trust April 2008 - July 2011
Regions Bank 2004 - 2008
SunTrust Bank 1999 - 2004
Education
USF 1995 — 1999
MBA
University of Florida 1991 — 1994
St. Francis Prep
BLX Group July 2011 - Present
Seaside National Bank & Trust April 2008 - July 2011
Regions Bank 2004 - 2008
SunTrust Bank 1999 - 2004
Education
USF 1995 — 1999
MBA
University of Florida 1991 — 1994
St. Francis Prep
Allison Christino's Seaside National Bank & Trust Experience September 2008 - May 2012
Job at Pink Pig Bakery
Industry Food Production
Experience
Pink Pig Bakery 2010 - Present
Seaside National Bank & Trust September 2008 - May 2012
Regions Mortgage November 2007 - September 2008
HomeBanc Mortgage Corporation 2004 - 2007
Skills
Wealth Management, Mortgage Lending, Finance, Loans, Refinance, Credit, FHA, Mortgage Banking, Banking, Account Management, Marketing, Credit Analysis, Residential Mortgages, Investments, Loan Origination
Education
Florida State University 2000 — 2004
Psychology
Florida State University - College of Business 2000 — 2004
Business Management
Pink Pig Bakery 2010 - Present
Seaside National Bank & Trust September 2008 - May 2012
Regions Mortgage November 2007 - September 2008
HomeBanc Mortgage Corporation 2004 - 2007
Skills
Wealth Management, Mortgage Lending, Finance, Loans, Refinance, Credit, FHA, Mortgage Banking, Banking, Account Management, Marketing, Credit Analysis, Residential Mortgages, Investments, Loan Origination
Education
Florida State University 2000 — 2004
Psychology
Florida State University - College of Business 2000 — 2004
Business Management
Tim Myers's Seaside National Bank & Trust Experience
Job Region President at Seaside National Bank & Trust
Industry Banking
Experience
Seaside National Bank & Trust
Skills
Commercial Banking, Public Speaking, Banking, Commercial Lending, Small Business Lending, Credit, Underwriting, Credit Analysis, Loans, Consumer Lending, Private Banking, Mortgage Lending, Retail Banking, Treasury Management, Portfolio Management, Commercial Mortgages, Wealth Management, Real Estate, SBA, Asset Management, Construction Loans, Wealth Management..., Credit Risk, Finance, Lines Of Credit, Executive Management, Investments, Risk Management, Refinance, Cross Selling, Loan Origination, Mortgage Banking, Asset Based Lending, Residential Mortgages, Financial Analysis, SBA 504
Education
University of Central Florida
BA/Finance
University of Central Florida
MBA
Seaside National Bank & Trust
Skills
Commercial Banking, Public Speaking, Banking, Commercial Lending, Small Business Lending, Credit, Underwriting, Credit Analysis, Loans, Consumer Lending, Private Banking, Mortgage Lending, Retail Banking, Treasury Management, Portfolio Management, Commercial Mortgages, Wealth Management, Real Estate, SBA, Asset Management, Construction Loans, Wealth Management..., Credit Risk, Finance, Lines Of Credit, Executive Management, Investments, Risk Management, Refinance, Cross Selling, Loan Origination, Mortgage Banking, Asset Based Lending, Residential Mortgages, Financial Analysis, SBA 504
Education
University of Central Florida
BA/Finance
University of Central Florida
MBA
Carol Moroco Carol Moroco's Seaside National Bank & Trust Experience February 2011 - April 2014
Job Vice President Relationship Manager for Commercial Banking at CNLBank
Industry Banking
Experience
CNL Bank May 2014 - Present
Seaside National Bank & Trust February 2011 - April 2014
Bank of Florida August 2008 - September 2010
Bank of Florida August 2008 - September 2010
Bank of America November 2001 - November 2006
Skills
Commercial Lending, Small Business Lending, Banking, Loans, Commercial Banking, Retirement Planning, Credit, Small Business, Mortgage Lending, Financial Analysis, Underwriting, Private Banking, New Business Development, Portfolio Management, Credit Analysis, Investments, Leadership, Due Diligence, Loan Origination, Consumer Lending, Wealth Management
Education
Penn State University 1980 — 1982
BS and MBA
Penn State University 1980 — 1982
MBA, Marketing
CNL Bank May 2014 - Present
Seaside National Bank & Trust February 2011 - April 2014
Bank of Florida August 2008 - September 2010
Bank of Florida August 2008 - September 2010
Bank of America November 2001 - November 2006
Skills
Commercial Lending, Small Business Lending, Banking, Loans, Commercial Banking, Retirement Planning, Credit, Small Business, Mortgage Lending, Financial Analysis, Underwriting, Private Banking, New Business Development, Portfolio Management, Credit Analysis, Investments, Leadership, Due Diligence, Loan Origination, Consumer Lending, Wealth Management
Education
Penn State University 1980 — 1982
BS and MBA
Penn State University 1980 — 1982
MBA, Marketing
Jason Beattie's Seaside National Bank & Trust Experience 2007 - Present
Job Controller at Seaside National Bank & Trust
Industry Banking
Experience
Seaside National Bank & Trust 2007 - Present
Hacker, Johnson & Smith PA January 2003 - April 2007
Education
Saint Leo University 2011 — 2013
Master of Business Administration (MBA), Accounting
University of Central Florida - College of Business Administration 1998 — 2002
Seaside National Bank & Trust 2007 - Present
Hacker, Johnson & Smith PA January 2003 - April 2007
Education
Saint Leo University 2011 — 2013
Master of Business Administration (MBA), Accounting
University of Central Florida - College of Business Administration 1998 — 2002
Grace Balmaceda's Seaside National Bank & Trust Experience January 2009 - Present
Job Customer Service Management and Real Estate Sales
Industry Real Estate
Experience
Seaside National Bank & Trust January 2009 - Present
KB HOME April 2006 - October 2008
Bank of America October 2000 - April 2006
Convergys June 1997 - September 2000
Skills
Sales, Banking, Business Development, Loans, Sales Management, Customer Service, Customer Satisfaction, Real Estate, Team Building, Account Management, Marketing, Microsoft Excel, Risk Management, Social Media Marketing, Social Media Integration, Event Planning, Sales Prospecting, Prospect Research, Office Administration, Home Equity Loans, Loan Servicing
Education
University of North Florida - College of Business Administration 2001 — 2004
Bachelor of Business Administration (B.B.A.)
