Sterling Trust Company
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Sterling Trust Company Employees
Employee
Years
Job
Industry
Anthony Carl Anthony Carl's Sterling Trust Company Experience June 1997 - June 2009
Job VP Compliance/Risk Management at Self Directed IRA Services, Inc.
Industry Financial Services
Experience
Self Directed IRA Services, Inc. July 2011 - Present
Sterling Administrative Services June 2009 - May 2011
Sterling Trust Company June 1997 - June 2009
Education
Baylor University 1993 — 1997
BA, English
Self Directed IRA Services, Inc. July 2011 - Present
Sterling Administrative Services June 2009 - May 2011
Sterling Trust Company June 1997 - June 2009
Education
Baylor University 1993 — 1997
BA, English
Hope Smith Hope Smith's Sterling Trust Company Experience June 2003 - March 2004
Job Executive Director at Texas Mamma Jamma Ride
Industry Health, Wellness and Fitness
Experience
Texas Mamma Jamma Ride June 2012 - Present
Relax... I can help! September 2010 - Present
Muscular Dystrophy Association February 2011 - June 2012
Muscular Dystrophy Association March 2004 - February 2011
Sterling Trust Company June 2003 - March 2004
New Focus, Inc. August 2000 - July 2002
Harelik & Fields, CPAs June 1995 - October 1999
The Game Closet August 1990 - October 1999
The Optical Dispensary August 1989 - June 1995
Skills
Event Management, Budgeting, Hiring, Promotions, Billing, Fundraising, Public Speaking, Event Planning, Customer Service, Customer Relations, Coaching, Purchasing, Access, Volunteer Management, Strategic Planning, Account Management, Training, New Business Development, Management, Team Building, Budgets, Social Media, Community Outreach, Therapeutic Massage, Marketing, Microsoft Office, Program Development, Pain Management, Public Relations, Leadership, Non-profits, Nonprofits, Marketing Communications, Philanthropy, Recruiting, Program Management, Time Management, Treatment, Sales, Small Business, Data Entry, Grant Writing, Myofascial Release, Invoicing
Education
A new Beginning School of Massage Therapy 2010 — 2011
Licensed Massage Therapist, Massage Therapy
Mclennan Community College 1987 — 1989
Associates in Arts, Sciences
Texas Mamma Jamma Ride June 2012 - Present
Relax... I can help! September 2010 - Present
Muscular Dystrophy Association February 2011 - June 2012
Muscular Dystrophy Association March 2004 - February 2011
Sterling Trust Company June 2003 - March 2004
New Focus, Inc. August 2000 - July 2002
Harelik & Fields, CPAs June 1995 - October 1999
The Game Closet August 1990 - October 1999
The Optical Dispensary August 1989 - June 1995
Skills
Event Management, Budgeting, Hiring, Promotions, Billing, Fundraising, Public Speaking, Event Planning, Customer Service, Customer Relations, Coaching, Purchasing, Access, Volunteer Management, Strategic Planning, Account Management, Training, New Business Development, Management, Team Building, Budgets, Social Media, Community Outreach, Therapeutic Massage, Marketing, Microsoft Office, Program Development, Pain Management, Public Relations, Leadership, Non-profits, Nonprofits, Marketing Communications, Philanthropy, Recruiting, Program Management, Time Management, Treatment, Sales, Small Business, Data Entry, Grant Writing, Myofascial Release, Invoicing
Education
A new Beginning School of Massage Therapy 2010 — 2011
Licensed Massage Therapist, Massage Therapy
Mclennan Community College 1987 — 1989
Associates in Arts, Sciences
Sherri Forrest, QKA's Sterling Trust Company Experience July 2001 - December 2003
Job Benefit Specialist for Resource Benefits Administrators at Jaynes Reitmeier Boyd & Therrell P.C.
Industry Financial Services
Experience
Jaynes Reitmeier Boyd & Therrell P.C. August 2014 - Present
July Business Services December 2003 - August 2014
Sterling Trust Company July 2001 - December 2003
FirstCity Financial Corporation December 1998 - July 2001
Skills
Retirement Planning, 401k, Profit Sharing, Retirement, ERISA, Defined Benefit, Pensions, Defined Contribution, Employee Benefits, Asset Allocation, Mutual Funds, Investments
Education
Baylor University - Hankamer School of Business 1996 — 1998
B.B.A., Management Information Systems
Mclennan Community College 1994 — 1996
Associates, General
Jaynes Reitmeier Boyd & Therrell P.C. August 2014 - Present
July Business Services December 2003 - August 2014
Sterling Trust Company July 2001 - December 2003
FirstCity Financial Corporation December 1998 - July 2001
Skills
Retirement Planning, 401k, Profit Sharing, Retirement, ERISA, Defined Benefit, Pensions, Defined Contribution, Employee Benefits, Asset Allocation, Mutual Funds, Investments
Education
Baylor University - Hankamer School of Business 1996 — 1998
B.B.A., Management Information Systems
Mclennan Community College 1994 — 1996
Associates, General
Christine Kling's Sterling Trust Company Experience February 2006 - August 2009
Job Product Manager for Health Edco
Industry Accounting
Experience
WRS Group Ltd May 2014 - Present
PB&H Benefits, L.L.C September 2009 - May 2014
Sterling Trust Company February 2006 - August 2009
Richard Karr August 1999 - February 2006
Skills
Employee Benefits, Investments, Accounting, Marketing, 401k, Mutual Funds, Retirement Planning, Business Planning, Finance, Financial Analysis, Insurance, Payroll, Strategic Financial..., Customer Service, Auditing, Sales, Marketing Strategy, Leadership
Education
Baylor University 1991 — 1996
Pharmaceuticals
Mclennan Community College
WRS Group Ltd May 2014 - Present
PB&H Benefits, L.L.C September 2009 - May 2014
Sterling Trust Company February 2006 - August 2009
Richard Karr August 1999 - February 2006
Skills
Employee Benefits, Investments, Accounting, Marketing, 401k, Mutual Funds, Retirement Planning, Business Planning, Finance, Financial Analysis, Insurance, Payroll, Strategic Financial..., Customer Service, Auditing, Sales, Marketing Strategy, Leadership
Education
Baylor University 1991 — 1996
Pharmaceuticals
Mclennan Community College
Grady Crowson, QKA Grady Crowson, QKA's Sterling Trust Company Experience April 2006 - May 2007
Job Director of Administration at Pattillo Brown & Hill L.L.P
Industry Financial Services
Experience
Pattillo Brown & Hill L.L.P July 2014 - Present
July Business Services May 2007 - July 2014
Sterling Trust Company April 2006 - May 2007
Waco Tribune-Herald July 2004 - April 2006
Campus Copies February 2002 - July 2004
Skills
QKA, Relius Administration, 403 b, Keoghs, Profit Sharing, Safe Harbor, Nondiscrimination..., Retirement Plan..., Government Filings, Qualified Retirement..., Plan Compliance, 457 Plans, Form 5500 preparation, Form 5500, Relius, Defined Contribution, ERISA, 401k, Defined Benefit, Retirement, Asset Allocation, Pensions, Mutual Funds, Series 7, Series 6, Series 63, Investments, Employee Benefits, CPA, Fixed Annuities, Financial Advisory, CRM, Benefits Administration
Education
Baylor University 1999 — 2001
BBA, Finance
Hill College, Hillsboro, Texas 1997 — 1999
Associate of Arts (A.A.), Business Administration and Management, General
