Southwest Securities, FSB

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Southwest Securities, FSB Employees

Employee
Years
Job
Industry
Christi Griffin Christi Griffin Fort Worth, Texas Details
Christi Griffin's Southwest Securities, FSB Experience November 2012 - September 2013
Job Senior Loan Assistant at Mutual of Omaha Bank
Industry Banking
Experience
Mutual of Omaha Bank  November 2013 - Present
Southwest Securities, FSB   November 2012 - September 2013
Bank of Texas  April 2008 - November 2012

Skills
Banking, Loans, Credit, Commercial Banking, Retail Banking, Commercial Lending, Portfolio Management, Small Business Lending, Consumer Lending, Cross Selling, Loan Origination

Education
South Plains College   2005 — 2007
Associate of Science (AS), Business/Commerce, General

Texas Tech University

John L. Holt, Jr. John L. Holt, Jr. Dallas/Fort Worth Area Details
John L. Holt, Jr.'s Southwest Securities, FSB Experience June 2003 - July 2011
Job President & CEO at Nexbank Capital, Inc.
Industry Banking
Experience
Nexbank Capital, Inc.   July 2011 - Present
Southwest Securities, FSB   June 2003 - July 2011
Compass Bank  1998 - 2003
Bank of America  1992 - 1998
Hibernia National Bank  1990 - 1992

Skills
Banking, Credit, Executive Management, Strategic Planning, Loans, Commercial Lending, Strategic Thinking, Mortgage Lending, Credit Analysis, Commercial Banking, Investment Banking, Finance, Financial Services, Leadership, Equities, Due Diligence, Securities, Risk Management, Small Business Lending, Retail Banking, Commercial Mortgages, Corporate Finance, Mortgage Banking, Mergers & Acquisitions, Loan Origination, Financial Analysis, Private Equity, Credit Risk, Portfolio Management, Business Development, Investments, Marketing, Asset Based Lending, Asset Management, Capital Markets, Cash Management, Consumer Lending, Financial Modeling, Financial Risk, Financial Structuring, Funding, Loan Servicing, Real Estate Economics, Refinance, Relationship Management, Structured Finance, Treasury Management, Underwriting, Valuation

Education
Southern Methodist University   1994 — 1996
Southwestern Graduate School of Banking

University of Arizona   1994 — 1996
Karl Eller Graduate School of Management

The University of Texas at Arlington   1984 — 1987
BBA, Business Administration and Management, General

Colin Luba Colin Luba Dallas/Fort Worth Area Details
Colin Luba's Southwest Securities, FSB Experience October 2014 - December 2014
Job Assistant Vice President / Regional Relationship Manager at PlainsCapital Bank
Industry Banking
Experience
PlainsCapital Bank  September 2015 - Present
City Surf Fitness   February 2015 - Present
PlainsCapital Bank  January 2015 - September 2015
Southwest Securities, FSB   October 2014 - December 2014
Southwest Securities, FSB   September 2013 - October 2014
LegacyTexas Bank  June 2012 - August 2013
Ameriprise Financial Services, Inc.   January 2012 - May 2012
Red Bull North America  August 2011 - May 2012
Colon Cancer Prevention Project   July 2011 - August 2011
TotalMed Pharmacy   May 2010 - July 2010

Skills
Analysis, Portfolio Management, Microsoft Office, Investments, Management, Social Media Marketing, Business Planning, Financial Analysis, Banking, CRM, Financial Modeling

Education
Southern Methodist University   2008 — 2012
Bachelor of Science, Departmental Distinction, Magna Cum Laude, Economics with Financial Applications, Graduate

Eduardo Sosa Eduardo Sosa Austin, Texas Area Details
Eduardo Sosa's Southwest Securities, FSB Experience December 2007 - Present
Job Vice President at Southwest Securities, FSB
Industry Banking
Experience
Southwest Securities, FSB   December 2007 - Present
Wachovia Small Business Capital  October 2003 - November 2006

Education
The University of Texas-Pan American   1971 — 1975
BBA, Accounting

Kyle Paschal Kyle Paschal Dallas/Fort Worth Area Details
Kyle Paschal's Southwest Securities, FSB Experience February 2007 - June 2009
Job Supervisor of Operations & Service at First Citizens Bank
Industry Banking
Experience
First Citizens Bank  August 2009 - Present
Southwest Securities, FSB   February 2007 - June 2009

Skills
Branch Management, Staff Development, Staff Retention, Retail Sales, Client Retention, Consumer Lending, Branch Operations, Branch Audit, Risk Management, Bank Secrecy Act, Bank Compliance, Branch Banking, Customer Service, Refinance, Commercial Banking, Customer Retention, Loans

Education
Colorado State University-Global Campus   2015 — 2017
Master’s Degree, Finance, General

The University of North Texas at Dallas   2010 — 2013
Bachelor of Arts (B.A.), Sociology