Seaside National Bank & Trust January 2009 - Present
KB HOME April 2006 - October 2008
Bank of America October 2000 - April 2006
Convergys June 1997 - September 2000
Skills
Sales, Banking, Business Development, Loans, Sales Management, Customer Service, Customer Satisfaction, Real Estate, Team Building, Account Management, Marketing, Microsoft Excel, Risk Management, Social Media Marketing, Social Media Integration, Event Planning, Sales Prospecting, Prospect Research, Office Administration, Home Equity Loans, Loan Servicing
Education
University of North Florida - College of Business Administration 2001 — 2004
Bachelor of Business Administration (B.B.A.)
Thomas Yochum's Seaside National Bank & Trust Experience September 2007 - Present
Job Business Strategy at Lowndes, Drosdick, Doster, Kantor & Reed, P.A.
Industry Banking
Experience
Seaside National Bank & Trust September 2007 - Present
Lowndes, Drosdick, Doster, Kantor & Reed, P.A. January 2005 - Present
University of Central Florida 2001 - 2010
Sun Trust Bank, Central Florida January 1998 - December 2004
Barnett Bank 1970 - 1998
Skills
Loans, Wealth Management, Real Estate, Non-profits, Corporate Law, Estate Planning, Investments, Real Estate Economics, Asset Managment, Credit, Portfolio Management, Asset Management, Due Diligence, Leadership, Mergers & Acquisitions, Private Equity, Finance, Commercial Mortgages, Real Estate Transactions, Strategic Planning, Small Business, Venture Capital
Education
Rollins College 1970 — 1974
Batchelor of Arts, Business
Seaside National Bank & Trust September 2007 - Present
Lowndes, Drosdick, Doster, Kantor & Reed, P.A. January 2005 - Present
University of Central Florida 2001 - 2010
Sun Trust Bank, Central Florida January 1998 - December 2004
Barnett Bank 1970 - 1998
Skills
Loans, Wealth Management, Real Estate, Non-profits, Corporate Law, Estate Planning, Investments, Real Estate Economics, Asset Managment, Credit, Portfolio Management, Asset Management, Due Diligence, Leadership, Mergers & Acquisitions, Private Equity, Finance, Commercial Mortgages, Real Estate Transactions, Strategic Planning, Small Business, Venture Capital
Education
Rollins College 1970 — 1974
Batchelor of Arts, Business
Robert Summers's Seaside National Bank & Trust Experience January 2007 - July 2010
Job Senior Manager, Relay For Life at American Cancer Society
Industry Nonprofit Organization Management
Experience
American Cancer Society November 2014 - Present
JP Morgan Chase April 2011 - November 2014
Tuscany Village August 2010 - June 2011
Seaside National Bank & Trust January 2007 - July 2010
Colonial Bank April 2006 - January 2007
SunTrust Bank January 1998 - May 2006
Skills
Commercial Banking, Commercial Lending, Banking, Loans, Credit, Retail Banking, Wealth Management, Relationship Management, New Business Development, Credit Analysis, Management, Finance, Leadership, Business Development, Portfolio Management, Commercial Mortgages, Mortgage Lending, Loan Origination, Small Business Lending, Treasury Management, Consumer Lending
Education
Indiana University of Pennsylvania 1978 — 1982
Bachelor of Science, Business
American Cancer Society November 2014 - Present
JP Morgan Chase April 2011 - November 2014
Tuscany Village August 2010 - June 2011
Seaside National Bank & Trust January 2007 - July 2010
Colonial Bank April 2006 - January 2007
SunTrust Bank January 1998 - May 2006
Skills
Commercial Banking, Commercial Lending, Banking, Loans, Credit, Retail Banking, Wealth Management, Relationship Management, New Business Development, Credit Analysis, Management, Finance, Leadership, Business Development, Portfolio Management, Commercial Mortgages, Mortgage Lending, Loan Origination, Small Business Lending, Treasury Management, Consumer Lending
Education
Indiana University of Pennsylvania 1978 — 1982
Bachelor of Science, Business
Nancy Elberg's Seaside National Bank & Trust Experience Area ManagerKelly ServicesNovember 1985 - October 2006
Job Director of Human Capital at Seaside National Bank & Trust
Industry Banking
Experience
Seaside National Bank & Trust Area ManagerKelly ServicesNovember 1985 - October 2006
Skills
Team Building, Leadership, Technical Recruiting, Talent Acquisition, Employee Relations, Coaching, Executive Management
Education
Rollins College - Crummer Graduate School of Business 1987 — 1989
Denison University 1980 — 1984
York High School 1976 — 1980
Seaside National Bank & Trust Area ManagerKelly ServicesNovember 1985 - October 2006
Skills
Team Building, Leadership, Technical Recruiting, Talent Acquisition, Employee Relations, Coaching, Executive Management
Education
Rollins College - Crummer Graduate School of Business 1987 — 1989
Denison University 1980 — 1984
York High School 1976 — 1980
W. Dane Sheldon's Seaside National Bank & Trust Experience March 2008 - May 2009
Job SVP, Government & Institutional Banking at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank July 2009 - Present
Seaside National Bank & Trust March 2008 - May 2009
Integrity Bank 2007 - 2008
SunTrust Bank 1991 - 2008
Skills
Commercial Lending, Loans, Credit Analysis, Commercial Banking, Banking, Credit, Small Business Lending, Credit Risk, Wealth Management, Treasury Management, Financial Services, Finance, Corporate Finance, Relationship Management, Mortgage Lending, Strategic Financial...
