Sheshunoff Management Services
Industry: Company
DescriptionSheshunoff Consulting + Solutions is a company that provides consulting and advisory services to the financial services industry. It was founded in 1971 as Sheshunoff Information Services, was later sold away from and then back to Sheshunoff Management Services, and then re-named Sheshunoff Consulting + Solutions. Founded: 1972 Subsidiaries: Bennington Partners, LLC, Brintech, Inc, Alex eBanking Solutions, Inc.
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Sheshunoff Management Services Employees
Employee
Years
Job
Industry
Leslie Erickson Leslie Erickson's Sheshunoff Management Services Experience April 2005 - June 2007
Job Realtor & Director of Expansion at Real Estate by Design
Industry Real Estate
Experience
Real Estate by Design January 2015 - Present
Controller Consultant March 2014 - January 2015
Cody Pools June 2007 - March 2014
Sheshunoff Management Services April 2005 - June 2007
Washington Mutual August 2003 - April 2005
Wells Fargo May 2000 - August 2003
Skills
Accounting, Budgets, Financial Reporting, Payroll, GAAP, Forecasting, Cash Flow, Internal Controls, Account Reconciliation, Process Improvement, Contract Negotiation, Accounts Payable, Accounts Receivable, Financial Analysis, Finance, Variance Analysis, Revenue Recognition, QuickBooks, Analysis, Bank Reconciliation, Financial Statements, Budgeting, Auditing, Fixed Assets, Accruals
Education
The University of Dallas 2002 — 2004
MBA
Texas A&M University - Mays Business School 1997 — 2000
Bachelors, Accounting
Real Estate by Design January 2015 - Present
Controller Consultant March 2014 - January 2015
Cody Pools June 2007 - March 2014
Sheshunoff Management Services April 2005 - June 2007
Washington Mutual August 2003 - April 2005
Wells Fargo May 2000 - August 2003
Skills
Accounting, Budgets, Financial Reporting, Payroll, GAAP, Forecasting, Cash Flow, Internal Controls, Account Reconciliation, Process Improvement, Contract Negotiation, Accounts Payable, Accounts Receivable, Financial Analysis, Finance, Variance Analysis, Revenue Recognition, QuickBooks, Analysis, Bank Reconciliation, Financial Statements, Budgeting, Auditing, Fixed Assets, Accruals
Education
The University of Dallas 2002 — 2004
MBA
Texas A&M University - Mays Business School 1997 — 2000
Bachelors, Accounting
Richard Vu Richard Vu's Sheshunoff Management Services Experience December 2001 - September 2006
Job Account Manager
Industry Marketing and Advertising
Experience
MOSAK Marketing Group September 2006 - Present
Sheshunoff Management Services December 2001 - September 2006
The Davis Group November 2000 - May 2001
Skills
Customer Relations, Customer Service, Project Planning, Account Management, Event Planning, Event Management, Social Media, Client Communications, Client Services, Direct Marketing, Marketing, Advertising, Social Media Marketing, Integrated Marketing, Media Planning, Email Marketing, Brand Development, Marketing Communications, Digital Media
Education
The University of Texas at Austin 1994 — 1999
Bachelor of Science, Advertising
MOSAK Marketing Group September 2006 - Present
Sheshunoff Management Services December 2001 - September 2006
The Davis Group November 2000 - May 2001
Skills
Customer Relations, Customer Service, Project Planning, Account Management, Event Planning, Event Management, Social Media, Client Communications, Client Services, Direct Marketing, Marketing, Advertising, Social Media Marketing, Integrated Marketing, Media Planning, Email Marketing, Brand Development, Marketing Communications, Digital Media
Education
The University of Texas at Austin 1994 — 1999
Bachelor of Science, Advertising
Dana Wilkes Dana Wilkes's Sheshunoff Management Services Experience September 1997 - May 2005
Job Affiliation Coordinator at Sheshunoff Consulting + Solutions
Industry Banking
Experience
Sheshunoff Consulting + Solutions June 2012 - Present
Sheshunoff Consulting + Solutions April 2010 - May 2012
Brintech May 2005 - April 2010
Sheshunoff Management Services September 1997 - May 2005
Hyde Park Baptist Schools August 1994 - August 1997
Skills
Microsoft Office, Adobe Software, SharePoint, Salesforce.com, Editing, Proposal Writing, Contract Management, Special Projects
Education
Baylor University 1992 — 1994
MA, English
Baylor University 1988 — 1992
