Southeast Bank, N.A.
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Southeast Bank, N.A. Employees
Employee
Years
Job
Industry
Angel V Gallinal Angel V Gallinal's Southeast Bank, N.A. Experience September 1986 - August 1990
Job Partner at EgonZehnder
Industry Staffing and Recruiting
Experience
Egon Zehnder 2000 - Present
National Basketball Association April 1995 - September 2000
The Walt Disney Company August 1992 - April 1995
Southeast Bank, N.A. September 1986 - August 1990
Education
Harvard Business School 1990 — 1992
MBA
Harvard College 1981 — 1985
AB, Economics
Egon Zehnder 2000 - Present
National Basketball Association April 1995 - September 2000
The Walt Disney Company August 1992 - April 1995
Southeast Bank, N.A. September 1986 - August 1990
Education
Harvard Business School 1990 — 1992
MBA
Harvard College 1981 — 1985
AB, Economics
Tania M. Castro's Southeast Bank, N.A. Experience April 1990 - October 1991
Job Audit Administration Officer / Audit Specialist at City National Bank Miami, Florida
Industry Banking
Experience
City National Bank August 1994 - Present
Bascom Palmer Eye Institute July 1992 - June 1994
SunBank-Miami N.A./SunTrust November 1991 - July 1992
Southeast Bank, N.A. April 1990 - October 1991
CenTrust Bank August 1989 - March 1990
Southeast Bank, N.A. November 1984 - August 1989
Skills
Time Management, Banking, High Organizational..., Training, Administration
Education
Miami Dade College 2013 — 2013
Administrative Assistant Certificate
Miami Senior High 1978 — 1980
High School
City National Bank August 1994 - Present
Bascom Palmer Eye Institute July 1992 - June 1994
SunBank-Miami N.A./SunTrust November 1991 - July 1992
Southeast Bank, N.A. April 1990 - October 1991
CenTrust Bank August 1989 - March 1990
Southeast Bank, N.A. November 1984 - August 1989
Skills
Time Management, Banking, High Organizational..., Training, Administration
Education
Miami Dade College 2013 — 2013
Administrative Assistant Certificate
Miami Senior High 1978 — 1980
High School
Mary Ellen Halle Mary Ellen Halle's Southeast Bank, N.A. Experience August 1980 - September 1986
Job early retirement at Wachovia
Industry Financial Services
Experience
Wachovia Bank, NA December 2005 - Present
Wachovia Bank, NA September 1986 - December 2005
Southeast Bank, NA August 1980 - September 1986
Skills
Loans, Credit, Banking, Risk Management, Retail Banking, Wealth Management, Credit Analysis, Commercial Lending, Credit Risk, Small Business Lending, Mortgage Underwriting, Commercial Banking, Cross Selling, Mortgage Banking, Lines Of Credit, Investments, Mortgage Lending
Education
University of Miami - School of Business 1979 — 1983
MBA, Finance and Financial Management Services
University of Notre Dame 1973 — 1977
Bachelor of Arts (B.A.), Accounting and Finance
Wachovia Bank, NA December 2005 - Present
Wachovia Bank, NA September 1986 - December 2005
Southeast Bank, NA August 1980 - September 1986
Skills
Loans, Credit, Banking, Risk Management, Retail Banking, Wealth Management, Credit Analysis, Commercial Lending, Credit Risk, Small Business Lending, Mortgage Underwriting, Commercial Banking, Cross Selling, Mortgage Banking, Lines Of Credit, Investments, Mortgage Lending
Education
University of Miami - School of Business 1979 — 1983
MBA, Finance and Financial Management Services
University of Notre Dame 1973 — 1977
Bachelor of Arts (B.A.), Accounting and Finance
Bradley Carpenter Bradley Carpenter's Southeast Bank, N.A. Experience 1988 - 1989
Job Financial Services Specialist
Industry Banking
Experience
Barnett Bank, N.A. 1989 - 1998
Southeast Bank, N.A. 1988 - 1989
NCNB National Bank, N.A. 1985 - 1988
Pittsburgh Corning Corporation 1980 - 1983
Allied Concrete Company 1978 - 1980
Skills
Real Estate Transactions, Contract Negotiation, Risk Management, Valuation, Due Diligence, Strategic Planning, Asset Managment, Commercial Real Estate, Real Estate, Real Estate Financing, Credit Risk, Portfolio Management, Residential Homes, Banking, Investments, Mortgage Lending, Credit Analysis, Mergers & Acquisitions, Real Estate Economics, Property Management, Credit, Financial Analysis, Investment Properties, Loans, Commercial Banking, Commercial Lending, Corporate Finance, Financial Modeling, Private Equity, Appraisals, Real Estate Development, Underwriting, Commercial Mortgages, Loan Origination, Asset Management, Financial Structuring, Brokerage, Disposition, Acquisitions, Structured Finance, Treasury Management, Finance, Small Business Lending, Capital Markets, Residential Mortgages
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1983 — 1985
MBA, Finance/Real Estate
University of Virginia 1974 — 1978
BSCE, Civil Engineering
Barnett Bank, N.A. 1989 - 1998
Southeast Bank, N.A. 1988 - 1989
NCNB National Bank, N.A. 1985 - 1988
Pittsburgh Corning Corporation 1980 - 1983
Allied Concrete Company 1978 - 1980
Skills
Real Estate Transactions, Contract Negotiation, Risk Management, Valuation, Due Diligence, Strategic Planning, Asset Managment, Commercial Real Estate, Real Estate, Real Estate Financing, Credit Risk, Portfolio Management, Residential Homes, Banking, Investments, Mortgage Lending, Credit Analysis, Mergers & Acquisitions, Real Estate Economics, Property Management, Credit, Financial Analysis, Investment Properties, Loans, Commercial Banking, Commercial Lending, Corporate Finance, Financial Modeling, Private Equity, Appraisals, Real Estate Development, Underwriting, Commercial Mortgages, Loan Origination, Asset Management, Financial Structuring, Brokerage, Disposition, Acquisitions, Structured Finance, Treasury Management, Finance, Small Business Lending, Capital Markets, Residential Mortgages
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1983 — 1985
MBA, Finance/Real Estate
University of Virginia 1974 — 1978
BSCE, Civil Engineering
William E. (Bill) Jackson William E. (Bill) Jackson's Southeast Bank, N.A. Experience January 1985 - December 1985
Job Partner/Managing Chair for New Mexico at The C12 Group
Industry Management Consulting
Experience
The C12 Group October 2014 - Present
Bill Jackson, etc., LLC April 2013 - Present
Northwest Bank & Trust Company May 2009 - April 2013
Digital Monitoring Products June 2006 - May 2009
Per Mar Security Services November 1999 - June 2006
SAIC August 1998 - November 1999
AMR-TeleService Resources July 1995 - August 1998
Westcott Communications, Inc. August 1990 - July 1995
Wackenhut December 1985 - August 1990
Southeast Bank, NA January 1985 - December 1985
Skills
Strategic Planning, New Business Development, Financial Analysis, Risk Management, Business Development, Sales Management, Operations Management, Budgets, Marketing, Sales, Account Management, Marketing Strategy, Negotiation, Coaching, Customer Service, Leadership, Strategy, Management, Management Consulting, Business Planning
Education
University of Miami
Master of Business Administration (MBA)
Florida International University
Bachelor of Business Administration (BBA), Finance
The C12 Group October 2014 - Present
Bill Jackson, etc., LLC April 2013 - Present
Northwest Bank & Trust Company May 2009 - April 2013
Digital Monitoring Products June 2006 - May 2009
Per Mar Security Services November 1999 - June 2006
SAIC August 1998 - November 1999
AMR-TeleService Resources July 1995 - August 1998
Westcott Communications, Inc. August 1990 - July 1995
Wackenhut December 1985 - August 1990
Southeast Bank, NA January 1985 - December 1985
Skills
Strategic Planning, New Business Development, Financial Analysis, Risk Management, Business Development, Sales Management, Operations Management, Budgets, Marketing, Sales, Account Management, Marketing Strategy, Negotiation, Coaching, Customer Service, Leadership, Strategy, Management, Management Consulting, Business Planning
Education
University of Miami
Master of Business Administration (MBA)
Florida International University
Bachelor of Business Administration (BBA), Finance
Rev. Randy Mason Rev. Randy Mason's Southeast Bank, N.A. Experience June 1982 - May 1990
Job Citrix Engineer at Community Health Systems
Industry Information Technology and Services
Experience
Community Health Systems December 2014 - Present
GKN Land Systems May 2014 - February 2015
GKN Land Systems September 2009 - April 2014
Northern Trust December 2003 - June 2009
Bank One/JP Morgan Chase October 2000 - December 2003
Central DuPage Hospital April 1997 - October 2000
Chicago Botanic Garden March 1996 - April 1997
Walt Disney World August 1990 - February 1996
Southeast Bank N.A June 1982 - May 1990
Skills
Process Improvement, IT Strategy, Citrix, VMware, Strategic Planning, ERP, Vendor Management, Cloud Computing, VDI, Pastoral, Pastors, Christian Ministry, Active Directory, Business Analysis, Data Center, IT Management, Virtualization, Windows Server, Networking, Microsoft Exchange, Hardware
Education
INSTE Bible College 2006 — 2014
St. Petersburg College 1982 — 1984
Business Administration and Management, General
Community Health Systems December 2014 - Present
GKN Land Systems May 2014 - February 2015
GKN Land Systems September 2009 - April 2014
Northern Trust December 2003 - June 2009
Bank One/JP Morgan Chase October 2000 - December 2003
Central DuPage Hospital April 1997 - October 2000
Chicago Botanic Garden March 1996 - April 1997
Walt Disney World August 1990 - February 1996
Southeast Bank N.A June 1982 - May 1990
Skills