Education
University of Miami - School of Business
Master of Business Administration (MBA)
Tulane University
BS, Geology
Wells Fargo Bank July 2009 - Present
Seaside National Bank & Trust March 2008 - May 2009
Integrity Bank 2007 - 2008
SunTrust Bank 1991 - 2008
Skills
Commercial Lending, Loans, Credit Analysis, Commercial Banking, Banking, Credit, Small Business Lending, Credit Risk, Wealth Management, Treasury Management, Financial Services, Finance, Corporate Finance, Relationship Management, Mortgage Lending, Strategic Financial...
Education
University of Miami - School of Business
Master of Business Administration (MBA)
Tulane University
BS, Geology
Lea Anne Groover's Seaside National Bank & Trust Experience August 2006 - November 2013
Job Attorney, Shuffield, Lowman & Wilson, P.A.
Industry Legal Services
Experience
Shuffield, Lowman & Wilson, P.A. April 2015 - Present
9th Circuit Court, State of Florida, Probate, Guardianship, and Mental Health Court January 2014 - April 2014
Seaside National Bank & Trust August 2006 - November 2013
SunTrust Bank September 1995 - August 2006
Ameriprise Financial Services, Inc. 1994 - 1995
Skills
Estate Planning, Wealth Management, Strategic Financial..., Financial Analysis, Securities, Investments, Finance, Due Diligence, Financial Services, Leadership, Management, Portfolio Management, Banking, Asset Management, Private Banking, Negotiation, Trusts, Credit, Financial Planning
Education
Florida A&M University 2012 — 2014
Doctor of Law (JD), Law
University of Central Florida 2000 — 2001
MBA
Wilkes University 1984 — 1986
Bachelor of Science, Business Administration: Banking & Finance
Valencia College 1982 — 1984
Associate of Arts, General
Shuffield, Lowman & Wilson, P.A. April 2015 - Present
9th Circuit Court, State of Florida, Probate, Guardianship, and Mental Health Court January 2014 - April 2014
Seaside National Bank & Trust August 2006 - November 2013
SunTrust Bank September 1995 - August 2006
Ameriprise Financial Services, Inc. 1994 - 1995
Skills
Estate Planning, Wealth Management, Strategic Financial..., Financial Analysis, Securities, Investments, Finance, Due Diligence, Financial Services, Leadership, Management, Portfolio Management, Banking, Asset Management, Private Banking, Negotiation, Trusts, Credit, Financial Planning
Education
Florida A&M University 2012 — 2014
Doctor of Law (JD), Law
University of Central Florida 2000 — 2001
MBA
Wilkes University 1984 — 1986
Bachelor of Science, Business Administration: Banking & Finance
Valencia College 1982 — 1984
Associate of Arts, General
Charlie Blanco's Seaside National Bank & Trust Experience July 2015 - Present
Job Client Advisor at Seaside National Bank & Trust
Industry Banking
Experience
Seaside National Bank & Trust July 2015 - Present
Seacoast Bank October 2012 - Present
Leadership Broward 2012 - 2013
TD Bank Group September 2011 - October 2012
Regions Financial Corporation June 2009 - September 2011
Regions Bank February 2009 - June 2009
Regions Bank August 2006 - February 2009
SouthFloridaCEO 2004 - 2006
Skills
Commercial Banking, Loans, Commercial Lending, Credit Analysis, Small Business Lending, Credit, Banking, Portfolio Management, Underwriting, Lines Of Credit, Consumer Lending, Credit Risk, Mortgage Lending, Retail Banking, Commercial Mortgages, Financial Analysis, Loan Origination, Treasury Management, Cash Management, Private Banking, Relationship Management, Asset Based Lending
Education
Baker University 1999 — 2003
B.S., Economics & Finance
Seaside National Bank & Trust July 2015 - Present
Seacoast Bank October 2012 - Present
Leadership Broward 2012 - 2013
TD Bank Group September 2011 - October 2012
Regions Financial Corporation June 2009 - September 2011
Regions Bank February 2009 - June 2009
Regions Bank August 2006 - February 2009
SouthFloridaCEO 2004 - 2006
Skills
Commercial Banking, Loans, Commercial Lending, Credit Analysis, Small Business Lending, Credit, Banking, Portfolio Management, Underwriting, Lines Of Credit, Consumer Lending, Credit Risk, Mortgage Lending, Retail Banking, Commercial Mortgages, Financial Analysis, Loan Origination, Treasury Management, Cash Management, Private Banking, Relationship Management, Asset Based Lending
Education
Baker University 1999 — 2003
B.S., Economics & Finance
Kerry-Ann Nugent's Seaside National Bank & Trust Experience August 2013 - Present
Job Financial Concierge at Seaside National Bank & Trust
Industry Banking
Experience
Seaside National Bank & Trust August 2013 - Present
BankFIRST June 2013 - August 2013
BMO HARRIS BANK August 2007 - March 2013
REGIONS BANK 2001 - 2007
CHARLES SCHWAB & COMPANY 2000 - 2001
SunTrust Bank, N.A. 1986 - 2000