BA, English
Sheshunoff Consulting + Solutions June 2012 - Present
Sheshunoff Consulting + Solutions April 2010 - May 2012
Brintech May 2005 - April 2010
Sheshunoff Management Services September 1997 - May 2005
Hyde Park Baptist Schools August 1994 - August 1997
Skills
Microsoft Office, Adobe Software, SharePoint, Salesforce.com, Editing, Proposal Writing, Contract Management, Special Projects
Education
Baylor University 1992 — 1994
MA, English
Baylor University 1988 — 1992
BA, English
John Muell John Muell's Sheshunoff Management Services Experience August 1998 - November 2003
Job Partner at Bank Solutions Group, LLC
Industry Financial Services
Experience
Great Oaks Performance Consulting, LLC April 2012 - Present
Sheshunoff Consulting + Solutions April 2010 - March 2012
Brintech November 2003 - March 2010
Sheshunoff Management Services August 1998 - November 2003
BEI Golembe 1978 - 1997
Skills
Process Improvement, Consulting, Retail Banking, Banking, Vendor Management, Management Consulting, Business Analysis, Operational Risk..., Credit, Risk Management, Business Strategy, Business Development, Financial Services, Loans, Product Management, Mergers & Acquisitions, Financial Analysis, CRM, Analytics, Leadership, Change Management, Business Process..., Internal Audit, Management, Enterprise Risk..., Salesforce.com, Commercial Banking, Strategy, New Business Development, Executive Management, Financial Risk, Relationship Management, Auditing, Strategic Planning, Project Management, Analysis, CISA, Budgets, Sales Management, Mergers, Account Management, Information Security..., IT Audit
Education
Georgia State University 1973 — 1976
Bachelor of Business Administration, Accounting
Chamblee High School 1968 — 1973
Great Oaks Performance Consulting, LLC April 2012 - Present
Sheshunoff Consulting + Solutions April 2010 - March 2012
Brintech November 2003 - March 2010
Sheshunoff Management Services August 1998 - November 2003
BEI Golembe 1978 - 1997
Skills
Process Improvement, Consulting, Retail Banking, Banking, Vendor Management, Management Consulting, Business Analysis, Operational Risk..., Credit, Risk Management, Business Strategy, Business Development, Financial Services, Loans, Product Management, Mergers & Acquisitions, Financial Analysis, CRM, Analytics, Leadership, Change Management, Business Process..., Internal Audit, Management, Enterprise Risk..., Salesforce.com, Commercial Banking, Strategy, New Business Development, Executive Management, Financial Risk, Relationship Management, Auditing, Strategic Planning, Project Management, Analysis, CISA, Budgets, Sales Management, Mergers, Account Management, Information Security..., IT Audit
Education
Georgia State University 1973 — 1976
Bachelor of Business Administration, Accounting
Chamblee High School 1968 — 1973
Denise Salyards Denise Salyards's Sheshunoff Management Services Experience April 1997 - February 1999
Job Director of 360 View Analytics at 360 View CRM
Industry Management Consulting
Experience
360 View CRM March 2015 - Present
TotalBank November 2009 - January 2015
Harland Financial Solutions May 2007 - April 2009
High Performance Marketing Inc September 2004 - December 2007
Metavante February 1999 - September 2004
Sheshunoff Management Services April 1997 - February 1999
SunTrust Bank April 1987 - April 1997
Barnett Bank 1983 - 1987
Skills
Strategy, CRM, Market Research, Management, Banking, Marketing, Leadership, Business Intelligence, Strategic Planning, New Business Development, Financial Services, Portfolio Management, Executive Management, Finance, Direct Marketing, Project Management, Business Strategy, Analytics, Marketing Strategy, Strategic Partnerships, Investments, Business Planning, Business Analysis, Entrepreneurship, Vendor Management, Business Development, Segmentation, Relationship Management, Program Management, Competitive Analysis, Analysis, Marketing Research, Consulting, Database Marketing, Cross-functional Team..., Social Media, Marketing Management, Lead Generation
Education
University of Phoenix 2007 — 2009
MBA, Business, 3.97
University of Phoenix 2004 — 2006
BS, Business Administration
Providence College 1975 — 1979
AA, Business
360 View CRM March 2015 - Present
TotalBank November 2009 - January 2015
Harland Financial Solutions May 2007 - April 2009