Process Improvement, IT Strategy, Citrix, VMware, Strategic Planning, ERP, Vendor Management, Cloud Computing, VDI, Pastoral, Pastors, Christian Ministry, Active Directory, Business Analysis, Data Center, IT Management, Virtualization, Windows Server, Networking, Microsoft Exchange, Hardware
Education
INSTE Bible College 2006 — 2014
St. Petersburg College 1982 — 1984
Business Administration and Management, General
Patricia Miles Patricia Miles's Southeast Bank, N.A. Experience 1990 - 1991
Job Fiscal Specialist, Risk & Benefits Management at MiamiDade County Public Schools
Industry Financial Services
Experience
Miami-Dade County Public Schools October 2010 - Present
Office of Budget Management March 2003 - July 2010
WLRN - Miami-Dade County Public Schools January 2000 - June 2002
Burea of Procurement Management June 1993 - July 1996
Southeast Bank, N.A. 1990 - 1991
Southeast Bank, N.A. 1984 - 1990
Skills
Budgets, Microsoft Excel, Access, Data Analysis, Nonprofits, Financial Analysis, Grants, PowerPoint, Public Speaking, Outlook, Microsoft Office, Analysis, Microsoft Word, Accounts Receivable, Volunteering, Workers Compensation..., Executive..., Office Management, Marketing Communications
Education
Ashford University 2014 — 2016
Bachelor’s Degree, Organizatioal Management
University of Phoenix 2008 — 2012
Associate of Arts (AA), Business Administration and Management, General
Miami-Dade County Public Schools October 2010 - Present
Office of Budget Management March 2003 - July 2010
WLRN - Miami-Dade County Public Schools January 2000 - June 2002
Burea of Procurement Management June 1993 - July 1996
Southeast Bank, N.A. 1990 - 1991
Southeast Bank, N.A. 1984 - 1990
Skills
Budgets, Microsoft Excel, Access, Data Analysis, Nonprofits, Financial Analysis, Grants, PowerPoint, Public Speaking, Outlook, Microsoft Office, Analysis, Microsoft Word, Accounts Receivable, Volunteering, Workers Compensation..., Executive..., Office Management, Marketing Communications
Education
Ashford University 2014 — 2016
Bachelor’s Degree, Organizatioal Management
University of Phoenix 2008 — 2012
Associate of Arts (AA), Business Administration and Management, General
Michael A. McCormack's Southeast Bank, N.A. Experience 1979 - 1991
Job Senior Vice President, Senior Commercial Credit Officer at City National Bank
Industry Banking
Experience
City National Bank October 2012 - Present
Wells Fargo 2008 - 2012
Wachovia Bank 2004 - 2008
SouthTrust Bank 1997 - 2004
First Union Commercial Corporation 1991 - 1997
Southeast Bank, NA 1979 - 1991
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Credit Analysis, Credit, Commercial Mortgages, Banking, SBA, Treasury Management, Underwriting, Consumer Lending, Cross Selling, Portfolio Management, Credit Risk, Cash Management, Asset Based Lending, Financial Analysis, Middle Market, Risk Management, Lines Of Credit, Due Diligence, Loan Origination, Finance
Education
Babson College
MBA, Finance
Boston College
BA, Magna Cum Laude, Business
City National Bank October 2012 - Present
Wells Fargo 2008 - 2012
Wachovia Bank 2004 - 2008
SouthTrust Bank 1997 - 2004
First Union Commercial Corporation 1991 - 1997
Southeast Bank, NA 1979 - 1991
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Credit Analysis, Credit, Commercial Mortgages, Banking, SBA, Treasury Management, Underwriting, Consumer Lending, Cross Selling, Portfolio Management, Credit Risk, Cash Management, Asset Based Lending, Financial Analysis, Middle Market, Risk Management, Lines Of Credit, Due Diligence, Loan Origination, Finance
Education
Babson College
MBA, Finance
Boston College
BA, Magna Cum Laude, Business
Bob Raudebaugh Bob Raudebaugh's Southeast Bank, N.A. Experience 1985 - 1991
Job Banker | Credit Expert | Customer Relationship Builder | Team Leader
Industry Banking
Experience
Fifth Third Bank December 2013 - Present
Fifth Third Bank January 2013 - December 2013
Wells Fargo 2006 - 2011
Wachovia, A Wells Fargo Company 2004 - 2005
Wachovia, A Wells Fargo Company 1998 - 2003
First Union National Bank 1994 - 1998
First Union National Bank 1993 - 1994
First Union National Bank 1992 - 1993
Southeast Bank, N.A. 1985 - 1991
Southeast Bank, N.A. 1978 - 1985
Skills
Credit Analysis, Underwriting, Due Diligence, Cash Flow, Financial Modeling, Loans, Complex Credit..., Bond Credit Enhancement, Customer Development, Portfolio Management, Risk Management, Training and Coaching, Relationship Management, Sales Management, Leveraged Finance, Accounts Receivable..., Inventory Finance, Treasury Services, Money Market Investments, Documentary Letters of..., Standby Letters of..., Credit, Finance, Sales, Consultative Selling..., Government Accounting, Municipal Bonds, Public Finance, Healthcare, Healthcare Industry, Healthcare Finance, Non-profits, Not for Profit, Team Leadership, Team Management, Business, Business Analysis, Banking, Commercial Banking, Corporate Finance, Management, Customer Service, Risk Assessment, Financial Risk, Credit Risk, Liquidity Risk, Leadership, Commercial Lending, Asset Based Lending, CRM
Education
University of Florida 1973 — 1978
Master of Business Administration / Bachelor of Science in Business Administration, Finance
Broward Community College 1973 — 1973
University of Tampa 1972 — 1972
Charles F. Brush High School 1969 — 1972
Lyndhurst, Ohio
Fifth Third Bank December 2013 - Present
Fifth Third Bank January 2013 - December 2013
Wells Fargo 2006 - 2011
Wachovia, A Wells Fargo Company 2004 - 2005
Wachovia, A Wells Fargo Company 1998 - 2003
First Union National Bank 1994 - 1998
First Union National Bank 1993 - 1994
First Union National Bank 1992 - 1993
Southeast Bank, N.A. 1985 - 1991
Southeast Bank, N.A. 1978 - 1985
Skills
Credit Analysis, Underwriting, Due Diligence, Cash Flow, Financial Modeling, Loans, Complex Credit..., Bond Credit Enhancement, Customer Development, Portfolio Management, Risk Management, Training and Coaching, Relationship Management, Sales Management, Leveraged Finance, Accounts Receivable..., Inventory Finance, Treasury Services, Money Market Investments, Documentary Letters of..., Standby Letters of..., Credit, Finance, Sales, Consultative Selling..., Government Accounting, Municipal Bonds, Public Finance, Healthcare, Healthcare Industry, Healthcare Finance, Non-profits, Not for Profit, Team Leadership, Team Management, Business, Business Analysis, Banking, Commercial Banking, Corporate Finance, Management, Customer Service, Risk Assessment, Financial Risk, Credit Risk, Liquidity Risk, Leadership, Commercial Lending, Asset Based Lending, CRM
Education
University of Florida 1973 — 1978
Master of Business Administration / Bachelor of Science in Business Administration, Finance
Broward Community College 1973 — 1973
University of Tampa 1972 — 1972
Charles F. Brush High School 1969 — 1972
Lyndhurst, Ohio
Vivian Lytle's Southeast Bank, N.A. Experience 1988 - 1991
Job SVP, Digital Marketing Strategy & Execution at Wells Fargo Company
Industry Financial Services
Experience
Wells Fargo 2009 - Present
Wachovia 2006 - 2009
Wachovia 2001 - 2005
Wachovia 1998 - 2000
Wachovia 1996 - 1998
Citibank 1994 - 1996
Behavioral Science Research 1992 - 1994
Southeast Bank, N.A. 1988 - 1991
Southeast Bank, N.A. 1986 - 1988
Skills
Integrated Marketing, Direct Marketing, E-commerce, Online Marketing, Marketing Strategy, Market Research, Digital Media, Marketing Research, Customer Acquisition, Digital Strategy, Digital Marketing, Customer Segmentation..., Banking, Integrated Marketing..., Agency Relationship..., eCommerce, Branding, P&L Responsibility, P&L Management, Business Development, Product Management, Marketing, Social Media Marketing, Advertising
Education
University of Miami - School of Business
MBA, Finance
University of Pennsylvania
BA, Economics
Wells Fargo 2009 - Present
Wachovia 2006 - 2009
Wachovia 2001 - 2005
Wachovia 1998 - 2000
Wachovia 1996 - 1998
Citibank 1994 - 1996
Behavioral Science Research 1992 - 1994
Southeast Bank, N.A. 1988 - 1991
Southeast Bank, N.A. 1986 - 1988
Skills
Integrated Marketing, Direct Marketing, E-commerce, Online Marketing, Marketing Strategy, Market Research, Digital Media, Marketing Research, Customer Acquisition, Digital Strategy, Digital Marketing, Customer Segmentation..., Banking, Integrated Marketing..., Agency Relationship..., eCommerce, Branding, P&L Responsibility, P&L Management, Business Development, Product Management, Marketing, Social Media Marketing, Advertising
Education
University of Miami - School of Business
MBA, Finance
University of Pennsylvania
BA, Economics
Phil Bangerter's Southeast Bank, N.A. Experience 1986 - 1990
Job President at Bangerter Seed Company
Industry Financial Services
Experience
Bangerter Seed Company 2009 - Present
Real Giving Solutions, LLC 2007 - 2009
Intelect Integrated Electronics, Inc. 2003 - 2007
Banwickmen Hospitality Management, Inc. 1993 - 2002
Southeast Leasing Services Group, Inc. 1992 - 1993
Southeast Bank Leasing Company 1990 - 1992
Southeast Bank, NA 1986 - 1990
Skills
Budgeting, Customer Relations, Strategic Planning
Education
Harvard University 1980 — 1984
Bachelor of Arts, Applied Mathematics
Bangerter Seed Company 2009 - Present
Real Giving Solutions, LLC 2007 - 2009
Intelect Integrated Electronics, Inc. 2003 - 2007
Banwickmen Hospitality Management, Inc. 1993 - 2002
Southeast Leasing Services Group, Inc. 1992 - 1993
Southeast Bank Leasing Company 1990 - 1992
Southeast Bank, NA 1986 - 1990
Skills