Skills
Private Banking, Wealth Management, Cross Selling, Investments, Banking, Portfolio Management, Loans, Finance, Underwriting, Small Business Lending, Commercial Lending, Consumer Lending, Commercial Banking, Credit, Management, Retail Banking
Education
University of Central Florida 2013 — 2015
Interdisciplinary Studies, BS, Business, Health Services Administration
Seminole State College 2000 — 2005
Associate of Arts and Sciences (A.A.S.) & Associate of Arts (AA), Business Administration and Management, General
Seaside National Bank & Trust August 2013 - Present
BankFIRST June 2013 - August 2013
BMO HARRIS BANK August 2007 - March 2013
REGIONS BANK 2001 - 2007
CHARLES SCHWAB & COMPANY 2000 - 2001
SunTrust Bank, N.A. 1986 - 2000
Skills
Private Banking, Wealth Management, Cross Selling, Investments, Banking, Portfolio Management, Loans, Finance, Underwriting, Small Business Lending, Commercial Lending, Consumer Lending, Commercial Banking, Credit, Management, Retail Banking
Education
University of Central Florida 2013 — 2015
Interdisciplinary Studies, BS, Business, Health Services Administration
Seminole State College 2000 — 2005
Associate of Arts and Sciences (A.A.S.) & Associate of Arts (AA), Business Administration and Management, General
Ariane Brown's Seaside National Bank & Trust Experience March 2015 - Present
Job Strategic Audit and Internal Control Advisor, Seaside National Bank & Trust
Industry Financial Services
Experience
Seaside National Bank & Trust March 2015 - Present
SunTrust Bank January 2005 - November 2011
Skills
PMO, Business Analysis, Banking, Project Management, Project Portfolio..., Process Improvement, Requirements Analysis, Program Management, Portfolio Management, Business Process...
Education
Keller Graduate School Of Management-Florida 2002 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Keller Graduate School of Management of DeVry University-Florida 2002 — 2005
Master's degree, Project Management
University of Central Florida 1997 — 2002
Bachelor of Business Administration (BBA), Finance
Seaside National Bank & Trust March 2015 - Present
SunTrust Bank January 2005 - November 2011
Skills
PMO, Business Analysis, Banking, Project Management, Project Portfolio..., Process Improvement, Requirements Analysis, Program Management, Portfolio Management, Business Process...
Education
Keller Graduate School Of Management-Florida 2002 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Keller Graduate School of Management of DeVry University-Florida 2002 — 2005
Master's degree, Project Management
University of Central Florida 1997 — 2002
Bachelor of Business Administration (BBA), Finance
Kirsten Sullivan's Seaside National Bank & Trust Experience September 2012 - Present
Job Senior Credit Advisor at Seaside National Bank & Trust
Industry Banking
Experience
Seaside National Bank & Trust September 2012 - Present
SunTrust Bank May 2011 - September 2012
The South Financial Group May 2008 - May 2011
SunTrust Bank January 2001 - May 2008
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Credit Analysis
Education
University of Central Florida - College of Business Administration
Bachelor's degree in Finance
Seaside National Bank & Trust September 2012 - Present
SunTrust Bank May 2011 - September 2012
The South Financial Group May 2008 - May 2011
SunTrust Bank January 2001 - May 2008
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Credit Analysis
Education
University of Central Florida - College of Business Administration
Bachelor's degree in Finance
Philip Rich's Seaside National Bank & Trust Experience March 2007 - Present
Job Chief Market Strategist at Seaside National Bank & Trust
Industry Investment Management
Experience
Seaside National Bank & Trust March 2007 - Present
SunTrust Bank 1985 - 2007
Skills
Portfolio Management, Investments, Wealth Management, Asset Management, Securities, Asset Managment, Asset Allocation, Alternative Investments, Series 7, Credit Analysis, Strategic Financial..., Private Banking, Capital Markets, Commercial Lending, FINRA, Banking, Management, Financial Planning
Education
Rollins College
Bachelor of Arts
Rollins College - Crummer Graduate School of Business
M.B.A.
Seaside National Bank & Trust March 2007 - Present
SunTrust Bank 1985 - 2007
Skills
Portfolio Management, Investments, Wealth Management, Asset Management, Securities, Asset Managment, Asset Allocation, Alternative Investments, Series 7, Credit Analysis, Strategic Financial..., Private Banking, Capital Markets, Commercial Lending, FINRA, Banking, Management, Financial Planning
Education
Rollins College
Bachelor of Arts
Rollins College - Crummer Graduate School of Business
M.B.A.
