Square 1 Bank
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Square 1 Bank Employees
Employee
Years
Job
Industry
Brandon Colon Brandon Colon's Square 1 Bank Experience June 2008 - August 2008
Job Hedge Fund Research at Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group April 2015 - Present
Balter Capital Management April 2013 - April 2015
Balter Liquid Alternatives, LLC April 2013 - April 2015
Cambridge Associates March 2011 - April 2013
Square 1 Bank June 2008 - August 2008
Education
Bates College 2004 — 2008
Bachelor of Arts, Psychology
Meketa Investment Group April 2015 - Present
Balter Capital Management April 2013 - April 2015
Balter Liquid Alternatives, LLC April 2013 - April 2015
Cambridge Associates March 2011 - April 2013
Square 1 Bank June 2008 - August 2008
Education
Bates College 2004 — 2008
Bachelor of Arts, Psychology
John Wroton John Wroton's Square 1 Bank Experience February 2015 - Present
Job VP, Client Manager II at Square 1 Bank
Industry Banking
Experience
Square 1 Bank February 2015 - Present
Harrington Bank December 2002 - September 2014
Comerica Bank January 2002 - October 2002
Wachovia Bank October 2000 - January 2002
Wachovia Bank August 1998 - October 2000
Skills
Leadership, Financial Analysis, Data Analysis, Microsoft Excel, Commercial Banking, Training, Loans, Portfolio Management, Oral & Written..., Problem Solving, Management, Risk Management, Project Management, Databases, Finance, Credit Analysis, Underwriting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1994
Master of Business Administration (MBA)
Duke University 1986 — 1990
Bachelor of Engineering (B.E.), Civil Engineering
Norfolk Academy 1974 — 1986
Square 1 Bank February 2015 - Present
Harrington Bank December 2002 - September 2014
Comerica Bank January 2002 - October 2002
Wachovia Bank October 2000 - January 2002
Wachovia Bank August 1998 - October 2000
Skills
Leadership, Financial Analysis, Data Analysis, Microsoft Excel, Commercial Banking, Training, Loans, Portfolio Management, Oral & Written..., Problem Solving, Management, Risk Management, Project Management, Databases, Finance, Credit Analysis, Underwriting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1994
Master of Business Administration (MBA)
Duke University 1986 — 1990
Bachelor of Engineering (B.E.), Civil Engineering
Norfolk Academy 1974 — 1986
Hana Baskin Hana Baskin's Square 1 Bank Experience 2012 - 2013
Job Mathematics Teacher at Riverside High School
Industry Primary/Secondary Education
Experience
Riverside High School 2014 - Present
Oxford Prep High School 2013 - 2014
Square 1 Bank 2012 - 2013
Riverside High School 2012 - 2013
Valley Forge Running Co May 2010 - June 2012
Financial Software Systems 2011 - 2012
Self October 2010 - December 2011
Indian Springs Day Camp June 2003 - August 2010
Education
Duke University 2012 — 2013
Master of Arts (M.A.), Teaching
Villanova University 2010 — 2012
Master of Arts (M.A.), Mathematics
Lehigh University 2006 — 2010
BS, Mathematics
Riverside High School 2014 - Present
Oxford Prep High School 2013 - 2014
Square 1 Bank 2012 - 2013
Riverside High School 2012 - 2013
Valley Forge Running Co May 2010 - June 2012
Financial Software Systems 2011 - 2012
Self October 2010 - December 2011
Indian Springs Day Camp June 2003 - August 2010
Education
Duke University 2012 — 2013
Master of Arts (M.A.), Teaching
Villanova University 2010 — 2012
Master of Arts (M.A.), Mathematics
Lehigh University 2006 — 2010
BS, Mathematics
Nick Honigman Nick Honigman's Square 1 Bank Experience January 2015 - Present
Job Vice President, Life Sciences at Square 1 Bank
Industry Financial Services
Experience
Square 1 Bank January 2015 - Present
Silicon Valley Bank September 2007 - January 2015
Silicon Valley Bank December 2003 - September 2007
MJSK, Inc December 1999 - May 2003
Skills
Medical Devices, Biotechnology, Venture Debt, Venture Capital, Portfolio Management, Corporate Finance, Private Equity, Financial Analysis, Credit, Banking, Mergers, Business Strategy, Financial Modeling, Underwriting, Due Diligence, Investments, Mergers & Acquisitions, Valuation, Finance, Strategy
Education
Augsburg College 1995 — 1999
Business, Finance
Square 1 Bank January 2015 - Present
Silicon Valley Bank September 2007 - January 2015
Silicon Valley Bank December 2003 - September 2007
MJSK, Inc December 1999 - May 2003
Skills
Medical Devices, Biotechnology, Venture Debt, Venture Capital, Portfolio Management, Corporate Finance, Private Equity, Financial Analysis, Credit, Banking, Mergers, Business Strategy, Financial Modeling, Underwriting, Due Diligence, Investments, Mergers & Acquisitions, Valuation, Finance, Strategy
Education
Augsburg College 1995 — 1999
Business, Finance
Alexander Byers Alexander Byers's Square 1 Bank Experience May 2012 - August 2012
Job Trading Intern at MBF Clearing Corp.
Industry Financial Services
Experience
MBF Clearing Corp. 2014 - Present
Paradise Beats 2011 - 2013
Square 1 Bank May 2012 - August 2012
BR Guest Hospitality 2010 - 2011
Skills
Market Research, Financial Modeling, Microsoft Excel, Microsoft Office, Stata, Public Speaking, Music Production, Photoshop, PowerPoint, Bloomberg Terminal, Entrepreneurship, Salesforce.com, Ableton Live, Logic Pro, Final Cut Pro, HTML5, JavaScript, SEO, Knot Tying
Education
Colorado College 2009 — 2014
Economics
MBF Clearing Corp. 2014 - Present
Paradise Beats 2011 - 2013
Square 1 Bank May 2012 - August 2012
BR Guest Hospitality 2010 - 2011
Skills
Market Research, Financial Modeling, Microsoft Excel, Microsoft Office, Stata, Public Speaking, Music Production, Photoshop, PowerPoint, Bloomberg Terminal, Entrepreneurship, Salesforce.com, Ableton Live, Logic Pro, Final Cut Pro, HTML5, JavaScript, SEO, Knot Tying
Education
Colorado College 2009 — 2014
Economics
Megan Pirooz, Esq. Megan Pirooz, Esq.'s Square 1 Bank Experience May 2014 - August 2014
Job Commercial Finance Associate at Goldberg Kohn Ltd.
Industry Law Practice
Experience
Goldberg Kohn Ltd. September 2014 - Present
Square 1 Bank May 2014 - August 2014
SAS November 2013 - April 2014
Barnes & Thornburg LLP September 2012 - December 2012
Meijer, Inc. May 2011 - August 2012
Michigan State University College of Law, Professor Bruce Bean August 2011 - May 2012
Anti Counterfeiting and Product Protection Program February 2011 - May 2012
Michigan Department of Attorney General Public Employment, Elections, and Torts Division September 2011 - December 2011
Michigan Department of Attorney General State Operations Division November 2010 - April 2011
Michigan Department of Attorney General Governmental Affairs Bureau May 2010 - August 2010
Skills
Corporate Law, Intellectual Property, Legal Research, Employment Law, Legal Writing, Trademarks, Copyright Law, Licensing, Administrative Law, Property Law, Mediation, Policy, Westlaw, Mergers & Acquisitions, Due Diligence, Trade Secrets, Corporate Governance, Legal Compliance, Contract Negotiation, Banking Law, Securities Regulation
Education
Duke Law School 2013 — 2014
Master of Laws (LL.M.), Law and Entrepreneurship
Michigan State University College of Law 2009 — 2012
Doctor of Law (JD)
University of Michigan
Bachelor of Arts (B.A.), Political Science
Goldberg Kohn Ltd. September 2014 - Present
Square 1 Bank May 2014 - August 2014
SAS November 2013 - April 2014
Barnes & Thornburg LLP September 2012 - December 2012
Meijer, Inc. May 2011 - August 2012
Michigan State University College of Law, Professor Bruce Bean August 2011 - May 2012
Anti Counterfeiting and Product Protection Program February 2011 - May 2012
Michigan Department of Attorney General Public Employment, Elections, and Torts Division September 2011 - December 2011
Michigan Department of Attorney General State Operations Division November 2010 - April 2011
Michigan Department of Attorney General Governmental Affairs Bureau May 2010 - August 2010
Skills
Corporate Law, Intellectual Property, Legal Research, Employment Law, Legal Writing, Trademarks, Copyright Law, Licensing, Administrative Law, Property Law, Mediation, Policy, Westlaw, Mergers & Acquisitions, Due Diligence, Trade Secrets, Corporate Governance, Legal Compliance, Contract Negotiation, Banking Law, Securities Regulation
Education
Duke Law School 2013 — 2014
Master of Laws (LL.M.), Law and Entrepreneurship
Michigan State University College of Law 2009 — 2012
Doctor of Law (JD)
University of Michigan
Bachelor of Arts (B.A.), Political Science
Rachael LeBlanc Rachael LeBlanc's Square 1 Bank Experience July 2006 - Present
Job AVP Human Resources Officer at Square 1 Bank
Industry Venture Capital & Private Equity
Experience
Square 1 Bank July 2006 - Present
IT People Corporation November 2005 - July 2006
Macy's June 2002 - February 2006
Skills
Employee Relations, Recruiting, Performance Management, Human Resources, Change Management, Deferred Compensation, Employee Benefits, Start-ups, Interviews, System Administration, Entrepreneurship, HRIS, Employee Engagement, Succession Planning, Outsourcing, Organizational..., Onboarding, Employment Law, Talent Management, Talent Acquisition, Benefits Administration, College Recruiting, Strategy, Team Building
Education
Duke University 2007 — 2008
Certificate in Human Resources
Appalachian State University 1998 — 2002
Square 1 Bank July 2006 - Present
IT People Corporation November 2005 - July 2006
Macy's June 2002 - February 2006
Skills
Employee Relations, Recruiting, Performance Management, Human Resources, Change Management, Deferred Compensation, Employee Benefits, Start-ups, Interviews, System Administration, Entrepreneurship, HRIS, Employee Engagement, Succession Planning, Outsourcing, Organizational..., Onboarding, Employment Law, Talent Management, Talent Acquisition, Benefits Administration, College Recruiting, Strategy, Team Building
Education
Duke University 2007 — 2008
Certificate in Human Resources
Appalachian State University 1998 — 2002
Effiong Ekanem Effiong Ekanem's Square 1 Bank Experience October 2013 - Present
Job Portfolio Analyst at Square 1 Bank
Industry Banking
Experience
Square 1 Bank October 2013 - Present
Effiong Ekanem, Attorney at Law June 2012 - October 2013
Bachman & Swanson, PLLC August 2008 - June 2012
North Carolina Central University School of Business July 2008 - May 2011
Skills
Immigration Law, Civil Litigation, Corporate Law, Criminal Law, H-1B, Legal Research, Legal Writing, Litigation, Westlaw, Family Law, Courts, Mediation, Personal Injury, Trials, Lexis, Administrative Law
Education
North Carolina Central University 2007 — 2011
Juris Doctor and Master of Business Administration (JD/MBA)
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Science (B.S.), Psychology
Duke University School of Medicine
Summer Biomedical Science Institute (certificate)
Durham Academy 2000 — 2003
High School Diploma
Square 1 Bank October 2013 - Present
Effiong Ekanem, Attorney at Law June 2012 - October 2013
Bachman & Swanson, PLLC August 2008 - June 2012
North Carolina Central University School of Business July 2008 - May 2011
Skills
Immigration Law, Civil Litigation, Corporate Law, Criminal Law, H-1B, Legal Research, Legal Writing, Litigation, Westlaw, Family Law, Courts, Mediation, Personal Injury, Trials, Lexis, Administrative Law
Education
North Carolina Central University 2007 — 2011
Juris Doctor and Master of Business Administration (JD/MBA)
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Science (B.S.), Psychology
Duke University School of Medicine
Summer Biomedical Science Institute (certificate)
Durham Academy 2000 — 2003
High School Diploma
Colin Kelly Colin Kelly's Square 1 Bank Experience October 2011 - October 2012
Job Investment Analyst at KDI Capital Partners
Industry Investment Management
Experience
KDI Capital Partners October 2012 - Present
Square 1 Bank October 2011 - October 2012
Square 1 Bank April 2010 - October 2011
Schonfeld Securities June 2007 - March 2010
Franklin Street Partners November 2005 - April 2007
Skills
Equities, Economics, Financial Modeling, Portfolio Management, Microsoft Excel, Venture Debt, Asset Managment, Banking, Credit, Investments, Credit Analysis, Venture Capital, Valuation, Asset Management, Capital Markets, Financial Analysis, Hedge Funds, Due Diligence, Fixed Income
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
MBA
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics, Geography
McCallie School 2000 — 2003
High School Diploma
KDI Capital Partners October 2012 - Present
Square 1 Bank October 2011 - October 2012
Square 1 Bank April 2010 - October 2011
Schonfeld Securities June 2007 - March 2010
Franklin Street Partners November 2005 - April 2007
Skills
Equities, Economics, Financial Modeling, Portfolio Management, Microsoft Excel, Venture Debt, Asset Managment, Banking, Credit, Investments, Credit Analysis, Venture Capital, Valuation, Asset Management, Capital Markets, Financial Analysis, Hedge Funds, Due Diligence, Fixed Income
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
MBA
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics, Geography
McCallie School 2000 — 2003
High School Diploma
Richie Broome Richie Broome's Square 1 Bank Experience September 2009 - Present
Job AVP, Network Engineer at Square 1 Bank
Industry Information Technology and Services
Experience
Square 1 Bank September 2009 - Present
Campbell Alliance August 2007 - August 2009
Healthways September 2004 - August 2007
Wellington Cordage January 1997 - September 2004
Skills
Vendor Management, Windows, Active Directory, Microsoft SQL Server, SharePoint, Troubleshooting, Computer Hardware, Security, Project Management, Integration, SQL, Firewalls, Cisco Technologies, IIS, Windows Server, Disaster Recovery, Microsoft Exchange, Networking, Servers, Virtualization, Network Administration
Education
Mercer University 1998 — 2001
BS, Information Systems
Square 1 Bank September 2009 - Present
Campbell Alliance August 2007 - August 2009
Healthways September 2004 - August 2007
Wellington Cordage January 1997 - September 2004
Skills
Vendor Management, Windows, Active Directory, Microsoft SQL Server, SharePoint, Troubleshooting, Computer Hardware, Security, Project Management, Integration, SQL, Firewalls, Cisco Technologies, IIS, Windows Server, Disaster Recovery, Microsoft Exchange, Networking, Servers, Virtualization, Network Administration
Education
Mercer University 1998 — 2001
BS, Information Systems
Cheryl Gorham, MBA Cheryl Gorham, MBA's Square 1 Bank Experience August 2014 - Present
Job Loan Operations at Square 1 Bank
Industry Banking
Experience
Square 1 Bank August 2014 - Present
PNC Bank March 2007 - August 2012
PNC Business Credit 2007 - 2012
First Citizens Bank January 2005 - March 2007
First Citizens Bank August 2003 - January 2005
First Citizens Bank November 2001 - August 2003
First Citizens Bank July 1994 - November 2001
Skills
Banking, Credit, Loans, Credit Analysis, Commercial Banking, Commercial Lending, Portfolio Management, Consumer Lending, Financial Analysis, Small Business Lending, Mortgage Lending, Risk Management
Education
Liberty University 2013 — 2015
Master's degree, Project Management
Shaw University 2000 — 2004
BS, Business Administration and Management
Square 1 Bank August 2014 - Present
PNC Bank March 2007 - August 2012
PNC Business Credit 2007 - 2012
First Citizens Bank January 2005 - March 2007
First Citizens Bank August 2003 - January 2005
First Citizens Bank November 2001 - August 2003
First Citizens Bank July 1994 - November 2001
Skills
Banking, Credit, Loans, Credit Analysis, Commercial Banking, Commercial Lending, Portfolio Management, Consumer Lending, Financial Analysis, Small Business Lending, Mortgage Lending, Risk Management
Education
Liberty University 2013 — 2015
Master's degree, Project Management
Shaw University 2000 — 2004
BS, Business Administration and Management
Alex ter Wee's Square 1 Bank Experience April 2015 - Present
Job Vice President Technology Group at Square 1 Bank
Industry Venture Capital & Private Equity
Experience
Square 1 Bank April 2015 - Present
Square 1 Bank August 2011 - Present
Square 1 Bank April 2013 - May 2014
Square 1 Bank August 2012 - May 2013
IMS Health April 2011 - June 2011
IMS Health January 2010 - March 2011
Climate Corporation June 2009 - December 2009
Skills
Management, Financial Modeling, Start-ups, Chinese, Business Development, Strategy, JavaScript, Leadership
Education
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Science, Business Administration
North Carolina State University
N/A (continuing education), Computer Science
Square 1 Bank April 2015 - Present
Square 1 Bank August 2011 - Present
Square 1 Bank April 2013 - May 2014
Square 1 Bank August 2012 - May 2013
IMS Health April 2011 - June 2011
IMS Health January 2010 - March 2011
Climate Corporation June 2009 - December 2009
Skills
Management, Financial Modeling, Start-ups, Chinese, Business Development, Strategy, JavaScript, Leadership
Education
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor of Science, Business Administration
North Carolina State University
N/A (continuing education), Computer Science
Charles Rice, Jr. (Chaz) Charles Rice, Jr. (Chaz)'s Square 1 Bank Experience January 2015 - Present
Job Venture Banker at Square 1 Bank
Industry Venture Capital & Private Equity
Experience
Square 1 Bank January 2015 - Present
Square 1 Bank March 2014 - December 2014
Square 1 Bank January 2012 - March 2014
Charles A. Rice, CPA, PA December 2009 - January 2012
Cushman & Wakefield October 2008 - December 2009
United States House of Representatives September 2001 - January 2002
Skills
Due Diligence, Valuation, Financial Modeling, Investments, Financial Analysis, Microsoft Excel, Portfolio Management, Microsoft Office, Corporate Finance, Finance, Venture Capital
Education
North Carolina State University 2002 — 2006
BA, Political Science
East Carolina University 2010 — 2011
Graduate Studies, Accounting
Bond University 2006 — 2007
Study Abroad
The Hill School 1997 — 2001
Square 1 Bank January 2015 - Present
Square 1 Bank March 2014 - December 2014
Square 1 Bank January 2012 - March 2014
Charles A. Rice, CPA, PA December 2009 - January 2012
Cushman & Wakefield October 2008 - December 2009
United States House of Representatives September 2001 - January 2002
Skills
Due Diligence, Valuation, Financial Modeling, Investments, Financial Analysis, Microsoft Excel, Portfolio Management, Microsoft Office, Corporate Finance, Finance, Venture Capital
Education
North Carolina State University 2002 — 2006
BA, Political Science
East Carolina University 2010 — 2011
Graduate Studies, Accounting
Bond University 2006 — 2007
Study Abroad
The Hill School 1997 — 2001
Porter McKay Porter McKay's Square 1 Bank Experience May 2015 - Present
Job Sq1 Venture Banking Los Angeles
Industry Banking
Experience
Square 1 Bank May 2015 - Present
Square 1 Bank March 2014 - April 2015
Square 1 Bank September 2013 - February 2014
Square 1 Bank February 2013 - September 2013
Merrill Lynch June 2012 - December 2012
Greater Louisville Inc. October 2011 - June 2012
Skills
CFA Level II Candidate, Financial Reporting, Financial Analysis, Credit Analysis, Venture Capital, Series 7, Accounting, Data Analysis, Financial Modeling, Research, Fundraising, Corporate Finance, Venture Financing, Start-ups, Finance, Portfolio Management, Valuation, Entrepreneurship, Market Research, Private Equity, Due Diligence, Mergers, Risk Management, Credit, Loans, Mergers & Acquisitions
Education
Denison University 2007 — 2011
B.A., Psychology
CFA Level II Candidate
Accounting and Finance
Square 1 Bank May 2015 - Present
Square 1 Bank March 2014 - April 2015
Square 1 Bank September 2013 - February 2014
Square 1 Bank February 2013 - September 2013
Merrill Lynch June 2012 - December 2012
Greater Louisville Inc. October 2011 - June 2012
Skills
CFA Level II Candidate, Financial Reporting, Financial Analysis, Credit Analysis, Venture Capital, Series 7, Accounting, Data Analysis, Financial Modeling, Research, Fundraising, Corporate Finance, Venture Financing, Start-ups, Finance, Portfolio Management, Valuation, Entrepreneurship, Market Research, Private Equity, Due Diligence, Mergers, Risk Management, Credit, Loans, Mergers & Acquisitions
Education
Denison University 2007 — 2011
B.A., Psychology
CFA Level II Candidate
Accounting and Finance
William Griesinger's Square 1 Bank Experience July 2014 - October 2015
Job Professional Consulting Opportunities in areas of Business Strategy, Capital & Debt Financing Procurement
Industry Financial Services
Experience
Square 1 Bank July 2014 - October 2015
Comerica January 2012 - July 2014
BlueCrest Capital Finance December 2006 - January 2012
Ritchie Capital Management August 2005 - December 2006
GE Capital September 2003 - August 2005
Heller Financial May 2000 - June 2001
Linc Capital 1998 - 2000
Old Kent Bank, MI (now Fifth Third) March 1994 - June 1997
Bank One (JP Morgan Chase) January 1990 - March 1994
Skills
Mergers, Venture Capital, Financial Structuring, Brazilian Portuguese, Private Equity, Portfolio Management, Credit Analysis, Loans, Mergers & Acquisitions, Negotiation, Credit, Restructuring, Commercial Banking, Business Development, Commercial Lending, Finance, Underwriting, Small Business Lending, Capital Markets, Financial Modeling, Asset Based Lending, Early Stage Companies
Education
Indiana University Bloomington 1977 — 1982
B.S., Marketing
Ball State University - College of Business 1988 — 1990
MBA, Finance/Economics
Mishawaka Marian
Square 1 Bank July 2014 - October 2015
Comerica January 2012 - July 2014
BlueCrest Capital Finance December 2006 - January 2012
Ritchie Capital Management August 2005 - December 2006
GE Capital September 2003 - August 2005
Heller Financial May 2000 - June 2001
Linc Capital 1998 - 2000
Old Kent Bank, MI (now Fifth Third) March 1994 - June 1997
Bank One (JP Morgan Chase) January 1990 - March 1994
Skills
Mergers, Venture Capital, Financial Structuring, Brazilian Portuguese, Private Equity, Portfolio Management, Credit Analysis, Loans, Mergers & Acquisitions, Negotiation, Credit, Restructuring, Commercial Banking, Business Development, Commercial Lending, Finance, Underwriting, Small Business Lending, Capital Markets, Financial Modeling, Asset Based Lending, Early Stage Companies
Education
Indiana University Bloomington 1977 — 1982
B.S., Marketing
Ball State University - College of Business 1988 — 1990
MBA, Finance/Economics
Mishawaka Marian
William Lockwood's Square 1 Bank Experience May 2011 - August 2011
Job Associate at Frank, Rimerman + Co.