Joe Barnhart Joe Barnhart Dallas/Fort Worth Area Details
Joe Barnhart's Southwest Securities, FSB Experience January 2006 - December 2008
Job Executive Vice President at Texas Bank Mortgage Company
Industry Banking
Experience
Texas Bank Mortgage Company   January 2014 - Present
Affiliated Bank  December 2008 - January 2014
Southwest Securities, FSB   January 2006 - December 2008
TexasBank  August 1996 - January 2006
Texas Independent Bank   November 1992 - August 1996
Main Street Resource Company   July 1989 - November 1992
TAB MORTGAGE CORPORATION   September 1984 - July 1989
TEXAS AMERICAN BANK  May 1980 - September 1984
TEXAS AMERICAN BANK  May 1979 - May 1980

Skills
Mortgage Lending, Mortgage Banking, Loan Origination, FHA, VA, Banking, Conventional, Conforming, Loan Servicing, Loans, Portfolio Management, Funding, Credit, Investors, Real Estate, REO, Risk Management, Investment Properties, VA Loans

Education
Texas Tech University - Rawls College of Business   1975 — 1979
BBA, Finance

Coronado High School, Lubbock, TX   1971 — 1975

Anita Vanetti Anita Vanetti Dallas/Fort Worth Area Details
Anita Vanetti's Southwest Securities, FSB Experience May 2007 - May 2008
Job Marketing and Communications Consulting
Industry Marketing and Advertising
Experience
AV Strategists   August 2005 - Present
Message Strategy   May 2000 - Present
McRuer CPAs   2008 - 2011
Southwest Securities, FSB   May 2007 - May 2008
WFAA-TV  September 1990 - May 2000
WFAA-TV Channel 8 News ABC   1990 - 2000
KFOR  1988 - 1990

Skills
Media Relations, Public Relations, Online Tools, Promotions, Key Messaging, Integrated Marketing, Strategic Planning, Television, Messaging, Press Releases, Advertising, Marketing Strategy, Leadership, Strategy, Marketing, Brand Development, Lead Generation, Market Research, Public Speaking, Digital Strategy, Business Development, Journalism, Video, Brand Management, Broadcast, Interactive Advertising, Project Management, Entrepreneurship, New Media, Crisis Management, Strategic Communications, Account Management, Newsletters, Statistical Tools, Crisis Communications, Project Planning, Corporate Communications, Storytelling, Social Media Marketing, Marketing Communications, Digital Marketing, Management, Social Media, Social Networking, Radio, Online Advertising, Blogging, Multimedia, Copywriting, SEO

Education
University of Missouri-Columbia   1978 — 1982
Broadcast Journalism, Journalism, Pre-Law, Business, Economics

Andy Meroney Andy Meroney Dallas/Fort Worth Area Details
Andy Meroney's Southwest Securities, FSB Experience May 2007 - March 2008
Job Vice President, Senior Factoring Advisor at Liquid Capital of America
Industry Financial Services
Experience
Liquid Capital of America   June 2013 - Present
Commercial Finance Group  January 2011 - May 2013
Liquid Capital Corp.   March 2008 - January 2011
Southwest Securities, FSB   May 2007 - March 2008
Marquette Commercial Finance  December 2000 - April 2007
Hartco Flooring   1996 - 2000

Skills
Factoring, Asset Based Lending, Commercial Finance, Commercial Lending, Small Business Lending, Credit, Finance, Underwriting, Credit Analysis, Portfolio Management, Funding, Loans, Commercial Banking, Credit Risk, Commercial Mortgages, Banking, Cash Flow, Lines Of Credit, Structured Finance, Cash Management, Loan Origination, Trade Finance, Financial Structuring, Financial Risk, Financial Analysis, Financial Services, Corporate Finance

Education
Texas Wesleyan University   1979 — 1985
BBA, Management

Corey Gaskill Corey Gaskill Austin, Texas Area Details
Corey Gaskill's Southwest Securities, FSB Experience 2009 - 2010
Job Principal at Diamond G Capital
Industry Banking
Experience
Texas Certified Development Company, Inc   October 2010 - Present
Diamond G Capital   May 2010 - Present
Austin Woods & Waters   February 2013 - January 2014
Southwest Securities FSB  2009 - 2010
PeopleFund  2008 - 2010
First State Bank Central Texas  August 2005 - July 2009
Compass Bank  1999 - 2005
Bank One  1997 - 1999
First State Bank  1988 - 1996

Skills
Portfolio Management, Brokerage, Asset Based Lending, Underwriting, Loans, Commercial Lending, Loan Origination, Banking, Real Estate, Commercial Real Estate, Funding, Financial Analysis, Small Business Lending, Credit, Strategic Planning, Consumer Lending, Start-ups, Investments, Mergers & Acquisitions, Small Business, Marketing, Credit Analysis

Education
The University of Texas at Austin - Red McCombs School of Business   1980 — 1983
MBA, Finance

Texas A&M University   1975 — 1979
BS, Economics

Ken Hanks Ken Hanks Dallas/Fort Worth Area Details
Ken Hanks's Southwest Securities, FSB Experience 2000 - 2002
Job Board Member NexBank Capital, Inc.
Industry Financial Services
Experience
NexBank Capital, Inc.   December 2014 - Present
Peerless Mfg. Co.   May 2006 - September 2015
NexBank Capital, Inc. and NexBank SSB   October 2012 - October 2014
SWS Group, Inc.- Southwest Securities, Inc. (SWS)   May 1996 - October 2010
Southwest Securities, FSB   2000 - 2002
Rauscher Pierce Refsnes, Inc.   December 1981 - March 1996