Greg Downs, CFA's Seaside National Bank & Trust Experience May 2007 - August 2010
Job Vice President, Portfolio Manager at US Trust
Industry Investment Management
Experience
US Trust October 2012 - Present
US Trust August 2010 - October 2012
Seaside National Bank & Trust May 2007 - August 2010
Skills
Portfolio Management, Wealth Management, Investments, Asset Managment, Financial Analysis, Asset Allocation, Alternative Investments, Credit, Credit Analysis, Valuation, Securities, Banking, Equities, Asset Management, Mutual Funds
Education
Rollins College - Crummer Graduate School of Business 2006 — 2008
MBA, Finance
University of Central Florida 2002 — 2006
BSBA, Finance
US Trust October 2012 - Present
US Trust August 2010 - October 2012
Seaside National Bank & Trust May 2007 - August 2010
Skills
Portfolio Management, Wealth Management, Investments, Asset Managment, Financial Analysis, Asset Allocation, Alternative Investments, Credit, Credit Analysis, Valuation, Securities, Banking, Equities, Asset Management, Mutual Funds
Education
Rollins College - Crummer Graduate School of Business 2006 — 2008
MBA, Finance
University of Central Florida 2002 — 2006
BSBA, Finance
Joanne Elefante, CTP's Seaside National Bank & Trust Experience
Job Corporate Services Advisor at Seaside National Bank & Trust
Industry Banking
Experience
Seaside National Bank & Trust
Education
Florida Southern College
BS, Marketing and Finance
Seaside National Bank & Trust
Education
Florida Southern College
BS, Marketing and Finance
Nicole Hulbert's Seaside National Bank & Trust Experience November 2011 - Present
Job Senior Accountant
Industry Banking
Experience
Seaside National Bank & Trust November 2011 - Present
United Legacy Bank February 2010 - October 2011
Riverside Bank of Central Florida October 2005 - January 2010
E-Brands Restaurants June 2003 - September 2005
Skills
Financial Analysis, Banking, Cash Management, Loans, Commercial Banking, Strategic Financial..., Microsoft Excel, Internal Controls, Financial Statements, Account Reconciliation, Financial Reporting, General Ledger, Financial Accounting
Education
Saint Leo University 2010 — 2012
Masters Business Administration, Accounting
University of Central Florida - College of Business Administration 2002 — 2006
Bachelors, Human Resources & Accounting
Seaside National Bank & Trust November 2011 - Present
United Legacy Bank February 2010 - October 2011
Riverside Bank of Central Florida October 2005 - January 2010
E-Brands Restaurants June 2003 - September 2005
Skills
Financial Analysis, Banking, Cash Management, Loans, Commercial Banking, Strategic Financial..., Microsoft Excel, Internal Controls, Financial Statements, Account Reconciliation, Financial Reporting, General Ledger, Financial Accounting
Education
Saint Leo University 2010 — 2012
Masters Business Administration, Accounting
University of Central Florida - College of Business Administration 2002 — 2006
Bachelors, Human Resources & Accounting
jane ashley's Seaside National Bank & Trust Experience April 2010 - Present
Job Retired
Industry Financial Services
Experience
Seaside National Bank & Trust April 2010 - Present
Seaside National Bank & Trust 2007 - April 2010
Huntington National Bank April 1996 - April 2006
Eastern Bank April 1979 - April 1994
Skills
Loans, Commercial Lending, Small Business Lending, Mortgage Lending, Banking, Commercial Banking, Credit, Wealth Management, Mortgage Banking, Portfolio Management, Consumer Lending, Credit Analysis, Investments, Underwriting, Retail Banking, SBA, Commercial Mortgages, Private Banking
Education
Stonier Graduate School of Banking 1985 — 1988
Edge Hill College of Higher Education 1971 — 1975
B Ed, Physical Education, Modern Languages
Seaside National Bank & Trust April 2010 - Present
Seaside National Bank & Trust 2007 - April 2010
Huntington National Bank April 1996 - April 2006
Eastern Bank April 1979 - April 1994
Skills
Loans, Commercial Lending, Small Business Lending, Mortgage Lending, Banking, Commercial Banking, Credit, Wealth Management, Mortgage Banking, Portfolio Management, Consumer Lending, Credit Analysis, Investments, Underwriting, Retail Banking, SBA, Commercial Mortgages, Private Banking
Education
Stonier Graduate School of Banking 1985 — 1988
Edge Hill College of Higher Education 1971 — 1975
B Ed, Physical Education, Modern Languages
Kenny Roberson's Seaside National Bank & Trust Experience March 2008 - Present
Job Client Advisor/Relationship Manager
Industry Banking
Experience
Seaside National Bank & Trust March 2008 - Present
RBC 2003 - 2008
Huntington National Bank 1998 - 2002
Huntington National Bank 1995 - 1998
Wachovia Bank 1989 - 1995
Skills
Portfolio Management, Loans, Credit, Wealth Management, Commercial Lending, Mortgage Lending, Banking, Credit Analysis, Private Banking, Customer Service, Commercial Banking, Risk Management, Small Business Lending, Retail Banking
Education
Florida State University - College of Business 1987 — 1989
Business Admin., Business Administration and Management, General
Brigham Yount University-Provo 1984 — 1987
Finance, Finance, General