Industry Financial Services
Experience
Frank, Rimerman + Co. LLP November 2013 - Present
Financial Foundations, Inc June 2012 - August 2012
Square 1 Bank May 2011 - August 2011
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Facebook, Crystal Ball, ThomsonOne
Education
Bentley University 2009 — 2013
BS, Corporate Finance & Accounting
Frank, Rimerman + Co. LLP November 2013 - Present
Financial Foundations, Inc June 2012 - August 2012
Square 1 Bank May 2011 - August 2011
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Facebook, Crystal Ball, ThomsonOne
Education
Bentley University 2009 — 2013
BS, Corporate Finance & Accounting
Stephanie Erwin Stephanie Erwin's Square 1 Bank Experience November 2014 - Present
Job Sales Strategy Analyst at Square 1 Bank
Industry Banking
Experience
Square 1 Bank November 2014 - Present
Skills
Start-ups, Social Media, Research, Entrepreneurship, Microsoft Office, Non-profits, PowerPoint, Event Planning, Venture Capital, Leadership, Community Outreach, Event Management, Budgets, French, CRM, Data Analysis, Spanish, Strategic Planning, Risk Management, Student Development, Sustainability, Microsoft Excel, Customer Service, Microsoft Word, Outlook, Financial Modeling, Public Speaking, Higher Education, Reading, Literary Criticism, English Literature
Education
Seattle University 2005 — 2009
BA
De Anza College 2010 — 2011
(Extracurricular)
Sacred Heart Prep 2001 — 2005
Square 1 Bank November 2014 - Present
Skills
Start-ups, Social Media, Research, Entrepreneurship, Microsoft Office, Non-profits, PowerPoint, Event Planning, Venture Capital, Leadership, Community Outreach, Event Management, Budgets, French, CRM, Data Analysis, Spanish, Strategic Planning, Risk Management, Student Development, Sustainability, Microsoft Excel, Customer Service, Microsoft Word, Outlook, Financial Modeling, Public Speaking, Higher Education, Reading, Literary Criticism, English Literature
Education
Seattle University 2005 — 2009
BA
De Anza College 2010 — 2011
(Extracurricular)
Sacred Heart Prep 2001 — 2005
Jordan Wallace Jordan Wallace's Square 1 Bank Experience August 2015 - Present
Job Portfolio Analyst at Square 1 Bank
Industry Financial Services
Experience
Square 1 Bank August 2015 - Present
CEB August 2013 - August 2015
Howard Consulting Group May 2012 - August 2012
U.S. House of Representatives July 2011 - August 2011
Education
Duke University 2009 — 2013
B.A., Political Science, Minor in Economics
Square 1 Bank August 2015 - Present
CEB August 2013 - August 2015
Howard Consulting Group May 2012 - August 2012
U.S. House of Representatives July 2011 - August 2011
Education
Duke University 2009 — 2013
B.A., Political Science, Minor in Economics
Tim Farmer Tim Farmer's Square 1 Bank Experience August 2014 - Present
Job VP | Manager of Credit Administration at Square 1 Bank
Industry Banking
Experience
Square 1 Bank August 2014 - Present
Square 1 Bank May 2012 - August 2014
Credit Risk Management, L.L.C. January 2007 - May 2012
Skills
Banking, Portfolio Management, Credit, Loans, Credit Analysis, Underwriting, Finance, Commercial Lending, Credit Risk, Leadership, Commercial Banking, Risk Management, Financial Analysis, Team Leadership, Process Improvement, Entrepreneurship, Marketing, Training, Team Building, Strategic Planning, Cash Management, Small Business Lending, Corporate Finance, Consumer Lending, Mergers & Acquisitions, Financial Risk, Project Management, Policy, Policy Writing, Policies & Procedures..., Microsoft Excel, Salesforce.com, Business Analysis, Employee Training
Education
Central Michigan University 2002 — 2006
Bachelors of Science, Finance & Marketing
Square 1 Bank August 2014 - Present
Square 1 Bank May 2012 - August 2014
Credit Risk Management, L.L.C. January 2007 - May 2012
Skills
Banking, Portfolio Management, Credit, Loans, Credit Analysis, Underwriting, Finance, Commercial Lending, Credit Risk, Leadership, Commercial Banking, Risk Management, Financial Analysis, Team Leadership, Process Improvement, Entrepreneurship, Marketing, Training, Team Building, Strategic Planning, Cash Management, Small Business Lending, Corporate Finance, Consumer Lending, Mergers & Acquisitions, Financial Risk, Project Management, Policy, Policy Writing, Policies & Procedures..., Microsoft Excel, Salesforce.com, Business Analysis, Employee Training
Education
Central Michigan University 2002 — 2006
Bachelors of Science, Finance & Marketing
Kurt Yokum's Square 1 Bank Experience September 2010 - Present
Job
Industry Information Technology and Services
Experience
Square 1 Bank September 2010 - Present
Research Triangle Institute International July 2009 - July 2011
Monsanto 2007 - July 2009
Smith Breeden Associates 2007 - 2008
Investors Title Company 2006 - 2007
Red Prairie 2005 - 2006
SpectraSite Communications 2001 - 2005
Global Knowledge 2000 - 2001
Duke Clinical Research Institute 1998 - 2000
BASF 1997 - 1998
Skills
VB.NET, C#, SQL Server, ASP.NET, Web Services, Visual Studio, LINQ, .NET, IIS, XML, SharePoint, SQL, JavaScript, Windows, SSIS, ASP, T-SQL, SSRS, HTML, ADO.NET, CSS, Web Development, Software Development, AJAX, jQuery, WinForms, OOP, SOA, PL/SQL, Database Design, Web Applications, Subversion, Application Development, Microsoft SQL Server, Oracle, Agile Methodologies, Visual Basic, VSS, Databases, Crystal Reports, VBScript
Education
Louisiana State University
BS, Computer Science
Square 1 Bank September 2010 - Present
Research Triangle Institute International July 2009 - July 2011
Monsanto 2007 - July 2009
Smith Breeden Associates 2007 - 2008
Investors Title Company 2006 - 2007
Red Prairie 2005 - 2006
SpectraSite Communications 2001 - 2005
Global Knowledge 2000 - 2001
Duke Clinical Research Institute 1998 - 2000
BASF 1997 - 1998
Skills
VB.NET, C#, SQL Server, ASP.NET, Web Services, Visual Studio, LINQ, .NET, IIS, XML, SharePoint, SQL, JavaScript, Windows, SSIS, ASP, T-SQL, SSRS, HTML, ADO.NET, CSS, Web Development, Software Development, AJAX, jQuery, WinForms, OOP, SOA, PL/SQL, Database Design, Web Applications, Subversion, Application Development, Microsoft SQL Server, Oracle, Agile Methodologies, Visual Basic, VSS, Databases, Crystal Reports, VBScript
Education
Louisiana State University
BS, Computer Science
Dan Quirk Dan Quirk's Square 1 Bank Experience June 2012 - July 2013
Job Marketing Manager | B2B Pipeline Gen | Certified Inbound Marketer
Industry Marketing and Advertising
Experience
DonorPro June 2015 - Present
DonorPro July 2013 - June 2015
Square 1 Bank June 2012 - July 2013
518Athlete April 2012 - May 2013
Christy Group May 2011 - April 2012
SB Nation January 2010 - April 2011
Selective Insurance June 2009 - August 2010
Skills
Marketing Automation, Marketing Management, Inbound Lead Generation, Inbound Marketing, Conversion Optimization, Content Marketing, Marketing Strategy, Facebook, Blogging, Email Marketing, Business Planning, Branding & Identity, CRM, Salesforce.com, Analysis, Copywriting, Copy Editing, Presentation Development, Microsoft Word, Twitter, Google Analytics, Sports Writing, Facebook Marketing, LinkedIn, CSS, HTML5, InDesign, Illustrator, Social Media Marketing
Education
Cornell University Graduate School 2015 — 2015
Marketing Strategy Graduate Certificate, Marketing
Grove City College 2007 — 2011
B.S., Business Management
Universidad Pablo de Olavide 2009 — 2009
DonorPro June 2015 - Present
DonorPro July 2013 - June 2015
Square 1 Bank June 2012 - July 2013
518Athlete April 2012 - May 2013
Christy Group May 2011 - April 2012
SB Nation January 2010 - April 2011
Selective Insurance June 2009 - August 2010
Skills
Marketing Automation, Marketing Management, Inbound Lead Generation, Inbound Marketing, Conversion Optimization, Content Marketing, Marketing Strategy, Facebook, Blogging, Email Marketing, Business Planning, Branding & Identity, CRM, Salesforce.com, Analysis, Copywriting, Copy Editing, Presentation Development, Microsoft Word, Twitter, Google Analytics, Sports Writing, Facebook Marketing, LinkedIn, CSS, HTML5, InDesign, Illustrator, Social Media Marketing
Education
Cornell University Graduate School 2015 — 2015
Marketing Strategy Graduate Certificate, Marketing
Grove City College 2007 — 2011
B.S., Business Management
Universidad Pablo de Olavide 2009 — 2009
Kristin Beyer Kristin Beyer's Square 1 Bank Experience March 2012 - May 2013
Job Former Marketing VP turned Managing Director at Beyer Household (a.k.a. Full Time Mom)
Industry Marketing and Advertising
Experience
Beyer Household May 2013 - Present
Square 1 Bank March 2012 - May 2013
Square 1 Bank May 2009 - February 2012
Square 1 Bank June 2006 - May 2009
Highland Capital Partners December 2001 - June 2006
Sousa Communications August 2001 - October 2001
Skills
Start-ups, Marketing, Media Relations, Public Relations, Venture Capital, Social Media, Marketing Communications, Event Management, Corporate Branding, Leadership, Strategic Planning, Management, Strategy
Education
Clark University 2002 — 2004
Master Certificate, Digital Multimedia + Web Design
University of Nebraska-Lincoln 1998 — 2001
BA, Communication Studies
Amador Valley High School 1992 — 1996
High School, Pleasanton, CA
Beyer Household May 2013 - Present
Square 1 Bank March 2012 - May 2013
Square 1 Bank May 2009 - February 2012
Square 1 Bank June 2006 - May 2009
Highland Capital Partners December 2001 - June 2006
Sousa Communications August 2001 - October 2001
Skills
Start-ups, Marketing, Media Relations, Public Relations, Venture Capital, Social Media, Marketing Communications, Event Management, Corporate Branding, Leadership, Strategic Planning, Management, Strategy
Education
Clark University 2002 — 2004
Master Certificate, Digital Multimedia + Web Design
University of Nebraska-Lincoln 1998 — 2001
BA, Communication Studies
Amador Valley High School 1992 — 1996
High School, Pleasanton, CA
Kerry Robeson, NCCP's Square 1 Bank Experience August 2014 - Present
Job Paralegal Manager at Square 1 Bank
Industry Law Practice
Experience
Square 1 Bank August 2014 - Present
Smith Anderson April 2008 - August 2014
Ward & Smith, P.A. 2003 - 2008
Stubbs & Perdue, P.A. 1993 - 2002
Skills
Estate Planning, Legal Writing, Corporate Law, Westlaw, Estate Administration, Civil Litigation, Litigation, Tax, Legal Research, Legal Assistance, Notary Public, Estate Law, Mergers & Acquisitions, Due Diligence
Education
Campbell University
BA, Business Admin & Economics, summa cum laude, Minor in Accounting
Square 1 Bank August 2014 - Present
Smith Anderson April 2008 - August 2014
Ward & Smith, P.A. 2003 - 2008
Stubbs & Perdue, P.A. 1993 - 2002
Skills
Estate Planning, Legal Writing, Corporate Law, Westlaw, Estate Administration, Civil Litigation, Litigation, Tax, Legal Research, Legal Assistance, Notary Public, Estate Law, Mergers & Acquisitions, Due Diligence
Education
Campbell University
BA, Business Admin & Economics, summa cum laude, Minor in Accounting
Anna Aguilar Anna Aguilar's Square 1 Bank Experience December 2008 - May 2009
Job Florida Financial Analyst Lead, Banking Officer
Industry Accounting
Experience
Popular Community Bank March 2015 - Present
Apollo Bank September 2014 - March 2015
United Way of Miami Dade December 2012 - September 2014
TotalBank June 2009 - February 2011
Square 1 Bank December 2008 - May 2009
Skills
Cash Management, Microsoft Excel, Customer Service, Outlook, Small Business, Financial Reporting, Accounting, Credit, Banking, Microsoft Office, Account Reconciliation, Payroll, Microsoft Word, Budgets, PowerPoint, Forecasting, Finance, Financial Analysis, Accounts Receivable, QuickBooks, Auditing, Cash Flow, Strategic Financial..., General Ledger, Internal Controls, Bookkeeping, Financial Statements, Risk Management, Internal Audit, Variance Analysis, Business Development, Management, Leadership
Education
Florida International University
Bachelor's Degree, Finance
Miami Dade College
Associate of Arts (AA), Accounting
Popular Community Bank March 2015 - Present
Apollo Bank September 2014 - March 2015
United Way of Miami Dade December 2012 - September 2014
TotalBank June 2009 - February 2011
Square 1 Bank December 2008 - May 2009
Skills
Cash Management, Microsoft Excel, Customer Service, Outlook, Small Business, Financial Reporting, Accounting, Credit, Banking, Microsoft Office, Account Reconciliation, Payroll, Microsoft Word, Budgets, PowerPoint, Forecasting, Finance, Financial Analysis, Accounts Receivable, QuickBooks, Auditing, Cash Flow, Strategic Financial..., General Ledger, Internal Controls, Bookkeeping, Financial Statements, Risk Management, Internal Audit, Variance Analysis, Business Development, Management, Leadership
Education
Florida International University
Bachelor's Degree, Finance
Miami Dade College
Associate of Arts (AA), Accounting
James Petricciani's Square 1 Bank Experience December 2012 - July 2014
Job Managing Partner at 2nd St. Capital Management LLC
Industry Financial Services
Experience
2nd St. Capital Management LLC July 2014 - Present
Square 1 Bank December 2012 - July 2014
SCU MBA Finance Connexion June 2011 - June 2012
Humane Society of Silicon Valley February 2012 - May 2012
Otto's Sausage Kitchen Inc. 2009 - 2010
Evan's Metal Fab 2008 - 2009
HealthMarkets 2007 - 2008
Advanced Wealth Management 2006 - 2007
Skills
Conversational Mandarin, Conversational French, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Financial Modeling, Strategic Planning, Public Speaking, Research, Finance, Cross-functional Team..., Customer Service, Analysis, French, Management, Process Improvement, Business Development, Strategy, Program Management, Data Analysis, Leadership, Forecasting, Market Research, Investments, Entrepreneurship, Marketing, Portfolio Management, CRM, Accounting, Operations Management, Risk Management, Valuation, Access, Economics, Equities, Recruiting, Banking, Mergers & Acquisitions, Time Management, Corporate Finance, Derivatives, Venture Capital, Strategic Financial..., Due Diligence, Private Equity, Insurance, Equity Research, Credit Analysis, Asset Management
Education
Santa Clara University - Leavey School of Business 2010 — 2012
MBA, Finance
Gonzaga University 2002 — 2006
Bachelor of Arts, Economics, History
La Salle High School 1998 — 2002
Diploma
2nd St. Capital Management LLC July 2014 - Present
Square 1 Bank December 2012 - July 2014
SCU MBA Finance Connexion June 2011 - June 2012
Humane Society of Silicon Valley February 2012 - May 2012
Otto's Sausage Kitchen Inc. 2009 - 2010
Evan's Metal Fab 2008 - 2009
HealthMarkets 2007 - 2008
Advanced Wealth Management 2006 - 2007
Skills
Conversational Mandarin, Conversational French, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Financial Modeling, Strategic Planning, Public Speaking, Research, Finance, Cross-functional Team..., Customer Service, Analysis, French, Management, Process Improvement, Business Development, Strategy, Program Management, Data Analysis, Leadership, Forecasting, Market Research, Investments, Entrepreneurship, Marketing, Portfolio Management, CRM, Accounting, Operations Management, Risk Management, Valuation, Access, Economics, Equities, Recruiting, Banking, Mergers & Acquisitions, Time Management, Corporate Finance, Derivatives, Venture Capital, Strategic Financial..., Due Diligence, Private Equity, Insurance, Equity Research, Credit Analysis, Asset Management
Education
Santa Clara University - Leavey School of Business 2010 — 2012
MBA, Finance
Gonzaga University 2002 — 2006
Bachelor of Arts, Economics, History
La Salle High School 1998 — 2002
Diploma
Peter Drees Peter Drees's Square 1 Bank Experience April 2005 - Present
Job SVP/Managing Director, Pacific Southwest
Industry Banking
Experience
Square 1 Bank April 2005 - Present
San Diego Venture Group September 2013 - Present
Comerica Bank March 1995 - April 2005
Mid-State Bank & Trust July 1992 - March 1995
Skills
Venture Capital, Mergers, Private Equity, Financial Modeling, Commercial Lending, Portfolio Management, Due Diligence, Financial Analysis, Corporate Finance, Investments, Commercial Banking, Venture Financing, Credit Analysis, Credit, Loans, Valuation, Middle Market, Start-ups, Banking, Asset Based Lending, Corporate Development, Financial Structuring, Investment Banking, Mergers, Mergers & Acquisitions
Education
California Polytechnic State University-San Luis Obispo 1987 — 1992
BS, Finance
Square 1 Bank April 2005 - Present
San Diego Venture Group September 2013 - Present
Comerica Bank March 1995 - April 2005
Mid-State Bank & Trust July 1992 - March 1995
Skills
Venture Capital, Mergers, Private Equity, Financial Modeling, Commercial Lending, Portfolio Management, Due Diligence, Financial Analysis, Corporate Finance, Investments, Commercial Banking, Venture Financing, Credit Analysis, Credit, Loans, Valuation, Middle Market, Start-ups, Banking, Asset Based Lending, Corporate Development, Financial Structuring, Investment Banking, Mergers, Mergers & Acquisitions
Education
California Polytechnic State University-San Luis Obispo 1987 — 1992
BS, Finance
Don Sturdivant Don Sturdivant's Square 1 Bank Experience February 2007 - January 2009
Job Strategic Technology Leader and Consultant
Industry Information Technology and Services
Experience
Modus 21 May 2009 - Present
