TAB Bank
Description
Founded: 1998 Parent organization: Tab Bank Holdings, Inc. Subsidiaries: Anchor Funding Services, LLC, Stearns Financial Services, Inc.
TAB Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TAB Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
TAB Bank Salaries. You can even request information on how much does TAB Bank pay if you want to. Learn about salaries, pros and cons of working for TAB Bank directly from the past employees.
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52 TAB Bank employees in database. Find out everything there's to know about TAB Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
TAB Bank Employees
Employee
Years
Job
Industry
Emily Diaz Emily Diaz's TAB Bank Experience July 2007 - November 2009
Job Program Administrator at Primary Residential Mortgage
Industry Banking
Experience
Primary Residential Mortgage June 2015 - Present
First Electronic Bank February 2014 - June 2015
Optum Bank November 2009 - September 2013
TAB Bank July 2007 - November 2009
Skills
Banking, Financial Analysis, Loans, Relationship Management, Risk Management, Portfolio Management, Credit Analysis, Finance, Credit Risk, Small Business Lending, Microsoft Office, Process Improvement, Underwriting, Customer Service, Financial Services, Leadership, Analysis, Accounting, Cash Management, Microsoft Word
Education
University of Phoenix
Primary Residential Mortgage June 2015 - Present
First Electronic Bank February 2014 - June 2015
Optum Bank November 2009 - September 2013
TAB Bank July 2007 - November 2009
Skills
Banking, Financial Analysis, Loans, Relationship Management, Risk Management, Portfolio Management, Credit Analysis, Finance, Credit Risk, Small Business Lending, Microsoft Office, Process Improvement, Underwriting, Customer Service, Financial Services, Leadership, Analysis, Accounting, Cash Management, Microsoft Word
Education
University of Phoenix
J. Alex Crowley J. Alex Crowley's TAB Bank Experience July 2012 - January 2014
Job MS in Accounting student at Texas A&M University, financial services experience, CPA candidate
Industry Accounting
Experience
EY January 2015 - April 2015
Texas A&M University System September 2014 - December 2014
Zions Bank June 2014 - August 2014
TAB Bank July 2012 - January 2014
Office of U.S. Senator Orrin Hatch January 2010 - April 2010
Utah Eagle Forum January 2007 - March 2009
Skills
Banking, Retail Banking, Financial Services, Credit, Commercial Banking, Portfolio Management, Financial Risk, Management, Risk Management, Training, Finance, Accounting, Financial Analysis, Microsoft Office, Public Speaking, Microsoft Word
Education
Texas A&M University 2014 — 2016
Master of Science (M.S.), Accounting
Weber State University 2007 — 2014
Bachelor of Science (B.S.), Accounting
EY January 2015 - April 2015
Texas A&M University System September 2014 - December 2014
Zions Bank June 2014 - August 2014
TAB Bank July 2012 - January 2014
Office of U.S. Senator Orrin Hatch January 2010 - April 2010
Utah Eagle Forum January 2007 - March 2009
Skills
Banking, Retail Banking, Financial Services, Credit, Commercial Banking, Portfolio Management, Financial Risk, Management, Risk Management, Training, Finance, Accounting, Financial Analysis, Microsoft Office, Public Speaking, Microsoft Word
Education
Texas A&M University 2014 — 2016
Master of Science (M.S.), Accounting
Weber State University 2007 — 2014
Bachelor of Science (B.S.), Accounting
Rachael Dixon Rachael Dixon's TAB Bank Experience April 2010 - July 2010
Job Customer Service Representative at Electronic Funds Source LLC
Industry Financial Services
Experience
Electronic Funds Source LLC July 2010 - Present
TAB Bank April 2010 - July 2010
TAB Bank September 2006 - July 2010
Skills
Customer Service, Typing, Painting, Management, Banking, Drawing, Microsoft Office, Windows, Online Help, Passion for Helping..., Proofreading, Writing, Oil Painting, Ceramic, Child Development, Experience Working with..., Cash Handling Experience, Opening New Accounts, Credit Scoring, Data Entry, Background Checks, Confidentiality
Education
Weber State University 2010 — 2014
Bachelor of Science (B.S.), Psychology
Ogden-Weber Applied Technology College 2010 — 2010
Electronic Funds Source LLC July 2010 - Present
TAB Bank April 2010 - July 2010
TAB Bank September 2006 - July 2010