Skills
Acquisition Integration, Investor Relations, Risk Management, Accounting, Financial Analysis, Mergers, SOX, Capital Markets..., SEC reporting, Due Diligence, Corporate Governance, Financial Modeling, Financial Management, Compliance, Strategic Planning, Financial Reporting, Sarbanes-Oxley Act, Process Improvement, Corporate Finance, Mergers & Acquisitions, Internal Controls, Financial Services, Executive Management, Business Process..., SEC filings, Capital Markets, Management, Investment Banking, Banking, Leadership, Private Equity, Business Development, Internal Audit

Education
The University of Texas at Austin   1973 — 1979
MBA, Accounting

The University of Texas at Austin
BBA, Finance

Brad Leslie, CFA Brad Leslie, CFA Austin, Texas Details
Brad Leslie, CFA's Southwest Securities, FSB Experience September 2012 - August 2013
Job Petroleum Engineering Student | The University of Texas at Austin
Industry Oil & Energy
Experience
The University of Texas at Austin  January 2015 - Present
Crimson Energy Partners IV   2015 - 2015
Southwest Securities, FSB   September 2012 - August 2013
Southwest Securities, FSB   July 2011 - August 2012
Southwest Securities, FSB   July 2010 - July 2011
Southwest Securities, FSB   January 2008 - June 2010
KeyBank Real Estate Capital  2006 - 2007

Skills
Proficient in Microsoft..., Argus Modeling, Financial Modeling, Moody's Financial..., Credit Analysis, Commercial Banking, Financial Analysis, Finance, Financial Risk, Loans, Customer Service, Microsoft Excel, Analysis, Microsoft Office

Education
The University of Texas at Austin   2013 — 2016
B.S. in Petroleum Engineering

Louisiana Tech University   2002 — 2006
B.S. in Finance and B.S. in Professional Aviation

Lamar High School

Dana Hakes 214-643-6022 Dana Hakes 214-643-6022 Dallas/Fort Worth Area Details
Dana Hakes 214-643-6022's Southwest Securities, FSB Experience March 2008 - May 2010
Job Vice President at Uptown Funding, LLC
Industry Financial Services
Experience
Uptown Funding, LLC   April 1999 - Present
Red Oak Independent Insurance Group   June 2010 - December 2012
Southwest Securities Fsb  March 2008 - May 2010
Liberty Lending, LLC   April 1999 - February 2008

Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Commercial Mortgages, Reverse Mortgages, Jumbo Mortgage, Calyx Point, Encompass, Mortgage Origination, Mortgage Loan Processing, Mortgage Operations, Residential Homeowners..., Sales Management, Banking, Commercial Insurance, Underwriting, FHA, VA loans, Insurance, Residential Homes, General Insurance, Refinance, Sales, Negotiation, Loans, Customer Service, Finance, USDA, First Time Home Buyers, Real Estate, Loan Origination, Property & Casualty..., New Business Development, Microsoft Office, Selling, Credit, Investment Properties, Short Sales, Term Life Insurance, Team Building, Umbrella Insurance, Strategic Planning, Marketing, Investments

Education
The Ohio State University   1978 — 1981

Blake Haas Blake Haas Dallas/Fort Worth Area Details
Blake Haas's Southwest Securities, FSB Experience August 2007 - December 2010
Job VP Credit at NexBank
Industry Banking
Experience
NexBank  July 2014 - Present
Citi  July 2013 - July 2014
Citi  December 2010 - June 2013
Southwest Securities, FSB   August 2007 - December 2010
Accenture  June 2006 - August 2007
Texas Tech University System  August 2004 - June 2006
U.S. Department of Commerce   May 2002 - August 2002

Skills
Financial Analysis, Due Diligence, Market Research, Negotiation, Customer Interaction, Financial Statement..., Credit Analysis, Risk Management, Forecasting, Finance, Portfolio Management, Management, Analysis, Credit Risk, Leadership, Loans, Credit, Financial Modeling, Commercial Banking, Investments

Education
Texas Tech University - Rawls College of Business   1998 — 2005
MBA, International Business

Helsingin kauppakorkeakoulu   2004 — 2004
MBA, International Business

LaChandra Cobb LaChandra Cobb Dallas/Fort Worth Area Details
LaChandra Cobb's Southwest Securities, FSB Experience July 2008 - April 2015
Job Vice President, Lincoln Capital Management
Industry Financial Services
Experience
Lincoln Capital Management, LLC   August 2015 - Present
Southwest Securities, FSB   July 2008 - April 2015
Citibank, N.A.   September 2006 - July 2008
Citibank Texas, N.A.   March 2005 - September 2006
JPMorgan Chase  August 2001 - March 2005
JPMorgan Chase  April 2000 - August 2001
JPMorgan Chase  November 1998 - April 2000

Skills
Commercial Lending, Credit Analysis, Portfolio Management, Credit, Loans, Banking, SBA Lending, Commercial Construction...