Budgeting, Customer Relations, Strategic Planning
Education
Harvard University 1980 — 1984
Bachelor of Arts, Applied Mathematics
Debra Aria Dargan Debra Aria Dargan's Southeast Bank, N.A. Experience 1987 - 1988
Job Certified Public Accountant, Financial Analyst, and Geriatric Care Manager
Industry Accounting
Experience
Pear Eldercare August 2007 - Present
Debra Aria, CPA, PLLC 1988 - Present
Palm Beach County Division of Human Services 2006 - 2008
Children's Case Management Organization 2004 - 2005
Southeast Bank, N.A. 1987 - 1988
American Savings and Loan 1986 - 1987
Arthur Andersen 1984 - 1987
Education
Florida Atlantic University 2003 — 2007
MSW, Master of Social Work
University of Miami - School of Business 1976 — 1980
BBA, Accounting
Pear Eldercare August 2007 - Present
Debra Aria, CPA, PLLC 1988 - Present
Palm Beach County Division of Human Services 2006 - 2008
Children's Case Management Organization 2004 - 2005
Southeast Bank, N.A. 1987 - 1988
American Savings and Loan 1986 - 1987
Arthur Andersen 1984 - 1987
Education
Florida Atlantic University 2003 — 2007
MSW, Master of Social Work
University of Miami - School of Business 1976 — 1980
BBA, Accounting
Nelson D Breto's Southeast Bank, N.A. Experience February 1988 - September 1991
Job at MPS Credit Union
Industry Banking
Experience
MPS Credit Union February 2011 - Present
Dade County Federal Credit Union January 2010 - February 2011
Dade County Federal Credit Union November 2008 - January 2010
Florida Career College June 2008 - November 2008
Florida College January 2003 - September 2008
American Airlines Federal Credit Union November 1991 - May 2008
Southeast Bank NA February 1988 - September 1991
Southeast Bank NA June 1981 - September 1991
Southeast Bank NA September 1980 - February 1988
Skills
Portfolio Management, Marketing, Credit, Microsoft Excel, Microsoft Word, Financial Analysis, Outlook, Strategic Planning, Risk Management, PowerPoint, Change Management, Finance, Analysis, Auditing, Consumer Lending, Mortgage Lending, Team Building, Banking, Budgets, Business Analysis, Business Planning, Business Strategy, Coaching, Commercial Banking, Credit Analysis, Credit Risk, Credit Unions, Customer Service, Customer Satisfaction, Human Resources, Leadership, Leadership Development, Loan Origination, Loans, Management, New Business Development, Operations Management
Education
University of Miami 1996 — 1996
University of Florida 1977 — 1978
Hialeah High School 1975 — 1977
Diploma
Educating Hands
Florida College of Natural Health
Licensed Massage Therapy
Miami Dade College
MPS Credit Union February 2011 - Present
Dade County Federal Credit Union January 2010 - February 2011
Dade County Federal Credit Union November 2008 - January 2010
Florida Career College June 2008 - November 2008
Florida College January 2003 - September 2008
American Airlines Federal Credit Union November 1991 - May 2008
Southeast Bank NA February 1988 - September 1991
Southeast Bank NA June 1981 - September 1991
Southeast Bank NA September 1980 - February 1988
Skills
Portfolio Management, Marketing, Credit, Microsoft Excel, Microsoft Word, Financial Analysis, Outlook, Strategic Planning, Risk Management, PowerPoint, Change Management, Finance, Analysis, Auditing, Consumer Lending, Mortgage Lending, Team Building, Banking, Budgets, Business Analysis, Business Planning, Business Strategy, Coaching, Commercial Banking, Credit Analysis, Credit Risk, Credit Unions, Customer Service, Customer Satisfaction, Human Resources, Leadership, Leadership Development, Loan Origination, Loans, Management, New Business Development, Operations Management
Education
University of Miami 1996 — 1996
University of Florida 1977 — 1978
Hialeah High School 1975 — 1977
Diploma
Educating Hands
Florida College of Natural Health
Licensed Massage Therapy
Miami Dade College
Larry Verdell Norton, AM.APMP Larry Verdell Norton, AM.APMP's Southeast Bank, N.A. Experience September 1989 - July 1990
Job Senior Proposal Manager
Industry Telecommunications
Experience
AT&T Government Solutions, National Information Systems August 2011 - Present
Parsons Infrastructure & Technology Group Inc. January 2010 - August 2011
Sevatec, Inc. September 2008 - October 2009
Deloitte June 2004 - July 2008
Information Systems Support, Inc. 2002 - 2004
Accenture October 1997 - April 2001
Verizon February 1995 - October 1997
Gannett/USA Today October 1990 - July 1994
Southeast Bank NA September 1989 - July 1990
Skills
Technical Writing, Technical Editing, Proposal Management, Proposal Review, Proposal Evaluation, Writing For The Web, Web Editing, Website Development, Website Management, Website Copy, Marketing Communications, Information Mapping, Proposal Writing, Marketing Copy, Marketing, Management, Program Management, Leadership, Management Consulting, Cross-functional Team..., Webmaster Services, Software Documentation, SharePoint, Training, Research, Government
Education
Morehouse College 1983 — 1989
BA
AT&T Government Solutions, National Information Systems August 2011 - Present
Parsons Infrastructure & Technology Group Inc. January 2010 - August 2011
Sevatec, Inc. September 2008 - October 2009
Deloitte June 2004 - July 2008
Information Systems Support, Inc. 2002 - 2004
Accenture October 1997 - April 2001
Verizon February 1995 - October 1997
Gannett/USA Today October 1990 - July 1994
Southeast Bank NA September 1989 - July 1990
Skills
Technical Writing, Technical Editing, Proposal Management, Proposal Review, Proposal Evaluation, Writing For The Web, Web Editing, Website Development, Website Management, Website Copy, Marketing Communications, Information Mapping, Proposal Writing, Marketing Copy, Marketing, Management, Program Management, Leadership, Management Consulting, Cross-functional Team..., Webmaster Services, Software Documentation, SharePoint, Training, Research, Government
Education
Morehouse College 1983 — 1989
BA
Jonathan Brookshire Jonathan Brookshire's Southeast Bank, N.A. Experience April 1986 - September 1990
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
Sara Gutierrez Hernandez's Southeast Bank, N.A. Experience January 1986 - June 1991
Job Vice President/ Client Manager
Industry Banking
Experience
C1 Bank June 2014 - Present
Primary Residential Mortgage February 2013 - June 2014
South Bay Lending 1992 - 2012
Miami Beach Chamber of Commerce 2006 - 2008
Southeast Bank, N.A. January 1986 - June 1991
Skills
FHA, Mortgage Industry, Reverse Mortgages, Residential Mortgages, Assisting First Time..., Financing Flips, Jumbo loans, USDA, Mortgage Banking, Finance, Real Estate, Loan Origination, Credit, Sellers, VA loans, Refinance, Banking, First Time Home Buyers, Real Estate Financing, Certified Mortgage..., Consumer Lending, Commercial Lending, Commercial Mortgages, Small Business Lending, Investment Properties, Underwriting, Real Estate Economics, Credit Analysis, Financial Structuring, Referrals, REO, Investors, Loan Servicing, Real Estate Transactions, Commercial Real Estate, Vacation Homes, Condos, Residential Homes, Commercial Banking, Retail Banking, Single Family Homes, Property, Lines Of Credit, Construction Loans, Relationship Management, Loans, Mortgage Lending, VA Loans
Education
Barry University 1994 — 1997
Bachelor in Liberal Arts, Humanities/Humanistic Studies
Miami Coral Park 1979 — 1983
C1 Bank June 2014 - Present
Primary Residential Mortgage February 2013 - June 2014
South Bay Lending 1992 - 2012
Miami Beach Chamber of Commerce 2006 - 2008
Southeast Bank, N.A. January 1986 - June 1991
Skills
FHA, Mortgage Industry, Reverse Mortgages, Residential Mortgages, Assisting First Time..., Financing Flips, Jumbo loans, USDA, Mortgage Banking, Finance, Real Estate, Loan Origination, Credit, Sellers, VA loans, Refinance, Banking, First Time Home Buyers, Real Estate Financing, Certified Mortgage..., Consumer Lending, Commercial Lending, Commercial Mortgages, Small Business Lending, Investment Properties, Underwriting, Real Estate Economics, Credit Analysis, Financial Structuring, Referrals, REO, Investors, Loan Servicing, Real Estate Transactions, Commercial Real Estate, Vacation Homes, Condos, Residential Homes, Commercial Banking, Retail Banking, Single Family Homes, Property, Lines Of Credit, Construction Loans, Relationship Management, Loans, Mortgage Lending, VA Loans
Education
Barry University 1994 — 1997
Bachelor in Liberal Arts, Humanities/Humanistic Studies
Miami Coral Park 1979 — 1983
Peg Raposo Peg Raposo's Southeast Bank, N.A. Experience 1975 - 1991
Job Market Research Professional, Operational Excellence Manager and Customer Experience Leader
Industry Market Research
Experience
PayPal January 2012 - Present
Wells Fargo Bank July 2009 - October 2011
Wachovia, A Wells Fargo Company January 1999 - July 2009
First Union National Bank September 1991 - January 1999
Southeast Bank, NA 1975 - 1991
Skills
Continuous Improvement, Customer Experience, Customer Satisfaction, Employee Engagement, Balanced Scorecard, Process Improvement, Performance Management, Strategic Planning, Team Building, Change Management, Leadership Development, Six Sigma, Coaching, Customer Service, Team Leadership, Call Center, Mergers, Negotiation, Data Analysis, Problem Solving, Budgeting, Cross-functional Team..., Banking, Mentoring, Vendor Management, Project Management, Budgets, Call Centers, Leadership, Management, Mergers & Acquisitions, Strategy, Risk Management, Operations Management, Customer Retention, Training, Business Analysis, Recruiting, Talent Management, Team Management, Sales, Operational Excellence, CRM, Business Process..., Retail, Management Consulting, Analytics, Outsourcing, Business Strategy, Quality Assurance