Square 1 Bank February 2007 - January 2009
Avaya March 2005 - February 2007
State of North Carolina May 2004 - December 2004
Wake Technical Community College January 2001 - August 2004
Fulcra Solutions February 1999 - July 2001
Decision Consultants June 1999 - February 2000
SSDS April 1997 - May 1999
Booz Allen Hamilton May 1996 - March 1997
U.S. Coast Guard May 1979 - June 1996
Skills
Process Improvement, Program Management, Enterprise Architecture, Strategic Planning, Leadership, ITIL, Agile, Project Management, SDLC, Enterprise Software, Software Development, Agile Methodologies, Strategy, SOA, Security, Team Leadership, Data Center, Integration, Analysis, Business Process, Project Planning, Databases, Disaster Recovery, Project Portfolio..., Start-ups, Microsoft SQL Server, Management, Telecommunications, System Administration
Education
George Mason University 1991 — 1993
MS, Information Systems
US Coast Guard Academy 1975 — 1979
BS, Marine Science
Modus 21 May 2009 - Present
Square 1 Bank February 2007 - January 2009
Avaya March 2005 - February 2007
State of North Carolina May 2004 - December 2004
Wake Technical Community College January 2001 - August 2004
Fulcra Solutions February 1999 - July 2001
Decision Consultants June 1999 - February 2000
SSDS April 1997 - May 1999
Booz Allen Hamilton May 1996 - March 1997
U.S. Coast Guard May 1979 - June 1996
Skills
Process Improvement, Program Management, Enterprise Architecture, Strategic Planning, Leadership, ITIL, Agile, Project Management, SDLC, Enterprise Software, Software Development, Agile Methodologies, Strategy, SOA, Security, Team Leadership, Data Center, Integration, Analysis, Business Process, Project Planning, Databases, Disaster Recovery, Project Portfolio..., Start-ups, Microsoft SQL Server, Management, Telecommunications, System Administration
Education
George Mason University 1991 — 1993
MS, Information Systems
US Coast Guard Academy 1975 — 1979
BS, Marine Science
Luke Plumpton's Square 1 Bank Experience June 2005 - August 2007
Job Vice President of O2 Investment Partners
Industry Venture Capital & Private Equity
Experience
O2 Investment Partners May 2011 - Present
PC Treasures November 2014 - Present
Packaging Concepts & Design May 2014 - Present
Duall Precision May 2014 - Present
Alpha Sintered Metals December 2013 - Present
Mercury Manufacturing Company December 2012 - Present
Greco Aluminum Railings August 2012 - Present
Hanford Pharmaceuticals August 2009 - April 2011
Square 1 Bank June 2005 - August 2007
Wachovia Securities: Healthcare Corporate Finance June 2003 - June 2005
Skills
Private Equity, Financial Modeling, Portfolio Optimization, New Business Development, Mergers & Acquisitions, Due Diligence, Strategy, Portfolio Management, Venture Capital, Corporate Finance, Finance, Investment Banking, Valuation, Equities
Education
Harvard University 1999 — 2003
BA, Economics
The Hotchkiss School 1996 — 1999
O2 Investment Partners May 2011 - Present
PC Treasures November 2014 - Present
Packaging Concepts & Design May 2014 - Present
Duall Precision May 2014 - Present
Alpha Sintered Metals December 2013 - Present
Mercury Manufacturing Company December 2012 - Present
Greco Aluminum Railings August 2012 - Present
Hanford Pharmaceuticals August 2009 - April 2011
Square 1 Bank June 2005 - August 2007
Wachovia Securities: Healthcare Corporate Finance June 2003 - June 2005
Skills
Private Equity, Financial Modeling, Portfolio Optimization, New Business Development, Mergers & Acquisitions, Due Diligence, Strategy, Portfolio Management, Venture Capital, Corporate Finance, Finance, Investment Banking, Valuation, Equities
Education
Harvard University 1999 — 2003
BA, Economics
The Hotchkiss School 1996 — 1999
Josh Cashwell Josh Cashwell's Square 1 Bank Experience March 2015 - May 2015
Job VP at Silicon Valley Bank
Industry Venture Capital & Private Equity
Experience
Silicon Valley Bank May 2015 - Present
Square 1 Bank March 2015 - May 2015
Square 1 Bank April 2008 - March 2015
Credit Suisse September 2006 - April 2008
Skills
Venture Capital, Financial Modeling, Portfolio Management, Private Equity, Finance, Financial Analysis, Banking, Corporate Finance, Entrepreneurship, Equities, Valuation, Due Diligence, Commercial Banking
Education
Campbell University 2002 — 2006
BBA, Trust and Investment Management
Silicon Valley Bank May 2015 - Present
Square 1 Bank March 2015 - May 2015
Square 1 Bank April 2008 - March 2015
Credit Suisse September 2006 - April 2008
Skills
Venture Capital, Financial Modeling, Portfolio Management, Private Equity, Finance, Financial Analysis, Banking, Corporate Finance, Entrepreneurship, Equities, Valuation, Due Diligence, Commercial Banking
Education
Campbell University 2002 — 2006
BBA, Trust and Investment Management
Michael Madden Michael Madden's Square 1 Bank Experience January 2013 - Present
Job Managing Director at Square 1 Bank
Industry Venture Capital & Private Equity
Experience
Square 1 Bank January 2013 - Present
Edison Venture Fund 2010 - 2012
Polaris Venture Partners 2005 - 2010
Summit Partners 2003 - 2005
Athletes' Performance June 2003 - September 2003
JP Morgan 2000 - 2003
Hambrecht & Quist 2000 - 2003
Skills
Private Equity, Investments, Venture Capital, Start-ups, Valuation, Financial Modeling, Corporate Development
Education
Stanford University Graduate School of Business 2007 — 2009
MBA, Business
Harvard University 1996 — 2000
BA, Economics
Square 1 Bank January 2013 - Present
Edison Venture Fund 2010 - 2012
Polaris Venture Partners 2005 - 2010
Summit Partners 2003 - 2005
Athletes' Performance June 2003 - September 2003
JP Morgan 2000 - 2003
Hambrecht & Quist 2000 - 2003
Skills
Private Equity, Investments, Venture Capital, Start-ups, Valuation, Financial Modeling, Corporate Development
Education
Stanford University Graduate School of Business 2007 — 2009
MBA, Business
Harvard University 1996 — 2000
BA, Economics
Reginold Jones Reginold Jones's Square 1 Bank Experience January 2014 - Present
Job Portfolio Manager at Square 1 Bank
Industry Real Estate
Experience
Square 1 Bank January 2014 - Present
Horizon One Realty October 2006 - Present
USDA March 2011 - January 2014
First Citizens Bank January 2011 - March 2011
RBC Centura June 2003 - January 2005
Ammons Pittman GMAC Real Estate 2004 - 2005
RBC Bank February 1999 - July 2003
NBC Bank November 1996 - February 1999
Skills
Real Estate, First Time Home Buyers, Investment Properties, Sellers, REO, Real Estate Transactions, Residential Homes, Selling, Real Property, Commercial Real Estate, Property, Buyers
Education
East Carolina University 1990 — 1995
BA
Northern Nash Sr High 1987 — 1990
Square 1 Bank January 2014 - Present
Horizon One Realty October 2006 - Present
USDA March 2011 - January 2014
First Citizens Bank January 2011 - March 2011
RBC Centura June 2003 - January 2005
Ammons Pittman GMAC Real Estate 2004 - 2005
RBC Bank February 1999 - July 2003
NBC Bank November 1996 - February 1999
Skills
Real Estate, First Time Home Buyers, Investment Properties, Sellers, REO, Real Estate Transactions, Residential Homes, Selling, Real Property, Commercial Real Estate, Property, Buyers
Education
East Carolina University 1990 — 1995
BA
Northern Nash Sr High 1987 — 1990
John Orlando's Square 1 Bank Experience August 2015 - Present
Job Vice President at Square 1 Bank
Industry Venture Capital & Private Equity
Experience
Square 1 Bank August 2015 - Present
Square 1 Bank May 2014 - August 2015
NXT Capital Venture Finance July 2013 - January 2014
BMO Capital Markets November 2011 - June 2013
Bank of America Merrill Lynch June 2010 - November 2011
Skills
Venture Capital, Private Equity, Investment Banking, Hedge Funds, Investment Management, Credit, Financial Modeling, Valuation, Capital Markets, Bloomberg, Corporate Finance, Equities, Investments, Financial Analysis, Due Diligence, Mergers & Acquisitions
Education
Boston College 2006 — 2010
Bachelor of Science, Finance & Marketing
Quincy High School 2003 — 2006
Square 1 Bank August 2015 - Present
Square 1 Bank May 2014 - August 2015
NXT Capital Venture Finance July 2013 - January 2014
BMO Capital Markets November 2011 - June 2013
Bank of America Merrill Lynch June 2010 - November 2011
Skills
Venture Capital, Private Equity, Investment Banking, Hedge Funds, Investment Management, Credit, Financial Modeling, Valuation, Capital Markets, Bloomberg, Corporate Finance, Equities, Investments, Financial Analysis, Due Diligence, Mergers & Acquisitions
Education
Boston College 2006 — 2010
Bachelor of Science, Finance & Marketing
Quincy High School 2003 — 2006
Serv Abella, ACP Serv Abella, ACP's Square 1 Bank Experience September 2014 - October 2015
Job Senior Documentation Specialist at Square 1 Bank
Industry Legal Services
Experience
Square 1 Bank September 2014 - October 2015
Square 1 Bank May 2013 - August 2014
Smith Anderson November 2012 - April 2013
Square 1 Bank December 2007 - August 2011
Greenberg Traurig, LLP August 2007 - November 2007
Skills
Banking, Corporate Governance, Contract Management, Secured Transactions, Due Diligence, Loans, Venture Capital, Credit, Mergers, Commercial Lending, Securities, Finance, Commercial Banking, Legal Writing, Investments, Intellectual Property, Private Equity, Corporate Finance, Corporate Law, Legal Documents
Education
Duke University 2007 — 2007
Post - Baccalaureate Certificate, Paralegal
Saint Louis University (PH) 1994 — 1999
Bachelor of Laws
Saint Louis University (PH) 1991 — 1994
Bachelor of Science in Commerce, Economics
Saint Louis University (PH) 1989 — 1990
Bachelor of Arts, Philosophy
Square 1 Bank September 2014 - October 2015
Square 1 Bank May 2013 - August 2014
Smith Anderson November 2012 - April 2013
Square 1 Bank December 2007 - August 2011
Greenberg Traurig, LLP August 2007 - November 2007
Skills
Banking, Corporate Governance, Contract Management, Secured Transactions, Due Diligence, Loans, Venture Capital, Credit, Mergers, Commercial Lending, Securities, Finance, Commercial Banking, Legal Writing, Investments, Intellectual Property, Private Equity, Corporate Finance, Corporate Law, Legal Documents
Education
Duke University 2007 — 2007
Post - Baccalaureate Certificate, Paralegal
Saint Louis University (PH) 1994 — 1999
Bachelor of Laws
Saint Louis University (PH) 1991 — 1994
Bachelor of Science in Commerce, Economics
Saint Louis University (PH) 1989 — 1990
Bachelor of Arts, Philosophy
James Stover James Stover's Square 1 Bank Experience November 2007 - October 2008
Job Vice President, Life Sciences at Aegis Sciences Corporation
Industry Biotechnology
Experience
Aegis Sciences Corporation January 2015 - Present
Diagnovus August 2013 - December 2014
Diagnovus October 2011 - August 2013
Tennessee Technology Development Corporation October 2008 - October 2011
Square 1 Bank November 2007 - October 2008
The Scripps Research Institute March 2006 - May 2008
Skills
Lifesciences, Biotechnology, Entrepreneurship, Healthcare, Molecular Biology, Cancer, Financial Modeling, R&D, Strategy, Venture Capital, Due Diligence, Portfolio Management, Assay Development, Product Development, Management, Executive Management, Laboratory, Technology Transfer, Strategic Planning
Education
Harvard Law School 2014 — 2014
Executive Education
Vanderbilt University 2001 — 2006
Ph.D., Chemistry
University of Virginia 1999 — 2001
B.S., Biochemistry
Aegis Sciences Corporation January 2015 - Present
Diagnovus August 2013 - December 2014
Diagnovus October 2011 - August 2013
Tennessee Technology Development Corporation October 2008 - October 2011
Square 1 Bank November 2007 - October 2008
The Scripps Research Institute March 2006 - May 2008
Skills
Lifesciences, Biotechnology, Entrepreneurship, Healthcare, Molecular Biology, Cancer, Financial Modeling, R&D, Strategy, Venture Capital, Due Diligence, Portfolio Management, Assay Development, Product Development, Management, Executive Management, Laboratory, Technology Transfer, Strategic Planning
Education
Harvard Law School 2014 — 2014
Executive Education
Vanderbilt University 2001 — 2006
Ph.D., Chemistry
University of Virginia 1999 — 2001
B.S., Biochemistry
Eric Simpson's Square 1 Bank Experience 2010 - 2011
Job Power Trader at Twin Eagle
Industry Oil & Energy
Experience
Twin Eagle August 2014 - Present
ACES Power Marketing February 2012 - August 2014
RBC May 2011 - October 2011
Square 1 Bank 2010 - 2011
Credit Suisse 2009 - 2010
Education
East Carolina University
Bachelor of Science
Needham B. Broughton
Twin Eagle August 2014 - Present
ACES Power Marketing February 2012 - August 2014
RBC May 2011 - October 2011
Square 1 Bank 2010 - 2011
Credit Suisse 2009 - 2010
Education
East Carolina University
Bachelor of Science
Needham B. Broughton
David Kim's Square 1 Bank Experience June 2015 - Present
Job product, finance
Industry Venture Capital & Private Equity
Experience
Square 1 Bank June 2015 - Present
Startup Digest June 2014 - May 2015
Product Management Fast Track March 2013 - March 2015
Code School July 2014 - September 2014
RubyRookies January 2013 - December 2013
Hack Reactor January 2013 - July 2013
David Kim September 2012 - December 2012
Voicegram May 2012 - September 2012
W3C June 2012 - June 2012
Intel Corporation June 2011 - April 2012
Skills
Entrepreneurship, Strategic Planning, Financial Analysis, Community Development, Teaching, Project Management, Business Development, Consulting, Team Building, Cross-functional Team..., Management, Product Management, Ruby on Rails, Ruby, Web Development, Sales, Analysis, Training, Financial Statement..., Marketing, CRM, Scrum, Agile Methodologies, Start-ups, Leadership
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, General Management, Corporate Innovation
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
M.S., Accounting
Duke University 1997 — 2001
B.S., Economics
Square 1 Bank June 2015 - Present
Startup Digest June 2014 - May 2015
Product Management Fast Track March 2013 - March 2015
Code School July 2014 - September 2014
RubyRookies January 2013 - December 2013
Hack Reactor January 2013 - July 2013
David Kim September 2012 - December 2012
Voicegram May 2012 - September 2012
W3C June 2012 - June 2012
Intel Corporation June 2011 - April 2012
Skills
Entrepreneurship, Strategic Planning, Financial Analysis, Community Development, Teaching, Project Management, Business Development, Consulting, Team Building, Cross-functional Team..., Management, Product Management, Ruby on Rails, Ruby, Web Development, Sales, Analysis, Training, Financial Statement..., Marketing, CRM, Scrum, Agile Methodologies, Start-ups, Leadership
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, General Management, Corporate Innovation
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
M.S., Accounting
Duke University 1997 — 2001
B.S., Economics
Tristan Cooper Tristan Cooper's Square 1 Bank Experience May 2008 - August 2008
Job Attended North Carolina Agricultural and Technical State University
Industry Information Technology and Services
Experience
North Carolina A&T State University January 2012 - Present
The Rook Solutions August 2011 - Present
Square 1 Bank May 2008 - August 2008
Skills
Microsoft Office, Research, Higher Education, Computer Hardware, Troubleshooting, Project Management, PowerPoint, Networking, Microsoft Word, Leadership, Management
Education
North Carolina Agricultural and Technical State University 2011 — 2013
Master of Science (M.S.), Information Technology, 3.5
North Carolina A&T State University 2010 — 2012
Bachelor of Science (B.S.), Electronic Tech: Infomation Tech (ECT-IT), 3.01
North Carolina A&T State University January 2012 - Present
The Rook Solutions August 2011 - Present
Square 1 Bank May 2008 - August 2008
Skills
Microsoft Office, Research, Higher Education, Computer Hardware, Troubleshooting, Project Management, PowerPoint, Networking, Microsoft Word, Leadership, Management
Education
North Carolina Agricultural and Technical State University 2011 — 2013
Master of Science (M.S.), Information Technology, 3.5
North Carolina A&T State University 2010 — 2012
Bachelor of Science (B.S.), Electronic Tech: Infomation Tech (ECT-IT), 3.01
Rhonda D'Urso Rhonda D'Urso's Square 1 Bank Experience January 2011 - January 2013
Job Consultant & Real Estate Broker/Realtor at ReMax One Realty, Strategic Pricing Specialist
Industry Real Estate
Experience
ReMax One Realty January 2013 - Present
Square 1 Bank January 2011 - January 2013
Credit Risk Management January 2005 - January 2011
Federal Home Loan Bank of Atlanta January 2001 - October 2003
TriMont Real Estate Advisors August 1997 - January 2001
Affiliated Bond Services October 1993 - August 1997
Equitable Real Estate August 1992 - October 1993
Resolution Trust Corporation March 1991 - August 1992
Great American Bank March 1984 - March 1991
Skills
Credit, Credit Analysis, Loans, Credit Risk, Portfolio Management, Banking, Underwriting, Financial Analysis, Due Diligence, Financial Risk, Finance, Mortgage Lending, Commercial Mortgages, Asset Management, Consumer Lending, Commercial Real Estate, Residential Investment..., Residential Land..., Real Estate
Education
University of Phoenix 1986 — 1989
B.S.B.A., Business
University of Arizona 1985 — 1986
Business
Alfred State College - SUNY College of Technology 1982 — 1983