Education
University of Phoenix   2003 — 2005
MBA, Business Administration

The University of Texas at Austin - Red McCombs School of Business   1991 — 1995
BBA, Finance

Leslie Lavert Leslie Lavert United States Details
Leslie Lavert's Southwest Securities, FSB Experience November 2001 - January 2008
Job Engagement Consultant at JMFA
Industry Information Technology and Services
Experience
John Floyd and Associates   August 2011 - Present
Corelogic (formerly First American Corporation   January 2008 - June 2011
Neiman Marcus Direct  September 2005 - February 2008
Southwest Securities, FSB   November 2001 - January 2008
Southwest Securities, FSB   November 2001 - February 2004

Skills
Visio, Process Improvement, Business Analysis, Disaster Recovery

Education
The University of Texas at Arlington   1997 — 2000
Bachelor of Science, Interdisciplinary Studies; Computer Information Systems and Math

Jennifer Mauck Jennifer Mauck Austin, Texas Area Details
Jennifer Mauck's Southwest Securities, FSB Experience July 2012 - Present
Job Vice President, Commercial Loan Officer at Southwest Securities, FSB
Industry Banking
Experience
Southwest Securities, FSB   July 2012 - Present
JP Morgan Chase  June 2008 - July 2012
Citibank, NA  May 2007 - June 2008
Wachovia Bank  January 2006 - May 2007
CitiCapital Commercial Corporation  March 2004 - January 2006

Skills
Credit, Loans, Commercial Banking, Credit Analysis, Sales, Commercial Lending, Small Business Lending, Lines Of Credit, Banking, Credit Risk, Portfolio Management, Underwriting, Commercial Mortgages

Education
Texas A&M University - Mays Business School   1998 — 2002
Bachelor of Business Administration (BBA), Business Management

Jim Maibach Jim Maibach Dallas/Fort Worth Area Details
Jim Maibach's Southwest Securities, FSB Experience 1997 - January 2011
Job President/Owner
Industry Real Estate
Experience
Braveheart Consultants LLC.   2000 - Present
Peyco Southwest Realty, Inc.   June 1985 - Present
Peyco Southwest Realty Inc.   June 1985 - Present
Peyco Southwest Realty Inc.   June 1985 - Present
Southwest Securities, FSB   1997 - January 2011

Skills
Entitlements, Leases, Commercial Real Estate, Financial Analysis, Location Intelligence, Real Estate, Disposition, Strategic Planning, Real Estate Economics, Investment Properties, Contract Negotiation, Tenant, Property, Brokerage, Real Estate Transactions, Foreclosures, Property Management, Corporate Real Estate, Real Estate Development, Small Business, Landlords, Land Acquisition, Business Development, New Business Development

Education
Institute of Real Estate Management   1988 — 1993
Certified Property Manager, Real Estate Management, Certification

Northeastern University
Accounting

Stephen Wojnar, CMB, CMT Stephen Wojnar, CMB, CMT Greater Boston Area Details
Stephen Wojnar, CMB, CMT's Southwest Securities, FSB Experience June 2008 - October 2010
Job Senior Vice President at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A.   October 2010 - Present
Southwest Securities, FSB   June 2008 - October 2010
CBA Commercial, LLC  2006 - 2007
Silver Hill Financial  2004 - 2005
GMAC-RFC  1998 - 2002
Freddie Mac  1994 - 1998
Freddie Mac  1992 - 1994
Freddie Mac  1989 - 1992
Freddie Mac  1986 - 1989

Skills
Mortgage Banking, Mortgage Lending, Loans, Risk Management, CRM, Sales, Loan Origination, Credit, Residential Mortgages, FHA, Customer Service, Credit Analysis, Commercial Lending, Banking, Commercial Mortgages, Consumer Lending, Executive Management, Financial Analysis, Financial Services, Investments, Loss Mitigation, Management, Mortgage Servicing, Mortgage Underwriting, Portfolio Management, Refinance, Underwriting

Education
University of Connecticut   1982 — 1986

Dianna Banda Dianna Banda Dallas/Fort Worth Area Details
Dianna Banda's Southwest Securities, FSB Experience August 2013 - Present
Job VP, Loan Funding Department Manager
Industry Banking
Experience
Southwest Securities FSB  August 2013 - Present
Frost Bank  February 2007 - February 2008
Summit Bank  January 2001 - February 2007

Skills
Banking, Loans

Education
Tarrant County College   1989 — 1991

Bill Bradford Bill Bradford Dallas/Fort Worth Area Details
Bill Bradford's Southwest Securities, FSB Experience 2002 - 2005
Job Regional Manager at WFA Group
Industry Financial Services
Experience
WFA Group   June 2007 - Present
American Factors Corporation   2005 - 2006
Southwest Securities FSB  2002 - 2005
Wells Fargo Business Credit  2001 - 2002
HSBC Business Credit   1999 - 2001
Bank of America (Incl acquisitions WFBC & SPBC)   1982 - 1999

Skills
Loans, Commercial Lending, Asset-Based Lending, Credit Analysis, Portfolio Management, Credit Risk, Factoring, Valuation, Credit, Mergers & Acquisitions, Investments, Small Business Lending, Auditing, Commercial Banking, Commercial Mortgages, Banking, Underwriting, Finance, Funding, Loan Origination, Asset Based Lending, Financial Structuring, Lines Of Credit, Treasury Management, Financial Services, Consumer Lending