Education
Capella University 2004 — 2006
Master of Science, Business Organization and Management
Oriel Inc. 2002 — 2004
Black & Green Belt Certification, Six Sigma
University of Florida 1972 — 1974
Bachelor of Arts, English Education
Fort Hunt High School 1969 — 1970
High School Graduate
St.Anne's
PayPal January 2012 - Present
Wells Fargo Bank July 2009 - October 2011
Wachovia, A Wells Fargo Company January 1999 - July 2009
First Union National Bank September 1991 - January 1999
Southeast Bank, NA 1975 - 1991
Skills
Continuous Improvement, Customer Experience, Customer Satisfaction, Employee Engagement, Balanced Scorecard, Process Improvement, Performance Management, Strategic Planning, Team Building, Change Management, Leadership Development, Six Sigma, Coaching, Customer Service, Team Leadership, Call Center, Mergers, Negotiation, Data Analysis, Problem Solving, Budgeting, Cross-functional Team..., Banking, Mentoring, Vendor Management, Project Management, Budgets, Call Centers, Leadership, Management, Mergers & Acquisitions, Strategy, Risk Management, Operations Management, Customer Retention, Training, Business Analysis, Recruiting, Talent Management, Team Management, Sales, Operational Excellence, CRM, Business Process..., Retail, Management Consulting, Analytics, Outsourcing, Business Strategy, Quality Assurance
Education
Capella University 2004 — 2006
Master of Science, Business Organization and Management
Oriel Inc. 2002 — 2004
Black & Green Belt Certification, Six Sigma
University of Florida 1972 — 1974
Bachelor of Arts, English Education
Fort Hunt High School 1969 — 1970
High School Graduate
St.Anne's
Peter Nazarkewich Peter Nazarkewich's Southeast Bank, N.A. Experience April 1988 - January 1991
Job Peter Nazarkewich Insurance Agency
Industry Insurance
Experience
Farmers Insurance October 2014 - Present
Seterus, Inc. (a subsidiary of IBM) February 2012 - December 2013
Barclays Capital Real Estate Inc., DBA HomEq Servicing January 2008 - November 2010
HomEq Servicing January 2002 - April 2009
Wachovia, A Wells Fargo Company January 1999 - June 2001
Baptist Health South Florida located in Miami, Florida November 1998 - January 1999
Baptist Health South Florida located in Miami, Florida February 1991 - October 1998
Southeast Bank, NA April 1988 - January 1991
Southeeast Bank, NA April 1987 - April 1988
Skills
Credit, Mortgage Servicing, Management, Loans, Finance, Loan Servicing, Call Centers, Financial Services, Loss Mitigation, Risk Management, Mortgage Lending, Analysis, Banking, Default, Process Improvement, Portfolio Management, Financial Risk, Customer Service, Forecasting, Business Analysis, Credit Risk, Training, Mortgage Banking, Performance Management, Loan Modifications, Strategy, Program Management, Insurance, Credit Cards, Mortgage Underwriting, Team Leadership, Call Center, Loan Origination, Marketing, Life Insurance, Property and Casualty..., Retirement, Fixed Annuities, Variable Annuities
Education
Florida International University - College of Business Administration 1995 — 2001
MBA
Florida International University - College of Business 1982 — 1986
BBA, Marketing Management
Miami Dade College 1980 — 1982
AA, Business Administration
Farmers Insurance October 2014 - Present
Seterus, Inc. (a subsidiary of IBM) February 2012 - December 2013
Barclays Capital Real Estate Inc., DBA HomEq Servicing January 2008 - November 2010
HomEq Servicing January 2002 - April 2009
Wachovia, A Wells Fargo Company January 1999 - June 2001
Baptist Health South Florida located in Miami, Florida November 1998 - January 1999
Baptist Health South Florida located in Miami, Florida February 1991 - October 1998
Southeast Bank, NA April 1988 - January 1991
Southeeast Bank, NA April 1987 - April 1988
Skills
Credit, Mortgage Servicing, Management, Loans, Finance, Loan Servicing, Call Centers, Financial Services, Loss Mitigation, Risk Management, Mortgage Lending, Analysis, Banking, Default, Process Improvement, Portfolio Management, Financial Risk, Customer Service, Forecasting, Business Analysis, Credit Risk, Training, Mortgage Banking, Performance Management, Loan Modifications, Strategy, Program Management, Insurance, Credit Cards, Mortgage Underwriting, Team Leadership, Call Center, Loan Origination, Marketing, Life Insurance, Property and Casualty..., Retirement, Fixed Annuities, Variable Annuities
Education
Florida International University - College of Business Administration 1995 — 2001
MBA
Florida International University - College of Business 1982 — 1986
BBA, Marketing Management
Miami Dade College 1980 — 1982
AA, Business Administration
Andy Collazo's Southeast Bank, N.A. Experience 1988 - 1992
Job SVP, Bank Operations Manager at TotalBank
Industry Banking
Experience
TotalBank November 2009 - Present
Colonial Bank August 2007 - November 2009
South Florida Express BankServ, INC December 2005 - August 2007
Regions Financial Corporation November 1993 - November 2005
Union Planters Bank 1993 - 2005
Eastern National Bank November 1992 - November 1993
Southeast Bank, N.A. 1988 - 1992
General Development Corp. March 1983 - August 1988
Skills
Banking, Small Business Lending, Credit, Commercial Lending, Commercial Banking, Underwriting, Consumer Lending, Loans, Retail Banking, Risk Management, Credit Analysis, Leadership, Treasury Management, Process Improvement, Management, Strategic Planning, Business Planning, Finance, Cash Management, Operations Management, Credit Risk, Financial Risk, OFAC, Investments, Mortgage Lending, AML, Loan Origination, Portfolio Management, Lines Of Credit, Bank Secrecy Act, SBA, Commercial Mortgages, Mergers & Acquisitions, Deposits
Education
Barry University
TotalBank November 2009 - Present
Colonial Bank August 2007 - November 2009
South Florida Express BankServ, INC December 2005 - August 2007
Regions Financial Corporation November 1993 - November 2005
Union Planters Bank 1993 - 2005
Eastern National Bank November 1992 - November 1993
Southeast Bank, N.A. 1988 - 1992
General Development Corp. March 1983 - August 1988
Skills
Banking, Small Business Lending, Credit, Commercial Lending, Commercial Banking, Underwriting, Consumer Lending, Loans, Retail Banking, Risk Management, Credit Analysis, Leadership, Treasury Management, Process Improvement, Management, Strategic Planning, Business Planning, Finance, Cash Management, Operations Management, Credit Risk, Financial Risk, OFAC, Investments, Mortgage Lending, AML, Loan Origination, Portfolio Management, Lines Of Credit, Bank Secrecy Act, SBA, Commercial Mortgages, Mergers & Acquisitions, Deposits
Education
Barry University
Alan Smith (阿兰史密斯) Alan Smith (阿兰史密斯)'s Southeast Bank, N.A. Experience September 1985 - May 1991
Job Relationship Manager (Retirement Services, Global Trust Services and Off Shore Banking)
Industry Capital Markets
Experience
Avatar Holdings September 2008 - Present
US Bank September 2006 - November 2007
Wachovia Bank, NA November 1991 - September 2006
Southeast Bank, NA September 1985 - May 1991
Skills
Databases, Investments, Banking, New Business Development, Institutional Trust..., Product Design, Global Trusts, ERISA, Asset Managment, Portfolio Management, Financial Services, Risk Management, Capital Markets, Asset Allocation, Investment Management, Relationship Management, Real Estate, Due Diligence, Equities, Retirement, Pensions, Valuation, Financial Markets, Finance, Financial Risk, Structured Finance, Cash Management, Corporate Finance, Business Development, Wealth Management, Alternative Investments, Financial Structuring, Investment Advisory, Venture Capital, Bloomberg, Asset Management, Mergers & Acquisitions, Executive Management, Hedge Funds, Series 7, Private Equity, Funding, Wealth, Derivatives, Private Banking, Financial Modeling, Securities, Emerging Markets, Trading, Mutual Funds
Education
The University of Tennessee at Chattanooga
Bachelor of Science, Business Administration and Economics
Avatar Holdings September 2008 - Present
US Bank September 2006 - November 2007
Wachovia Bank, NA November 1991 - September 2006
Southeast Bank, NA September 1985 - May 1991
Skills
Databases, Investments, Banking, New Business Development, Institutional Trust..., Product Design, Global Trusts, ERISA, Asset Managment, Portfolio Management, Financial Services, Risk Management, Capital Markets, Asset Allocation, Investment Management, Relationship Management, Real Estate, Due Diligence, Equities, Retirement, Pensions, Valuation, Financial Markets, Finance, Financial Risk, Structured Finance, Cash Management, Corporate Finance, Business Development, Wealth Management, Alternative Investments, Financial Structuring, Investment Advisory, Venture Capital, Bloomberg, Asset Management, Mergers & Acquisitions, Executive Management, Hedge Funds, Series 7, Private Equity, Funding, Wealth, Derivatives, Private Banking, Financial Modeling, Securities, Emerging Markets, Trading, Mutual Funds
Education
The University of Tennessee at Chattanooga
Bachelor of Science, Business Administration and Economics
Brayton Johnson's Southeast Bank, N.A. Experience January 1982 - December 1984
Job VP, Investor at DistroScale, Inc.