St Johns River Community College 1980 — 1981
Seaside National Bank & Trust March 2008 - Present
RBC 2003 - 2008
Huntington National Bank 1998 - 2002
Huntington National Bank 1995 - 1998
Wachovia Bank 1989 - 1995
Skills
Portfolio Management, Loans, Credit, Wealth Management, Commercial Lending, Mortgage Lending, Banking, Credit Analysis, Private Banking, Customer Service, Commercial Banking, Risk Management, Small Business Lending, Retail Banking
Education
Florida State University - College of Business 1987 — 1989
Business Admin., Business Administration and Management, General
Brigham Yount University-Provo 1984 — 1987
Finance, Finance, General
St Johns River Community College 1980 — 1981
Brian Sedely's Seaside National Bank & Trust Experience November 2014 - Present
Job Senior Credit Advisor at Seaside Bank
Industry Banking
Experience
Seaside National Bank & Trust November 2014 - Present
SunTrust Robinson Humphrey February 2013 - November 2014
SunTrust Bank February 2011 - February 2013
New York Life Insurance Company January 2010 - February 2011
SunTrust Investment Services June 2007 - June 2009
SunTrust Bank April 2006 - June 2007
SunTrust Bank January 2005 - April 2006
Skills
Portfolio Management, Loans, Credit, Banking, Wealth Management, Commercial Lending, Financial Analysis, Small Business Lending, Commercial Banking, Credit Analysis
Education
University of Central Florida - College of Business Administration 2010 — 2013
MBA, Finance
University of Central Florida - College of Business Administration 2005 — 2007
BSBA, Finance and Economics
Seaside National Bank & Trust November 2014 - Present
SunTrust Robinson Humphrey February 2013 - November 2014
SunTrust Bank February 2011 - February 2013
New York Life Insurance Company January 2010 - February 2011
SunTrust Investment Services June 2007 - June 2009
SunTrust Bank April 2006 - June 2007
SunTrust Bank January 2005 - April 2006
Skills
Portfolio Management, Loans, Credit, Banking, Wealth Management, Commercial Lending, Financial Analysis, Small Business Lending, Commercial Banking, Credit Analysis
Education
University of Central Florida - College of Business Administration 2010 — 2013
MBA, Finance
University of Central Florida - College of Business Administration 2005 — 2007
BSBA, Finance and Economics
Kay Griffith's Seaside National Bank & Trust Experience October 2009 - Present
Job Market Manager & Client Advisor at Seaside National Bank & Trust
Industry Banking
Experience
Seaside National Bank & Trust October 2009 - Present
Skills
Credit, Commercial Lending, Wealth Management, Portfolio Management, Securities, Series 7, Private Banking, Loans, Credit Analysis, Small Business Lending, Consumer Lending, Commercial Banking, Banking, Credit Risk, Loan Origination, Mortgage Lending, Retail Banking
Education
University of Florida
Seaside National Bank & Trust October 2009 - Present
Skills
Credit, Commercial Lending, Wealth Management, Portfolio Management, Securities, Series 7, Private Banking, Loans, Credit Analysis, Small Business Lending, Consumer Lending, Commercial Banking, Banking, Credit Risk, Loan Origination, Mortgage Lending, Retail Banking
Education
University of Florida
Milton Hastings's Seaside National Bank & Trust Experience October 2008 - April 2013
Job Senior Analyst of Spend Operations at AutoNation
Industry Banking
Experience
AutoNation August 2013 - Present
Seaside National Bank & Trust October 2008 - April 2013
Skills
Investments, Wealth Management, Portfolio Management, Financial Analysis, Credit, Banking, Commercial Lending, Management, Forecasting, Corporate Finance, Securities, FINRA, Finance, Commercial Banking, Credit Analysis, Analysis, Strategic Financial..., Series 7, Microsoft SQL Server
Education
University of Central Florida - College of Business Administration 2004 — 2008
Bachelor's Of Science, Finance
AutoNation August 2013 - Present
Seaside National Bank & Trust October 2008 - April 2013
Skills
Investments, Wealth Management, Portfolio Management, Financial Analysis, Credit, Banking, Commercial Lending, Management, Forecasting, Corporate Finance, Securities, FINRA, Finance, Commercial Banking, Credit Analysis, Analysis, Strategic Financial..., Series 7, Microsoft SQL Server
Education
University of Central Florida - College of Business Administration 2004 — 2008
Bachelor's Of Science, Finance
Kevin M. Kelly's Seaside National Bank & Trust Experience April 2008 - Present
Job Client Advisor at Seaside National Bank & Trust
Industry Banking
Experience
Seaside National Bank & Trust April 2008 - Present
Suntrust Private Client Services 2004 - 2008
Morgan Stanley 2002 - 2003
Walsh Manning 1997 - 2000
Skills
Trading, Loans, Commercial Lending, Wealth Management, Private Banking, Equities, Asset Management, Banking, Financial Planning, Financial Analysis, Finance, Credit, Investments, Portfolio Management, Securities, Series 7
Education
Loyola University Maryland 1990 — 1994
Seaside National Bank & Trust April 2008 - Present
Suntrust Private Client Services 2004 - 2008
Morgan Stanley 2002 - 2003
Walsh Manning 1997 - 2000
Skills