Architectural Engineering
ReMax One Realty January 2013 - Present
Square 1 Bank January 2011 - January 2013
Credit Risk Management January 2005 - January 2011
Federal Home Loan Bank of Atlanta January 2001 - October 2003
TriMont Real Estate Advisors August 1997 - January 2001
Affiliated Bond Services October 1993 - August 1997
Equitable Real Estate August 1992 - October 1993
Resolution Trust Corporation March 1991 - August 1992
Great American Bank March 1984 - March 1991
Skills
Credit, Credit Analysis, Loans, Credit Risk, Portfolio Management, Banking, Underwriting, Financial Analysis, Due Diligence, Financial Risk, Finance, Mortgage Lending, Commercial Mortgages, Asset Management, Consumer Lending, Commercial Real Estate, Residential Investment..., Residential Land..., Real Estate
Education
University of Phoenix 1986 — 1989
B.S.B.A., Business
University of Arizona 1985 — 1986
Business
Alfred State College - SUNY College of Technology 1982 — 1983
Architectural Engineering
KEISHA DAVIS KEISHA DAVIS's Square 1 Bank Experience November 2010 - Present
Job Client Services Specialist at Square 1 Bank
Industry Banking
Experience
Square 1 Bank November 2010 - Present
CARDINAL STATE BANK February 2006 - November 2010
Suntrust Bank August 1996 - February 2006
Skills
Consumer Lending, Customer Relations, Credit, Banking, Loans, Customer Service, Underwriting, Team Building, Budgeting, Excel, Word, Outlook, Coaching, Sales Management, New Business Development, Customer Satisfaction, Employee Relations, Compliance, Microsoft Office, Cold Calling, Microsoft Excel, Budgets, Mortgage Lending, Financial Analysis, Risk Management, Commercial Lending, Management, Commercial Banking
Education
Elon University 1992 — 1996
BA, BUSINESS ADMINISTRATION
Square 1 Bank November 2010 - Present
CARDINAL STATE BANK February 2006 - November 2010
Suntrust Bank August 1996 - February 2006
Skills
Consumer Lending, Customer Relations, Credit, Banking, Loans, Customer Service, Underwriting, Team Building, Budgeting, Excel, Word, Outlook, Coaching, Sales Management, New Business Development, Customer Satisfaction, Employee Relations, Compliance, Microsoft Office, Cold Calling, Microsoft Excel, Budgets, Mortgage Lending, Financial Analysis, Risk Management, Commercial Lending, Management, Commercial Banking
Education
Elon University 1992 — 1996
BA, BUSINESS ADMINISTRATION
Devon Bostock Devon Bostock's Square 1 Bank Experience October 2013 - April 2015
Job Assistant Vice President, Technology & Life Sciences at Comerica Bank
Industry Banking
Experience
Comerica Bank April 2015 - Present
Square 1 Bank October 2013 - April 2015
Square 1 Bank 2012 - October 2013
JPMorgan Chase June 2012 - September 2012
Yorkville Advisors, LLC December 2011 - January 2012
MD Global Partners, LLC May 2011 - July 2011
America Reads/ America January 2011 - May 2011
Skills
Financial Modeling, Financial Analysis, Fundraising, Finance, Portfolio Management, Due Diligence, Venture Capital, Venture Financing, Entrepreneurship, Venture Debt, Management, PowerPoint, Microsoft Excel, Corporate Finance
Education
Duke University - Fuqua School of Business 2011 — 2012
Masters of Management Studies, Masters of Management Studies: Foundation of Business
Duke University 2007 — 2011
Bachelor of Arts (B.A.), Markets and Management
Duke University 2007 — 2011
Bachelor of Arts (B.A.), Earth & Ocean Sciences
Comerica Bank April 2015 - Present
Square 1 Bank October 2013 - April 2015
Square 1 Bank 2012 - October 2013
JPMorgan Chase June 2012 - September 2012
Yorkville Advisors, LLC December 2011 - January 2012
MD Global Partners, LLC May 2011 - July 2011
America Reads/ America January 2011 - May 2011
Skills
Financial Modeling, Financial Analysis, Fundraising, Finance, Portfolio Management, Due Diligence, Venture Capital, Venture Financing, Entrepreneurship, Venture Debt, Management, PowerPoint, Microsoft Excel, Corporate Finance
Education
Duke University - Fuqua School of Business 2011 — 2012
Masters of Management Studies, Masters of Management Studies: Foundation of Business
Duke University 2007 — 2011
Bachelor of Arts (B.A.), Markets and Management
Duke University 2007 — 2011
Bachelor of Arts (B.A.), Earth & Ocean Sciences
Randy Churchill Randy Churchill's Square 1 Bank Experience December 2014 - Present
Job
Industry Venture Capital & Private Equity
Experience
Square 1 Bank December 2014 - Present
Education
Indiana University School of Law—Bloomington 1986 — 1989
JD
Western Michigan University 1980 — 1982
BBA, Finance and Accounting
University of Michigan 1978 — 1980
Square 1 Bank December 2014 - Present
Education
Indiana University School of Law—Bloomington 1986 — 1989
JD
Western Michigan University 1980 — 1982
BBA, Finance and Accounting
University of Michigan 1978 — 1980
Aaron (A.J.) Kramer Aaron (A.J.) Kramer's Square 1 Bank Experience June 2008 - July 2009
Job TD Bank VP, Commercial Relationship Manager
Industry Banking
Experience
TD Bank October 2012 - Present
Credit Suisse July 2011 - October 2012
Jenkins College of Management August 2009 - May 2011
Square 1 Bank June 2008 - July 2009
Square 1 Bank January 2007 - May 2008
Driveway Games Company, LLC. January 2004 - December 2006
Skills
Start-ups, Financial Analysis, Management, Portfolio Management, Financial Modeling, Hedge Funds, Valuation, Private Equity, Banking
Education
North Carolina State University - College of Management 2009 — 2011
MBA, Finance / Entrepreneurship
Miami University 2000 — 2004
BS, Finance / Entrepreneurship
TD Bank October 2012 - Present
Credit Suisse July 2011 - October 2012
Jenkins College of Management August 2009 - May 2011
Square 1 Bank June 2008 - July 2009
Square 1 Bank January 2007 - May 2008
Driveway Games Company, LLC. January 2004 - December 2006
Skills
Start-ups, Financial Analysis, Management, Portfolio Management, Financial Modeling, Hedge Funds, Valuation, Private Equity, Banking
Education
North Carolina State University - College of Management 2009 — 2011
MBA, Finance / Entrepreneurship
Miami University 2000 — 2004
BS, Finance / Entrepreneurship
Thomas F. Tedder, Jr. Thomas F. Tedder, Jr.'s Square 1 Bank Experience June 2015 - Present
Job Portfolio Analyst at Square 1 Bank
Industry Banking
Experience
Square 1 Bank June 2015 - Present
Clemson University CBBE Student Leadership Committee June 2012 - 2015
Clemson University Freed Eaters January 2012 - 2015
Tedder Construction June 2011 - 2015
Udi's Food June 2012 - November 2014
Skills
Economics, Microeconomics, Macroeconomics, Microsoft Office, Construction Management, Automotive, Contractors, Real Estate, Leadership, Travel, Sailing, Website Development, Venture Debt, Start-up Ventures, Venture Financing, Loan Portfolio Analysis, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Teamwork, Social Media
Education
Clemson University - College of Business and Behavioral Science 2011 — 2015
Bachelor of Science (BS), Economics, Minor: Financial Management
University of Oxford 2014 — 2014
Study Abroad, International Business Law
Study Abroad from Clemson University 2011 — 2011
French-American Relations Post WWII
Riverside High 2007 — 2011
Square 1 Bank June 2015 - Present
Clemson University CBBE Student Leadership Committee June 2012 - 2015
Clemson University Freed Eaters January 2012 - 2015
Tedder Construction June 2011 - 2015
Udi's Food June 2012 - November 2014
Skills
Economics, Microeconomics, Macroeconomics, Microsoft Office, Construction Management, Automotive, Contractors, Real Estate, Leadership, Travel, Sailing, Website Development, Venture Debt, Start-up Ventures, Venture Financing, Loan Portfolio Analysis, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Teamwork, Social Media
Education
Clemson University - College of Business and Behavioral Science 2011 — 2015
Bachelor of Science (BS), Economics, Minor: Financial Management
University of Oxford 2014 — 2014
Study Abroad, International Business Law
Study Abroad from Clemson University 2011 — 2011
French-American Relations Post WWII
Riverside High 2007 — 2011
Armando Molina Armando Molina's Square 1 Bank Experience June 2015 - Present
Job Vice President at Square 1 Bank
Industry Banking
Experience
Square 1 Bank June 2015 - Present
Addivant November 2013 - Present
DSM Nutritional Products January 2013 - November 2013
DSM Biologics July 2011 - January 2013
DSM Pharmaceutical Products January 2010 - June 2011
Johnson & Johnson January 2009 - December 2009
GE Capital July 2003 - June 2008
GE Capital January 2001 - June 2003
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Valuation, Venture Financing, Forecasting, Private Equity, Portfolio Management, Strategic Financial..., Restructuring, Internal Controls, M&A Modeling, Financial Reporting, Acquisitions, Venture Debt, Venture Capital, Management, Leveraged Finance, Team Leadership, Financial Recruiting, Mentoring, Cash Flow Lending, Debt & Equity Financing
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
M.B.A., Finance
Florida International University - College of Business Administration 1996 — 2000
BBA, Finance, MIS
Square 1 Bank June 2015 - Present
Addivant November 2013 - Present
DSM Nutritional Products January 2013 - November 2013
DSM Biologics July 2011 - January 2013
DSM Pharmaceutical Products January 2010 - June 2011
Johnson & Johnson January 2009 - December 2009
GE Capital July 2003 - June 2008
GE Capital January 2001 - June 2003
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Valuation, Venture Financing, Forecasting, Private Equity, Portfolio Management, Strategic Financial..., Restructuring, Internal Controls, M&A Modeling, Financial Reporting, Acquisitions, Venture Debt, Venture Capital, Management, Leveraged Finance, Team Leadership, Financial Recruiting, Mentoring, Cash Flow Lending, Debt & Equity Financing
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
M.B.A., Finance
Florida International University - College of Business Administration 1996 — 2000
BBA, Finance, MIS
Mike Breaux's Square 1 Bank Experience 2015 - Present
Job Square 1 Bank
Industry Banking
Experience
Square 1 Bank 2015 - Present
Square 1 Bank 2014 - 2015
Square 1 Bank 2012 - 2014
Provident Funding Associates L.P. 2012 - 2012
Education
East Carolina University 2008 — 2012
Bachelor of Science in Business Administration, Finance, Magna Cum Laude
Square 1 Bank 2015 - Present
Square 1 Bank 2014 - 2015
Square 1 Bank 2012 - 2014
Provident Funding Associates L.P. 2012 - 2012
Education
East Carolina University 2008 — 2012
Bachelor of Science in Business Administration, Finance, Magna Cum Laude
Sandra Korbel Sandra Korbel's Square 1 Bank Experience March 2012 - Present
Job Executive Assistant at Merz North America
Industry Human Resources
Experience
Merz North America August 2015 - Present
Square 1 Bank March 2012 - Present
Merrill Lynch January 2009 - September 2011
Merrill Lynch January 1997 - January 2009
FIRST FEDERAL SAVINGS & LOAN January 1989 - January 1997
Skills
Team-oriented, Executive Management, Employee Relations, Confidentiality, Integrity, Coaching, Social Media, Customer Service, Marketing Strategy, Public Speaking, Team Management, Sales Management, Social Media Marketing, Finance, Marketing Communications, Google Adwords, Integrity, Team..., Banking, Business Development, Sales, Management, Teamwork, Leadership, Recruiting, Event Planning
Education
Cornell University 2008 — 2008
Finance & Business
Monroe Community College 1982 — 1983
Business Administration
Merz North America August 2015 - Present
Square 1 Bank March 2012 - Present
Merrill Lynch January 2009 - September 2011
Merrill Lynch January 1997 - January 2009
FIRST FEDERAL SAVINGS & LOAN January 1989 - January 1997
Skills
Team-oriented, Executive Management, Employee Relations, Confidentiality, Integrity, Coaching, Social Media, Customer Service, Marketing Strategy, Public Speaking, Team Management, Sales Management, Social Media Marketing, Finance, Marketing Communications, Google Adwords, Integrity, Team..., Banking, Business Development, Sales, Management, Teamwork, Leadership, Recruiting, Event Planning
Education
Cornell University 2008 — 2008
Finance & Business
Monroe Community College 1982 — 1983
Business Administration
Jaime J. Lewis Jaime J. Lewis's Square 1 Bank Experience September 2010 - May 2012
Job Director, Venture Capital Practice at KPMG US
Industry Venture Capital & Private Equity
Experience
KPMG March 2014 - Present
ORIX Ventures May 2012 - January 2014
Square 1 Bank September 2010 - May 2012
Paperboy Ventures LLC July 2003 - September 2010
Deutsche Bank December 2000 - May 2002
J.P. Morgan July 2000 - December 2000
J.P. Morgan September 1998 - July 2000
Skills
Venture Capital, Private Equity, Due Diligence, Financial Modeling, Mergers, Equities, Financial Structuring, Deal Sourcing, Financial Transactions, Market Analysis, Corporate Finance, Investments, Private Placements, Investment Banking, Valuation, Entrepreneurship, Start-ups, Emerging Markets, Financial Analysis, IPO, Mergers & Acquisitions, Capital, Structured Finance, Corporate Governance, Corporate Development
Education
Colgate University
BA
University of California, Los Angeles - The Anderson School of Management
MBA
KPMG March 2014 - Present
ORIX Ventures May 2012 - January 2014
Square 1 Bank September 2010 - May 2012
Paperboy Ventures LLC July 2003 - September 2010
Deutsche Bank December 2000 - May 2002
J.P. Morgan July 2000 - December 2000
J.P. Morgan September 1998 - July 2000
Skills
Venture Capital, Private Equity, Due Diligence, Financial Modeling, Mergers, Equities, Financial Structuring, Deal Sourcing, Financial Transactions, Market Analysis, Corporate Finance, Investments, Private Placements, Investment Banking, Valuation, Entrepreneurship, Start-ups, Emerging Markets, Financial Analysis, IPO, Mergers & Acquisitions, Capital, Structured Finance, Corporate Governance, Corporate Development
Education
Colgate University
BA
University of California, Los Angeles - The Anderson School of Management
MBA
Jessica Alston Jessica Alston's Square 1 Bank Experience August 2015 - Present
Job Human Resources Intern at Square 1 Bank
Industry
Experience
Square 1 Bank August 2015 - Present
Meredith College May 2015 - Present
AT&T October 2014 - January 2015
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Research, Teamwork, Time Management, Organization Skills
Education
Meredith College 2013 — 2017
Bachelor’s Degree, Business Administration and Management, General, Junior
Bunn High School 2009 — 2013
Square 1 Bank August 2015 - Present
Meredith College May 2015 - Present
AT&T October 2014 - January 2015
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Research, Teamwork, Time Management, Organization Skills
Education
Meredith College 2013 — 2017
Bachelor’s Degree, Business Administration and Management, General, Junior
Bunn High School 2009 — 2013
Julianne Tamasy Julianne Tamasy's Square 1 Bank Experience May 2015 - Present
Job
Industry Financial Services
Experience
Square 1 Bank May 2015 - Present
Clark University, Graduate School of Management 2012 - May 2015
First Republic Bank 2007 - 2011
RBS/Citizens Bank 2000 - 2007
National City Bank 1990 - 1995
Skills
Entrepreneurial..., New Business Development, Business Management, Foreign Exchange..., Foreign Exchange Trading, Currency, Middle Market, FX, Sales Management, Entrepreneurship, Account Management, FX Options, Hedging, Key Account Management, conversational French, conversational Spanish, FX trading, Mergers & Acquisitions, Management, Bloomberg, Financial Services, Risk Management, Program Management, Banking, Investments, Capital Markets, Strategy, Hedge Funds, Finance, French, Financial Analysis, Portfolio Management, Credit, Equities, Financial Risk
Education
Boston University
Graduate Certificate, Professional Fundraising
Credit Analysis for Lenders (Merchants National Bank, internal credit training)
Credit Analysis
Hunter College
B.A, Classical Greek and Latin
Indiana University-Purdue University at Indianapolis
Statistics, Finite Mathematics
Square 1 Bank May 2015 - Present
Clark University, Graduate School of Management 2012 - May 2015
First Republic Bank 2007 - 2011
RBS/Citizens Bank 2000 - 2007
National City Bank 1990 - 1995
Skills
Entrepreneurial..., New Business Development, Business Management, Foreign Exchange..., Foreign Exchange Trading, Currency, Middle Market, FX, Sales Management, Entrepreneurship, Account Management, FX Options, Hedging, Key Account Management, conversational French, conversational Spanish, FX trading, Mergers & Acquisitions, Management, Bloomberg, Financial Services, Risk Management, Program Management, Banking, Investments, Capital Markets, Strategy, Hedge Funds, Finance, French, Financial Analysis, Portfolio Management, Credit, Equities, Financial Risk
Education
Boston University
Graduate Certificate, Professional Fundraising
Credit Analysis for Lenders (Merchants National Bank, internal credit training)
Credit Analysis
Hunter College
B.A, Classical Greek and Latin
Indiana University-Purdue University at Indianapolis
Statistics, Finite Mathematics
Beth Reeves Beth Reeves's Square 1 Bank Experience February 2007 - May 2011
Job VP, Corporate Secretary/Investor Relations, Square 1 Financial, Inc.