Education
Georgia Institute of Technology
BSIM

Georgia State University
MBA, Finance

Angela Carmichael Angela Carmichael Dallas/Fort Worth Area Details
Angela Carmichael's Southwest Securities, FSB Experience April 2011 - January 2013
Job VP, Treasury Management Sales Officer at PlainsCapital Bank (formerly Southwest Securities, FSB)
Industry Banking
Experience
PlainsCapital Bank  January 2013 - Present
Jazzercise Inc.  December 2011 - Present
Southwest Securities FSB  April 2011 - January 2013
Preston State Bank   April 2007 - April 2011
Professional Bank  June 2006 - April 2007
First American Bank  March 1998 - June 2006
Citibank  June 2000 - April 2006
Limited Brands  2005 - 2006
Wells Fargo  1995 - 1996

Skills
Commercial Lending, Banking, Commercial Banking, Credit, Loans, Credit Analysis, Small Business Lending, Lines Of Credit, Consumer Lending, Underwriting, Treasury Management, Credit Risk, Portfolio Management, Loan Origination, Retail Banking, Financial Analysis, Relationship Management, Private Banking, Financial Services, Cash Management, Financial Risk, Finance, Risk Management, Sales, Investments

Education
Lending School   2009 — 2009

Midwestern State University   1998 — 2000
Finance

Vernon Regional College   1997 — 1998

Weatherford College   1995 — 1996
Bachelor of Business Administration (BBA)

Randy Fink Randy Fink Houston, Texas Details
Randy Fink's Southwest Securities, FSB Experience February 2010 - December 2011
Job VP Middle Market Lending at Mercantil Commercebank N.A.
Industry Banking
Experience
Mercantil Commercebank N.A.   October 2012 - Present
RJG Enterprises   January 2012 - September 2012
Southwest Securities, FSB   February 2010 - December 2011
First Bank  April 2002 - February 2010
Wells Fargo  1993 - 2002

Skills
Commercial Lending, Loans, Credit, Portfolio Management, Banking, Credit Analysis, Commercial Banking, Financial Analysis, Loan Origination, Investments, Mortgage Lending, Wealth Management, Middle Market, Treasury Management, Finance

Education
St. Edward's University   1999 — 2000
MBA, Finance

Texas Tech University - Rawls College of Business   1986 — 1990
BBA, Finance

Kevin Meeks Kevin Meeks Dallas/Fort Worth Area Details
Kevin Meeks's Southwest Securities, FSB Experience January 2009 - February 2010
Job Senior Vice President, Commercial Real Estate Manager at BB&T
Industry Banking
Experience
BB&T  January 2010 - Present
Southwest Securities, FSB   January 2009 - February 2010
KeyBank Real Estate Capital  August 1997 - August 2008
Wells Fargo Bank Real Estate Group   August 1987 - August 1997
InterFirst Bank Dallas (formerly First National Bank)   August 1980 - August 1987

Skills
Loans, Commercial Lending, Underwriting, Credit Analysis, Asset Managment, Portfolio Management, Credit, Commercial Banking, Real Estate Economics, Banking, Loan Origination, Investments, Valuation

Education
Southern Methodist University   1979 — 1980
MBA, Finance and Accounting

Southern Methodist University   1975 — 1979
BBA, Marketing and Finance

Michael Signorelli Michael Signorelli Dallas/Fort Worth Area Details
Michael Signorelli's Southwest Securities, FSB Experience August 2007 - November 2013
Job VP SBA Lending at Affiliated Bank
Industry Banking
Experience
Affiliated Bank  July 2015 - Present
Independent Bank of Texas  November 2013 - Present
Southwest Securities, FSB   August 2007 - November 2013
UPS Capital  2004 - 2007
CIT  1997 - 2000
The Money Store  1990 - 1995

Skills
Loans, Banking, SBA, Business Development, Commercial Lending, Small Business Lending, Credit Analysis, Commercial Banking, Credit, Portfolio Management, Commercial Mortgages, Underwriting

Education
Southern Methodist University - Cox School of Business
BBA, Finance

Lou Ann Carnahan Lou Ann Carnahan Dallas/Fort Worth Area Details
Lou Ann Carnahan's Southwest Securities, FSB Experience February 2012 - April 2015
Job Deposit Operations Supervisor
Industry Banking
Experience
Southwest Securities, FSB   February 2012 - April 2015
Southwest Securities FSB  March 2007 - February 2012

Skills
Banking, Risk Management, Loans, Financial Services, ACH Processing, EFT Processing, Accounting

Education
The University of Texas at Arlington

Arthur Ochoa Arthur Ochoa Dallas/Fort Worth Area Details
Arthur Ochoa's Southwest Securities, FSB Experience July 2004 - January 2009
Job Vice President Regional Manager at Affiliated Bank Mortgage
Industry Banking
Experience
Affiliated Bank Mortgage  February 2009 - Present
Southwest Securities, FSB   July 2004 - January 2009

Education
University of Houston-Downtown   1974 — 1978
yes, business management

Susan McQueen Susan McQueen Dallas/Fort Worth Area Details
Susan McQueen's Southwest Securities, FSB Experience January 2012 - Present
Job Senior CRE Underwriter/Credit Officer at Southwest Securities FSB
Industry Real Estate
Experience
Southwest Securities FSB  January 2012 - Present
Citibank  September 2009 - December 2011
Citi  December 2003 - September 2009
M/PF Research  June 1979 - November 2003