Trading, Loans, Commercial Lending, Wealth Management, Private Banking, Equities, Asset Management, Banking, Financial Planning, Financial Analysis, Finance, Credit, Investments, Portfolio Management, Securities, Series 7
Education
Loyola University Maryland 1990 — 1994
Charles Weed's Seaside National Bank & Trust Experience February 2010 - Present
Job Client Advisor at Seaside National Bank & Trust
Industry Banking
Experience
Seaside National Bank & Trust February 2010 - Present
Wachovia/Wells Fargo August 1970 - December 2009
Skills
Loans, Commercial Lending, Banking, Credit, Commercial Banking, Portfolio Management, Small Business Lending, Wealth Management, Credit Analysis, Retail Banking, Mortgage Lending, Investments
Education
Alderson Broaddus University
Bachelor's degree, Economics
Rutgers University-New Brunswick
Graduate School of Banking, Banking
Seaside National Bank & Trust February 2010 - Present
Wachovia/Wells Fargo August 1970 - December 2009
Skills
Loans, Commercial Lending, Banking, Credit, Commercial Banking, Portfolio Management, Small Business Lending, Wealth Management, Credit Analysis, Retail Banking, Mortgage Lending, Investments
Education
Alderson Broaddus University
Bachelor's degree, Economics
Rutgers University-New Brunswick
Graduate School of Banking, Banking
Keith Felton, CFP®'s Seaside National Bank & Trust Experience April 2010 - Present
Job Client Advisor at Seaside National Bank & Trust
Industry Banking
Experience
Seaside National Bank & Trust April 2010 - Present
Bank of Florida September 2006 - April 2010
Bay Cities Bank January 2005 - September 2006
SouthTrust Bank February 1998 - January 2005
SunTrust Bank January 1997 - February 1998
Barnett Bank April 1989 - January 1997
Skills
Private Banking, Wealth Management, Banking, Commercial Lending, Loans, Portfolio Management, Certified Financial..., Series 7, Investments, Licensed Life & Health..., Estate Planning
Education
University of Missouri-Saint Louis
Bachelor of Science, Finance
Seaside National Bank & Trust April 2010 - Present
Bank of Florida September 2006 - April 2010
Bay Cities Bank January 2005 - September 2006
SouthTrust Bank February 1998 - January 2005
SunTrust Bank January 1997 - February 1998
Barnett Bank April 1989 - January 1997
Skills
Private Banking, Wealth Management, Banking, Commercial Lending, Loans, Portfolio Management, Certified Financial..., Series 7, Investments, Licensed Life & Health..., Estate Planning
Education
University of Missouri-Saint Louis
Bachelor of Science, Finance
Kerry Borosh's Seaside National Bank & Trust Experience 2012 - 2013
Job SBA Business Development Officer at Fidelity Bank
Industry Real Estate
Experience
Fidelity Bank December 2014 - Present
Homebanc August 2013 - December 2014
Hancock Bank 2013 - 2013
Seaside National Bank & Trust 2012 - 2013
medpark development 2004 - 2012
Southern Exchange Bank N A 2002 - 2003
Southern Exchange Bank N A 2002 - 2003
Raymond James Financial Inc. 1999 - 2002
SouthTrust 1995 - 1999
Bank of America/Nationsbank/NCNB 1987 - 1995
Skills
Commercial Property..., Real Estate Development, Real Estate Analysis..., Real Estate Financing, Site Selection, Real Estate Investment, Underwriting, Real Estate, Real Estate Finance, Real Estate Transactions, Real Estate Negotiation, Investment Properties, Dispositions, Corporate Real Estate, Loans, Leases, Short Sales, Lease Administration, Land Acquisition, Rentals, Credit Analysis, Credit, Entitlements, Brokerage, REO, Appraisals, Asset Management, Commercial Real Estate, Disposition, Finance, Location Intelligence, Property Management, Real Estate Economics, Tenant
Education
Indiana University - Kelley School of Business 1982 — 1986
BS, Finance
Fidelity Bank December 2014 - Present
Homebanc August 2013 - December 2014
Hancock Bank 2013 - 2013
Seaside National Bank & Trust 2012 - 2013
medpark development 2004 - 2012
Southern Exchange Bank N A 2002 - 2003
Southern Exchange Bank N A 2002 - 2003
Raymond James Financial Inc. 1999 - 2002
SouthTrust 1995 - 1999
Bank of America/Nationsbank/NCNB 1987 - 1995
Skills
Commercial Property..., Real Estate Development, Real Estate Analysis..., Real Estate Financing, Site Selection, Real Estate Investment, Underwriting, Real Estate, Real Estate Finance, Real Estate Transactions, Real Estate Negotiation, Investment Properties, Dispositions, Corporate Real Estate, Loans, Leases, Short Sales, Lease Administration, Land Acquisition, Rentals, Credit Analysis, Credit, Entitlements, Brokerage, REO, Appraisals, Asset Management, Commercial Real Estate, Disposition, Finance, Location Intelligence, Property Management, Real Estate Economics, Tenant
Education
Indiana University - Kelley School of Business 1982 — 1986
BS, Finance
Cheryl Yager's Seaside National Bank & Trust Experience May 2012 - Present
Job Client Advisor at Seaside National Bank & Trust
Industry Financial Services
Experience
Seaside National Bank & Trust May 2012 - Present
Bank of America/U.S. Trust June 2007 - December 2010
SunTrust Bank 1981 - 2007
Skills
Wealth Management, Commercial Lending, Loans, Small Business Lending, Credit Analysis, Consumer Lending, Credit, Mortgage Lending, Portfolio Management, Retail Banking, Banking, Loan Origination, Credit Risk, Mortgage Banking, Investments