Industry Banking
Experience
Square 1 Financial, Inc. June 2006 - Present
Square 1 Bank February 2007 - May 2011
Duke University, Sanford Institute of Public Policy January 2006 - June 2006
Durham Literacy Center June 2005 - June 2006
McKinsey & Company July 1998 - July 2003
Skills
Investor Relations, Corporate Finance, Banking, Risk Management, Financial Services, Loans, Finance, Private Equity, Securities, Due Diligence, Financial Modeling, Strategy, Treasury Management, Mergers & Acquisitions, Investments, Commercial Banking, Credit Analysis, Cash Management, Commercial Lending, Portfolio Management, Financial Analysis, Credit, Valuation, Strategic Planning, Business Development, Entrepreneurship, Social Entrepreneurship, Nutrition, Holistic Health, Legal Writing, Creative Writing, Nonprofits, Leadership, Executive Coaching, Training, Written & Oral..., Workshop Facilitation, Management
Education
New York University - Leonard N. Stern School of Business 2001 — 2005
Master of Business Administration (M.B.A.), General Management, Social Entrepreneurship
Indian Institute of Management, Ahmedabad 2004 — 2004
Master of Business Administration (M.B.A.), General Management
University of California, Santa Barbara 1990 — 1995
Bachelor’s Degree, French Language and Literature, High Honors
Square 1 Financial, Inc. June 2006 - Present
Square 1 Bank February 2007 - May 2011
Duke University, Sanford Institute of Public Policy January 2006 - June 2006
Durham Literacy Center June 2005 - June 2006
McKinsey & Company July 1998 - July 2003
Skills
Investor Relations, Corporate Finance, Banking, Risk Management, Financial Services, Loans, Finance, Private Equity, Securities, Due Diligence, Financial Modeling, Strategy, Treasury Management, Mergers & Acquisitions, Investments, Commercial Banking, Credit Analysis, Cash Management, Commercial Lending, Portfolio Management, Financial Analysis, Credit, Valuation, Strategic Planning, Business Development, Entrepreneurship, Social Entrepreneurship, Nutrition, Holistic Health, Legal Writing, Creative Writing, Nonprofits, Leadership, Executive Coaching, Training, Written & Oral..., Workshop Facilitation, Management
Education
New York University - Leonard N. Stern School of Business 2001 — 2005
Master of Business Administration (M.B.A.), General Management, Social Entrepreneurship
Indian Institute of Management, Ahmedabad 2004 — 2004
Master of Business Administration (M.B.A.), General Management
University of California, Santa Barbara 1990 — 1995
Bachelor’s Degree, French Language and Literature, High Honors
Greg Thompson's Square 1 Bank Experience August 2011 - Present
Job COO/CFO/Shared Services Executive
Industry Financial Services
Experience
Square 1 Bank August 2011 - Present
Square 1 Bank August 2011 - September 2012
GB Thompson and Associates, LLC November 2009 - August 2011
Wells Fargo December 2008 - July 2009
Wachovia June 2008 - December 2008
Wachovia May 2005 - June 2008
Wachovia, A Wells Fargo Company June 2003 - June 2005
Wachovia, A Wells Fargo Company June 2001 - June 2003
First Union National Bank June 1999 - June 2001
First Union National Bank June 1996 - June 1999
Skills
Big Picture Thinking, Leading Cross..., Leading Change, Leading People, Financial Analysis, Financial Planning, Financial Reporting, Forecasting, Strategic Planning, Investors, Data Governance, Employee Counseling, Process Development, Process Improvement, Process Optimization, Strategic Financial..., Cross-functional Team..., Risk Management, Leadership, Mergers & Acquisitions, Management, Process Simulation, Banking, Cash Management, Big-picture Thinking, Strategy, Business Process..., Financial Modeling, Portfolio Management, Analysis, Due Diligence, Management Consulting, Corporate Finance, Accounting, Financial Services, Treasury Management, Loans, Change Management, Budgets, Finance
Education
Louisiana Tech University 1981 — 1985
Bachelor of Science, Accounting
Square 1 Bank August 2011 - Present
Square 1 Bank August 2011 - September 2012
GB Thompson and Associates, LLC November 2009 - August 2011
Wells Fargo December 2008 - July 2009
Wachovia June 2008 - December 2008
Wachovia May 2005 - June 2008
Wachovia, A Wells Fargo Company June 2003 - June 2005
Wachovia, A Wells Fargo Company June 2001 - June 2003
First Union National Bank June 1999 - June 2001
First Union National Bank June 1996 - June 1999
Skills
Big Picture Thinking, Leading Cross..., Leading Change, Leading People, Financial Analysis, Financial Planning, Financial Reporting, Forecasting, Strategic Planning, Investors, Data Governance, Employee Counseling, Process Development, Process Improvement, Process Optimization, Strategic Financial..., Cross-functional Team..., Risk Management, Leadership, Mergers & Acquisitions, Management, Process Simulation, Banking, Cash Management, Big-picture Thinking, Strategy, Business Process..., Financial Modeling, Portfolio Management, Analysis, Due Diligence, Management Consulting, Corporate Finance, Accounting, Financial Services, Treasury Management, Loans, Change Management, Budgets, Finance
Education
Louisiana Tech University 1981 — 1985
Bachelor of Science, Accounting
Austin Painter Austin Painter's Square 1 Bank Experience August 2009 - June 2010
Job Institutional Fixed Income Broker
Industry Financial Services
Experience
Academy Securities (formerly Carolina Capital Markets) April 2012 - Present
Carolina Capital Markets June 2010 - April 2012
Square 1 Bank August 2009 - June 2010
Square 1 Bank January 2009 - August 2009
Skills
Series 7, Series 63
Education
Emory University - Goizueta Business School 2013 — 2015
Master of Business Administration (MBA), Finance, General
Emory University 2005 — 2008
Bachelor of Arts (B.A.), Economics
Appalachian State University 2003 — 2005
Academy Securities (formerly Carolina Capital Markets) April 2012 - Present
Carolina Capital Markets June 2010 - April 2012
Square 1 Bank August 2009 - June 2010
Square 1 Bank January 2009 - August 2009
Skills
Series 7, Series 63
Education
Emory University - Goizueta Business School 2013 — 2015
Master of Business Administration (MBA), Finance, General
Emory University 2005 — 2008
Bachelor of Arts (B.A.), Economics
Appalachian State University 2003 — 2005
Brad Steele Brad Steele's Square 1 Bank Experience December 2005 - March 2010
Job Global Manager, Venture Capital Business Development at Amazon Web Services
Industry Information Technology and Services
Experience
Amazon Web Services May 2011 - Present
MMV Financial March 2010 - May 2011
Square 1 Bank December 2005 - March 2010
Comerica Bank - Technology and Life Sciences Division 1998 - 2005
Riggs Bank / Citizens Bank / Norwest Financial 1993 - 1998
Skills
Business Strategy, Corporate Finance, Entrepreneurship, SaaS, Digital Media, New Business Development, Cloud Computing
Education
The George Washington University
MBA, Finance
Gettysburg College 1989 — 1993
BA, Management and Finance
Amazon Web Services May 2011 - Present
MMV Financial March 2010 - May 2011
Square 1 Bank December 2005 - March 2010
Comerica Bank - Technology and Life Sciences Division 1998 - 2005
Riggs Bank / Citizens Bank / Norwest Financial 1993 - 1998
Skills
Business Strategy, Corporate Finance, Entrepreneurship, SaaS, Digital Media, New Business Development, Cloud Computing
Education
The George Washington University
MBA, Finance
Gettysburg College 1989 — 1993
BA, Management and Finance
Allen Van Dyke Allen Van Dyke's Square 1 Bank Experience February 2015 - Present
Job Operations Administrator at Square 1 Bank
Industry Biotechnology
Experience
Square 1 Bank February 2015 - Present
Sprockets Silicon Volley 2014 - 2015
California Polytechnic State University 2010 - 2014
B.A.D. construction company June 2013 - September 2013
Cal Poly Athletics September 2012 - January 2013
Skills
Microscopy, Dissection, Western Blotting, SDS-PAGE, ELISA, Affinity Chromatography, Gas Chromatography, NMR spectroscopy, Distillation, Enzyme Assays, JMP, Microsoft Office, Public Speaking, Customer Service, PCR, Microsoft Word
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (BS), Biology, Anatomy and Physiology
Square 1 Bank February 2015 - Present
Sprockets Silicon Volley 2014 - 2015
California Polytechnic State University 2010 - 2014
B.A.D. construction company June 2013 - September 2013
Cal Poly Athletics September 2012 - January 2013
Skills
Microscopy, Dissection, Western Blotting, SDS-PAGE, ELISA, Affinity Chromatography, Gas Chromatography, NMR spectroscopy, Distillation, Enzyme Assays, JMP, Microsoft Office, Public Speaking, Customer Service, PCR, Microsoft Word
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (BS), Biology, Anatomy and Physiology
Ron Ernst's Square 1 Bank Experience December 2013 - Present
Job Director, Operations; Sand Hill Finance at Square 1 Bank
Industry Financial Services
Experience
Square 1 Bank December 2013 - Present
Sand Hill Finance LLC May 2004 - December 2013
Greater Bay Bank April 2004 - May 2006
Comerica October 1996 - March 2002
San Jose National Bank 1996 - 1996
Astra Financial April 1994 - December 1995
Skills
Working Capital..., Asset Based Lending, Venture Capital, Factoring, Small Business, Finance, Credit, Start-ups, Treasury Management, Commercial Lending, Investments, Corporate Finance, Loans, Financial Analysis, Commercial Finance, Leveraged Finance, Financial Structuring, Private Equity, Funding, Financial Modeling, Credit Analysis, Executive Management, Due Diligence
Education
California State University-Chico 1987 — 1990
BS, One in Marketing and One in Finance
Square 1 Bank December 2013 - Present
Sand Hill Finance LLC May 2004 - December 2013
Greater Bay Bank April 2004 - May 2006
Comerica October 1996 - March 2002
San Jose National Bank 1996 - 1996
Astra Financial April 1994 - December 1995
Skills
Working Capital..., Asset Based Lending, Venture Capital, Factoring, Small Business, Finance, Credit, Start-ups, Treasury Management, Commercial Lending, Investments, Corporate Finance, Loans, Financial Analysis, Commercial Finance, Leveraged Finance, Financial Structuring, Private Equity, Funding, Financial Modeling, Credit Analysis, Executive Management, Due Diligence
Education
California State University-Chico 1987 — 1990
BS, One in Marketing and One in Finance
Donald Fleming Donald Fleming's Square 1 Bank Experience July 2010 - January 2013
Job Managing Member at Creedom Financial Services LLC
Industry Financial Services
Experience
Creedom Financial Services LLC January 2012 - Present
Square 1 Bank July 2010 - January 2013
Massachusetts Mutual January 2009 - June 2010
Merill Lynch June 2007 - December 2008
Morgan Stanley May 1990 - January 2004
Skills
Portfolio Management, Equities, Financial Analysis, Financial Modeling, Investments, Banking
Education
University of Pittsburgh 1985 — 1989
BS, Business
Carnegie Mellon University 1982 — 1985
Kent School
Creedom Financial Services LLC January 2012 - Present
Square 1 Bank July 2010 - January 2013
Massachusetts Mutual January 2009 - June 2010
Merill Lynch June 2007 - December 2008
Morgan Stanley May 1990 - January 2004
Skills
Portfolio Management, Equities, Financial Analysis, Financial Modeling, Investments, Banking
Education
University of Pittsburgh 1985 — 1989
BS, Business
Carnegie Mellon University 1982 — 1985
Kent School
David Huie David Huie's Square 1 Bank Experience February 2009 - August 2010
Job Product Marketing Manager at Google
Industry Internet
Experience
Google November 2012 - Present
eBay January 2011 - October 2012
fro-zen llc June 2009 - October 2010
Square 1 Bank February 2009 - August 2010
JPMorgan July 2007 - February 2009
I-Cubed May 2006 - August 2006
P&H Mining Equipment May 2005 - August 2005
Skills
SEM, Finance, Analysis, Microsoft Excel, PowerPoint, SQL, Presentations, Marketing, Campaign Managment, PPC, Forecasting, Analytics, Business Planning
Education
Duke University 2003 — 2007
BSE, Mechanical Engineering
Google November 2012 - Present
eBay January 2011 - October 2012
fro-zen llc June 2009 - October 2010
Square 1 Bank February 2009 - August 2010
JPMorgan July 2007 - February 2009
I-Cubed May 2006 - August 2006
P&H Mining Equipment May 2005 - August 2005
Skills
SEM, Finance, Analysis, Microsoft Excel, PowerPoint, SQL, Presentations, Marketing, Campaign Managment, PPC, Forecasting, Analytics, Business Planning
Education
Duke University 2003 — 2007
BSE, Mechanical Engineering
Meredith Matney Graf Meredith Matney Graf's Square 1 Bank Experience December 2013 - Present
Job Legislative Assistant at North Carolina General Assembly
Industry Government Administration
Experience
North Carolina General Assembly January 2015 - Present
Square 1 Bank December 2013 - Present
Murgitroyd & Company August 2013 - September 2013
Murgitroyd & Company July 2013 - August 2013
North Carolina General Assembly May 2010 - July 2013
North Carolina General Assembly May 2007 - May 2010
Representative Ty Harrell's Re-election Campaign July 2008 - November 2008
Skills
Grassroots Organizing, Politics, Legislative Relations, Government, Research, Public Policy, Political Campaigns, Policy Analysis, Political Science, Political Consulting, Legislative Research, Community Outreach, Outlook, Non-profits, Litigation, Westlaw, Legislation, Legislative Affairs, Constituent Services, Nonprofits, Appropriations, State Government
Education
Duke University 2012 — 2012
Paralegal Certificate, Paralegal
Meredith College 2006 — 2010
Bachelors of Arts, Political Science
North Carolina General Assembly January 2015 - Present
Square 1 Bank December 2013 - Present
Murgitroyd & Company August 2013 - September 2013
Murgitroyd & Company July 2013 - August 2013
North Carolina General Assembly May 2010 - July 2013
North Carolina General Assembly May 2007 - May 2010
Representative Ty Harrell's Re-election Campaign July 2008 - November 2008
Skills
Grassroots Organizing, Politics, Legislative Relations, Government, Research, Public Policy, Political Campaigns, Policy Analysis, Political Science, Political Consulting, Legislative Research, Community Outreach, Outlook, Non-profits, Litigation, Westlaw, Legislation, Legislative Affairs, Constituent Services, Nonprofits, Appropriations, State Government
Education
Duke University 2012 — 2012
Paralegal Certificate, Paralegal
Meredith College 2006 — 2010
Bachelors of Arts, Political Science
Shannon OBrien Shannon OBrien's Square 1 Bank Experience Develop and manage relationships with the venture capital/private equity community in the Boston area. Coordinate bank resources to address financing needs of client companies.Vice President & Relationship ManagerSilicon Valley BankSeptember 2012 - April 2015
Job Vice President of Technology Banking at Square 1 Bank
Industry Banking
Experience
Square 1 Bank Develop and manage relationships with the venture capital/private equity community in the Boston area. Coordinate bank resources to address financing needs of client companies.Vice President & Relationship ManagerSilicon Valley BankSeptember 2012 - April 2015
Silicon Valley Bank August 2011 - September 2012
Highfields Capital Management LP December 2007 - July 2011
U.S. Bank October 2005 - November 2007
Skills
Relationship Management, Business Analysis, Team Leadership, Training, Mediation, Financial Analysis, Credit, Financial Services, Securities, Banking, Portfolio Management, Risk Management, Investments, Mutual Funds, Equities, Bloomberg, Asset Managment, Operations Management, Fixed Income, Data Analysis, CRM, Analysis
Education
University of Massachusetts Boston 2006 — 2009
MBA, Business
Stanford University 2015 — 2015
Executive Non-Verbal Communication
High Point University 2000 — 2003
BS, Business with Finance and Management Concentrations
Square 1 Bank Develop and manage relationships with the venture capital/private equity community in the Boston area. Coordinate bank resources to address financing needs of client companies.Vice President & Relationship ManagerSilicon Valley BankSeptember 2012 - April 2015
Silicon Valley Bank August 2011 - September 2012
Highfields Capital Management LP December 2007 - July 2011
U.S. Bank October 2005 - November 2007
Skills
Relationship Management, Business Analysis, Team Leadership, Training, Mediation, Financial Analysis, Credit, Financial Services, Securities, Banking, Portfolio Management, Risk Management, Investments, Mutual Funds, Equities, Bloomberg, Asset Managment, Operations Management, Fixed Income, Data Analysis, CRM, Analysis
Education
University of Massachusetts Boston 2006 — 2009
MBA, Business
Stanford University 2015 — 2015
Executive Non-Verbal Communication
High Point University 2000 — 2003
BS, Business with Finance and Management Concentrations
Diane Earle Diane Earle's Square 1 Bank Experience August 2010 - Present
Job Chief Credit Officer, Square 1 Bank
Industry Financial Services
Experience
Square 1 Bank August 2010 - Present
Hercules Technology Growth Capital 2008 - September 2010
Life Sciences Capital, LLC 2007 - 2008
GE Commercial Finance 2001 - 2007
Leasing Technology International 1999 - 2001
NatWest USA 1990 - 1998
Connecticut Bank & Trust 1988 - 1990
Union Trust Co 1982 - 1988
Skills
Portfolio Management, Credit Analysis, Credit, Credit Risk, Loans, Structured Finance, Underwriting, Financial Risk, Asset Based Lending, Leadership, Management, Middle Market
Education
Fairfield University 1979 — 1982
BA, Economics
Square 1 Bank August 2010 - Present
Hercules Technology Growth Capital 2008 - September 2010
Life Sciences Capital, LLC 2007 - 2008
GE Commercial Finance 2001 - 2007
Leasing Technology International 1999 - 2001
NatWest USA 1990 - 1998
Connecticut Bank & Trust 1988 - 1990
Union Trust Co 1982 - 1988
Skills
Portfolio Management, Credit Analysis, Credit, Credit Risk, Loans, Structured Finance, Underwriting, Financial Risk, Asset Based Lending, Leadership, Management, Middle Market
Education
Fairfield University 1979 — 1982
BA, Economics
Victor DeMarco Victor DeMarco's Square 1 Bank Experience June 2012 - Present
Job CoFounder Senior Vice President
Industry Banking
Experience
Square 1 Bank June 2012 - Present
Square 1 Bank February 2009 - June 2012
Square 1 Bank February 2007 - February 2009
Square 1 Bank March 2006 - February 2007
Square 1 Bank July 2005 - March 2006
Skills
Venture Capital, Financial Modeling, Financial Analysis, Due Diligence, Valuation, Portfolio Management, Private Equity, Credit Analysis, Corporate Finance, Banking, Mergers, Commercial Lending, Credit, Underwriting, Commercial Banking, Loans, Investments, Equities, Risk Management, Cash Management, Mergers & Acquisitions, Start-ups, Management, Finance, Strategy, Business Development, Executive Management, Structured Finance, Financial Structuring, Treasury Management, Investment Banking, Credit Risk, Financial Services, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Finance
North Carolina State University 2001 — 2005
BS, Business Administration - Finance
The O'Neal School
North Carolina Central University School of Law 2014 — 2017
Doctor of Law (J.D.)