Industry Internet
Experience
DistroScale, Inc. 2013 - Present
Graphiq Inc. (f/n/a FindTheBest.com) August 2009 - Present
WP Associates, Inc. April 2003 - July 2009
Qfactor, Inc. January 1996 - April 2004
Oncor Communications, Inc. July 1994 - December 1995
Oncor Communications, Inc. January 1993 - June 1994
CEA International January 1989 - December 1992
Chase Bank, N.A. January 1987 - December 1988
Chase Bank, N.A. January 1985 - December 1986
Southeast Bank, N.A. January 1982 - December 1984
Skills
Start-ups, Entrepreneurship, Strategic Partnerships, Business Development, Executive Management, Operational Management, Product Management, Strategic Planning, Product Development, Rapid Scalability, Digital Marketing, Organizational Alignment, Consumer Web & Ecomm, Analytics, Quantitative and..., Competitive Intelligence, Competitive Analysis, Monetization, Merchant Processing and..., Negotiation, Team Assembly, Team Leadership, SEO, SEM, Sales, Marketing Strategy, Email Marketing, Digital Strategy, E-commerce, Online Marketing, Strategy, Social Networking, CRM, Marketing, Management, Google Adwords, Social Media Marketing, Mobile Marketing, Affiliate Marketing, SaaS, Web Analytics, Online Advertising, Leadership
Education
University of South Florida
B.A. Finance, International Finance
DistroScale, Inc. 2013 - Present
Graphiq Inc. (f/n/a FindTheBest.com) August 2009 - Present
WP Associates, Inc. April 2003 - July 2009
Qfactor, Inc. January 1996 - April 2004
Oncor Communications, Inc. July 1994 - December 1995
Oncor Communications, Inc. January 1993 - June 1994
CEA International January 1989 - December 1992
Chase Bank, N.A. January 1987 - December 1988
Chase Bank, N.A. January 1985 - December 1986
Southeast Bank, N.A. January 1982 - December 1984
Skills
Start-ups, Entrepreneurship, Strategic Partnerships, Business Development, Executive Management, Operational Management, Product Management, Strategic Planning, Product Development, Rapid Scalability, Digital Marketing, Organizational Alignment, Consumer Web & Ecomm, Analytics, Quantitative and..., Competitive Intelligence, Competitive Analysis, Monetization, Merchant Processing and..., Negotiation, Team Assembly, Team Leadership, SEO, SEM, Sales, Marketing Strategy, Email Marketing, Digital Strategy, E-commerce, Online Marketing, Strategy, Social Networking, CRM, Marketing, Management, Google Adwords, Social Media Marketing, Mobile Marketing, Affiliate Marketing, SaaS, Web Analytics, Online Advertising, Leadership
Education
University of South Florida
B.A. Finance, International Finance
Pamela Keller Pamela Keller's Southeast Bank, N.A. Experience September 1981 - September 1987
Job Experienced Vice President Mortgage, Banking and Finance
Industry Banking
Experience
Waterstone Mortgage Corporation 2015 - Present
Envoy Mortgage September 2013 - January 2015
Hancock Bank April 2010 - January 2013
Envision Credit Union February 2004 - March 2010
SouthTrust Bank December 1996 - January 2004
Southeast Bank Aquired by First Union-variety of positions January 1984 - February 1993
Southeast Bank NA September 1981 - September 1987
Skills
Banking, Commercial Lending, Commercial Banking, Loans, Mortgage Lending Manager, Area Trainer, Mortgage Lending, Customer Service, Coaching, Engaging Public Speaker, Financial Promotions, Mortgage Marketing, Mortgage Underwriting, Residential Mortgages, Commercial Mortgages, Regional Trainer, Musical Background, Toastmasters, Networking, Jewelry Design, Antique Restoration, Fishing, Corporate Recruiting, Volunteer Management, Charity Work, Credit, Selling, Credit Analysis, Lines Of Credit, Refinance, First Time Home Buyers, Underwriting, Construction Loans, Training, Investments, Team Leadership, Consumer Lending, Investment Properties, Leadership, Loan Origination, FHA, USDA, Real Estate, Finance, Small Business Lending, Sales, Public Speaking
Education
University of South Florida 1979 — 1984
Fine Arts Major/Business Minor
Waterstone Mortgage Corporation 2015 - Present
Envoy Mortgage September 2013 - January 2015
Hancock Bank April 2010 - January 2013
Envision Credit Union February 2004 - March 2010
SouthTrust Bank December 1996 - January 2004
Southeast Bank Aquired by First Union-variety of positions January 1984 - February 1993
Southeast Bank NA September 1981 - September 1987
Skills
Banking, Commercial Lending, Commercial Banking, Loans, Mortgage Lending Manager, Area Trainer, Mortgage Lending, Customer Service, Coaching, Engaging Public Speaker, Financial Promotions, Mortgage Marketing, Mortgage Underwriting, Residential Mortgages, Commercial Mortgages, Regional Trainer, Musical Background, Toastmasters, Networking, Jewelry Design, Antique Restoration, Fishing, Corporate Recruiting, Volunteer Management, Charity Work, Credit, Selling, Credit Analysis, Lines Of Credit, Refinance, First Time Home Buyers, Underwriting, Construction Loans, Training, Investments, Team Leadership, Consumer Lending, Investment Properties, Leadership, Loan Origination, FHA, USDA, Real Estate, Finance, Small Business Lending, Sales, Public Speaking
Education
University of South Florida 1979 — 1984
Fine Arts Major/Business Minor
Joseph Pallot Joseph Pallot's Southeast Bank, N.A. Experience 1981 - 1983
Job General Counsel HEICO Corporation
Industry Aviation & Aerospace
Experience
HEICO Corporation September 2008 - Present
Devine Goodman Pallot Rasco & Wells, P.A. September 2000 - September 2008
Steel Hector & Davis LLP n/k/a Squire Sanders 1986 - 2000
Southeast Bank, N.A. 1981 - 1983
Education
University of Miami School of Law 1983 — 1986
JD
Jacksonville University 1977 — 1981
BS
HEICO Corporation September 2008 - Present
Devine Goodman Pallot Rasco & Wells, P.A. September 2000 - September 2008
Steel Hector & Davis LLP n/k/a Squire Sanders 1986 - 2000
Southeast Bank, N.A. 1981 - 1983
Education
University of Miami School of Law 1983 — 1986
JD
Jacksonville University 1977 — 1981
BS
Holly Thomas Holly Thomas's Southeast Bank, N.A. Experience 1986 - 1989
Job Author | Professional Presenter | Personal CFO | FeeOnly Financial Planner
Industry Financial Services
Experience
Porchview Publishing LLC September 2013 - Present
Holly P. Thomas, LLC September 2006 - Present
Raymond James Trust Company April 2005 - August 2006
Wachovia Bank, N.A. September 1986 - April 2005
Southeast Bank, N.A. 1986 - 1989
Skills
Financial Planners, Estate Planning, Retirement Planning, Writing, Workshop Facilitation, Breakout Sessions, Behavioral Economics..., Our Relationship with..., Writing on Money Issues, Professional Speaker, Small Business, Strategic Financial..., Financial Advisory, Finance, Wealth, Business Planning, High Net Worth..., Credit
Education
USF - College of Business Administration - M.A. Economics 2004 — 2007
M.A., Economics
USF - College of Business Administration - MBA, Finance and MIS 1995 — 1998
MBA, Finance and MIS
Davidson College 1982 — 1986
B.A., Economics
Porchview Publishing LLC September 2013 - Present
Holly P. Thomas, LLC September 2006 - Present
Raymond James Trust Company April 2005 - August 2006
Wachovia Bank, N.A. September 1986 - April 2005
Southeast Bank, N.A. 1986 - 1989
Skills
Financial Planners, Estate Planning, Retirement Planning, Writing, Workshop Facilitation, Breakout Sessions, Behavioral Economics..., Our Relationship with..., Writing on Money Issues, Professional Speaker, Small Business, Strategic Financial..., Financial Advisory, Finance, Wealth, Business Planning, High Net Worth..., Credit
Education
USF - College of Business Administration - M.A. Economics 2004 — 2007
M.A., Economics
USF - College of Business Administration - MBA, Finance and MIS 1995 — 1998
MBA, Finance and MIS
Davidson College 1982 — 1986
B.A., Economics
Jeremy Larkin Jeremy Larkin's Southeast Bank, N.A. Experience June 1980 - April 1984
Job Investment Sales, Distressed Assets, Wealth Mangement, Litigation Support & Expert Witness in commercial real estate.