Pattillo Brown & Hill L.L.P July 2014 - Present
July Business Services May 2007 - July 2014
Sterling Trust Company April 2006 - May 2007
Waco Tribune-Herald July 2004 - April 2006
Campus Copies February 2002 - July 2004
Skills
QKA, Relius Administration, 403 b, Keoghs, Profit Sharing, Safe Harbor, Nondiscrimination..., Retirement Plan..., Government Filings, Qualified Retirement..., Plan Compliance, 457 Plans, Form 5500 preparation, Form 5500, Relius, Defined Contribution, ERISA, 401k, Defined Benefit, Retirement, Asset Allocation, Pensions, Mutual Funds, Series 7, Series 6, Series 63, Investments, Employee Benefits, CPA, Fixed Annuities, Financial Advisory, CRM, Benefits Administration
Education
Baylor University 1999 — 2001
BBA, Finance
Hill College, Hillsboro, Texas 1997 — 1999
Associate of Arts (A.A.), Business Administration and Management, General
Doug Mai Doug Mai's Sterling Trust Company Experience 2006 - 2009
Job Director of Information Technology at July Business Services
Industry Financial Services
Experience
July Business Services June 2013 - Present
Equity Trust Company May 1999 - June 2013
Sterling Trust Company 2006 - 2009
Sterling Trust Company 2005 - 2006
Sterling Trust Company 2001 - 2005
Sterling Trust Company May 1999 - 2001
Skills
Disaster Recovery, Servers, Network Security, Network Administration, Troubleshooting, Technical Support, Hardware, Networking, Project Management, Information Technology, Active Directory, Windows Server, Windows 7, XP, Microsoft SQL Server, Security, SharePoint, Information Security, Software Installation, Virtualization, IT Management, Windows XP, Visio, VMware, IIS, Windows, Vendor Management, Enterprise Architecture, Databases, IT Operations, Data Center, Integration, Access, Database Administration
Education
Walden University 2006 — 2009
Information Technology, 4.0
Texas State Technical College Waco 2006 — 2008
Associate's degree, Network Security, 4.0
Texas State Technical College Waco 1997 — 1999
Associate's degree, Computer/Information Technology Administration and Management
July Business Services June 2013 - Present
Equity Trust Company May 1999 - June 2013
Sterling Trust Company 2006 - 2009
Sterling Trust Company 2005 - 2006
Sterling Trust Company 2001 - 2005
Sterling Trust Company May 1999 - 2001
Skills
Disaster Recovery, Servers, Network Security, Network Administration, Troubleshooting, Technical Support, Hardware, Networking, Project Management, Information Technology, Active Directory, Windows Server, Windows 7, XP, Microsoft SQL Server, Security, SharePoint, Information Security, Software Installation, Virtualization, IT Management, Windows XP, Visio, VMware, IIS, Windows, Vendor Management, Enterprise Architecture, Databases, IT Operations, Data Center, Integration, Access, Database Administration
Education
Walden University 2006 — 2009
Information Technology, 4.0
Texas State Technical College Waco 2006 — 2008
Associate's degree, Network Security, 4.0
Texas State Technical College Waco 1997 — 1999
Associate's degree, Computer/Information Technology Administration and Management
Phillip Gastineau's Sterling Trust Company Experience December 2011 - May 2012
Job Law student
Industry Computer & Network Security
Experience
The University of Alabama School of Law May 2012 - Present
Winstead July 2013 - August 2013
University of Alabama December 2012 - July 2013
Sterling Trust Company December 2011 - May 2012
Studio 6 December 2009 - July 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Training, Editing
Education
The University of Alabama School of Law 2012 — 2015
Juris Doctor (J.D.)
Baylor University 2006 — 2009
Bachelor of Business Adminstration, Economics
The University of Alabama School of Law May 2012 - Present
Winstead July 2013 - August 2013
University of Alabama December 2012 - July 2013
Sterling Trust Company December 2011 - May 2012
Studio 6 December 2009 - July 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Training, Editing
Education
The University of Alabama School of Law 2012 — 2015
Juris Doctor (J.D.)
Baylor University 2006 — 2009
Bachelor of Business Adminstration, Economics
Rebecca Kimbrell Ringer Rebecca Kimbrell Ringer's Sterling Trust Company Experience September 2006 - August 2010
Job Educational Professional
Industry Education Management
Experience
Waco ISD August 2015 - Present
Santa Fe High School August 2013 - July 2015
Harmony Public Schools August 2012 - March 2013
Mount Calm ISD December 2010 - June 2012
Sterling Trust Company September 2006 - August 2010
American Income Life September 2003 - September 2006
Baylor University March 1999 - October 2002
Columbus Avenue Baptist Church 1997 - 1999
Communities In Schools of Pasadena 1995 - 1996
First National Bank of Texas 1989 - 1994
Skills
Highly Organized &..., Vast recording keeping..., Excellent interpersonal..., Presentation Design:..., Superior Computer Skills, Development &..., Behavior Management, Lesson Planning, Classroom Management, Differentiated..., Social Studies, Leadership, Classroom, Public Speaking, Community Outreach, Teaching Writing, Curriculum Development, Higher Education, Event Planning, Special Education, ESL, Office Management, Teaching, Secondary Education, Critical Thinking, Grant Writing, Student Development, Microsoft Office, Career Counseling, Literacy, Adult Education, Customer Service, PowerPoint
Education
Concordia University-Portland 2014 — 2015
Master of Education (M.Ed.), Advanced Studies in Special Education
Tarleton State University
Bachelor of Science (BSc), Management/Business/Psychology
San Jacinto College
Associate of Arts (A.A.), Social Sciences
Waco ISD August 2015 - Present
Santa Fe High School August 2013 - July 2015
Harmony Public Schools August 2012 - March 2013
Mount Calm ISD December 2010 - June 2012
Sterling Trust Company September 2006 - August 2010
American Income Life September 2003 - September 2006
Baylor University March 1999 - October 2002
Columbus Avenue Baptist Church 1997 - 1999
Communities In Schools of Pasadena 1995 - 1996
First National Bank of Texas 1989 - 1994
Skills
Highly Organized &..., Vast recording keeping..., Excellent interpersonal..., Presentation Design:..., Superior Computer Skills, Development &..., Behavior Management, Lesson Planning, Classroom Management, Differentiated..., Social Studies, Leadership, Classroom, Public Speaking, Community Outreach, Teaching Writing, Curriculum Development, Higher Education, Event Planning, Special Education, ESL, Office Management, Teaching, Secondary Education, Critical Thinking, Grant Writing, Student Development, Microsoft Office, Career Counseling, Literacy, Adult Education, Customer Service, PowerPoint
Education
Concordia University-Portland 2014 — 2015
Master of Education (M.Ed.), Advanced Studies in Special Education
Tarleton State University
Bachelor of Science (BSc), Management/Business/Psychology
San Jacinto College
Associate of Arts (A.A.), Social Sciences
Lisa Lankford Lisa Lankford's Sterling Trust Company Experience 2003 - 2005
Job Financial Analyst at Scott & White
Industry Accounting