Skills
Loans, Credit, Commercial Real Estate, Real Estate Economics, Underwriting, Real Estate Development, Management, Investments, Banking, Loan Origination, Portfolio Management, Financial Analysis, Real Estate

Education
Southern Methodist University   1993 — 1999
MLA, Liberal Arts

Texas Tech University   1975 — 1979
BBA, Marketing

John Munk John Munk Dallas/Fort Worth Area Details
John Munk's Southwest Securities, FSB Experience 2007 - 2009
Job Commercial/SBA Lender at Texas Security Bank
Industry Banking
Experience
Texas Security Bank  2009 - Present
Southwest Securities FSB  2007 - 2009
American Bank of Texas  1999 - 2007

Education
The University of Texas at Austin - Red McCombs School of Business   1983 — 1984
MBA, Finance

Hartwick College   1977 — 1981
BA, Economics

Pete Callis Pete Callis Dallas/Fort Worth Area Details
Pete Callis's Southwest Securities, FSB Experience 1996 - 2010
Job Callis and Associates. Commercial/Industrial Roofing Systems
Industry Real Estate
Experience
Callis & Associates, LLC   November 2010 - Present
Southwest Securities, FSB   1996 - 2010
RCS Investments   1989 - 1996
First Texas Savings/Gilbraltar Savings   1987 - 1989
Westwind Properties   1986 - 1987
Dallas Federal Savings   1976 - 1986

Skills
Loans, Banking, Brokerage, Real Estate Development, Construction, Real Estate, Strategic Planning, Financial Analysis, Financial Modeling, Due Diligence, Management, Portfolio Management, Commercial Real Estate, Mortgage Lending, Real Estate Transactions, Property Management, Real Estate Economics

Education
Texas Tech University   1971 — 1976
BBA, Marketing

Greg Israel Greg Israel Dallas/Fort Worth Area Details
Greg Israel's Southwest Securities, FSB Experience April 2008 - May 2009
Job Senior Vice President at Citi
Industry Banking
Experience
Citi  September 2014 - Present
Citibank  January 2011 - September 2014
SolomonEdwardsGroup  April 2010 - August 2010
Custom Floor Service, Inc.   March 2010 - May 2010
Southwest Securities, FSB   April 2008 - May 2009
State Bank & Trust Company  September 1999 - April 2008
Bank of America  September 1996 - September 1999

Skills
Credit Risk, Financial Risk, Portfolio Management, Valuation, Auditing, Commercial Banking, Banking, Credit, Credit Analysis, Lines Of Credit, Commercial Real Estate, Customer Retention, Loan Servicing, Policy, Risk Management, New Business Development, Personnel Management, FHA, Commercial Lending, Finance, Private Banking, Leadership, Loans, Sales, Due Diligence, Branch Banking, Small Business Lending, Loss Mitigation, Economics, Investments, Relationship Management, Corporate Finance, Real Estate, Customer Satisfaction, Analysis, Consumer Lending, Treasury Management, Mortgage Banking, Asset Based Lending, Retail Banking, Foreclosures, Business Development, Underwriting, Mortgage Lending, Commercial Mortgages, Financial Services, Cash Management, Residential Mortgages, Loan Origination, Management

Education
Oklahoma Baptist University   1976 — 1980
Bachelor of Arts, Business Administration

Chris Naifeh Chris Naifeh Dallas/Fort Worth Area Details
Chris Naifeh's Southwest Securities, FSB Experience September 2006 - January 2009
Job Chief Financial Officer at HAWK Network Defense, Inc.
Industry Financial Services
Experience
HAWK Network Defense   May 2011 - Present
Southwest Securities, FSB   September 2006 - January 2009

Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Accounts Receivable, Accounts Payable, Accruals, Cash Management, Microsoft Excel, Business Development, Business Analysis, Customer Service, Leadership, Management, Finance, Marketing, Sales

Education
Southern Methodist University - Cox School of Business   2009 — 2011
M.B.A., Finance

Southern Methodist University - Meadows School of the Arts   2009 — 2011
Master of Business Administration (M.B.A.), Arts Management (aka Arts Administration)

Southern Methodist University   2001 — 2005
B.B.A., Finance

Robert Chereck Robert Chereck Dallas/Fort Worth Area Details
Robert Chereck's Southwest Securities, FSB Experience February 2012 - Present
Job Executive Chairman, President & CEO at Southwest Securities FSB
Industry Financial Services
Experience
Southwest Securities FSB  February 2012 - Present
Wells Fargo Bank  1991 - Present

Skills
Banking, Commercial Lending, Credit, Investments, Financial Analysis, Mergers, Management, Risk Management, Strategic Planning, Portfolio Management, Credit Analysis, Loans, Commercial Banking, Financial Modeling

Education
The University of Texas at Austin   1970 — 1972
Master of Business Administration (M.B.A.), Accounting and Finance

The University of Texas at Austin   1966 — 1970
Bachelor of Arts (BA), Government, Phi Beta Kappa

Rob Eggemeyer Rob Eggemeyer Dallas/Fort Worth Area Details
Rob Eggemeyer's Southwest Securities, FSB Experience January 2006 - June 2006
Job Senior Vice President at Plains Capital Bank
Industry Banking
Experience
Plains Capital Bank  December 2011 - Present
BBVA Compass Bank  June 2006 - January 2012
Southwest Securities FSB  January 2006 - June 2006
ePartners  September 1999 - December 2005