Industry Real Estate
Experience
NAI Miami Commercial Real Estate Services, Worldwide February 1997 - Present
Capital Realty Services, Inc. November 1994 - February 1997
M2 Realty Corporation June 1986 - October 1994
I.R.E. Financial Corporation April 1984 - June 1986
Southeast Bank, N.A. June 1980 - April 1984
Skills
Disposition, Mergers, Management, Pre-development, Real Estate, Brokerage, Location Intelligence, Real Estate Development, Corporate Real Estate, Leases, Tenant, Shopping Centers, Business Expansion, Investment Properties, Landlords, Negotiation, Sellers, Commercial Real Estate, Real Property, Land Development, Investors, Residential Homes, Contract Negotiation, Portfolio Management, REO, Land Acquisition, Retail, Property Management, Asset Management, Acquisitions, Mergers & Acquisitions, Selling, Real Estate Transactions, Real Estate Economics, Real Estate Financing, Entitlements, Apartments, Lease Administration, Property, Tenant Representation, Dispositions
Education
University of Miami - School of Business 1980 — 1985
MBA, Accounting
University of Alabama 1976 — 1980
BS, Banking & Finance
NAI Miami Commercial Real Estate Services, Worldwide February 1997 - Present
Capital Realty Services, Inc. November 1994 - February 1997
M2 Realty Corporation June 1986 - October 1994
I.R.E. Financial Corporation April 1984 - June 1986
Southeast Bank, N.A. June 1980 - April 1984
Skills
Disposition, Mergers, Management, Pre-development, Real Estate, Brokerage, Location Intelligence, Real Estate Development, Corporate Real Estate, Leases, Tenant, Shopping Centers, Business Expansion, Investment Properties, Landlords, Negotiation, Sellers, Commercial Real Estate, Real Property, Land Development, Investors, Residential Homes, Contract Negotiation, Portfolio Management, REO, Land Acquisition, Retail, Property Management, Asset Management, Acquisitions, Mergers & Acquisitions, Selling, Real Estate Transactions, Real Estate Economics, Real Estate Financing, Entitlements, Apartments, Lease Administration, Property, Tenant Representation, Dispositions
Education
University of Miami - School of Business 1980 — 1985
MBA, Accounting
University of Alabama 1976 — 1980
BS, Banking & Finance
Madeleine Gonzalez Madeleine Gonzalez's Southeast Bank, N.A. Experience May 1985 - August 1991
Job Business Development Manager at Preferred Care Partners
Industry Banking
Experience
Preferred Care Partners - United Healthcare South Florida May 2012 - Present
Capital Bank August 2011 - May 2012
Ocean Bank March 2000 - October 2009
Citibank April 1996 - November 1999
Barnett Bank of South Florida August 1991 - April 1996
Southeast Bank, NA May 1985 - August 1991
Skills
Financial Analysis, Banking Law, Loans, Banking, Small Business Lending, Credit Analysis, Commercial Lending, Credit, Commercial Banking, Underwriting, Commercial Mortgages, Portfolio Management, Mortgage Lending, Retail Banking, Finance, Consumer Lending, Team Building, Credit Risk, Corporate Finance, Business Development, Leadership, Cross Selling, Customer Service, Financial Risk, Auditing, Sales, Branch Banking, Relationship Management, Mortgage Banking, Executive Management, Financial Structuring, Training, Operational Risk, Analysis, AML, Strategic Planning, Loan Origination, Lines Of Credit, Financial Services, Budgets
Education
University of Miami - School of Business 1983 — 1988
BBA & MBA, Finance
Tulane University 1981 — 1983
Preferred Care Partners - United Healthcare South Florida May 2012 - Present
Capital Bank August 2011 - May 2012
Ocean Bank March 2000 - October 2009
Citibank April 1996 - November 1999
Barnett Bank of South Florida August 1991 - April 1996
Southeast Bank, NA May 1985 - August 1991
Skills
Financial Analysis, Banking Law, Loans, Banking, Small Business Lending, Credit Analysis, Commercial Lending, Credit, Commercial Banking, Underwriting, Commercial Mortgages, Portfolio Management, Mortgage Lending, Retail Banking, Finance, Consumer Lending, Team Building, Credit Risk, Corporate Finance, Business Development, Leadership, Cross Selling, Customer Service, Financial Risk, Auditing, Sales, Branch Banking, Relationship Management, Mortgage Banking, Executive Management, Financial Structuring, Training, Operational Risk, Analysis, AML, Strategic Planning, Loan Origination, Lines Of Credit, Financial Services, Budgets
Education
University of Miami - School of Business 1983 — 1988
BBA & MBA, Finance
Tulane University 1981 — 1983
Marci Yunes's Southeast Bank, N.A. Experience 1984 - 1988
Job Independent Consultant Parttime
Industry Accounting
Experience
Self Employed August 2008 - Present
RMS Networks, Inc. 2000 - 2007
Pueblo International 1988 - 1994
Southeast Bank NA 1984 - 1988
Skills
Due Diligence, Financial Reporting, SEC filings, Contract Negotiation, Accounting, Finance, Fixed Assets, Loans, Strategic Planning, Budgets, Business Strategy, Retail, Strategic Partnerships, Accounts Receivable, New Business Development, Mergers & Acquisitions, Financial Analysis, Forecasting
Education
Florida Atlantic University
MBA
University of Florida
BS, Accounting
Self Employed August 2008 - Present
RMS Networks, Inc. 2000 - 2007
Pueblo International 1988 - 1994
Southeast Bank NA 1984 - 1988
Skills
Due Diligence, Financial Reporting, SEC filings, Contract Negotiation, Accounting, Finance, Fixed Assets, Loans, Strategic Planning, Budgets, Business Strategy, Retail, Strategic Partnerships, Accounts Receivable, New Business Development, Mergers & Acquisitions, Financial Analysis, Forecasting
Education
Florida Atlantic University
MBA
University of Florida
BS, Accounting
Kenneth Wallin's Southeast Bank, N.A. Experience February 1983 - March 1989
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
ABN AMRO Services Company October 1989 - July 2006
ABN AMRO 1989 - 2006
Southeast Bank, N.A. February 1983 - March 1989
Weiland Computer Group 1977 - 1983
Skills
Banking, Mainframe, Business Analysis, Retail Banking, Financial Risk, Software Development, Leadership, Project Management, IT Strategy, Vendor Management, Business Process..., SDLC, PMO, Requirements Analysis, User Acceptance Testing, Risk Management, Outsourcing, Project Portfolio..., Business Requirements, Requirements Gathering, Process Improvement, Change Management
Education
Governors State University 1979 — 1981
IIT Courses, General Studies and Public Administration Courses
ABN AMRO Services Company October 1989 - July 2006
ABN AMRO 1989 - 2006
Southeast Bank, N.A. February 1983 - March 1989
Weiland Computer Group 1977 - 1983
Skills
Banking, Mainframe, Business Analysis, Retail Banking, Financial Risk, Software Development, Leadership, Project Management, IT Strategy, Vendor Management, Business Process..., SDLC, PMO, Requirements Analysis, User Acceptance Testing, Risk Management, Outsourcing, Project Portfolio..., Business Requirements, Requirements Gathering, Process Improvement, Change Management
Education
Governors State University 1979 — 1981
IIT Courses, General Studies and Public Administration Courses
Jenny Green Chan, CTP's Southeast Bank, N.A. Experience 1989 - 1991
Job Executive Director, Senior Treasury Services Officer at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase February 2010 - Present
SunTrust Bank October 1997 - March 2010
Barnett Bank August 1993 - October 1997
Barnett Bank August 1993 - August 1995
Southeast Bank, NA 1989 - 1991
Skills
Certified Treasury...
Education
University of Central Florida 1993 — 1996
MBA
University of Central Florida
BSBA, Marketing
Deland Senior High School
JPMorgan Chase February 2010 - Present
SunTrust Bank October 1997 - March 2010
Barnett Bank August 1993 - October 1997
Barnett Bank August 1993 - August 1995
Southeast Bank, NA 1989 - 1991
Skills
Certified Treasury...
Education
University of Central Florida 1993 — 1996
MBA
University of Central Florida
BSBA, Marketing
Deland Senior High School
Julie Ramdial's Southeast Bank, N.A. Experience 1987 - 1992
Job Experienced Manager, Instructional Designer, Training & Development Consultant
Industry Transportation/Trucking/Railroad
Experience
Ryder System, Inc. 2012 - Present
U Learn Enterprises 2011 - Present
Greenberg Traurig, P.A. 2011 - 2011
Burger King Corporation 2005 - 2010
Arby's Restaurant Group 1999 - 2005
First Union National Bank 1992 - 1999
Southeast Bank, N.A. 1987 - 1992
Skills
Leadership Development, Performance Management, Management, Program Management, Process Improvement, Organizational..., Training, Instructional Design, Leadership, Team Building, Adult Education, Coaching, Instructor-led Training, Workshop Facilitation, Public Speaking, Employee Training, Operations Management, Employee Relations
Education
Barry University 1983 — 1987
BA, International Studies
Ryder System, Inc. 2012 - Present
U Learn Enterprises 2011 - Present
Greenberg Traurig, P.A. 2011 - 2011
Burger King Corporation 2005 - 2010
Arby's Restaurant Group 1999 - 2005
First Union National Bank 1992 - 1999
Southeast Bank, N.A. 1987 - 1992
Skills
Leadership Development, Performance Management, Management, Program Management, Process Improvement, Organizational..., Training, Instructional Design, Leadership, Team Building, Adult Education, Coaching, Instructor-led Training, Workshop Facilitation, Public Speaking, Employee Training, Operations Management, Employee Relations
Education
Barry University 1983 — 1987
BA, International Studies
Ron Ploude, CRC's Southeast Bank, N.A. Experience 1990 - 1993
Job Senior Vice President
Industry Banking
Experience
Great Florida Bank January 2012 - March 2014
Sabadell United Bank March 2010 - December 2011
Risk Management Associates 1998 - 2011
BNY Mellon November 1993 - March 2010
Southeast Bank, N.A. 1990 - 1993
SunTrust Bank 1985 - 1989
Southeast Bank, N.A. 1980 - 1985
Skills
Banking, Credit, Commercial Banking, Loans, Commercial Lending, Credit Analysis, Credit Risk, Due Diligence, Consumer Lending, Underwriting, Mortgage Lending, Small Business Lending, Retail Banking, Portfolio Management, Commercial Mortgages, Private Banking, Treasury Management, Corporate Finance, Cash Management, Non-profit Volunteer, Financial Risk, Investments, AML, Financial Analysis, Risk Management, Team Leadership, Lines Of Credit, Wealth Management, Relationship Management, Finance, Loan Origination, Cross Selling, Financial Services, Mortgage Banking
Education
University of Connecticut 1970 — 1974
BS, Accounting, Business Law
Great Florida Bank January 2012 - March 2014
Sabadell United Bank March 2010 - December 2011
Risk Management Associates 1998 - 2011
BNY Mellon November 1993 - March 2010
Southeast Bank, N.A. 1990 - 1993
SunTrust Bank 1985 - 1989
Southeast Bank, N.A. 1980 - 1985
Skills
Banking, Credit, Commercial Banking, Loans, Commercial Lending, Credit Analysis, Credit Risk, Due Diligence, Consumer Lending, Underwriting, Mortgage Lending, Small Business Lending, Retail Banking, Portfolio Management, Commercial Mortgages, Private Banking, Treasury Management, Corporate Finance, Cash Management, Non-profit Volunteer, Financial Risk, Investments, AML, Financial Analysis, Risk Management, Team Leadership, Lines Of Credit, Wealth Management, Relationship Management, Finance, Loan Origination, Cross Selling, Financial Services, Mortgage Banking
Education
University of Connecticut 1970 — 1974
BS, Accounting, Business Law
William Carpenter's Southeast Bank, N.A. Experience 1988 - 1990
Job Independent Construction Professional
Industry Construction
Experience
The Nanshe Group LLC June 2003 - Present
Metroplan Orlando 2009 - 2009
Yum! Brands Inc August 1990 - May 2003
Taco Bell 1990 - 1996
Southeast Bank NA 1988 - 1990
Skills
Project Management, Commercial Real Estate, Construction Management, Photography, Property Management
Education
The Ohio State University 1964 — 1967
BIA, Management Science, Operations Research
Crealde School of Art
The Nanshe Group LLC June 2003 - Present
Metroplan Orlando 2009 - 2009
Yum! Brands Inc August 1990 - May 2003
Taco Bell 1990 - 1996
Southeast Bank NA 1988 - 1990
Skills
Project Management, Commercial Real Estate, Construction Management, Photography, Property Management
Education
The Ohio State University 1964 — 1967
BIA, Management Science, Operations Research
Crealde School of Art
Geoff Swan, CPA/PFS's Southeast Bank, N.A. Experience 1980 - 1984
Job Vice President Portfolio Management Officer at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2010 - Present
Citi Private Bank 2000 - 2008
Citibank, FSB 1999 - 2000
Geoffrey M. Swan, CPA 1996 - 1999
First Union National Bank 1996 - 1996
NationsBank 1995 - 1996
NationsBank 1987 - 1995
NationsBank 1984 - 1987
Southeast Bank, N.A. 1980 - 1984
Peat, Marwick, Mitchell & Co. 1978 - 1980
Skills
Portfolio Management, Banking, Due Diligence, Credit, Capital Markets, Wealth Management, Investments, Asset Management, Finance, Loans, Negotiation, Financial Services, Credit Analysis, Commercial Banking, Securities, Mergers & Acquisitions, Private Equity, Treasury Management, Credit Underwriting, Credit Approval, Commercial Lending
Education
Florida State University 1976 — 1978
B.S., Accounting
Bank of America Merrill Lynch October 2010 - Present
Citi Private Bank 2000 - 2008
Citibank, FSB 1999 - 2000
Geoffrey M. Swan, CPA 1996 - 1999
First Union National Bank 1996 - 1996
NationsBank 1995 - 1996
NationsBank 1987 - 1995
NationsBank 1984 - 1987
Southeast Bank, N.A. 1980 - 1984
Peat, Marwick, Mitchell & Co. 1978 - 1980
Skills
Portfolio Management, Banking, Due Diligence, Credit, Capital Markets, Wealth Management, Investments, Asset Management, Finance, Loans, Negotiation, Financial Services, Credit Analysis, Commercial Banking, Securities, Mergers & Acquisitions, Private Equity, Treasury Management, Credit Underwriting, Credit Approval, Commercial Lending
Education
Florida State University 1976 — 1978
B.S., Accounting
Julie Gaines's Southeast Bank, N.A. Experience 1990 - 2005
Job Factoring | Asset Based Lending | AR Management | Working Capital Finance
Industry Financial Services
Experience
LSQ Funding February 2008 - Present
Wachovia May 2000 - February 2005
Southeast Bank, NA 1990 - 2005
Southeast Bank NA 1990 - 1999
Skills
Factoring, Asset Based Lending, Funding, Commercial Finance, Loans, Commercial Banking, Small Business Lending, New Business Development, Business Analysis, Underwriting, Portfolio Management, Marketing Strategy, Credit, Financial Services, Marketing, Credit Analysis, Commercial Lending, Public Speaking, Finance, Corporate Finance, Financial Analysis, Strategic Partnerships, Leadership, Lines Of Credit, Middle Market, Banking, Cash Flow, Treasury Management, Financial Structuring, Mergers & Acquisitions, Financial Risk, Credit Risk, Restructuring, Commercial Mortgages, Cash Flow Lending, Small Business, Risk Management, Loan Origination, Business Development, Structured Finance, Mortgage Lending, Merchant Services, Executive Management, Private Equity, Relationship Management, Working Capital...