Experience
Scott & White Healthcare May 2014 - Present
July Business Services April 2012 - December 2013
Pattillo, Brown & Hill, LLP May 2005 - April 2012
Sterling Trust Company 2003 - 2005
Great American Cookies October 1995 - April 2003
Skills
Accounting, Financial Reporting, Microsoft Excel, Financial Accounting, GAAP, Microsoft Office, Microsoft Word, 401k, Account Reconciliation, ERISA, Customer Service, Profit Sharing, Defined Contribution
Education
Tarleton State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Baylor University - Hankamer School of Business 2005 — 2007
Mclennan Community College 1999 — 2003
Associate, Accounting
Scott & White Healthcare May 2014 - Present
July Business Services April 2012 - December 2013
Pattillo, Brown & Hill, LLP May 2005 - April 2012
Sterling Trust Company 2003 - 2005
Great American Cookies October 1995 - April 2003
Skills
Accounting, Financial Reporting, Microsoft Excel, Financial Accounting, GAAP, Microsoft Office, Microsoft Word, 401k, Account Reconciliation, ERISA, Customer Service, Profit Sharing, Defined Contribution
Education
Tarleton State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Baylor University - Hankamer School of Business 2005 — 2007
Mclennan Community College 1999 — 2003
Associate, Accounting
David Frees III David Frees III's Sterling Trust Company Experience 2012 - Present
Job Keynote Speaker at STI
Industry Legal Services
Experience
Unruh Turner Burke and Frees January 1995 - Present
Dave Frees 1995 - Present
Success Technologies Inc. 1995 - Present
Sterling Trust Company 2012 - Present
Phoenixville Federal Bank and Trust September 2007 - Present
Mike Citron 2008 - 2011
Success Technologies, Inc 1995 - 2008
Chester County Community Foundation 2005 - 2007
American Cancer Society 1998 - 2001
Rawle & Henderson 1985 - 1987
Skills
Persuasion, Estate Planning, Succession Planning, Social Media, Marketing Strategy, Coaching, Online Marketing, Blogging, Copywriting, Executive Coaching, Professional Speaker, Instructor in..., Public Speaking, Social Media Marketing, Strategy, Litigation, Management, Trusts, Motivational Speaking, Entrepreneurship, Small Business, Team Leadership, Strategic Planning, Direct Marketing, Mediation, Marketing, Contract Negotiation, Time Management, Leadership, Business Strategy, Newsletters, Sales, Mergers & Acquisitions, Marketing Communications, SEO, Team Building, Negotiation, Consulting, Real Estate, Fundraising, Business Development
Education
University of Pennsylvania Law School 1982 — 1985
Juris Doctorate, Trust and Estate and Federal Estate Tax Law
Dickinson College 1978 — 1982
BA, History, Political Science, Geology and Computer Science
Dickinson College 1978 — 1982
BA, History Political Science Geology and Computer Science
Rangitiki College 1976 — 1977
New Zealand, British Colonial History
Unruh Turner Burke and Frees January 1995 - Present
Dave Frees 1995 - Present
Success Technologies Inc. 1995 - Present
Sterling Trust Company 2012 - Present
Phoenixville Federal Bank and Trust September 2007 - Present
Mike Citron 2008 - 2011
Success Technologies, Inc 1995 - 2008
Chester County Community Foundation 2005 - 2007
American Cancer Society 1998 - 2001
Rawle & Henderson 1985 - 1987
Skills
Persuasion, Estate Planning, Succession Planning, Social Media, Marketing Strategy, Coaching, Online Marketing, Blogging, Copywriting, Executive Coaching, Professional Speaker, Instructor in..., Public Speaking, Social Media Marketing, Strategy, Litigation, Management, Trusts, Motivational Speaking, Entrepreneurship, Small Business, Team Leadership, Strategic Planning, Direct Marketing, Mediation, Marketing, Contract Negotiation, Time Management, Leadership, Business Strategy, Newsletters, Sales, Mergers & Acquisitions, Marketing Communications, SEO, Team Building, Negotiation, Consulting, Real Estate, Fundraising, Business Development
Education
University of Pennsylvania Law School 1982 — 1985
Juris Doctorate, Trust and Estate and Federal Estate Tax Law
Dickinson College 1978 — 1982
BA, History, Political Science, Geology and Computer Science
Dickinson College 1978 — 1982
BA, History Political Science Geology and Computer Science
Rangitiki College 1976 — 1977
New Zealand, British Colonial History
Ginia Chapline Ginia Chapline's Sterling Trust Company Experience August 2002 - April 2008
Job Senior Vice President of Talent at Texas Trust Credit Union
Industry Banking
Experience
Texas Trust Credit Union November 2014 - Present
Texas Trust Credit Union July 2008 - October 2014
Sterling Trust Company August 2002 - April 2008
Time Warner Cable October 2000 - July 2002
Time Manufacturing Company October 1999 - September 2000
Time Manufacturing Company 1992 - 1999
Skills
Human Resources, Recruiting, Employee Relations, Payroll, Benefits Administration, Training, Call Centers, Team Building, Employee Benefits, New Hire Orientations, Leadership, Personnel Management, Talent Acquisition, Onboarding, Strategy, Management, Employee Engagement, Succession Planning, Talent Management, Workforce Planning, Coaching, Performance Management, Applicant Tracking..., HRIS, Deferred Compensation, Interviews, College Recruiting, Hiring, Job Descriptions, Labor Relations, Affirmative Action, Compensation Structures, HR Policies, Executive Pay, Employee Training, HR Consulting, Temporary Placement, Organizational..., Taleo, ADP Payroll, Organizational Design, Organizational..., Executive Management, Internet Recruiting, Employment Law, Credit Unions, Career Development, Staffing Services, Conflict Resolution, Benefits Negotiation
Education
Mclennan Community College
Associate in Applied Science, Business
Texas Trust Credit Union November 2014 - Present
Texas Trust Credit Union July 2008 - October 2014
Sterling Trust Company August 2002 - April 2008
Time Warner Cable October 2000 - July 2002
Time Manufacturing Company October 1999 - September 2000
Time Manufacturing Company 1992 - 1999
Skills
Human Resources, Recruiting, Employee Relations, Payroll, Benefits Administration, Training, Call Centers, Team Building, Employee Benefits, New Hire Orientations, Leadership, Personnel Management, Talent Acquisition, Onboarding, Strategy, Management, Employee Engagement, Succession Planning, Talent Management, Workforce Planning, Coaching, Performance Management, Applicant Tracking..., HRIS, Deferred Compensation, Interviews, College Recruiting, Hiring, Job Descriptions, Labor Relations, Affirmative Action, Compensation Structures, HR Policies, Executive Pay, Employee Training, HR Consulting, Temporary Placement, Organizational..., Taleo, ADP Payroll, Organizational Design, Organizational..., Executive Management, Internet Recruiting, Employment Law, Credit Unions, Career Development, Staffing Services, Conflict Resolution, Benefits Negotiation
Education
Mclennan Community College
Associate in Applied Science, Business
Brian Bachik Brian Bachik's Sterling Trust Company Experience January 1986 - March 1994
Job Retirement Plan Professional and Investment Consultant at Investors Brokerage of Texas, Ltd.