Education
The University of Texas at Austin   1975 — 1978
MBA, Finance & Accounting

The University of Texas at Austin   1971 — 1975
B.S. Electrical Engineering

Joseph Fairchild Joseph Fairchild Philadelphia, Pennsylvania Details
Joseph Fairchild's Southwest Securities, FSB Experience August 2007 - November 2010
Job Commercial Lender for Conestoga Bank
Industry Banking
Experience
Conestoga Bank  January 2015 - Present
Conestoga Bank  January 2012 - December 2014
Conestoga Bank  November 2010 - January 2012
Southwest Securities, FSB   August 2007 - November 2010
Southwest Bank  2005 - 2007
Nevada First Bank  2003 - 2005
CIT  1999 - 2001
Newcourt Capital  1999 - 2001
Valley National Bank  1997 - 1999

Skills
SBA, Credit Analysis, Underwriting, Management, Financial Analysis, Commercial Lending, Loans, Small Business Lending, Commercial Banking, Credit, Asset Based Lending, Portfolio Management, Loan Origination

Education
Penn State University   1994 — 1997
BS, Economics

Dublin Coffman High School

Dublin Coffman High School

Matt Adkins Matt Adkins Dallas/Fort Worth Area Details
Matt Adkins's Southwest Securities, FSB Experience February 2009 - Present
Job Chief of Retail Banking Services / PlainsCapital Bank
Industry Banking
Experience
PlainsCapital Bank  April 2015 - Present
Southwest Securities, FSB   February 2009 - Present
Wachovia, A Wells Fargo Company  January 1995 - February 2009
SouthTrust Bank  2000 - 2004
Brazos Bank / Heritage Bank - Midlothian   1995 - 2000

Skills
Commercial Banking, Banking, Retail Banking, Treasury Management, Business Development, Strategic Planning, Negotiation, Project Management, Small Business, Policy, Contract Management, Commercial Lending, Consumer Lending, Loans, Credit, Small Business Lending, Management, Credit Analysis, Leadership, Financial Services, Strategy, Mergers & Acquisitions, Finance, Portfolio Management, Marketing, Mortgage Banking, Loan Origination, Regional Managment, Multi State Management, Investments, Financial Analysis, Risk Management, Underwriting, Credit Risk, Wealth Management, Relationship Management

Education
The University of Texas at Arlington - College of Business   1993 — 1999
BBA

Texas Tech University

The University of Texas at Austin

Marcia Mathews Marcia Mathews Dallas/Fort Worth Area Details
Marcia Mathews's Southwest Securities, FSB Experience June 2009 - Present
Job Banking Center Operational Risk Manager at Southwest Securities, FSB
Industry Financial Services
Experience
Southwest Securities, FSB   June 2009 - Present
Pinnacle Bank Texas   April 2008 - August 2008

Skills
Operations Management, Change Management, Project Management, Process Improvement, Management, Risk Management, Customer Service, Vendor Management, Banking, Call Centers, Analysis, Auditing, Commercial Banking, Finance, Financial Services, Leadership, Relationship Management, Retail Banking, Training

Education
SMU Graduate School of Banking, Edwin Cox School of Business   1990 — 1992
Graduate Studies, Banking

University of Oklahoma   1989 — 1989
American Bankers Association Compliance School, Regularoty Compliance in Banking

Tarrant County College   1985 — 1991
Accounting and Finance

Nick DiLandro Nick DiLandro Greater New York City Area Details
Nick DiLandro's Southwest Securities, FSB Experience August 2005 - June 2008
Job Account Manager Aftermarket Auto Parts
Industry Automotive
Experience
NAPD-Chassis a Business Unit of Federal Mogul Motorparts   November 2013 - Present
Career Advancement Systems   April 2013 - November 2013
Konica Minolta Business Solutions U.S.A., Inc.   November 2011 - February 2013
Career Advancement Systems   January 2011 - November 2011
Local Union 8A 28A Welfare & 401(k) Retirement Fund   June 2008 - November 2010
Southwest Securities FSB  August 2005 - June 2008
Guardian Loan Company  January 2005 - July 2005
PCFS Mortgage Resources   July 2003 - December 2004
HSBC Futures Division   January 2000 - April 2003
Cresvale International   1997 - 2000

Skills
Cold Calling, Account Management, Selling, Management, Sales, B2B, CRM, Recruiting, Sales Management, Employee Benefits, Business Development, Customer Retention, Sales Presentations, Leadership, Process Improvement, Coaching, Marketing, Sales Process, Health Insurance, Salesforce.com, Team Building, Relationship Management, Customer Service, Microsoft Excel, Project Planning, Consultative Sales..., Direct Sales, Solution Selling, Pricing, Time Management, Human Resources, Microsoft Word, Strategic Planning, Collective Bargaining..., SMB Sales, Executive Management, Account Planning, Creating Partnerships, Workflow Software..., ACT CRM, Wa, Warehouse Management, Automotive Aftermarket, New Business Development, Logistics, Inventory Control

Education
City University of New York
Bachelor of Arts (B.A.)