Square 1 Bank June 2012 - Present
Square 1 Bank February 2009 - June 2012
Square 1 Bank February 2007 - February 2009
Square 1 Bank March 2006 - February 2007
Square 1 Bank July 2005 - March 2006
Skills
Venture Capital, Financial Modeling, Financial Analysis, Due Diligence, Valuation, Portfolio Management, Private Equity, Credit Analysis, Corporate Finance, Banking, Mergers, Commercial Lending, Credit, Underwriting, Commercial Banking, Loans, Investments, Equities, Risk Management, Cash Management, Mergers & Acquisitions, Start-ups, Management, Finance, Strategy, Business Development, Executive Management, Structured Finance, Financial Structuring, Treasury Management, Investment Banking, Credit Risk, Financial Services, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Finance
North Carolina State University 2001 — 2005
BS, Business Administration - Finance
The O'Neal School
North Carolina Central University School of Law 2014 — 2017
Doctor of Law (J.D.)
Derek Belcher Derek Belcher's Square 1 Bank Experience June 2012 - August 2012
Job Associate Attorney at Brock and Scott, PLLC
Industry Legal Services
Experience
Brock and Scott, PLLC March 2015 - Present
North Carolina Court of Appeals January 2013 - April 2013
Square 1 Bank June 2012 - August 2012
NC Department of Justice May 2011 - August 2011
Education
Campbell Law School 2010 — 2013
J.D.
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
B.S., Business Administration
Brock and Scott, PLLC March 2015 - Present
North Carolina Court of Appeals January 2013 - April 2013
Square 1 Bank June 2012 - August 2012
NC Department of Justice May 2011 - August 2011
Education
Campbell Law School 2010 — 2013
J.D.
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
B.S., Business Administration
Joshua Tharp's Square 1 Bank Experience April 2011 - March 2013
Job Vice President, SBA Underwriter at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation November 2013 - July 2015
Wells Fargo June 2013 - October 2013
Square 1 Bank April 2011 - March 2013
Square 1 Bank May 2010 - April 2011
Sraut Inc. April 2009 - April 2010
Humana November 2007 - April 2009
Humana Inc. March 2007 - November 2007
Roosevelt Media May 2006 - August 2006
KSTC July 2005 - March 2006
Skills
Financial Analysis, Loans, Small Business, New Business Development, Portfolio Management, Strategy, Small Business Lending, Product Development, Banking, Finance, Credit Analysis, Project Management, Microsoft Excel, Risk Management, Underwriting, PowerPoint, Innovation, Microsoft Word, Credit, SBA, Commercial Lending, Start-ups, Launch Of New Products, Excel, New Product Ideation, Word, Visio, Outlook, Lotus Notes
Education
California College of the Arts 2015 — 2017
Master of Business Administration (MBA), Design Strategy
University of Kentucky
Bachelor of Arts (B.A.), Economics
Regions Financial Corporation November 2013 - July 2015
Wells Fargo June 2013 - October 2013
Square 1 Bank April 2011 - March 2013
Square 1 Bank May 2010 - April 2011
Sraut Inc. April 2009 - April 2010
Humana November 2007 - April 2009
Humana Inc. March 2007 - November 2007
Roosevelt Media May 2006 - August 2006
KSTC July 2005 - March 2006
Skills
Financial Analysis, Loans, Small Business, New Business Development, Portfolio Management, Strategy, Small Business Lending, Product Development, Banking, Finance, Credit Analysis, Project Management, Microsoft Excel, Risk Management, Underwriting, PowerPoint, Innovation, Microsoft Word, Credit, SBA, Commercial Lending, Start-ups, Launch Of New Products, Excel, New Product Ideation, Word, Visio, Outlook, Lotus Notes
Education
California College of the Arts 2015 — 2017
Master of Business Administration (MBA), Design Strategy
University of Kentucky
Bachelor of Arts (B.A.), Economics
Arthur Wasson's Square 1 Bank Experience April 2012 - Present
Job SVP, Global Treasury Management at Square 1 Bank
Industry Financial Services
Experience
Square 1 Bank April 2012 - Present
Morgan Stanley Smith Barney August 2010 - April 2012
Morgan Stanley Smith Barney April 2010 - August 2010
Morgan Stanley April 2008 - July 2009
Merrill Lynch & Co., Inc. February 1996 - April 2008
Tate, Bishko & Wasson April 1990 - February 1996
Pinney, Payne, Van Lenten, Burrell, Wolfe & Dillman 1988 - 1990
Deloitte, Haskins & Sells August 1987 - March 1988
Skills
Commercial Banking, Investments, Loans, Cash Management, Relationship Management, Banking, Financial Services, Treasury Management, Series 7, Payments, Wealth Management, Securities, Capital Markets, Portfolio Management, Product Management, Retail Banking, Equities, Credit, Management, Financial Analysis, Risk Management, Credit Analysis, Asset Management, Credit Risk, Investment Banking, Financial Risk, Derivatives, Mutual Funds, Fixed Income, Hedge Funds, Series 63, Financial Modeling, Mergers & Acquisitions, Executive Management, Due Diligence, Alternative Investments, Financial Markets, Structured Finance, FINRA, Treasury Services, Financial Structuring, Private Banking, Trading, Bloomberg, Commercial Lending, Trading Systems, Underwriting, Securities Lending, Credit Cards, Wealth Management...
Education
Albany Law School of Union University 1984 — 1987
Juris Doctor, Cum Laude, Law
Albany Law School of Union University 1984 — 1987
Doctor of Law (JD)
Villanova University 1980 — 1984
Bachelor of Sciences, Accounting
St. Anthony's H.S. 1976 — 1980
Square 1 Bank April 2012 - Present
Morgan Stanley Smith Barney August 2010 - April 2012
Morgan Stanley Smith Barney April 2010 - August 2010
Morgan Stanley April 2008 - July 2009
Merrill Lynch & Co., Inc. February 1996 - April 2008
Tate, Bishko & Wasson April 1990 - February 1996
Pinney, Payne, Van Lenten, Burrell, Wolfe & Dillman 1988 - 1990
Deloitte, Haskins & Sells August 1987 - March 1988
Skills
Commercial Banking, Investments, Loans, Cash Management, Relationship Management, Banking, Financial Services, Treasury Management, Series 7, Payments, Wealth Management, Securities, Capital Markets, Portfolio Management, Product Management, Retail Banking, Equities, Credit, Management, Financial Analysis, Risk Management, Credit Analysis, Asset Management, Credit Risk, Investment Banking, Financial Risk, Derivatives, Mutual Funds, Fixed Income, Hedge Funds, Series 63, Financial Modeling, Mergers & Acquisitions, Executive Management, Due Diligence, Alternative Investments, Financial Markets, Structured Finance, FINRA, Treasury Services, Financial Structuring, Private Banking, Trading, Bloomberg, Commercial Lending, Trading Systems, Underwriting, Securities Lending, Credit Cards, Wealth Management...
Education
Albany Law School of Union University 1984 — 1987
Juris Doctor, Cum Laude, Law
Albany Law School of Union University 1984 — 1987
Doctor of Law (JD)
Villanova University 1980 — 1984
Bachelor of Sciences, Accounting
St. Anthony's H.S. 1976 — 1980
Scott Kolb's Square 1 Bank Experience July 2010 - April 2012
Job
Industry Publishing
Experience
Duke University Press February 2013 - Present
SunTrust Mortgage June 2012 - August 2012
Square 1 Bank July 2010 - April 2012
AIG United Guaranty April 2008 - October 2008
Genworth Financial June 2006 - April 2008
Genworth Financial (Sydney, Australia) January 2005 - June 2006
Genworth Financial January 2004 - January 2005
BTI April 2002 - August 2003
Banorte (New York City) July 1997 - March 2001
Banorte, (Mexico City) January 1996 - July 1997
Skills
Risk Management, Financial Planning, Spanish, Financial Analysis, Valuation, Forecasting, Insurance, Credit, Risk, Mergers, Financial Modeling, Banking, Strategic Planning, Budgeting, Business Strategy, Business Planning, Business Analysis, Credit Risk, Excel, Analysis, Competitive Analysis, Management, Strategic Financial..., Loans, Credit Analysis, Microsoft Excel, Strategy, Mergers & Acquisitions, Cash Management, Asset Managment, Due Diligence, Enterprise Risk..., Investments, Project Planning, Finance, Fixed Income, Financial Risk, Portfolio Management, Budgets, Capital Markets, Accounting, Business Development, Private Equity, Pricing, Variance Analysis, Process Improvement, Financial Reporting, Commercial Banking, Equities, Leadership
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Wake Forest University
B.A.
Duke University Press February 2013 - Present
SunTrust Mortgage June 2012 - August 2012
Square 1 Bank July 2010 - April 2012
AIG United Guaranty April 2008 - October 2008
Genworth Financial June 2006 - April 2008
Genworth Financial (Sydney, Australia) January 2005 - June 2006
Genworth Financial January 2004 - January 2005
BTI April 2002 - August 2003
Banorte (New York City) July 1997 - March 2001
Banorte, (Mexico City) January 1996 - July 1997
Skills
Risk Management, Financial Planning, Spanish, Financial Analysis, Valuation, Forecasting, Insurance, Credit, Risk, Mergers, Financial Modeling, Banking, Strategic Planning, Budgeting, Business Strategy, Business Planning, Business Analysis, Credit Risk, Excel, Analysis, Competitive Analysis, Management, Strategic Financial..., Loans, Credit Analysis, Microsoft Excel, Strategy, Mergers & Acquisitions, Cash Management, Asset Managment, Due Diligence, Enterprise Risk..., Investments, Project Planning, Finance, Fixed Income, Financial Risk, Portfolio Management, Budgets, Capital Markets, Accounting, Business Development, Private Equity, Pricing, Variance Analysis, Process Improvement, Financial Reporting, Commercial Banking, Equities, Leadership
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Wake Forest University
B.A.
Eileen Troisi Schwed's Square 1 Bank Experience 2014 - Present
Job Bank Treasury Management Services Solutions Professional
Industry Banking
Experience
Square 1 Bank 2014 - Present
Dovetail 2013 - 2014
Allegis Group 2010 - 2012
Merrill Lynch 2006 - 2009
PNC Bank 2005 - 2006
DVI Business Credit Corp. 2003 - 2004
County of Bucks, Dept. of Community & Business Development 2001 - 2003
Holy Family University 1995 - 2001
Skills
Treasury Services, Business Strategy, Product Management, Training & Development, Project Management, Treasury Management, Commercial Banking, Product Development, Cash Management, Bank Mergers, Banking, Relationship Management, Core Banking, Payments
Education
La Salle University
MBA
Temple University
B.A.
Square 1 Bank 2014 - Present
Dovetail 2013 - 2014
Allegis Group 2010 - 2012
Merrill Lynch 2006 - 2009
PNC Bank 2005 - 2006
DVI Business Credit Corp. 2003 - 2004
County of Bucks, Dept. of Community & Business Development 2001 - 2003
Holy Family University 1995 - 2001
Skills
Treasury Services, Business Strategy, Product Management, Training & Development, Project Management, Treasury Management, Commercial Banking, Product Development, Cash Management, Bank Mergers, Banking, Relationship Management, Core Banking, Payments
Education
La Salle University
MBA
Temple University
B.A.
Bob Foley's Square 1 Bank Experience June 2010 - May 2014
Job Managing Director at Runway Extension Advisors
Industry Venture Capital & Private Equity
Experience
Runway Extension Advisors September 2014 - Present
Square 1 Bank June 2010 - May 2014
Square 1 Bank October 2005 - May 2010
Asset Resolutions 2003 - 2005
MDOL, Inc. 2001 - 2002
Ironside Ventures 1998 - 2001
American Finance Group 1995 - 1998
Skills
Venture Capital, Business Development, Private Equity, Start-ups, Management, Due Diligence, Business Strategy, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1991
MBA, Finance
Boston College - Carroll School of Management 1981 — 1985
Runway Extension Advisors September 2014 - Present
Square 1 Bank June 2010 - May 2014
Square 1 Bank October 2005 - May 2010
Asset Resolutions 2003 - 2005
MDOL, Inc. 2001 - 2002
Ironside Ventures 1998 - 2001
American Finance Group 1995 - 1998
Skills
Venture Capital, Business Development, Private Equity, Start-ups, Management, Due Diligence, Business Strategy, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1991
MBA, Finance
Boston College - Carroll School of Management 1981 — 1985
Jeff Welch's Square 1 Bank Experience January 2009 - May 2009
Job Director, Business Development at Bioventus
Industry Biotechnology
Experience
Bioventus May 2012 - Present
Smith & Nephew January 2012 - May 2012
Smith & Nephew April 2010 - January 2012
Nanosyn May 2009 - February 2010
Square 1 Bank January 2009 - May 2009
Square 1 Bank March 2007 - January 2009
Square 1 Bank August 2006 - March 2007
Skills
Venture Capital, Lifesciences, Start-ups, Commercialization, Biotechnology, Due Diligence, Entrepreneurship, Portfolio Management, Product Development, Financial Modeling, Medical Devices, Pharmaceutical Industry, Strategic Planning, New Business Development, Strategy, Market Development, Business Development, Life Sciences
Education
Duke University School of Medicine 2005 — 2006
Postdoctoral Fellow, Neurobiology
Duke University 2000 — 2005
PH.D., Neurobiology
Duke University 1994 — 1998
B.S., Biology/Economics
Bioventus May 2012 - Present
Smith & Nephew January 2012 - May 2012
Smith & Nephew April 2010 - January 2012
Nanosyn May 2009 - February 2010
Square 1 Bank January 2009 - May 2009
Square 1 Bank March 2007 - January 2009
Square 1 Bank August 2006 - March 2007
Skills
Venture Capital, Lifesciences, Start-ups, Commercialization, Biotechnology, Due Diligence, Entrepreneurship, Portfolio Management, Product Development, Financial Modeling, Medical Devices, Pharmaceutical Industry, Strategic Planning, New Business Development, Strategy, Market Development, Business Development, Life Sciences
Education
Duke University School of Medicine 2005 — 2006
Postdoctoral Fellow, Neurobiology
Duke University 2000 — 2005
PH.D., Neurobiology
Duke University 1994 — 1998
B.S., Biology/Economics
Ashley Pittman's Square 1 Bank Experience May 2014 - Present
Job Client Manager at Square 1 Bank
Industry Banking
Experience
Square 1 Bank May 2014 - Present
North State Bank August 2012 - May 2014
RBC Bank January 2010 - April 2012
RBC Bank April 2008 - January 2010
RBC Centura September 2005 - March 2008
RBC Centura May 2002 - August 2005
RBC Centura June 2001 - April 2002
RBC Centura February 2001 - May 2001
Skills
Credit, Commercial Banking, Commercial Lending, Loans, Banking, Portfolio Management, Credit Risk, Credit Analysis, Underwriting, Risk Management, Lines Of Credit, Financial Structuring, Financial Risk, Cash Management, Treasury Management, Consumer Lending, Loan Origination, Commercial Mortgages, Cash Flow, Small Business Lending
Education
Appalachian State University 1995 — 2000
BSBA, Finance and Banking, Cum Laude
Ridgecroft School 1987 — 1995
Square 1 Bank May 2014 - Present
North State Bank August 2012 - May 2014
RBC Bank January 2010 - April 2012
RBC Bank April 2008 - January 2010
RBC Centura September 2005 - March 2008
RBC Centura May 2002 - August 2005
RBC Centura June 2001 - April 2002
RBC Centura February 2001 - May 2001
Skills
Credit, Commercial Banking, Commercial Lending, Loans, Banking, Portfolio Management, Credit Risk, Credit Analysis, Underwriting, Risk Management, Lines Of Credit, Financial Structuring, Financial Risk, Cash Management, Treasury Management, Consumer Lending, Loan Origination, Commercial Mortgages, Cash Flow, Small Business Lending
Education
Appalachian State University 1995 — 2000
BSBA, Finance and Banking, Cum Laude
Ridgecroft School 1987 — 1995
Ben Rudnick's Square 1 Bank Experience 2010 - 2010
Job Sr. Director, Strategic Pricing and Alliance Management at INC Research
Industry Pharmaceuticals
Experience
INC Research 2014 - Present
INC Research 2012 - 2014
ORTHOCON 2011 - 2012
GNS Healthcare 2010 - 2011
Square 1 Bank 2010 - 2010
Square 1 Bank 2009 - 2010
Square 1 Bank 2008 - 2009
Square 1 Bank 2007 - 2008
Skills
Venture Capital, Financial Modeling, Due Diligence, New Business Development, Mergers & Acquisitions, Business Strategy, Financial Analysis, Portfolio Management, Risk Management, Start-ups, Strategy, Corporate Finance, Valuation, Finance, Corporate Development
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA)
University of St. Andrews 2006 — 2007
Master of Science (MSc)
University of South Carolina-Columbia 2002 — 2006
Bachelor's Degree
INC Research 2014 - Present
INC Research 2012 - 2014
ORTHOCON 2011 - 2012
GNS Healthcare 2010 - 2011
Square 1 Bank 2010 - 2010
Square 1 Bank 2009 - 2010
Square 1 Bank 2008 - 2009
Square 1 Bank 2007 - 2008
Skills
Venture Capital, Financial Modeling, Due Diligence, New Business Development, Mergers & Acquisitions, Business Strategy, Financial Analysis, Portfolio Management, Risk Management, Start-ups, Strategy, Corporate Finance, Valuation, Finance, Corporate Development
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA)
University of St. Andrews 2006 — 2007
Master of Science (MSc)
University of South Carolina-Columbia 2002 — 2006
Bachelor's Degree
Pier Meager's Square 1 Bank Experience November 2014 - Present
Job Senior Vice President, Underwriting and Portfolio Management
Industry Banking
Experience
Square 1 Bank November 2014 - Present
Square 1 Bank May 2009 - November 2014
FirstLight 2007 - 2008
GE 2002 - 2007
Greyrock Capital May 1991 - November 2002
GE Commercial Finance September 1977 - May 1991
Skills
Credit, Portfolio Management, Private Equity, Asset Based Lending, Financial Structuring, Hedge Funds, Financial Risk, Credit Analysis, Strategy, Risk Management, Finance, Financial Modeling, Corporate Finance, Strategic Planning, Banking
Education
Columbia University School of Law 1974 — 1977
JD
Haverford College 1970 — 1974
BA, History
American School of Manila 1967 — 1970
International School of Bangkok 1962 — 1970
Square 1 Bank November 2014 - Present
Square 1 Bank May 2009 - November 2014
FirstLight 2007 - 2008
GE 2002 - 2007
Greyrock Capital May 1991 - November 2002
GE Commercial Finance September 1977 - May 1991
Skills
Credit, Portfolio Management, Private Equity, Asset Based Lending, Financial Structuring, Hedge Funds, Financial Risk, Credit Analysis, Strategy, Risk Management, Finance, Financial Modeling, Corporate Finance, Strategic Planning, Banking
Education
Columbia University School of Law 1974 — 1977
JD
Haverford College 1970 — 1974
BA, History
American School of Manila 1967 — 1970
International School of Bangkok 1962 — 1970
Dodson Worthington's Square 1 Bank Experience 2009 - 2010
Job Associate, Private Equity and Mezzanine Finance at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
Wells Fargo Securities July 2012 - June 2014
VO2 Partners, LLC January 2012 - September 2012
Columbia Business School September 2010 - May 2012
Square 1 Bank 2009 - 2010
UBS Investment Bank 2006 - 2008
Skills