Industry Financial Services
Experience
Investors Brokerage of Texas, Ltd. April 2000 - Present
PEBSCO - Nationwide Retirement Solutions March 1998 - March 2000
BTS - Brokers Transaction Services August 1995 - March 1998
Sterling Trust Company January 1986 - March 1994
Skills
Retirement Planning, Retirement, Investments, Mutual Funds, Asset Management, Strategic Financial..., 401k, Investment Management, 401(k), Fiduciary Services, Financial Planning, Portfolio Management, Public Speaking, 401(k) Participant..., 401k Participant..., Series 7, ERISA, Wealth Management
Education
Texas A&M University 1983 — 1986
BBA, Marketing - Finance
Investors Brokerage of Texas, Ltd. April 2000 - Present
PEBSCO - Nationwide Retirement Solutions March 1998 - March 2000
BTS - Brokers Transaction Services August 1995 - March 1998
Sterling Trust Company January 1986 - March 1994
Skills
Retirement Planning, Retirement, Investments, Mutual Funds, Asset Management, Strategic Financial..., 401k, Investment Management, 401(k), Fiduciary Services, Financial Planning, Portfolio Management, Public Speaking, 401(k) Participant..., 401k Participant..., Series 7, ERISA, Wealth Management
Education
Texas A&M University 1983 — 1986
BBA, Marketing - Finance
Lareshia McGowan's Sterling Trust Company Experience January 2011 - December 2012
Job Plan Participant Services at July Business Services
Industry Financial Services
Experience
470Claims Plan Participant ServicesJuly Business ServicesJanuary 2013 - January 2015
Sterling Trust Company January 2011 - December 2012
Education
The University of Texas at Arlington 2004 — 2008
Bachelor of Business Administration (B.B.A.)
470Claims Plan Participant ServicesJuly Business ServicesJanuary 2013 - January 2015
Sterling Trust Company January 2011 - December 2012
Education
The University of Texas at Arlington 2004 — 2008
Bachelor of Business Administration (B.B.A.)
David Kroll David Kroll's Sterling Trust Company Experience January 1995 - July 1997
Job Cofounder at smartbyte IT
Industry Information Technology and Services
Experience
smartbyte IT June 2015 - Present
PK Software / PCCA January 2013 - Present
Sirius Solutions, LLLP October 2014 - March 2015
Commercial Tax Network April 2006 - January 2013
Desktop Assistance, LP October 1999 - November 2005
Kim Lighting October 1999 - November 2005
Texas Department of Criminal Justice July 1998 - October 1999
Tejas Instruments, Inc. January 1998 - July 1998
Vintage Sports Plaques July 1997 - December 1997
Sterling Trust Company January 1995 - July 1997
Skills
SQL Server, Borland Delphi, SQL, Databases, HTML, PHP, MySQL, CSS, JavaScript, Web Design, Web Development, PC maintenance, Graphic Design, Microsoft Office, ArcGIS, Windows Server 2008, Windows 7, Access, XP, System Administration, SmartSearch, Microsoft SQL Server, ESXi, Microsoft Exchange, Windows Server, Computer Maintenance, Software Documentation, Windows XP, Software Development, Disaster Recovery, Management, Testing, SDLC, Computer Science, Database Administration, Networking
Education
Texas State Technical College 1995 — 1997
AAS degree, Computer Science Technology
Connally High School 1991 — 1994
smartbyte IT June 2015 - Present
PK Software / PCCA January 2013 - Present
Sirius Solutions, LLLP October 2014 - March 2015
Commercial Tax Network April 2006 - January 2013
Desktop Assistance, LP October 1999 - November 2005
Kim Lighting October 1999 - November 2005
Texas Department of Criminal Justice July 1998 - October 1999
Tejas Instruments, Inc. January 1998 - July 1998
Vintage Sports Plaques July 1997 - December 1997
Sterling Trust Company January 1995 - July 1997
Skills
SQL Server, Borland Delphi, SQL, Databases, HTML, PHP, MySQL, CSS, JavaScript, Web Design, Web Development, PC maintenance, Graphic Design, Microsoft Office, ArcGIS, Windows Server 2008, Windows 7, Access, XP, System Administration, SmartSearch, Microsoft SQL Server, ESXi, Microsoft Exchange, Windows Server, Computer Maintenance, Software Documentation, Windows XP, Software Development, Disaster Recovery, Management, Testing, SDLC, Computer Science, Database Administration, Networking
Education
Texas State Technical College 1995 — 1997
AAS degree, Computer Science Technology
Connally High School 1991 — 1994
Angela Wilson-Ellis's Sterling Trust Company Experience July 1998 - April 2000
Job Recordkeeping Setup and Conversion Coordinator at July Business Services
Industry Financial Services
Experience
July Business Services January 2011 - Present
July Business Services May 2000 - January 2011
Sterling Trust Company July 1998 - April 2000
First National Bank of Central Texas July 1997 - July 1998
Skills
401k, Retirement, Retirement Planning, ERISA, Qualified Retirement..., Defined Benefit, Investments, Employee Benefits, Process Improvement, Pensions, Microsoft Office, Team Building, Banking, Profit Sharing, Retirement Plan..., Financial Analysis, Customer Service, Benefits Administration, Microsoft Excel, Outlook, Relius Administration, Relius, COBRA, Accurate Record Keeping, Microsoft Word, Roth IRA
Education
Baylor University 1993 — 1997
BBA, Risk Management & Insurance
July Business Services January 2011 - Present
July Business Services May 2000 - January 2011
Sterling Trust Company July 1998 - April 2000
First National Bank of Central Texas July 1997 - July 1998
Skills
401k, Retirement, Retirement Planning, ERISA, Qualified Retirement..., Defined Benefit, Investments, Employee Benefits, Process Improvement, Pensions, Microsoft Office, Team Building, Banking, Profit Sharing, Retirement Plan..., Financial Analysis, Customer Service, Benefits Administration, Microsoft Excel, Outlook, Relius Administration, Relius, COBRA, Accurate Record Keeping, Microsoft Word, Roth IRA
Education
Baylor University 1993 — 1997
BBA, Risk Management & Insurance
Steven Salters Steven Salters's Sterling Trust Company Experience August 1991 - September 1993
Job Partner at Grant Thornton
Industry Accounting
Experience
Grant Thornton January 1994 - Present
Sterling Trust Company August 1991 - September 1993
Skills
SEC filings, Internal Controls, GAAP, Accounting, Auditing, Financial Reporting, US GAAP, CPA, Sarbanes-Oxley Act, IFRS, Financial Accounting, Assurance, External Audit, Sarbanes-Oxley, Revenue Recognition
Education
Baylor University - Hankamer School of Business 1986 — 1993
Master of Business Administration (M.B.A.)