Education
Florida State University 1983 — 1988
BS, Public Administration
John I. Leonard HS 1979 — 1983
Diploma, Music
LSQ Funding February 2008 - Present
Wachovia May 2000 - February 2005
Southeast Bank, NA 1990 - 2005
Southeast Bank NA 1990 - 1999
Skills
Factoring, Asset Based Lending, Funding, Commercial Finance, Loans, Commercial Banking, Small Business Lending, New Business Development, Business Analysis, Underwriting, Portfolio Management, Marketing Strategy, Credit, Financial Services, Marketing, Credit Analysis, Commercial Lending, Public Speaking, Finance, Corporate Finance, Financial Analysis, Strategic Partnerships, Leadership, Lines Of Credit, Middle Market, Banking, Cash Flow, Treasury Management, Financial Structuring, Mergers & Acquisitions, Financial Risk, Credit Risk, Restructuring, Commercial Mortgages, Cash Flow Lending, Small Business, Risk Management, Loan Origination, Business Development, Structured Finance, Mortgage Lending, Merchant Services, Executive Management, Private Equity, Relationship Management, Working Capital...
Education
Florida State University 1983 — 1988
BS, Public Administration
John I. Leonard HS 1979 — 1983
Diploma, Music
Philip Fazio's Southeast Bank, N.A. Experience 1978 - 1991
Job Certified Investment Management Analyst(sm)
Industry Financial Services
Experience
Major Wealth Management Firm July 2012 - Present
Nova Southeastern University 2007 - 2015
SunTrust Bank Miami - Fort Lauderdale January 1993 - May 2001
Southeast Bank, NA 1978 - 1991
Skills
Corporate Finance, Wealth Management, Portfolio Management, Financial Modeling, Investment Management, Investment Strategies, Investment Advisory, Alternative Investments, Retirement Planning, Estate Planning, Capital Markets, Risk Management, Fixed Income, Private Equity, Trusts, Financial Planners, Corporate Governance
Education
Nova Southeastern University 2007 — 2007
D.B.A., Finance, General
DePaul University - Charles H. Kellstadt Graduate School of Business 1972 — 1974
MBA, finance
Drexel University - LeBow College of Business 1966 — 1971
B.S., Engineering Science & Business
Major Wealth Management Firm July 2012 - Present
Nova Southeastern University 2007 - 2015
SunTrust Bank Miami - Fort Lauderdale January 1993 - May 2001
Southeast Bank, NA 1978 - 1991
Skills
Corporate Finance, Wealth Management, Portfolio Management, Financial Modeling, Investment Management, Investment Strategies, Investment Advisory, Alternative Investments, Retirement Planning, Estate Planning, Capital Markets, Risk Management, Fixed Income, Private Equity, Trusts, Financial Planners, Corporate Governance
Education
Nova Southeastern University 2007 — 2007
D.B.A., Finance, General
DePaul University - Charles H. Kellstadt Graduate School of Business 1972 — 1974
MBA, finance
Drexel University - LeBow College of Business 1966 — 1971
B.S., Engineering Science & Business
Thomas Andreoni, PHR, SHRM-CP's Southeast Bank, N.A. Experience March 1981 - July 1990
Job HRIS & Compliance Manager at OneBlood
Industry Hospital & Health Care
Experience
OneBlood June 2012 - Present
Spirit Airlines January 2010 - May 2012
Ultimate Software December 2000 - December 2009
National Council on Compensation Insurance (NCCI) August 1998 - December 2000
Ryder System, Inc. March 1995 - August 1998
American Savings of Florida July 1993 - March 1995
Home Intensive Care (Acquired by W.R. Grace) March 1993 - July 1993
Automatic Data Processing (ADP) August 1992 - March 1993
Southeast Bank, N.A. March 1981 - July 1990
Skills
Ultimate Software’s..., Cognos 8 Business..., Microsoft Office Suite..., MSSQL, HRIS, Employee Benefits, Human Resources, Ultipro, Benefits Administration, Deferred Compensation, Payroll, Kronos, Onboarding, Performance Management, Crystal Reports, Kronos WFC, Access, Personnel Management, Applicant Tracking..., Ultimate, PowerPoint, Microsoft SQL Server, Process Improvement
Education
Florida International University - College of Business Administration
BBA, Human Resources
Broward Community College
Associate of Arts (AA), Business
Control Data Institute
Computer Programming and Operations
OneBlood June 2012 - Present
Spirit Airlines January 2010 - May 2012
Ultimate Software December 2000 - December 2009
National Council on Compensation Insurance (NCCI) August 1998 - December 2000
Ryder System, Inc. March 1995 - August 1998
American Savings of Florida July 1993 - March 1995
Home Intensive Care (Acquired by W.R. Grace) March 1993 - July 1993
Automatic Data Processing (ADP) August 1992 - March 1993
Southeast Bank, N.A. March 1981 - July 1990
Skills
Ultimate Software’s..., Cognos 8 Business..., Microsoft Office Suite..., MSSQL, HRIS, Employee Benefits, Human Resources, Ultipro, Benefits Administration, Deferred Compensation, Payroll, Kronos, Onboarding, Performance Management, Crystal Reports, Kronos WFC, Access, Personnel Management, Applicant Tracking..., Ultimate, PowerPoint, Microsoft SQL Server, Process Improvement
Education
Florida International University - College of Business Administration
BBA, Human Resources
Broward Community College
Associate of Arts (AA), Business
Control Data Institute
Computer Programming and Operations
Edward Hortick's Southeast Bank, N.A. Experience 1974 - 1992
Job Managing Director/General Partner at VCFA Group
Industry Venture Capital & Private Equity
Experience
VCFA Group 2001 - Present
Bank of America 1995 - 2001
Continental Bank, NA 1992 - 1994
Southeast Bank, NA 1974 - 1992
Southeast Merchant Banking Corporation 1986 - 1991
Skills
Private Equity, Capital, Mutual Funds, Fund Of Funds, Investments, Due Diligence, Corporate Development, Alternative Investments, Venture Capital, Valuation, Deal Sourcing, LBO, Growth Capital, Private Placements, Mergers & Acquisitions
Education
University of Miami - School of Business
MBA
University of Arizona
BSBA, Finance
Emory University
MDP, Management
VCFA Group 2001 - Present
Bank of America 1995 - 2001
Continental Bank, NA 1992 - 1994
Southeast Bank, NA 1974 - 1992
Southeast Merchant Banking Corporation 1986 - 1991
Skills
Private Equity, Capital, Mutual Funds, Fund Of Funds, Investments, Due Diligence, Corporate Development, Alternative Investments, Venture Capital, Valuation, Deal Sourcing, LBO, Growth Capital, Private Placements, Mergers & Acquisitions
Education
University of Miami - School of Business
MBA
University of Arizona
BSBA, Finance
Emory University
MDP, Management
GEORGE F. VALLE's Southeast Bank, N.A. Experience October 1986 - November 1989
Job CCO/FINOP at Venecredit Securities, Inc.