Financial Modeling, Valuation, Investments, Bloomberg, Investment Banking, Capital Markets, Equity Research, Financial Analysis, Corporate Finance, Private Equity, Equities, Hedge Funds, Due Diligence, Venture Capital, Equity Valuation
Education
Columbia University in the City of New York 2002 — 2006
Master of Business Administration (MBA), Finance, General
Columbia University in the City of New York 2002 — 2006
Bachelor of Arts (BA), History
TIAA-CREF July 2014 - Present
Wells Fargo Securities July 2012 - June 2014
VO2 Partners, LLC January 2012 - September 2012
Columbia Business School September 2010 - May 2012
Square 1 Bank 2009 - 2010
UBS Investment Bank 2006 - 2008
Skills
Financial Modeling, Valuation, Investments, Bloomberg, Investment Banking, Capital Markets, Equity Research, Financial Analysis, Corporate Finance, Private Equity, Equities, Hedge Funds, Due Diligence, Venture Capital, Equity Valuation
Education
Columbia University in the City of New York 2002 — 2006
Master of Business Administration (MBA), Finance, General
Columbia University in the City of New York 2002 — 2006
Bachelor of Arts (BA), History
Mark Pasculano's Square 1 Bank Experience March 2014 - Present
Job Risk Manager, SVP at Square 1 Bank
Industry Banking
Experience
Square 1 Bank March 2014 - Present
Charity Partners, Inc. and Tickets For Charity August 2012 - March 2014
First Commons Bank, Newton Centre, MA June 2010 - August 2012
Silicon Valley Bank April 2000 - May 2006
SVB Financial Group September 1991 - August 1999
Skills
Non-profits, Asset Based Lending, Credit, Nonprofits, Commercial Lending, New Business Development, Portfolio Management, Commercial Banking, Strategic Planning, Management, Loans, Financial Risk, Banking, Risk Management, Executive Management
Education
Boston University - School of Management 1989 — 1991
MBA
Tufts University 1983 — 1987
BA, Economics, Spanish
Choate Rosemary Hall 1980 — 1983
Square 1 Bank March 2014 - Present
Charity Partners, Inc. and Tickets For Charity August 2012 - March 2014
First Commons Bank, Newton Centre, MA June 2010 - August 2012
Silicon Valley Bank April 2000 - May 2006
SVB Financial Group September 1991 - August 1999
Skills
Non-profits, Asset Based Lending, Credit, Nonprofits, Commercial Lending, New Business Development, Portfolio Management, Commercial Banking, Strategic Planning, Management, Loans, Financial Risk, Banking, Risk Management, Executive Management
Education
Boston University - School of Management 1989 — 1991
MBA
Tufts University 1983 — 1987
BA, Economics, Spanish
Choate Rosemary Hall 1980 — 1983
Don Savino's Square 1 Bank Experience February 2013 - Present
Job SVP, Head of Audit & Compliance at Square 1 Bank
Industry Banking
Experience
Square 1 Bank February 2013 - Present
Square 1 Bank February 2009 - January 2013
Square 1 Bank January 2007 - January 2009
American Community Bank January 2005 - December 2006
Skills
Risk Management, Auditing, Commercial Banking, Enterprise Risk..., Regulatory Compliance, Bank Secrecy Act, OFAC, Audit Committee, Leadership, Risk Assessment, Audit Committee..., Operational Risk..., Internal Audit, Internal Controls, Process Improvement, Credit Analysis, Community Reinvestment..., Corporate Finance, Fraud, Sarbanes-Oxley Act, Cash Management, Financial Modeling, Financial Services, Asset Based Lending, Capital Markets, Mortgage Lending, Treasury Management, Retail Banking, Small Business Lending, Loan Origination, SBA, Treasury Services, Private Equity, Equities, Securities, Commercial Mortgages, Analysis, Banking, Consumer Lending
Education
Pace University - Lubin School of Business 1991 — 1995
Bachelor of Business Administration (BBA), Business Administration and Management, General
Mercy College
Master of Science (MS), Banking
Square 1 Bank February 2013 - Present
Square 1 Bank February 2009 - January 2013
Square 1 Bank January 2007 - January 2009
American Community Bank January 2005 - December 2006
Skills
Risk Management, Auditing, Commercial Banking, Enterprise Risk..., Regulatory Compliance, Bank Secrecy Act, OFAC, Audit Committee, Leadership, Risk Assessment, Audit Committee..., Operational Risk..., Internal Audit, Internal Controls, Process Improvement, Credit Analysis, Community Reinvestment..., Corporate Finance, Fraud, Sarbanes-Oxley Act, Cash Management, Financial Modeling, Financial Services, Asset Based Lending, Capital Markets, Mortgage Lending, Treasury Management, Retail Banking, Small Business Lending, Loan Origination, SBA, Treasury Services, Private Equity, Equities, Securities, Commercial Mortgages, Analysis, Banking, Consumer Lending
Education
Pace University - Lubin School of Business 1991 — 1995
Bachelor of Business Administration (BBA), Business Administration and Management, General
Mercy College
Master of Science (MS), Banking
Michele Middleton's Square 1 Bank Experience October 2005 - Present
Job VP, Accounting Manager at Square 1 Bank
Industry Financial Services
Experience
Square 1 Bank October 2005 - Present
Stock Building Supply June 2005 - October 2005
SunTrust (CCB) October 1997 - March 2005
Skills
15 years of experience..., Attention To Detail, Support Core Values..., Microsoft Office, Accounting, Invoicing, Fixed Assets, Reconciliations, Financial Analysis, Account Reconciliation, Variance Analysis, Analysis, Cost Accounting, Bank Reconciliation, Accounts Payable, Auditing, Financial Reporting, Sarbanes-Oxley Act, Cash Management, Finance, QuickBooks, Banking
Education
Colorado Technical University-Online 2011 — 2012
Bachelor of Science (B.S.), Accounting, 3.94
Piedmont Community College 1994 — 1999
Associate of Science (A.S.), Accounting, 3.77
Square 1 Bank October 2005 - Present
Stock Building Supply June 2005 - October 2005
SunTrust (CCB) October 1997 - March 2005
Skills
15 years of experience..., Attention To Detail, Support Core Values..., Microsoft Office, Accounting, Invoicing, Fixed Assets, Reconciliations, Financial Analysis, Account Reconciliation, Variance Analysis, Analysis, Cost Accounting, Bank Reconciliation, Accounts Payable, Auditing, Financial Reporting, Sarbanes-Oxley Act, Cash Management, Finance, QuickBooks, Banking
Education
Colorado Technical University-Online 2011 — 2012
Bachelor of Science (B.S.), Accounting, 3.94
Piedmont Community College 1994 — 1999
Associate of Science (A.S.), Accounting, 3.77
Todd Kaneshiro's Square 1 Bank Experience April 2015 - Present
Job
Industry Banking
Experience
Square 1 Bank April 2015 - Present
Square 1 Bank September 2014 - April 2015
Square 1 Bank July 2013 - August 2014
Wake Technical Community College August 2012 - July 2013
Hawaii State Department of Health; Hospital Preparedness Program April 2011 - June 2012
Peace Corps October 2008 - November 2010
University of Utah - Employment August 2004 - August 2008
Skills
Chemistry, Analytical Chemistry, HPLC, Drug Delivery, Public Speaking, Molecular Biology, Financial Analysis, Experimental Design, Life Sciences, Turkmen, Polymer Chemistry, NMR, Risk Management, Research, Data Analysis, Characterization, Volunteer Management, Community Development, Information Management, NMR spectroscopy, Gene Delivery, Nanotechnology, Venture Banking
Education
Duke University - The Fuqua School of Business
MBA Candidate
University of Utah 2004 — 2008
Doctor of Philosophy (Ph.D.), Pharmaceutics and Pharmaceutical Chemistry
Eastern Oregon University 1999 — 2004
Bachelor of Science (BS), Biochemistry
Square 1 Bank April 2015 - Present
Square 1 Bank September 2014 - April 2015
Square 1 Bank July 2013 - August 2014
Wake Technical Community College August 2012 - July 2013
Hawaii State Department of Health; Hospital Preparedness Program April 2011 - June 2012
Peace Corps October 2008 - November 2010
University of Utah - Employment August 2004 - August 2008
Skills
Chemistry, Analytical Chemistry, HPLC, Drug Delivery, Public Speaking, Molecular Biology, Financial Analysis, Experimental Design, Life Sciences, Turkmen, Polymer Chemistry, NMR, Risk Management, Research, Data Analysis, Characterization, Volunteer Management, Community Development, Information Management, NMR spectroscopy, Gene Delivery, Nanotechnology, Venture Banking
Education
Duke University - The Fuqua School of Business
MBA Candidate
University of Utah 2004 — 2008
Doctor of Philosophy (Ph.D.), Pharmaceutics and Pharmaceutical Chemistry
Eastern Oregon University 1999 — 2004
Bachelor of Science (BS), Biochemistry
Marcus Bellows's Square 1 Bank Experience September 2010 - July 2012
Job Associate, Financial Restructuring Group at Houlihan Lokey
Industry Banking
Experience
Houlihan Lokey June 2013 - August 2013
Square 1 Bank September 2010 - July 2012
Chestnut Partners, Inc. July 2008 - August 2010
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Middlebury College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Houlihan Lokey June 2013 - August 2013
Square 1 Bank September 2010 - July 2012
Chestnut Partners, Inc. July 2008 - August 2010
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Middlebury College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Kevin Beard, CFA's Square 1 Bank Experience March 2015 - Present
Job Venture Banker at Square 1 Bank
Industry Venture Capital & Private Equity
Experience
Square 1 Bank March 2015 - Present
Square 1 Bank January 2014 - February 2015
Square 1 Bank January 2013 - January 2014
CapTrust August 2010 - January 2013
Skills
Financial Analysis, Financial Modeling, Risk Management, Microsoft Excel, Credit Analysis, Venture Capital, Bloomberg Terminal, Zephyr Style Advisor, Fixed Income, Banking, Credit, Asset Allocation, Capital Markets, Investment Strategies, Financial Risk, Credit Risk, Wealth Management, Asset Management, Portfolio Management
Education
Business Administration, Finance and Managment
Charlotte Catholic
Elon University
Square 1 Bank March 2015 - Present
Square 1 Bank January 2014 - February 2015
Square 1 Bank January 2013 - January 2014
CapTrust August 2010 - January 2013
Skills
Financial Analysis, Financial Modeling, Risk Management, Microsoft Excel, Credit Analysis, Venture Capital, Bloomberg Terminal, Zephyr Style Advisor, Fixed Income, Banking, Credit, Asset Allocation, Capital Markets, Investment Strategies, Financial Risk, Credit Risk, Wealth Management, Asset Management, Portfolio Management
Education
Business Administration, Finance and Managment
Charlotte Catholic
Elon University
Phineas Chanakira's Square 1 Bank Experience September 2012 - Present
Job IT Support Analyst 2 at Square 1 Bank
Industry Information Technology and Services
Experience
Square 1 Bank September 2012 - Present
Alphanumeric Systems April 2012 - September 2012
CompuCom July 1998 - April 2012
Getronics North America July 1998 - June 2005
Skills
Cisco Technologies, Troubleshooting, Active Directory, Servers, Windows Server, Windows 7, HP, Service Desk, Microsoft Exchange, Windows xp, Computer Hardware, Laptops, Desktop Computers, Remote Infrastructure..., Remote Desktop, Remote Administration, MCP, HP Server, A+ Certified, Server+, HP Desktop, Hp mobile, XP, SharePoint, Blackberry Enterprise..., Dell Computers, Norton Ghost, Group Policy, Server Administration, Wireless Networking, Vendor Management, Network Administration, Windows, Help Desk Support, HP Proliant, Dell PowerEdge Servers, VMware ESX, IT Management, Microsoft Technologies, Data Center, Hardware, Networking, Operating Systems, Printers, Security, Technical Support, Virtualization, Workstations, Disaster Recovery, Switches
Education
North Carolina Wesleyan College 1998 — 2003
BS, Computer Info
Nash Community College 1990 — 1994
aa, Bussines Computer Technology
Square 1 Bank September 2012 - Present
Alphanumeric Systems April 2012 - September 2012
CompuCom July 1998 - April 2012
Getronics North America July 1998 - June 2005
Skills
Cisco Technologies, Troubleshooting, Active Directory, Servers, Windows Server, Windows 7, HP, Service Desk, Microsoft Exchange, Windows xp, Computer Hardware, Laptops, Desktop Computers, Remote Infrastructure..., Remote Desktop, Remote Administration, MCP, HP Server, A+ Certified, Server+, HP Desktop, Hp mobile, XP, SharePoint, Blackberry Enterprise..., Dell Computers, Norton Ghost, Group Policy, Server Administration, Wireless Networking, Vendor Management, Network Administration, Windows, Help Desk Support, HP Proliant, Dell PowerEdge Servers, VMware ESX, IT Management, Microsoft Technologies, Data Center, Hardware, Networking, Operating Systems, Printers, Security, Technical Support, Virtualization, Workstations, Disaster Recovery, Switches
Education
North Carolina Wesleyan College 1998 — 2003
BS, Computer Info
Nash Community College 1990 — 1994
aa, Bussines Computer Technology
Renee Allen, AAP's Square 1 Bank Experience May 2007 - September 2014
Job Production Support Analyst at the Federal Reserve Bank of Atlanta
Industry Banking
Experience
Federal Reserve Bank of Atlanta September 2014 - Present
Square 1 Bank May 2007 - September 2014
Skills
Banking, Credit, Cash Management, Portfolio Management, Loans, Credit Analysis, Commercial Lending, Treasury Management, Consumer Lending, Commercial Banking
Education
Borough of Manhattan Community College
Federal Reserve Bank of Atlanta September 2014 - Present
Square 1 Bank May 2007 - September 2014
Skills
Banking, Credit, Cash Management, Portfolio Management, Loans, Credit Analysis, Commercial Lending, Treasury Management, Consumer Lending, Commercial Banking
Education
Borough of Manhattan Community College
Ian Enverga's Square 1 Bank Experience 2009 - 2012
Job Director at QMS Capital Management LP
Industry Investment Management
Experience
QMS Capital Management LP 2014 - Present
Amundi Smith Breeden 2012 - 2014
Square 1 Bank 2009 - 2012
Barclays Capital 2006 - 2008
Deutsche Bank Securities 1998 - 2003
Education
Duke University - The Fuqua School of Business
MBA
University of Pennsylvania - The Wharton School
Bachelor of Science, Finance
QMS Capital Management LP 2014 - Present
Amundi Smith Breeden 2012 - 2014
Square 1 Bank 2009 - 2012
Barclays Capital 2006 - 2008
Deutsche Bank Securities 1998 - 2003
Education
Duke University - The Fuqua School of Business
MBA
University of Pennsylvania - The Wharton School
Bachelor of Science, Finance
Carin Childers Iager's Square 1 Bank Experience January 2015 - Present
Job Small Business Lending Project Specialist at Square 1 Bank
Industry Banking
Experience
Square 1 Bank January 2015 - Present
Square 1 Bank November 2013 - December 2014
Square 1 Bank May 2013 - November 2013
Square 1 Bank October 2012 - May 2013
Square 1 Bank May 2012 - October 2012
RBC Bank April 2011 - June 2012
Talecris Biotherapeutics, Inc. January 2010 - April 2011
Nortel June 2006 - December 2009
Nortel 1997 - 2006
Nortel 1993 - 1997
Skills
Leadership, Program Management, Employee Relations, Management, Team Building, Marketing, System Administration, Recruiting, Customer Service, Account Management, Administrative..., Training, Event Planning, Telecommunications, Cross-functional Team..., Financial Analysis, Process Improvement, Mergers, Risk Management, Project Management
Education
Meredith College 1985 — 1987
BA, Art - Concentrations in Graphic Design & Photography
East Carolina University 1982 — 1984
AA, Core Cirriculum
Square 1 Bank January 2015 - Present
Square 1 Bank November 2013 - December 2014
Square 1 Bank May 2013 - November 2013
Square 1 Bank October 2012 - May 2013
Square 1 Bank May 2012 - October 2012
RBC Bank April 2011 - June 2012
Talecris Biotherapeutics, Inc. January 2010 - April 2011
Nortel June 2006 - December 2009
Nortel 1997 - 2006
Nortel 1993 - 1997
Skills
Leadership, Program Management, Employee Relations, Management, Team Building, Marketing, System Administration, Recruiting, Customer Service, Account Management, Administrative..., Training, Event Planning, Telecommunications, Cross-functional Team..., Financial Analysis, Process Improvement, Mergers, Risk Management, Project Management
Education
Meredith College 1985 — 1987
BA, Art - Concentrations in Graphic Design & Photography
East Carolina University 1982 — 1984
AA, Core Cirriculum
Jim Ellison's Square 1 Bank Experience January 2008 - July 2009
Job Managing Director, Mezzanine Finance Group at Silicon Valley Bank
Industry Venture Capital & Private Equity
Experience
Silicon Valley Bank January 2011 - Present
Pearl Street Capital LLC July 2009 - December 2010
Square 1 Bank January 2008 - July 2009
Escalate Capital May 2004 - December 2007
Comerica Bank May 1997 - May 2004
Silicon Valley Bank May 1992 - May 1995
Pacific Venture Finance/ Equitec January 1989 - April 1992
Skills
Commercial Banking, Commercial Lending, Loans, Credit Analysis, Credit, Banking, Treasury Services, Credit Risk, Portfolio Management, Private Equity, Financial Modeling, Corporate Finance, Management, Entrepreneurship, Cash Management, Valuation, Mergers & Acquisitions
Education
Cal Poly San Luis Obispo 2005 — 2008
BS, Finance, General
Washington State University 2003 — 2004
Silicon Valley Bank January 2011 - Present
Pearl Street Capital LLC July 2009 - December 2010
Square 1 Bank January 2008 - July 2009
Escalate Capital May 2004 - December 2007
Comerica Bank May 1997 - May 2004
Silicon Valley Bank May 1992 - May 1995
Pacific Venture Finance/ Equitec January 1989 - April 1992
Skills
Commercial Banking, Commercial Lending, Loans, Credit Analysis, Credit, Banking, Treasury Services, Credit Risk, Portfolio Management, Private Equity, Financial Modeling, Corporate Finance, Management, Entrepreneurship, Cash Management, Valuation, Mergers & Acquisitions
Education
Cal Poly San Luis Obispo 2005 — 2008
BS, Finance, General
Washington State University 2003 — 2004
Ross Mires's Square 1 Bank Experience March 2014 - Present
Job Venture Banker at Square 1 Bank
Industry Banking
Experience
Square 1 Bank March 2014 - Present
Square 1 Bank December 2012 - February 2014
Square 1 Bank October 2011 - December 2012
Wintrust Financial Corporation January 2009 - April 2010
Wintrust Financial Corporation February 2008 - January 2009
Skills
Excel, Word, PowerPoint, Credit Risk, Credit Analysis, Retail Banking
Education
Cass Business School 2010 — 2011
Msc, Finance
Lake Forest College 2005 — 2007
Bachelor's, Business, English
Xavier University 2003 — 2004
Undergraduate, General Studies
Lake Forest High School
Lake Forest High School
Square 1 Bank March 2014 - Present
Square 1 Bank December 2012 - February 2014
Square 1 Bank October 2011 - December 2012
Wintrust Financial Corporation January 2009 - April 2010
Wintrust Financial Corporation February 2008 - January 2009
Skills
Excel, Word, PowerPoint, Credit Risk, Credit Analysis, Retail Banking
Education
Cass Business School 2010 — 2011
Msc, Finance
Lake Forest College 2005 — 2007