Grant Thornton January 1994 - Present
Sterling Trust Company August 1991 - September 1993
Skills
SEC filings, Internal Controls, GAAP, Accounting, Auditing, Financial Reporting, US GAAP, CPA, Sarbanes-Oxley Act, IFRS, Financial Accounting, Assurance, External Audit, Sarbanes-Oxley, Revenue Recognition
Education
Baylor University - Hankamer School of Business 1986 — 1993
Master of Business Administration (M.B.A.)
Ryan Schneider's Sterling Trust Company Experience October 2004 - November 2009
Job SVP, Regional Director at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company September 2015 - Present
Self Directed IRA Services, Inc. November 2009 - August 2015
Sterling Trust Company October 2004 - November 2009
Sterling Trust Company May 2002 - October 2004
Skills
Investments, IRAs, Small Business, Alternative Investments, Pensions, Customer Service, Business Development, New Business Development, Private Equity, Mergers & Acquisitions, Loans, Wealth Management, Start-ups, Real Estate, Sales, Retirement Planning, Marketing
Education
Texas Tech University - Rawls College of Business 1997 — 2001
BBA, Marketing
Millennium Trust Company September 2015 - Present
Self Directed IRA Services, Inc. November 2009 - August 2015
Sterling Trust Company October 2004 - November 2009
Sterling Trust Company May 2002 - October 2004
Skills
Investments, IRAs, Small Business, Alternative Investments, Pensions, Customer Service, Business Development, New Business Development, Private Equity, Mergers & Acquisitions, Loans, Wealth Management, Start-ups, Real Estate, Sales, Retirement Planning, Marketing
Education
Texas Tech University - Rawls College of Business 1997 — 2001
BBA, Marketing
LeeAnn Gresham Priebe LeeAnn Gresham Priebe's Sterling Trust Company Experience September 2001 - December 2010
Job
Industry Financial Services
Experience
Advance Trust & Life Escrow Services December 2010 - Present
Sterling Trust Company September 2001 - December 2010
Skills
Customer Service, Microsoft Office, Outlook, Microsoft Excel, Real Estate, Microsoft Word, Sales Management, Marketing Strategy, Marketing, Sales, Event Planning, Leadership, Management, Team Building, Time Management, Accounting, Social Media
Education
Texas Tech University 1980 — 1986
Bachelor of Fine Arts (BFA), Fine and Studio Arts/design
Texas Tech University Lubbock 1980 — 1985
Bachelor of Arts (BA)
Richfield High School 1976 — 1980
Advance Trust & Life Escrow Services December 2010 - Present
Sterling Trust Company September 2001 - December 2010
Skills
Customer Service, Microsoft Office, Outlook, Microsoft Excel, Real Estate, Microsoft Word, Sales Management, Marketing Strategy, Marketing, Sales, Event Planning, Leadership, Management, Team Building, Time Management, Accounting, Social Media
Education
Texas Tech University 1980 — 1986
Bachelor of Fine Arts (BFA), Fine and Studio Arts/design
Texas Tech University Lubbock 1980 — 1985
Bachelor of Arts (BA)
Richfield High School 1976 — 1980
Becky Fortson Becky Fortson's Sterling Trust Company Experience July 2005 - August 2009
Job Research Project Manager at Texas Hunger Initiative at Baylor University
Industry Nonprofit Organization Management
Experience
Texas Hunger Initiative/Baylor University March 2013 - Present
Baylor University January 2011 - March 2013
Triliji Group August 2009 - January 2011
Sterling Trust Company July 2005 - August 2009
Skills
Statistics, Data Analysis, Research, Event Planning, Qualitative Research, SPSS
Education
Oklahoma Christian University 1990 — 1993
Bachelor of Science (B.S.), Mathematics
Texas Hunger Initiative/Baylor University March 2013 - Present
Baylor University January 2011 - March 2013
Triliji Group August 2009 - January 2011
Sterling Trust Company July 2005 - August 2009
Skills
Statistics, Data Analysis, Research, Event Planning, Qualitative Research, SPSS
Education
Oklahoma Christian University 1990 — 1993
Bachelor of Science (B.S.), Mathematics
James Gregory Torres's Sterling Trust Company Experience August 2012 - April 2013
Job Law Student at Texas A&M School of Law
Industry Higher Education
Experience
Keller ISD August 2013 - Present
Sterling Trust Company August 2012 - April 2013
Baylor University August 2009 - August 2012
Brian Birdwell District office September 2010 - January 2011
Skills
Communication, Presenter, Research, Critical Thinking, Proposal Writing, Politics, Time Management, History, Community Outreach, International Relations
Education
Baylor University 2009 — 2012
Bachelor of Arts (BA), Political Science
Keller ISD August 2013 - Present
Sterling Trust Company August 2012 - April 2013
Baylor University August 2009 - August 2012
Brian Birdwell District office September 2010 - January 2011
Skills
Communication, Presenter, Research, Critical Thinking, Proposal Writing, Politics, Time Management, History, Community Outreach, International Relations
Education
Baylor University 2009 — 2012
Bachelor of Arts (BA), Political Science
Nicole Haddock's Sterling Trust Company Experience September 2001 - October 2007
Job ERISA Legal Assistant at July Business Services
Industry Financial Services
Experience
July Business Services October 2007 - Present
Sterling Trust Company September 2001 - October 2007
Buenger and Associates September 2000 - July 2001
Skills
ERISA, Profit Sharing, Document Management, Document Review, Voluntary Correction..., Qualified Domestic..., Client Service Oriented, 401k, Pensions, Defined Benefit, Series 7, Retirement Planning, Employee Benefits, Retirement, Microsoft Office, Customer Service, Retirement Plan..., Series 63, Mutual Funds, Insurance, Financial Advisory, Fixed Annuities
Education
The University of Texas at Arlington 2000 — 2005
Associates, Paralegal Studies
Mclennan Community College 1995 — 1997
Associate's degree, General Studies
Midway High School
July Business Services October 2007 - Present
Sterling Trust Company September 2001 - October 2007
Buenger and Associates September 2000 - July 2001
Skills
ERISA, Profit Sharing, Document Management, Document Review, Voluntary Correction..., Qualified Domestic..., Client Service Oriented, 401k, Pensions, Defined Benefit, Series 7, Retirement Planning, Employee Benefits, Retirement, Microsoft Office, Customer Service, Retirement Plan..., Series 63, Mutual Funds, Insurance, Financial Advisory, Fixed Annuities
Education
The University of Texas at Arlington 2000 — 2005
Associates, Paralegal Studies
Mclennan Community College 1995 — 1997
Associate's degree, General Studies
Midway High School
Cindy Holmes Cindy Holmes's Sterling Trust Company Experience January 2005 - January 2014
Job Quality Control, Central National Bank
Industry Banking
Experience
Central National Bank TX February 2014 - Present
Sterling Trust Company January 2005 - January 2014
FirstCity Financial Corporation July 1990 - January 2005
Skills
Financial Analysis, Accounting, Banking, Strategic Planning, Investments
Education
The University of Texas at Arlington