Education
Rollins College - Crummer Graduate School of Business 1983 — 1987
Master of Business Administration (MBA), Finance, General
Seaside National Bank & Trust May 2012 - Present
Bank of America/U.S. Trust June 2007 - December 2010
SunTrust Bank 1981 - 2007
Skills
Wealth Management, Commercial Lending, Loans, Small Business Lending, Credit Analysis, Consumer Lending, Credit, Mortgage Lending, Portfolio Management, Retail Banking, Banking, Loan Origination, Credit Risk, Mortgage Banking, Investments
Education
Rollins College - Crummer Graduate School of Business 1983 — 1987
Master of Business Administration (MBA), Finance, General
Kay Griffith's Seaside National Bank & Trust Experience May 2007 - Present
Job Market Manager at Seaside National Bank & Trust
Industry Banking
Experience
Seaside National Bank & Trust May 2007 - Present
Skills
Loans, Credit, Commercial Lending, Commercial Banking, Consumer Lending, Banking, Credit Analysis, Small Business Lending, Private Banking, Mortgage Lending, Retail Banking, Commercial Mortgages, Loan Origination, Credit Risk, Mortgage Banking
Education
University of Florida
Bachelor's degree
Seaside National Bank & Trust May 2007 - Present
Skills
Loans, Credit, Commercial Lending, Commercial Banking, Consumer Lending, Banking, Credit Analysis, Small Business Lending, Private Banking, Mortgage Lending, Retail Banking, Commercial Mortgages, Loan Origination, Credit Risk, Mortgage Banking
Education
University of Florida
Bachelor's degree
Donna McGrew's Seaside National Bank & Trust Experience January 2014 - August 2014
Job Management; Loan Operations; ABL; Workflow; and Syndications
Industry Banking
Experience
Florida Community Bank March 2015 - Present
Seaside National Bank & Trust January 2014 - August 2014
SunTrust Bank March 2006 - December 2013
SunTrust Bank July 2005 - March 2006
SunTrust Bank July 1999 - July 2005
SunTrust Bank July 1998 - July 1999
SunTrust Bank October 1992 - July 1998
Harcourt Brace Jovanovich (HBJ) August 1987 - October 1992
Skills
Banking, Commercial Banking, Risk Management, Operations Management, Portfolio Management, Leadership, Team Leadership, Finance, Credit, Loans, Management, Credit Analysis, Commercial Lending, Credit Risk, Small Business Lending, Financial Analysis, Consumer Lending
Education
Rollins College
Accounting and Business/Management
Florida Community Bank March 2015 - Present
Seaside National Bank & Trust January 2014 - August 2014
SunTrust Bank March 2006 - December 2013
SunTrust Bank July 2005 - March 2006
SunTrust Bank July 1999 - July 2005
SunTrust Bank July 1998 - July 1999
SunTrust Bank October 1992 - July 1998
Harcourt Brace Jovanovich (HBJ) August 1987 - October 1992
Skills
Banking, Commercial Banking, Risk Management, Operations Management, Portfolio Management, Leadership, Team Leadership, Finance, Credit, Loans, Management, Credit Analysis, Commercial Lending, Credit Risk, Small Business Lending, Financial Analysis, Consumer Lending
Education
Rollins College
Accounting and Business/Management
Nina Hunter's Seaside National Bank & Trust Experience January 2010 - August 2010
Job Nina To The Rescue, Personal Concierge
Industry Consumer Services
Experience
Nina To The Rescue January 2012 - Present
Seaside National Bank & Trust January 2010 - August 2010
Wells Fargo (formerly Wachovia) August 1978 - March 2007
Skills
Elder Care, Organic Gardening, Home, pet, plant care, Organizational skills:..., Financial..., Nonprofits, Selling, Wealth Management, Estate Planning, Leadership, Banking, Public Speaking, Asset Management, Financial Services
Education
Northwestern University 1990 — 1991
Certified Trust Financial Advisor, Graduate Trust School/ABA
University of North Florida 1972 — 1977
BA, Psychology/Sociology
Nina To The Rescue January 2012 - Present
Seaside National Bank & Trust January 2010 - August 2010
Wells Fargo (formerly Wachovia) August 1978 - March 2007
Skills
Elder Care, Organic Gardening, Home, pet, plant care, Organizational skills:..., Financial..., Nonprofits, Selling, Wealth Management, Estate Planning, Leadership, Banking, Public Speaking, Asset Management, Financial Services
Education
Northwestern University 1990 — 1991
Certified Trust Financial Advisor, Graduate Trust School/ABA
University of North Florida 1972 — 1977
BA, Psychology/Sociology
Rhonda Lapointe's Seaside National Bank & Trust Experience January 2015 - Present
Job Credit Advisor at Seaside National Bank & Trust
Industry Banking
Experience
Seaside National Bank & Trust January 2015 - Present
Lapointe's June 2006 - January 2015
SunTrust May 2001 - June 2006
Skills
Banking, Credit, Finance, Loans, Portfolio Management
Education
University of Central Florida 1999 — 2001
Bachelor of Science (B.S.), Finance, General
Seaside National Bank & Trust January 2015 - Present
Lapointe's June 2006 - January 2015
SunTrust May 2001 - June 2006
Skills
Banking, Credit, Finance, Loans, Portfolio Management
Education
University of Central Florida 1999 — 2001
Bachelor of Science (B.S.), Finance, General