High Performance Marketing Inc September 2004 - December 2007
Metavante February 1999 - September 2004
Sheshunoff Management Services April 1997 - February 1999
SunTrust Bank April 1987 - April 1997
Barnett Bank 1983 - 1987
Skills
Strategy, CRM, Market Research, Management, Banking, Marketing, Leadership, Business Intelligence, Strategic Planning, New Business Development, Financial Services, Portfolio Management, Executive Management, Finance, Direct Marketing, Project Management, Business Strategy, Analytics, Marketing Strategy, Strategic Partnerships, Investments, Business Planning, Business Analysis, Entrepreneurship, Vendor Management, Business Development, Segmentation, Relationship Management, Program Management, Competitive Analysis, Analysis, Marketing Research, Consulting, Database Marketing, Cross-functional Team..., Social Media, Marketing Management, Lead Generation
Education
University of Phoenix 2007 — 2009
MBA, Business, 3.97
University of Phoenix 2004 — 2006
BS, Business Administration
Providence College 1975 — 1979
AA, Business
Jerrod Horton's Sheshunoff Management Services Experience December 2007 - May 2008
Job APIs | Engineer | Leader
Industry Computer Software
Experience
Dell September 2013 - Present
DynamicApis.com July 2013 - Present
kgb October 2012 - September 2013
Volusion February 2011 - October 2012
Yallaplay January 2012 - August 2012
TheKnot Inc. July 2010 - February 2011
TradeOne Marketing April 2008 - July 2010
Sheshunoff Management Services December 2007 - May 2008
Texas Tech University Health Sciences Center March 2005 - December 2007
Skills
.NET, Optimization Algorithms, Web Services, WCF, Web Applications, SQL Server, ASP.NET, C#, XML, SQL, Visual Studio, Software Development, Agile, ADO.NET, Subversion, Web Development, T-SQL, Databases, Scrum, Technical Leadership, Enterprise Architecture, REST, API, Application Architecture, Web Architecture, SOAP, WPF, Silverlight, Unit Testing, JSON, ESB, SSO, MSMQ, Telerik, Oracle, NHibernate, TFS, Design Patterns, SOA, Software Design, Integration, ASP.NET MVC, Scalability, Windows Azure, Microsoft SQL Server, Agile Methodologies, APIs, ElasticSearch, System Architecture, Algorithms
Education
Texas Tech University 2003 — 2007
Bachelor's Degree, Mathematics and Computer Science
Hereford High School
Diploma, General
Dell September 2013 - Present
DynamicApis.com July 2013 - Present
kgb October 2012 - September 2013
Volusion February 2011 - October 2012
Yallaplay January 2012 - August 2012
TheKnot Inc. July 2010 - February 2011
TradeOne Marketing April 2008 - July 2010
Sheshunoff Management Services December 2007 - May 2008
Texas Tech University Health Sciences Center March 2005 - December 2007
Skills
.NET, Optimization Algorithms, Web Services, WCF, Web Applications, SQL Server, ASP.NET, C#, XML, SQL, Visual Studio, Software Development, Agile, ADO.NET, Subversion, Web Development, T-SQL, Databases, Scrum, Technical Leadership, Enterprise Architecture, REST, API, Application Architecture, Web Architecture, SOAP, WPF, Silverlight, Unit Testing, JSON, ESB, SSO, MSMQ, Telerik, Oracle, NHibernate, TFS, Design Patterns, SOA, Software Design, Integration, ASP.NET MVC, Scalability, Windows Azure, Microsoft SQL Server, Agile Methodologies, APIs, ElasticSearch, System Architecture, Algorithms
Education
Texas Tech University 2003 — 2007
Bachelor's Degree, Mathematics and Computer Science
Hereford High School
Diploma, General
Kristy Curl Kristy Curl's Sheshunoff Management Services Experience September 2009 - November 2010
Job Manager, Compliance and Fair Lending at Treliant Risk Advisors,LLC
Industry Banking
Experience
Treliant Risk Advisors April 2012 - Present
Sheshunoff Consulting + Solutions March 2011 - April 2012
RSM McGladrey, Inc October 2010 - May 2011
Sheshunoff Management Services September 2009 - November 2010
Bequeaith Banking Solutions July 2008 - October 2009
Fortner, Bayens, Levkulich & Garrison, P.C. 2006 - 2008
Skills
Credit Unions, Financial Institutions, Compliance, Banking, USA PATRIOT Act, OFAC, AML, Compliance Audits, Bank Secrecy Act, BSA, Fair Lending, CRA, Policy and procedures..., Training & Development, HMDA, Quality Auditing, Operational Risk..., Risk Management, Auditing, Mortgage Lending, KYC, Employee Training, Loans, Financial Regulation, Loan Compliance, Internal Audit, Internal Controls, Risk Assessment, Regulations, Operational Risk, Training, Financial Services, Consumer Lending