Business Administration and Management, General
Reagan County High School
Central National Bank TX February 2014 - Present
Sterling Trust Company January 2005 - January 2014
FirstCity Financial Corporation July 1990 - January 2005
Skills
Financial Analysis, Accounting, Banking, Strategic Planning, Investments
Education
The University of Texas at Arlington
Business Administration and Management, General
Reagan County High School
Tika Ramirez Tika Ramirez's Sterling Trust Company Experience March 2011 - Present
Job Travel Counslor
Industry Airlines/Aviation
Experience
American Express February 2013 - Present
Sterling Trust Company March 2011 - Present
Sterling Trust Company February 2010 - Present
Sterling Trust Company 2010 - 2012
Body Central February 2009 - July 2009
Ovation Travel March 2008 - September 2008
BCD Travel September 2006 - February 2008
BCD Travel January 2006 - September 2006
Dallas Market Center February 2003 - August 2005
Unlimited Getaway Travel December 2000 - September 2002
Skills
Travel Management, Online Travel, Sabre, Leisure, Leisure Travel, Hotel Booking, Call Center, Hotels, Airlines, Car Rental, Amadeus, Airline Ticketing
Education
Texas State 2009 — 2011
Associate's degree, Computer Science
Haltom High
Haltom High SchoolHaltom
High School Diploma
Texas State
Texas State Technical College
in Associates, Computer Science
American Express February 2013 - Present
Sterling Trust Company March 2011 - Present
Sterling Trust Company February 2010 - Present
Sterling Trust Company 2010 - 2012
Body Central February 2009 - July 2009
Ovation Travel March 2008 - September 2008
BCD Travel September 2006 - February 2008
BCD Travel January 2006 - September 2006
Dallas Market Center February 2003 - August 2005
Unlimited Getaway Travel December 2000 - September 2002
Skills
Travel Management, Online Travel, Sabre, Leisure, Leisure Travel, Hotel Booking, Call Center, Hotels, Airlines, Car Rental, Amadeus, Airline Ticketing
Education
Texas State 2009 — 2011
Associate's degree, Computer Science
Haltom High
Haltom High SchoolHaltom
High School Diploma
Texas State
Texas State Technical College
in Associates, Computer Science
Jeanette Valdez Jeanette Valdez's Sterling Trust Company Experience September 2003 - February 2006
Job Manager of Financial Planning
Industry Oil & Energy
Experience
NiSource June 2014 - Present
NiSource November 2013 - June 2014
NiSource December 2012 - November 2013
The BTS Team March 2012 - December 2012
NiSource May 2011 - March 2012
Continental Airlines February 2009 - May 2011
AirTran Airways June 2006 - January 2009
Sterling Trust Company September 2003 - February 2006
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, Hyperion Enterprise
Education
Baylor University - Hankamer School of Business 2001 — 2005
BBA, Finance, Real Estate
NiSource June 2014 - Present
NiSource November 2013 - June 2014
NiSource December 2012 - November 2013
The BTS Team March 2012 - December 2012
NiSource May 2011 - March 2012
Continental Airlines February 2009 - May 2011
AirTran Airways June 2006 - January 2009
Sterling Trust Company September 2003 - February 2006
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, Hyperion Enterprise
Education
Baylor University - Hankamer School of Business 2001 — 2005
BBA, Finance, Real Estate
Matthew Massar Matthew Massar's Sterling Trust Company Experience August 2003 - October 2004
Job Attorney
Industry Law Practice
Experience
Massar Law Firm, PLLC May 2015 - Present
Rash Chapman Schreiber Leaverton & Morrison October 2012 - April 2015
Burleson LLP May 2010 - October 2012
B.R. Allen & Associates September 2009 - September 2010
Law Offices of James H. Barrow, P.C. May 2009 - September 2009
Law Offices of James H. Barrow, P.C. January 2007 - May 2009
Christian, Smith & Jewell May 2007 - July 2007
Bexar County District Attorney's Office May 2006 - August 2006
The Dwyer Group October 2004 - August 2005
Sterling Trust Company August 2003 - October 2004
Skills
Legal Research, Estate Planning, Real Estate, Contract Negotiation, Mergers & Acquisitions, Legal Writing, Wills, Trusts, Commercial Real Estate, Corporate Governance, Business Transactions, Commercial Litigation, Corporate Law, Litigation, Civil Litigation, Joint Ventures, Appeals, Mediation
Education
St. Mary's University School of Law 2005 — 2008
JD, Law
Baylor University - The Hankamer School of Business 1998 — 2002
BBA, Public Administration (Economics)
Massar Law Firm, PLLC May 2015 - Present
Rash Chapman Schreiber Leaverton & Morrison October 2012 - April 2015
Burleson LLP May 2010 - October 2012
B.R. Allen & Associates September 2009 - September 2010
Law Offices of James H. Barrow, P.C. May 2009 - September 2009
Law Offices of James H. Barrow, P.C. January 2007 - May 2009
Christian, Smith & Jewell May 2007 - July 2007
Bexar County District Attorney's Office May 2006 - August 2006
The Dwyer Group October 2004 - August 2005
Sterling Trust Company August 2003 - October 2004
Skills
Legal Research, Estate Planning, Real Estate, Contract Negotiation, Mergers & Acquisitions, Legal Writing, Wills, Trusts, Commercial Real Estate, Corporate Governance, Business Transactions, Commercial Litigation, Corporate Law, Litigation, Civil Litigation, Joint Ventures, Appeals, Mediation
Education
St. Mary's University School of Law 2005 — 2008
JD, Law
Baylor University - The Hankamer School of Business 1998 — 2002
BBA, Public Administration (Economics)
Swapna Chinnapapakkagari's Sterling Trust Company Experience September 2009 - February 2010
Job Sr. QA at NC Department of Health and Human Services (DHHS)
Industry Information Technology and Services
Experience
NC Department of Health and Human Services (DHHS) June 2013 - Present
Gap Inc. May 2012 - Present
kaiser permanente May 2011 - April 2012
AT&T Global Services March 2010 - April 2011
Sterling trust company September 2009 - February 2010
T-Mobile March 2008 - September 2009
FedEx May 2007 - January 2008
Harley Davidson financial services June 2006 - April 2007
Skills
QTP, Software Quality..., User Acceptance Testing, Quality Center, Test Planning, Quality Assurance, Test Management, System Testing, Regression Testing, Test Cases, Manual Testing, Test Automation, Defect Tracking, Waterfall, HP QTP, SDLC, HP Quality Center
Education
Sri Venkateswara University
NC Department of Health and Human Services (DHHS) June 2013 - Present
Gap Inc. May 2012 - Present
kaiser permanente May 2011 - April 2012
AT&T Global Services March 2010 - April 2011
Sterling trust company September 2009 - February 2010
T-Mobile March 2008 - September 2009
FedEx May 2007 - January 2008
Harley Davidson financial services June 2006 - April 2007
Skills
QTP, Software Quality..., User Acceptance Testing, Quality Center, Test Planning, Quality Assurance, Test Management, System Testing, Regression Testing, Test Cases, Manual Testing, Test Automation, Defect Tracking, Waterfall, HP QTP, SDLC, HP Quality Center
Education