Bachelor's, Business, English
Xavier University 2003 — 2004
Undergraduate, General Studies
Lake Forest High School
Lake Forest High School
Tanmay Patni's Square 1 Bank Experience January 2010 - Present
Job Finance Officer at Square 1 Bank
Industry Venture Capital & Private Equity
Experience
Square 1 Bank January 2010 - Present
Square1 Bank June 2007 - November 2011
Sterlite Technologies Ltd. September 2004 - July 2005
Education
Duke University 2005 — 2007
Masters, Engineering Management
Square 1 Bank January 2010 - Present
Square1 Bank June 2007 - November 2011
Sterlite Technologies Ltd. September 2004 - July 2005
Education
Duke University 2005 — 2007
Masters, Engineering Management
Denise Boone's Square 1 Bank Experience February 2008 - Present
Job Global Funds Transfer Specialist at Square 1 Bank
Industry Banking
Experience
Square 1 Bank February 2008 - Present
Square 1 Bank February 2008 - Present
SunTrust Bank April 2005 - December 2007
National Commerce Financial 2000 - 2005
Central Carolina Bank 1997 - 2000
Education
Campbell University 2004 — 2007
Bachelor of Business Administration (BBA), Business
Square 1 Bank February 2008 - Present
Square 1 Bank February 2008 - Present
SunTrust Bank April 2005 - December 2007
National Commerce Financial 2000 - 2005
Central Carolina Bank 1997 - 2000
Education
Campbell University 2004 — 2007
Bachelor of Business Administration (BBA), Business
Doug Bowers's Square 1 Bank Experience March 2011 - Present
Job President and CEO at Square 1 Bank
Industry Financial Services
Experience
Square 1 Bank March 2011 - Present
Lone Star Funds July 2009 - January 2011
Bank of America January 1980 - December 2008
Banc of America Securities 1999 - 2003
Skills
Portfolio Management, Capital Markets, Structured Finance, Loans, Financial Structuring, Banking, Credit, Risk Management, Investment Banking, Financial Modeling, Mergers, Fixed Income, Corporate Finance, Valuation, ABS, Commercial Banking, Private Equity, Equities, Mergers & Acquisitions, Due Diligence, Treasury Management, Financial Services, Commercial Lending, Credit Risk, Financial Risk, Investments, Finance, Venture Capital, Asset Management, Credit Analysis, Financial Analysis, Hedge Funds
Education
Ball State University - College of Business 1976 — 1980
Bachelor of Science, Finance and Economics
Ball State University - College of Business
Square 1 Bank March 2011 - Present
Lone Star Funds July 2009 - January 2011
Bank of America January 1980 - December 2008
Banc of America Securities 1999 - 2003
Skills
Portfolio Management, Capital Markets, Structured Finance, Loans, Financial Structuring, Banking, Credit, Risk Management, Investment Banking, Financial Modeling, Mergers, Fixed Income, Corporate Finance, Valuation, ABS, Commercial Banking, Private Equity, Equities, Mergers & Acquisitions, Due Diligence, Treasury Management, Financial Services, Commercial Lending, Credit Risk, Financial Risk, Investments, Finance, Venture Capital, Asset Management, Credit Analysis, Financial Analysis, Hedge Funds
Education
Ball State University - College of Business 1976 — 1980
Bachelor of Science, Finance and Economics
Ball State University - College of Business
Aaron Smuzynski's Square 1 Bank Experience October 2007 - Present
Job Core System Administrator at Square 1 Bank
Industry Banking
Experience
Square 1 Bank October 2007 - Present
SunTrust Bank February 1996 - September 2007
National Commerce Financial 2000 - 2004
CCB 1996 - 2002
Education
Elon University 1992 — 1995
BS, Business Admin. and Economics
Square 1 Bank October 2007 - Present
SunTrust Bank February 1996 - September 2007
National Commerce Financial 2000 - 2004
CCB 1996 - 2002
Education
Elon University 1992 — 1995
BS, Business Admin. and Economics
Abijah Darko's Square 1 Bank Experience March 2011 - April 2012
Job Relationship Management
Industry Banking
Experience
U.S. Bank September 2014 - Present
Corporate Executive Board April 2012 - October 2014
Square 1 Bank March 2011 - April 2012
GRG 2008 - April 2011
HSBC 2005 - 2008
HSBC 2004 - 2005
HSBC 2003 - 2004
HSBC Equator 2000 - 2003
Skills
Banking, Trade Finance, Financial Services, Loans, Commercial Banking, Portfolio Management, Credit, Letters of Credit, Correspondent Banking, Cash Management, Relationship Management, Project Management, Program Management, Cross-functional Team..., Cross-cultural Teams, Strategic Planning, New Business Development, Salesforce.com, Sales Process, Account Management, Payments, Credit Analysis, Financial Analysis, Management
Education
Central Connecticut State University
International Business
University of Baltimore
MBA
U.S. Bank September 2014 - Present
Corporate Executive Board April 2012 - October 2014
Square 1 Bank March 2011 - April 2012
GRG 2008 - April 2011
HSBC 2005 - 2008
HSBC 2004 - 2005
HSBC 2003 - 2004
HSBC Equator 2000 - 2003
Skills
Banking, Trade Finance, Financial Services, Loans, Commercial Banking, Portfolio Management, Credit, Letters of Credit, Correspondent Banking, Cash Management, Relationship Management, Project Management, Program Management, Cross-functional Team..., Cross-cultural Teams, Strategic Planning, New Business Development, Salesforce.com, Sales Process, Account Management, Payments, Credit Analysis, Financial Analysis, Management
Education
Central Connecticut State University
International Business
University of Baltimore
MBA
Donna Dawson's Square 1 Bank Experience October 2011 - Present
Job ABL Collateral Analyst Supervisor
Industry Financial Services
Experience
Square 1 Bank October 2011 - Present
Newstar Business Credit March 2008 - October 2011
CIT 2005 - 2008
Capital TempFunds 2002 - 2007
Guaranty Bank 1996 - 2001
Skills
Collateral, Asset Based Lending, Credit Analysis, Portfolio Management, Commercial Lending, Loans, Credit, Credit Risk, Financial Analysis, Commercial Banking, Due Diligence, Banking, Finance, Corporate Finance, Funding, Financial Structuring
Education
Amberton University
BS, Human Relations and Business
Square 1 Bank October 2011 - Present
Newstar Business Credit March 2008 - October 2011
CIT 2005 - 2008
Capital TempFunds 2002 - 2007
Guaranty Bank 1996 - 2001
Skills
Collateral, Asset Based Lending, Credit Analysis, Portfolio Management, Commercial Lending, Loans, Credit, Credit Risk, Financial Analysis, Commercial Banking, Due Diligence, Banking, Finance, Corporate Finance, Funding, Financial Structuring
Education
Amberton University
BS, Human Relations and Business
James Ellison's Square 1 Bank Experience 2008 - 2009
Job Managing Director at SVB Financial Group
Industry Venture Capital & Private Equity
Experience
SVB Financial Group January 2011 - Present
Pearl Street Capital Group August 2009 - December 2010
Square 1 Bank 2008 - 2009
Escalate Capital 2004 - 2007
Comerica Bank 1997 - 2004
Silicon Valley Bank 1992 - 1997
Education
California Polytechnic State University-San Luis Obispo 1985 — 1988
BS, Finance
SVB Financial Group January 2011 - Present
Pearl Street Capital Group August 2009 - December 2010
Square 1 Bank 2008 - 2009
Escalate Capital 2004 - 2007
Comerica Bank 1997 - 2004
Silicon Valley Bank 1992 - 1997
Education
California Polytechnic State University-San Luis Obispo 1985 — 1988
BS, Finance
Brendan Sullivan's Square 1 Bank Experience 2012 - 2014
Job
Industry Investment Management
Experience
Archegos Capital Management 2014 - Present
Square 1 Bank 2012 - 2014
MissionPoint Capital Partners 2008 - 2011
Lehman Brothers 2006 - 2008
Skills
Private Equity, Financial Modeling, Investment Banking, Investments, Valuation, Venture Capital, Equities
Education
Middlebury College 2002 — 2006
B.A., Economics, Political Science
Archegos Capital Management 2014 - Present
Square 1 Bank 2012 - 2014
MissionPoint Capital Partners 2008 - 2011
Lehman Brothers 2006 - 2008
Skills
Private Equity, Financial Modeling, Investment Banking, Investments, Valuation, Venture Capital, Equities
Education
Middlebury College 2002 — 2006
B.A., Economics, Political Science
Rick Hartmann's Square 1 Bank Experience June 2015 - Present
Job Senior Vice President and Risk Manager at Square 1 Bank
Industry Banking
Experience
Square 1 Bank June 2015 - Present
PNC September 2013 - May 2015
PNC March 2012 - August 2013
RBC Bank August 2009 - February 2012
RBC Bank November 2007 - July 2009
RBC Bank January 2002 - October 2007
RBC October 1998 - December 2001
RBC January 1996 - September 1998
RBC 1993 - 1995
RBC 1990 - 1992
Skills
Portfolio Management, Banking, Underwriting, Loans, Risk Management, Commercial Banking, Credit, Commercial Lending, Financial Risk, Finance, Commercial Real Estate, Strategy, Mortgage Banking, Credit Analysis, Financial Structuring, Mergers & Acquisitions, Commercial Mortgages, Small Business Lending, Mortgage Lending, Leadership, Business Development, Due Diligence, Consumer Lending
Education
Richard Ivey School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
University of Windsor 1978 — 1981
Bachelor of Business Administration (BBA), Business/Commerce, General
University of Windsor 1975 — 1978
Bachelor of Applied Science (BASc), Biology, General
Square 1 Bank June 2015 - Present
PNC September 2013 - May 2015
PNC March 2012 - August 2013
RBC Bank August 2009 - February 2012
RBC Bank November 2007 - July 2009
RBC Bank January 2002 - October 2007
RBC October 1998 - December 2001
RBC January 1996 - September 1998
RBC 1993 - 1995
RBC 1990 - 1992
Skills
Portfolio Management, Banking, Underwriting, Loans, Risk Management, Commercial Banking, Credit, Commercial Lending, Financial Risk, Finance, Commercial Real Estate, Strategy, Mortgage Banking, Credit Analysis, Financial Structuring, Mergers & Acquisitions, Commercial Mortgages, Small Business Lending, Mortgage Lending, Leadership, Business Development, Due Diligence, Consumer Lending
Education
Richard Ivey School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
University of Windsor 1978 — 1981
Bachelor of Business Administration (BBA), Business/Commerce, General
University of Windsor 1975 — 1978
Bachelor of Applied Science (BASc), Biology, General
Marcus Davidsson's Square 1 Bank Experience January 2007 - April 2007
Job Underwriter Technology Recurring Revenue Lending
Industry Banking
Kathey Brown's Square 1 Bank Experience December 2013 - September 2014
Job Project Manager at SoftPro
Industry Computer Software
Experience
SoftPro November 2014 - Present
Square 1 Bank December 2013 - September 2014
First Citizens Bancshares November 2011 - July 2013
SAS August 2006 - November 2011
BCBSNC August 1986 - November 1998
Skills
SDLC, Business Intelligence, SQL, Project Management, Vendor Management, Process Improvement, Business Analysis, Software Development, Change Management, Visio, Enterprise Architecture, Requirements Gathering, Software Project..., Agile Methodologies, MS Project, Management, Requirements Analysis
Education
Midlands Technical College
University of North Carolina at Chapel Hill
SoftPro November 2014 - Present
Square 1 Bank December 2013 - September 2014
First Citizens Bancshares November 2011 - July 2013
SAS August 2006 - November 2011
BCBSNC August 1986 - November 1998
Skills
SDLC, Business Intelligence, SQL, Project Management, Vendor Management, Process Improvement, Business Analysis, Software Development, Change Management, Visio, Enterprise Architecture, Requirements Gathering, Software Project..., Agile Methodologies, MS Project, Management, Requirements Analysis
Education
Midlands Technical College
University of North Carolina at Chapel Hill
Sheila Williamson-Branch, MBA, MSA, CAGS's Square 1 Bank Experience June 2007 - October 2012
Job Adjunct Professor of Business at Averett University
Industry Banking
Experience
First State Bank 2013 - Present
Averett University 2013 - Present
Square 1 Bank June 2007 - October 2012
First State Bank May 1999 - 2007
Skills
Credit, Banking, Credit Analysis, Financial Modeling, Management, Portfolio Management, Commercial Lending, Commercial Banking, Program Management, Loans, Equities, Risk Management, Cash Management, Financial Analysis, Investments, Treasury Management, Mergers & Acquisitions, Underwriting, Analysis, Process Improvement, Mortgage Lending, Corporate Finance, Business Planning, Strategic Planning, Leadership, Forecasting, Financial Services, Finance, Insurance, Financial Reporting, Accounting, Business Analysis, Budgets, Auditing, Small Business, Coaching, Strategy, Business Strategy
Education
Capella University 2011 — 2017
PHD, General Business
Capella University 2012 — 2013
Certificate of Advanced Graduate Studies
Capella University 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Strayer University (DC) 2007 — 2009
MSA, Accounting
Averett University 1989 — 1991
MBA
Hampton University 1980 — 1984
Bachelor of Science (BS), Finance, General
First State Bank 2013 - Present
Averett University 2013 - Present
Square 1 Bank June 2007 - October 2012
First State Bank May 1999 - 2007
Skills
Credit, Banking, Credit Analysis, Financial Modeling, Management, Portfolio Management, Commercial Lending, Commercial Banking, Program Management, Loans, Equities, Risk Management, Cash Management, Financial Analysis, Investments, Treasury Management, Mergers & Acquisitions, Underwriting, Analysis, Process Improvement, Mortgage Lending, Corporate Finance, Business Planning, Strategic Planning, Leadership, Forecasting, Financial Services, Finance, Insurance, Financial Reporting, Accounting, Business Analysis, Budgets, Auditing, Small Business, Coaching, Strategy, Business Strategy
Education
Capella University 2011 — 2017
PHD, General Business
Capella University 2012 — 2013
Certificate of Advanced Graduate Studies
Capella University 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Strayer University (DC) 2007 — 2009
MSA, Accounting
Averett University 1989 — 1991
MBA
Hampton University 1980 — 1984
Bachelor of Science (BS), Finance, General
Allyn C Woodward Jr's Square 1 Bank Experience 2005 - 2011
Job Financial Consultant and Board Member
Industry Financial Services
Experience
Badminton 1960 - 2012
Board Leaders 2010 - 2011
Square 1 Bank 2005 - 2011
Hercules Technology Growth Capital 2004 - 2011
LeCroy Corporation 1998 - 2011
Lecroy Corporation 1998 - 2011
LeCroy 1998 - 2011
KCM Limited Partnership 1997 - 2011
Union Specialties, Inc 1990 - 2011
Brae Burn 1983 - 2011
Skills
Private Equity, Financial Advisory, Valuation, Venture Capital, Finance, Mergers & Acquisitions, Investments, Due Diligence, Corporate Law, Financial Analysis, Management, Business Strategy, Start-ups, Strategy, Mergers, Financial Modeling, Corporate Finance, Corporate Development, Equities, Restructuring, Portfolio Management, Team Building, Entrepreneurship, Corporate Governance, Leadership, Management Consulting, Strategic Planning
Education
Babson College
BS
Badminton 1960 - 2012
Board Leaders 2010 - 2011
Square 1 Bank 2005 - 2011
Hercules Technology Growth Capital 2004 - 2011
LeCroy Corporation 1998 - 2011
Lecroy Corporation 1998 - 2011
LeCroy 1998 - 2011
KCM Limited Partnership 1997 - 2011
Union Specialties, Inc 1990 - 2011
Brae Burn 1983 - 2011
Skills
Private Equity, Financial Advisory, Valuation, Venture Capital, Finance, Mergers & Acquisitions, Investments, Due Diligence, Corporate Law, Financial Analysis, Management, Business Strategy, Start-ups, Strategy, Mergers, Financial Modeling, Corporate Finance, Corporate Development, Equities, Restructuring, Portfolio Management, Team Building, Entrepreneurship, Corporate Governance, Leadership, Management Consulting, Strategic Planning
Education
Babson College
BS
Peter Moon's Square 1 Bank Experience May 2011 - Present
Job VP, Technology Banking at Square 1 Bank
Industry Venture Capital & Private Equity
Experience
Square 1 Bank May 2011 - Present
Square 1 Bank May 2012 - March 2013
Square 1 Bank May 2011 - May 2012
Fidelity Investments December 2009 - March 2011
Fidelity Investments October 2008 - December 2009
Duke University Medical Center June 2007 - August 2007
Duke University Medical Center June 2004 - August 2004
Skills
Asset Allocation, Portfolio Management, Microsoft Excel, Mutual Funds, Accounting, Budgets, Analysis, Valuation, Financial Modeling, Retirement Planning, Finance, Investments, Bloomberg, Corporate Finance, Financial Analysis, Private Equity, Equities, Fixed Income
Education
Franklin & Marshall College 2004 — 2008
Business and Administration, Finance, Economics, Portfolio Management
Franklin & Marshall College 2004 — 2008
Bachelor of Arts, Major; Business & Organizations and Society
Square 1 Bank May 2011 - Present
Square 1 Bank May 2012 - March 2013
Square 1 Bank May 2011 - May 2012
Fidelity Investments December 2009 - March 2011
Fidelity Investments October 2008 - December 2009
Duke University Medical Center June 2007 - August 2007
Duke University Medical Center June 2004 - August 2004
Skills
Asset Allocation, Portfolio Management, Microsoft Excel, Mutual Funds, Accounting, Budgets, Analysis, Valuation, Financial Modeling, Retirement Planning, Finance, Investments, Bloomberg, Corporate Finance, Financial Analysis, Private Equity, Equities, Fixed Income
Education
Franklin & Marshall College 2004 — 2008
Business and Administration, Finance, Economics, Portfolio Management
Franklin & Marshall College 2004 — 2008
Bachelor of Arts, Major; Business & Organizations and Society
Amos Cooper, Jr.'s Square 1 Bank Experience July 2006 - Present
Job Relationship Manager
Industry Banking
Experience
Square 1 Bank July 2006 - Present
Education
North Carolina Central University 1997 — 2001
Bachelor of Arts, Business Administration
Square 1 Bank July 2006 - Present
Education
North Carolina Central University 1997 — 2001
Bachelor of Arts, Business Administration
Lisa Etheridge's Square 1 Bank Experience January 2010 - Present
Job Executive Assistant at Square 1 Bank
Industry Banking
Experience
Square 1 Bank January 2010 - Present
Hill-Rom July 2008 - January 2010
Triarc October 2001 - June 2008
Education
Stuart School of Business Administration 1995 — 1996
Executive Assistant Program
Georgian Court College
Square 1 Bank January 2010 - Present
Hill-Rom July 2008 - January 2010
Triarc October 2001 - June 2008
Education
Stuart School of Business Administration 1995 — 1996
Executive Assistant Program
Georgian Court College
Garrick Brown's Square 1 Bank Experience 2012 - 2013
Job Banking Professional
Industry Banking
Experience
Square 1 Bank 2012 - 2013
Chatham Transit Network 2011 - 2012
Education
North Carolina Central University 2007 — 2011
Bachelors of Science, Geography
Square 1 Bank 2012 - 2013
Chatham Transit Network 2011 - 2012
Education
North Carolina Central University 2007 — 2011
Bachelors of Science, Geography