Education
University of Colorado Denver 1995 — 2003
BA, History
Treliant Risk Advisors April 2012 - Present
Sheshunoff Consulting + Solutions March 2011 - April 2012
RSM McGladrey, Inc October 2010 - May 2011
Sheshunoff Management Services September 2009 - November 2010
Bequeaith Banking Solutions July 2008 - October 2009
Fortner, Bayens, Levkulich & Garrison, P.C. 2006 - 2008
Skills
Credit Unions, Financial Institutions, Compliance, Banking, USA PATRIOT Act, OFAC, AML, Compliance Audits, Bank Secrecy Act, BSA, Fair Lending, CRA, Policy and procedures..., Training & Development, HMDA, Quality Auditing, Operational Risk..., Risk Management, Auditing, Mortgage Lending, KYC, Employee Training, Loans, Financial Regulation, Loan Compliance, Internal Audit, Internal Controls, Risk Assessment, Regulations, Operational Risk, Training, Financial Services, Consumer Lending
Education
University of Colorado Denver 1995 — 2003
BA, History
Matt Carter, CSM Matt Carter, CSM's Sheshunoff Management Services Experience September 2006 - September 2008
Job Services and Support Manager at FinanceGenius, Inc.
Industry Computer Software
Experience
FinanceGenius, Inc. April 2014 - Present
Virtual MGA November 2013 - April 2014
Rackspace March 2012 - November 2013
Allegiance, Inc. September 2008 - March 2012
Sheshunoff Management Services September 2006 - September 2008
ARC Systems November 2005 - September 2006
ARC Systems April 1999 - November 2005
Skills
Problem Solving, Account Management, Customer Relations, Resource Management, Risk Mitigation, Schedule Planning, Product Management, Project Planning, Program Management, Sales Support, Product Support, Agile Project Management, Custom Design, Stress Reduction, Teamwork, Hard Worker, Customer Service, Team Leadership, Negotiation, Strategic Planning, Product Development, Team Management, Team Building, Process Improvement, Change Management, Cross-functional Team..., Business Strategy, Planning, Time Management, Business Analysis, Vendor Management, Customer Satisfaction, Mentoring, Budgeting, Contract Management, Microsoft Office, Project Coordination, Consultative Selling, Project Delivery, Coaching, Documentation, Forecasting, Pricing, Outsourcing, Risk Management, Strategic Communications, Software Documentation, Budgets, SaaS, Requirements Analysis
Education
ASPE 2011 — 2011
CSM, Certified Scrum Master
Villanova University 2011 — 2011
Fundamentals of Project Management
University of North Texas 1986 — 1990
BS, Business
FinanceGenius, Inc. April 2014 - Present
Virtual MGA November 2013 - April 2014
Rackspace March 2012 - November 2013
Allegiance, Inc. September 2008 - March 2012
Sheshunoff Management Services September 2006 - September 2008
ARC Systems November 2005 - September 2006
ARC Systems April 1999 - November 2005
Skills
Problem Solving, Account Management, Customer Relations, Resource Management, Risk Mitigation, Schedule Planning, Product Management, Project Planning, Program Management, Sales Support, Product Support, Agile Project Management, Custom Design, Stress Reduction, Teamwork, Hard Worker, Customer Service, Team Leadership, Negotiation, Strategic Planning, Product Development, Team Management, Team Building, Process Improvement, Change Management, Cross-functional Team..., Business Strategy, Planning, Time Management, Business Analysis, Vendor Management, Customer Satisfaction, Mentoring, Budgeting, Contract Management, Microsoft Office, Project Coordination, Consultative Selling, Project Delivery, Coaching, Documentation, Forecasting, Pricing, Outsourcing, Risk Management, Strategic Communications, Software Documentation, Budgets, SaaS, Requirements Analysis
Education
ASPE 2011 — 2011
CSM, Certified Scrum Master
Villanova University 2011 — 2011
Fundamentals of Project Management
University of North Texas 1986 — 1990
BS, Business
Blake Cabot's Sheshunoff Management Services Experience September 2005 - September 2006
Job Owner at clownAntics LLC
Industry Internet
Experience
clownAntics LLC July 2009 - Present
Emoticons May 2009 - March 2011
Obama for America September 2008 - November 2008
SpeakLike December 2006 - March 2008
Sheshunoff Management Services September 2005 - September 2006