Sri Venkateswara University
Adam Fullington's Sterling Trust Company Experience March 2005 - March 2006
Job Real Estate Representative
Industry Commercial Real Estate
Experience
Prudent Development September 2007 - Present
Centex Homes March 2006 - September 2007
Sterling Trust Company March 2005 - March 2006
Skills
Real Estate, Real Estate Development, Location Intelligence, Property Management, Property, Lease Negotiations, Commercial Real Estate, Leases, Land Acquisition, Real Estate Economics, Real Estate Transactions, Budgets, Brokerage, Tenant Representation, Corporate Real Estate, Retail, Closings, Renters, Lease Administration, Escrow, Entitlements, Realty, Site Selection, Landlord, Real Estate Finance, Due Diligence, Pre-construction, Keeping Things Simple
Education
Baylor University - Hankamer School of Business 2000 — 2004
BBA, Finance
Prudent Development September 2007 - Present
Centex Homes March 2006 - September 2007
Sterling Trust Company March 2005 - March 2006
Skills
Real Estate, Real Estate Development, Location Intelligence, Property Management, Property, Lease Negotiations, Commercial Real Estate, Leases, Land Acquisition, Real Estate Economics, Real Estate Transactions, Budgets, Brokerage, Tenant Representation, Corporate Real Estate, Retail, Closings, Renters, Lease Administration, Escrow, Entitlements, Realty, Site Selection, Landlord, Real Estate Finance, Due Diligence, Pre-construction, Keeping Things Simple
Education
Baylor University - Hankamer School of Business 2000 — 2004
BBA, Finance
Denise Corley's Sterling Trust Company Experience January 1992 - December 1997
Job Office Manager at Baylor University
Industry Marketing and Advertising
Experience
Baylor University January 1998 - Present
Baylor University January 1998 - Present
Toastmasters, District 25 2003 - 2010
Sterling Trust Company January 1992 - December 1997
Sterling Trust Company January 1992 - December 1997
Wayland Baptist University May 1987 - April 1988
Nash Phillips/Copus, Inc November 1984 - August 1986
American Amicable Life Insurance Co July 1982 - August 1984
Skills
Leadership, Editing, Public Speaking, Coaching, Team Building, Public Relations, PowerPoint, Leadership Development, Microsoft Office, Management, Marketing, Training
Education
University of Mary Hardin-Baylor
BBA, General Business
Baylor University January 1998 - Present
Baylor University January 1998 - Present
Toastmasters, District 25 2003 - 2010
Sterling Trust Company January 1992 - December 1997
Sterling Trust Company January 1992 - December 1997
Wayland Baptist University May 1987 - April 1988
Nash Phillips/Copus, Inc November 1984 - August 1986
American Amicable Life Insurance Co July 1982 - August 1984
Skills
Leadership, Editing, Public Speaking, Coaching, Team Building, Public Relations, PowerPoint, Leadership Development, Microsoft Office, Management, Marketing, Training
Education
University of Mary Hardin-Baylor
BBA, General Business
Cindy McCasland's Sterling Trust Company Experience November 2006 - July 2008
Job Accounting Associate II
Industry Higher Education
Experience
Texas A&M University System May 2015 - Present
Texas State Technical College August 2011 - May 2015
Texas State Technical College September 2010 - August 2011
Texas State Technical College July 2008 - September 2010
Sterling Trust Company November 2006 - July 2008
American Income Life Insurance Company October 2003 - November 2006
Waco Housing Authority June 2000 - October 2003
Waco Auto Imports February 2000 - June 2000
Longhorn Car & Truck Rental October 1997 - February 2000
Time Works Unlimited October 1996 - October 1997
Skills
Microsoft Office, Accounts Payable, Budgets, Spreadsheets, Microsoft Excel, Outlook, Data Entry, Accounts Receivable, Microsoft Word, Dreamweaver, Windows 7, QuickBooks, Enjoy Challenges, Web Design, Fast Learner, Certified Scuba Diver, Licensed Motorcycle..., Higher Education, Public Speaking, Leadership
Education
Tarleton State University 2007 — 2011
Bachelors, Bachelor of Applied Science
Mclennan Community College 2005 — 2009
Associates in Applied Science, Business Management
Mclennan Community College 2003 — 2005
Certificate, Business Management
Texas State Technical College Waco
Texas A&M University System May 2015 - Present
Texas State Technical College August 2011 - May 2015
Texas State Technical College September 2010 - August 2011
Texas State Technical College July 2008 - September 2010
Sterling Trust Company November 2006 - July 2008
American Income Life Insurance Company October 2003 - November 2006
Waco Housing Authority June 2000 - October 2003
Waco Auto Imports February 2000 - June 2000
Longhorn Car & Truck Rental October 1997 - February 2000
Time Works Unlimited October 1996 - October 1997
Skills
Microsoft Office, Accounts Payable, Budgets, Spreadsheets, Microsoft Excel, Outlook, Data Entry, Accounts Receivable, Microsoft Word, Dreamweaver, Windows 7, QuickBooks, Enjoy Challenges, Web Design, Fast Learner, Certified Scuba Diver, Licensed Motorcycle..., Higher Education, Public Speaking, Leadership
Education
Tarleton State University 2007 — 2011
Bachelors, Bachelor of Applied Science
Mclennan Community College 2005 — 2009
Associates in Applied Science, Business Management
Mclennan Community College 2003 — 2005
Certificate, Business Management
Texas State Technical College Waco
Mark Bachik's Sterling Trust Company Experience 1981 - 1994
Job Owner at The Gibraltar Real Estate Group
Industry
Experience
The Gibraltar Real Estate Group July 2009 - Present
Sterling Trust Company 1981 - 1994
Skills
Contract Negotiation, Real Estate, Investors, Marketing Strategy, REO, Selling, Investment Properties, Entrepreneurship, Real Estate Development, Small Business, Investments, Real Estate Transactions, Foreclosures, Commercial Real Estate
Education
Baylor University 1975 — 1978
BBA, MBA, Business/Finance
The Gibraltar Real Estate Group July 2009 - Present
Sterling Trust Company 1981 - 1994
Skills
Contract Negotiation, Real Estate, Investors, Marketing Strategy, REO, Selling, Investment Properties, Entrepreneurship, Real Estate Development, Small Business, Investments, Real Estate Transactions, Foreclosures, Commercial Real Estate
Education
Baylor University 1975 — 1978
BBA, MBA, Business/Finance
Mandy Brannen's Sterling Trust Company Experience February 2008 - July 2011
Job Operations Specialist
Industry Financial Services
Experience
Sterling Trust Company February 2008 - July 2011
Kennedy Financial Services January 2004 - February 2008
Education
Baylor University - Hankamer School of Business 1996 — 2000
BBA, Marketing & Management
Sterling Trust Company February 2008 - July 2011
Kennedy Financial Services January 2004 - February 2008
Education
Baylor University - Hankamer School of Business 1996 — 2000
BBA, Marketing & Management
Michele Maruri's Sterling Trust Company Experience December 1989 - June 2009
Job Chief Financial Officer at UW Administrative Services, Inc.