Industry Financial Services
Experience
VENECREDIT SECURITIES, INC. October 2004 - Present
VCMCO October 2002 - October 2004
INVESTORS STREET, INC. March 2001 - October 2002
AMERICAN FIRST CAPITAL, INC. November 1998 - February 2000
INTERCREDIT CAPITAL MARKETS, INC. October 1995 - November 1996
CHARLES SCHWAB & CO. March 1992 - October 1995
CIC CAPITAL MARKETS January 1990 - December 1991
SOUTHEAST BANK, N.A. October 1986 - November 1989
OFFICE OF THE COMPTROLLER, THE STATE OF FLORIDA, BUREAU OF INTERNATIONAL BANKING May 1985 - October 1986
Skills
FLUENT IN ENGLISH AND..., FLUENT: ENGLISH &..., Banking, Securities, Investments
Education
The George Washington University - School of Business 1982 — 1984
Master of Business Administration (MBA), ECONOMICS & FINANCE
The George Washington University - School of Business 1978 — 1982
Bachelor of Business Administration (BBA), International Business
VENECREDIT SECURITIES, INC. October 2004 - Present
VCMCO October 2002 - October 2004
INVESTORS STREET, INC. March 2001 - October 2002
AMERICAN FIRST CAPITAL, INC. November 1998 - February 2000
INTERCREDIT CAPITAL MARKETS, INC. October 1995 - November 1996
CHARLES SCHWAB & CO. March 1992 - October 1995
CIC CAPITAL MARKETS January 1990 - December 1991
SOUTHEAST BANK, N.A. October 1986 - November 1989
OFFICE OF THE COMPTROLLER, THE STATE OF FLORIDA, BUREAU OF INTERNATIONAL BANKING May 1985 - October 1986
Skills
FLUENT IN ENGLISH AND..., FLUENT: ENGLISH &..., Banking, Securities, Investments
Education
The George Washington University - School of Business 1982 — 1984
Master of Business Administration (MBA), ECONOMICS & FINANCE
The George Washington University - School of Business 1978 — 1982
Bachelor of Business Administration (BBA), International Business
Peter Ramirez's Southeast Bank, N.A. Experience 1987 - 1991
Job Senior Vice President Commercial Lending at US Century Bank
Industry Banking
Experience
US Century Bank November 2007 - Present
TotalBank March 2006 - November 2007
Union Planters Bank/Regions Bank March 2004 - March 2006
Terrabank, N.A. January 2000 - March 2004
Colonial Bank 1998 - 2000
Eastern National Bank 1996 - 1998
Terrabank, N.A. March 1992 - July 1996
Southeast Bank, N.A. 1987 - 1991
Pan American Bank, N.A./NCNB National Bank March 1985 - June 1987
Skills
Commercial Lending, Credit, Asset Based Lending, Loans, Construction Loans, Commercial Mortgages, Lines Of Credit, Commercial Banking, Commercial Finance, Cash Flow Lending, Term Loans, Commercial Credit, Credit Risk, Credit Analysis, Banking, Underwriting, Workout, Small Business Lending, Loan Origination, Financial Risk, Mortgage Lending, OFAC, Consumer Lending, Financial Institutions, Retail Banking, Treasury Management, Risk Management, Cash Management
Education
University of Miami - School of Business 1981 — 1983
BBA, Finance
US Century Bank November 2007 - Present
TotalBank March 2006 - November 2007
Union Planters Bank/Regions Bank March 2004 - March 2006
Terrabank, N.A. January 2000 - March 2004
Colonial Bank 1998 - 2000
Eastern National Bank 1996 - 1998
Terrabank, N.A. March 1992 - July 1996
Southeast Bank, N.A. 1987 - 1991
Pan American Bank, N.A./NCNB National Bank March 1985 - June 1987
Skills
Commercial Lending, Credit, Asset Based Lending, Loans, Construction Loans, Commercial Mortgages, Lines Of Credit, Commercial Banking, Commercial Finance, Cash Flow Lending, Term Loans, Commercial Credit, Credit Risk, Credit Analysis, Banking, Underwriting, Workout, Small Business Lending, Loan Origination, Financial Risk, Mortgage Lending, OFAC, Consumer Lending, Financial Institutions, Retail Banking, Treasury Management, Risk Management, Cash Management
Education
University of Miami - School of Business 1981 — 1983
BBA, Finance
Nicholas Cotroneo's Southeast Bank, N.A. Experience September 1981 - September 1985
Job Tax Partner at Deloitte & Touche, LLP
Industry Accounting
Experience
Deloitte & Touche, LLP 1976 - Present
Southeast Bank, NA September 1981 - September 1985
Skills
Tax, International Tax, Tax Research, Corporate Tax
Education
University of Miami School of Law 1981 — 1985
J.D., Law
Florida State University 1972 — 1976
BS, Accounting
Deloitte & Touche, LLP 1976 - Present
Southeast Bank, NA September 1981 - September 1985
Skills
Tax, International Tax, Tax Research, Corporate Tax
Education
University of Miami School of Law 1981 — 1985
J.D., Law
Florida State University 1972 — 1976
BS, Accounting
Mariana Salhuana's Southeast Bank, N.A. Experience July 1989 - September 1991
Job
Industry Banking
Experience
HSBC PRIVATE BANK INTERNATIONAL November 2002 - Present
DRESDNER BANK LATEINAMERIKA A.G July 1996 - November 2002
First Union National Bank October 1986 - September 1996
FIRST UNION NATIONAL BANK OF FLORIDA January 1991 - January 1996
First Union September 1991 - October 1994
SOUTHEAST BANK, N.A. July 1989 - September 1991
Southeast Bank, N.A. September 1983 - July 1987
Skills
Microsoft Office, Excel, Customer Service, Word, Analysis, Banking, Commercial Banking, Credit, Credit Analysis, Credit Risk
Education
Southeast
University of Miami 1978 — 1981
BBA, Business Management & Organization
Miami Dade Community College 1976 — 1978
AA
HSBC PRIVATE BANK INTERNATIONAL November 2002 - Present
DRESDNER BANK LATEINAMERIKA A.G July 1996 - November 2002
First Union National Bank October 1986 - September 1996
FIRST UNION NATIONAL BANK OF FLORIDA January 1991 - January 1996
First Union September 1991 - October 1994
SOUTHEAST BANK, N.A. July 1989 - September 1991
Southeast Bank, N.A. September 1983 - July 1987
Skills
Microsoft Office, Excel, Customer Service, Word, Analysis, Banking, Commercial Banking, Credit, Credit Analysis, Credit Risk
Education
Southeast
University of Miami 1978 — 1981
BBA, Business Management & Organization
Miami Dade Community College 1976 — 1978
AA
Ashley McGhee's Southeast Bank, N.A. Experience February 1987 - January 1990
Job Chief Information Officer, Citizens Bank, New Tazewell, TN
Industry Financial Services
Experience
Citizens Bank New Tazewell, Tennessee January 2014 - Present
Walters State Community College August 2013 - Present
First Century Bank, Tazewell, TN December 2002 - December 2013
First Century Bank, Tazewell, TN December 2002 - July 2010
Liberty National Bank November 1993 - April 1998
Liberty National Bank November 1993 - April 1998
Barnett Banks, Inc January 1990 - November 1993
Southeast Bank, NA February 1987 - January 1990
Skills
Recruiting, Training, Microsoft Excel, Financial Analysis, Financial Reporting, Analytical Skills, Oral & Written..., Highly detail oriented, Microsoft Office, Microsoft Power Point, Solid computer skills, Coaching, HR Project Management, Onboarding, Affirmative Action, Compliance, HR Policies, Budgeting, Project Management, Management, Employee Benefits, Banking, Teaching, Budgets, Mortgage Lending
Education
East Tennessee State University
Master of Business Administration (M.B.A.), Business Administration
University of South Florida
Bachelor of Science Degree, Business Administration Finance
Citizens Bank New Tazewell, Tennessee January 2014 - Present
Walters State Community College August 2013 - Present
First Century Bank, Tazewell, TN December 2002 - December 2013
First Century Bank, Tazewell, TN December 2002 - July 2010
Liberty National Bank November 1993 - April 1998
Liberty National Bank November 1993 - April 1998
Barnett Banks, Inc January 1990 - November 1993
Southeast Bank, NA February 1987 - January 1990
Skills
Recruiting, Training, Microsoft Excel, Financial Analysis, Financial Reporting, Analytical Skills, Oral & Written..., Highly detail oriented, Microsoft Office, Microsoft Power Point, Solid computer skills, Coaching, HR Project Management, Onboarding, Affirmative Action, Compliance, HR Policies, Budgeting, Project Management, Management, Employee Benefits, Banking, Teaching, Budgets, Mortgage Lending
Education
East Tennessee State University
Master of Business Administration (M.B.A.), Business Administration
University of South Florida
Bachelor of Science Degree, Business Administration Finance
Bob Thayer's Southeast Bank, N.A. Experience 1988 - 1990
Job President at R J Thayer Consulting LLC
Industry Accounting
Experience
Self-employed August 2001 - Present
R J Thayer Consulting LLC August 2001 - Present
First Union National Bank January 1990 - August 1996
Southeast Bank, NA 1988 - 1990
Skills
PowerPoint, Accounts Payable, Budgets, Bookkeeping, Accounts Receivable, Account Reconciliation, General Ledger, Income Tax, Payroll, Customer Service, IFRS, Corporate Tax, Sarbanes-Oxley Act, Asset Based Lending, Commercial Banking, Banking, Commercial Lending, Accounting, Portfolio Management
Education
Florida Atlantic University 1969 — 1973
Bachelor of Business Administration (B.B.A.), Accounting
Self-employed August 2001 - Present
R J Thayer Consulting LLC August 2001 - Present
First Union National Bank January 1990 - August 1996
Southeast Bank, NA 1988 - 1990
Skills
PowerPoint, Accounts Payable, Budgets, Bookkeeping, Accounts Receivable, Account Reconciliation, General Ledger, Income Tax, Payroll, Customer Service, IFRS, Corporate Tax, Sarbanes-Oxley Act, Asset Based Lending, Commercial Banking, Banking, Commercial Lending, Accounting, Portfolio Management
Education
Florida Atlantic University 1969 — 1973
Bachelor of Business Administration (B.B.A.), Accounting