Verizon December 1998 - April 2005
Broadview December 1997 - December 1998
Cordada November 1996 - November 1997
Alex Sheshunoff Management Services July 1994 - November 1995
Alex Sheshunoff Management Services July 1992 - July 1994
Skills
Start-ups, SEO, E-commerce, Analytics, Online Marketing, Team Building, Strategic Partnerships, Training, Marketing, Business Intelligence, Web Marketing, Digital Strategy, SEM, Product Marketing, Strategy, CRM, Product Management, Competitive Analysis, Mobile Marketing, PPC, Online Advertising, Email Marketing, Web Analytics, Lead Generation, Social Media Marketing, Affiliate Marketing
Education
Wake Forest University School of Business 1990 — 1992
MBA
The University of Texas at Austin 1983 — 1989
BA
clownAntics LLC July 2009 - Present
Emoticons May 2009 - March 2011
Obama for America September 2008 - November 2008
SpeakLike December 2006 - March 2008
Sheshunoff Management Services September 2005 - September 2006
Verizon December 1998 - April 2005
Broadview December 1997 - December 1998
Cordada November 1996 - November 1997
Alex Sheshunoff Management Services July 1994 - November 1995
Alex Sheshunoff Management Services July 1992 - July 1994
Skills
Start-ups, SEO, E-commerce, Analytics, Online Marketing, Team Building, Strategic Partnerships, Training, Marketing, Business Intelligence, Web Marketing, Digital Strategy, SEM, Product Marketing, Strategy, CRM, Product Management, Competitive Analysis, Mobile Marketing, PPC, Online Advertising, Email Marketing, Web Analytics, Lead Generation, Social Media Marketing, Affiliate Marketing
Education
Wake Forest University School of Business 1990 — 1992
MBA
The University of Texas at Austin 1983 — 1989
BA
Philip Welch's Sheshunoff Management Services Experience 2005 - 2006
Job Senior Compliance Examiner at FDIC
Industry Financial Services
Experience
FDIC June 2009 - Present
Security Bank Corporation 2008 - 2009
Banc Financial Group 2006 - 2008
Sheshunoff Management Services 2005 - 2006
Synovus/Bank of North Georgia 2000 - 2005
Skills
Audit and Monitoring, Management Experience, Policy and Procedure..., Resource for Compliance..., Compliance Training, Risk Assessment, Internal Audit
Education
Georgia College and State University 1987 — 1992
MBA
FDIC June 2009 - Present
Security Bank Corporation 2008 - 2009
Banc Financial Group 2006 - 2008
Sheshunoff Management Services 2005 - 2006
Synovus/Bank of North Georgia 2000 - 2005
Skills
Audit and Monitoring, Management Experience, Policy and Procedure..., Resource for Compliance..., Compliance Training, Risk Assessment, Internal Audit
Education
Georgia College and State University 1987 — 1992
MBA
Terry Meyer's Sheshunoff Management Services Experience 2006 - 2007
Job Web Developer at Northwest Austin, Texas
Industry Computer Software
Experience
Northwest Austin, Texas January 2014 - Present
Contract Software Developer May 2009 - June 2013
Highline Data 2008 - 2009
Grasshopper Group 2008 - 2008
Sheshunoff Management Services 2006 - 2007
Austin Community College 1989 - 1994
Skills
Microsoft SQL Server, Software Development, Databases, Web Development, Web Applications, XML, C#, HTML, CSS, HTML 5, Web Design, Website Development, Web Interface Design, HTML5, CSS3
Education
McCoy Graduate School of Business, Texas State University
Master of Business Administration (MBA), Business Administration and Management, General, Grade Point Average 3.5 / 4.0
Texas State University-San Marcos
Bachelor of Business Administration (BBA), Computer Information Systems
Northwest Austin, Texas January 2014 - Present
Contract Software Developer May 2009 - June 2013
Highline Data 2008 - 2009
Grasshopper Group 2008 - 2008
Sheshunoff Management Services 2006 - 2007
Austin Community College 1989 - 1994
Skills
Microsoft SQL Server, Software Development, Databases, Web Development, Web Applications, XML, C#, HTML, CSS, HTML 5, Web Design, Website Development, Web Interface Design, HTML5, CSS3
Education
McCoy Graduate School of Business, Texas State University
Master of Business Administration (MBA), Business Administration and Management, General, Grade Point Average 3.5 / 4.0
Texas State University-San Marcos
Bachelor of Business Administration (BBA), Computer Information Systems
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