Industry Financial Services
Experience
United Western Trust Co (fka Sterling Trust Company) December 1989 - Present
Sterling Trust Company December 1989 - June 2009
Education
The University of Texas at Austin - The Red McCombs School of Business 1977 — 1981
BBA, Accounting
United Western Trust Co (fka Sterling Trust Company) December 1989 - Present
Sterling Trust Company December 1989 - June 2009
Education
The University of Texas at Austin - The Red McCombs School of Business 1977 — 1981
BBA, Accounting
Jeffrey Samilson's Sterling Trust Company Experience February 2013 - Present
Job Institutional Relationship Manager at Sterling Trust Company
Industry Financial Services
Experience
Sterling Trust Company February 2013 - Present
PNC Investments April 2012 - November 2012
PNC Bank December 2010 - January 2012
Financial Network Investment Corporation, Member SIPC April 2008 - June 2010
MKM Partners October 2006 - August 2007
KeyBanc Capital Markets December 1993 - May 2006
Roulston Research December 1990 - December 1993
Mitchell Hutchins Institutional Investors August 1978 - November 1990
Skills
Investments, Strategy
Education
Fairfield University 1973 — 1977
Bachelor's degree, History
Sterling Trust Company February 2013 - Present
PNC Investments April 2012 - November 2012
PNC Bank December 2010 - January 2012
Financial Network Investment Corporation, Member SIPC April 2008 - June 2010
MKM Partners October 2006 - August 2007
KeyBanc Capital Markets December 1993 - May 2006
Roulston Research December 1990 - December 1993
Mitchell Hutchins Institutional Investors August 1978 - November 1990
Skills
Investments, Strategy
Education
Fairfield University 1973 — 1977
Bachelor's degree, History
Michele Maruri's Sterling Trust Company Experience December 1989 - April 2012
Job Chief Financial Officer at Self Directed IRA Services, Inc.
Industry Accounting
Experience
Self Directed IRA Services, Inc. June 2014 - Present
Consulting Services April 2012 - September 2014
Sterling Trust Company December 1989 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Budgets, Strategic Planning, Accounting, Auditing, Financial Analysis, Process Improvement, Financial Reporting
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Accounting
Self Directed IRA Services, Inc. June 2014 - Present
Consulting Services April 2012 - September 2014
Sterling Trust Company December 1989 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Budgets, Strategic Planning, Accounting, Auditing, Financial Analysis, Process Improvement, Financial Reporting
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Accounting
Ann Montano's Sterling Trust Company Experience 2011 - 2012
Job Human Resource Manager
Industry Human Resources
Experience
Sterling Trust Company 2011 - 2012
National Lloyds Insurance September 2010 - August 2011
Skills
Human Resources, Accounting, Grocery Industry
Education
Tarleton State University 2011 — 2013
Business Administration and Management, General
Baylor University 2007 — 2010
Bachelor of Science, Psychology
Sterling Trust Company 2011 - 2012
National Lloyds Insurance September 2010 - August 2011
Skills
Human Resources, Accounting, Grocery Industry
Education
Tarleton State University 2011 — 2013
Business Administration and Management, General
Baylor University 2007 — 2010
Bachelor of Science, Psychology
Chris Strauch's Sterling Trust Company Experience February 2006 - September 2010
Job .
Industry Staffing and Recruiting
Experience
InterviewStream November 2012 - July 2013
Acer America Corp. October 2010 - October 2012
Sterling Trust Company February 2006 - September 2010
FirstCity Financial Corp. 1999 - 2000
Universal Computer Systems 1996 - 1997
Skills
Network Security, NAS, VMware, Antivirus, Wireless Networking, Hardware, Windows Server, Microsoft Exchange, Microsoft SQL Server, MySQL, Microsoft Office, Networking, Operating Systems, Windows 7
Education
Texas State Technical College Waco 2004 — 2006
Associate of Science (AS), Network Security
Texas State Technical College Waco 2004 — 2006
Associate of Science (AS), Network and System Administration/Administrator
Texas State Technical College Waco 1996 — 1998
Associate of Science (AS), Computer Maintenance
InterviewStream November 2012 - July 2013
Acer America Corp. October 2010 - October 2012
Sterling Trust Company February 2006 - September 2010
FirstCity Financial Corp. 1999 - 2000
Universal Computer Systems 1996 - 1997
Skills
Network Security, NAS, VMware, Antivirus, Wireless Networking, Hardware, Windows Server, Microsoft Exchange, Microsoft SQL Server, MySQL, Microsoft Office, Networking, Operating Systems, Windows 7
Education
Texas State Technical College Waco 2004 — 2006
Associate of Science (AS), Network Security
Texas State Technical College Waco 2004 — 2006
Associate of Science (AS), Network and System Administration/Administrator
Texas State Technical College Waco 1996 — 1998
Associate of Science (AS), Computer Maintenance