Julie Tounget Julie Tounget Plano, Texas Details
Julie Tounget's Southwest Securities, FSB Experience January 2006 - January 2011
Job Unemployed
Industry Banking
Experience
No Company  January 2011 - January 2011
Southwest Securities, FSB   January 2006 - January 2011
APAC Customer Services  August 2000 - February 2001
First National Bank of Midland  June 1996 - October 1998

Skills
Regional Managers, Temporary Staffing, Recruiter, Accounts Payable, Auditing, Banking, Business Development, Call Centers, Credit, Customer Service, Employee Training, Human Resources, Interviews, Loans, Management, Recruiting, Training, Team Building

Education
The University of Texas at Austin   1984 — 1986

Austin Community College   1985 — 1985

Ashley Herron Ashley Herron Dallas/Fort Worth Area Details
Ashley Herron's Southwest Securities, FSB Experience June 2001 - June 2007
Job Store Manager at Zumiez
Industry Retail
Experience
Zumiez  February 2011 - Present
Pacific Sunwear  2009 - 2011
Blaine & Associates   March 2008 - March 2009
Art of Elysium/ Vogue Fashion Show   January 2009 - January 2009
The Lock Drawer   December 2008 - December 2008
Tommy Hilfiger  April 2008 - April 2008
Southwest Securities FSB  June 2001 - June 2007

Skills
InDesign, Illustrator, Fashion, Photoshop, Management, PowerPoint, Microsoft Word, Customer Service, Time Management, Merchandising, Microsoft Excel

Education
Fashion Institute of Design & Merchandising   2008 — 2009
Associate's Degree, Visual Communication

Art Institute of Dallas   2005 — 2007
Associate's Degree, Fashion Design

Clinton Bowen Clinton Bowen Dallas/Fort Worth Area Details
Clinton Bowen's Southwest Securities, FSB Experience June 2011 - May 2013
Job Owner, Bahama Buck's
Industry Food & Beverages
Experience
Bahama Buck's  June 2013 - Present
Southwest Securities, FSB   June 2011 - May 2013
First Commonwealth Bank  June 2010 - May 2011
S&T Bank  February 2008 - May 2010
Southwest Securities, FSB   September 2005 - August 2007

Skills
Credit Analysis, Credit, Underwriting, Banking, Commercial Banking, Loans, Financial Analysis, Commercial Lending, Financial Reporting, Accounting, Financial Modeling, Small Business Lending, Corporate Finance, Mortgage Lending, Portfolio Management, Cash Management, Risk Management, Finance, Cash Flow, Commercial Mortgages, Highly motivated..., Entrepreneurship

Education
The University of Texas at Arlington   2005 — 2007
Masters, Business Administration; Finance

Midwestern State University   2001 — 2005
Bachelors, Business Administration; Finance

Bernice Ross CRCM, CAMS Bernice Ross CRCM, CAMS Houston, Texas Details
Bernice Ross CRCM, CAMS's Southwest Securities, FSB Experience December 2007 - October 2014
Job Seeking Bank Regulatory Compliance opportunity
Industry Banking
Experience
Seeking Bank Regulatory Compliance opportunity   September 2015 - Present
Patriot Bank  November 2014 - Present
Southwest Securities FSB  December 2007 - October 2014

Skills
Bank Secrecy Act, BSA, Fair Lending, USA PATRIOT Act, OFAC, AML, RESPA, KYC, Compliance, Regulatory Risk, Bank Operations, Banking, Risk, Compliance Training, Risk Management, Fraud, Due Diligence, Small Business Lending, Credit, Retail Banking, Loans, Credit Analysis, Commercial Banking, Mortgage Banking, FINRA, Operational Risk, Commercial Lending, Financial Risk, Regulations, Mortgage Lending, Consumer Lending, Anti Money Laundering, Financial Institutions, Financial Services, Credit Risk, Fairs

Education
The University of Texas at Arlington
BA, Business Management

JoAnn Dowling JoAnn Dowling Mckinney, Texas Details
JoAnn Dowling's Southwest Securities, FSB Experience June 2011 - January 2013
Job AVP, Senior Credit Analyst
Industry Banking
Experience
Happy State Bank  May 2015 - Present
Green Bank  January 2013 - May 2015
Southwest Securities, FSB   June 2011 - January 2013
First Federal Community Bank  May 2003 - May 2010

Skills
Commercial Lending, Credit, Financial Analysis, Loans, Banking, Credit Analysis

Education
Angelo State University   2000 — 2003
BBA, Finance

Jerry Hanks Jerry Hanks Garland, Texas Details
Jerry Hanks's Southwest Securities, FSB Experience November 2010 - Present
Job Deposit Operations
Industry Banking
Experience
Southwest Securities, FSB   November 2010 - Present
Town North Bank  November 1999 - July 2010

Skills
Customer Service, Microsoft Office, Microsoft Excel, Problem Solving

Education
American Institute of Banking - Principles of Banking   1999 — 1999
Banking principles, 4.0

Eastfield College   1994 — 1996
Music, Music Appreciation, Guitar

Richland Community College   1983 — 1985
Accounting and Physics

Richland Community College   1983 — 1985
Accounting

Garland High School   1979 — 1983
Diploma