Skills
Customer Service, Typing, Painting, Management, Banking, Drawing, Microsoft Office, Windows, Online Help, Passion for Helping..., Proofreading, Writing, Oil Painting, Ceramic, Child Development, Experience Working with..., Cash Handling Experience, Opening New Accounts, Credit Scoring, Data Entry, Background Checks, Confidentiality
Education
Weber State University 2010 — 2014
Bachelor of Science (B.S.), Psychology
Ogden-Weber Applied Technology College 2010 — 2010
Connie Checketts Connie Checketts's TAB Bank Experience October 2012 - March 2014
Job Title Credit Analyst at Bank of Utah
Industry Banking
Experience
Bank of Utah July 2015 - Present
MarketStar/Create April 2014 - July 2015
TAB Bank October 2012 - March 2014
TAB Bank December 2008 - October 2012
America First Credit Union April 2006 - December 2008
Skills
Commercial Lending, Financial Analysis, Credit Risk, Banking, Credit Analysis, Risk Management, Finance, Portfolio Management, Credit, Loans, Accounting, Financial Risk, Auditing, Management, Analysis
Education
American InterContinental University
Bank of Utah July 2015 - Present
MarketStar/Create April 2014 - July 2015
TAB Bank October 2012 - March 2014
TAB Bank December 2008 - October 2012
America First Credit Union April 2006 - December 2008
Skills
Commercial Lending, Financial Analysis, Credit Risk, Banking, Credit Analysis, Risk Management, Finance, Portfolio Management, Credit, Loans, Accounting, Financial Risk, Auditing, Management, Analysis
Education
American InterContinental University
Diana Windley Diana Windley's TAB Bank Experience 1999 - 2004
Job Vice President of Marketing at Goldenwest Credit Union
Industry Marketing and Advertising
Experience
Goldenwest Credit Union May 2004 - Present
TAB Bank 1999 - 2004
First Security Bank/Investments/Insurance 1998 - 1999
Q Lube Inc 1995 - 1998
Skills
Public Relations, Social Media, Writing, Advertising, Public Speaking, Direct Mail, Market Research, Strategic Planning, Product Development, Marketing Communications, Online Marketing, Event Planning, Promotions, Customer Relations, SEO, Marketing Strategy, Negotiation, PowerPoint, Editing, Microsoft Office, Excel, Word, Direct Marketing, Budgeting, Copywriting, Community Relations, Social Media Marketing, Market Planning
Education
Brigham Young University 1988 — 1994
Bachelor of Arts, Communications
Goldenwest Credit Union May 2004 - Present
TAB Bank 1999 - 2004
First Security Bank/Investments/Insurance 1998 - 1999
Q Lube Inc 1995 - 1998
Skills
Public Relations, Social Media, Writing, Advertising, Public Speaking, Direct Mail, Market Research, Strategic Planning, Product Development, Marketing Communications, Online Marketing, Event Planning, Promotions, Customer Relations, SEO, Marketing Strategy, Negotiation, PowerPoint, Editing, Microsoft Office, Excel, Word, Direct Marketing, Budgeting, Copywriting, Community Relations, Social Media Marketing, Market Planning
Education
Brigham Young University 1988 — 1994
Bachelor of Arts, Communications
Justin Allen, CPA Justin Allen, CPA's TAB Bank Experience May 2011 - December 2013
Job Audit Senior at Sadler, Gibb & Associates, LLC
Industry Banking
Experience
Sadler, Gibb & Associates, LLC January 2014 - Present
TAB Bank May 2011 - December 2013
Athletes in Action May 2010 - July 2010
Skills
Financial Analysis, Field Examinations, Credit, Banking, Underwriting, Commercial Lending, Credit Analysis, Loans
Education
Weber State University 2010 — 2011
Master of Accounting
Bowling Green State University 2006 — 2010
Bachelor of Science (BS), Accounting
Sadler, Gibb & Associates, LLC January 2014 - Present
TAB Bank May 2011 - December 2013
Athletes in Action May 2010 - July 2010
Skills
Financial Analysis, Field Examinations, Credit, Banking, Underwriting, Commercial Lending, Credit Analysis, Loans
Education
Weber State University 2010 — 2011
Master of Accounting
Bowling Green State University 2006 — 2010
Bachelor of Science (BS), Accounting
Adriana Lopez-Hammer Adriana Lopez-Hammer's TAB Bank Experience July 2010 - October 2012
Job Vice President, Triumph Business Capital
Industry Financial Services
Experience
Triumph Business Capital October 2012 - Present
Dallas Concilio of Hispanic Service Organizations January 2009 - December 2014
TAB Bank July 2010 - October 2012
Hispanic 100 January 2010 - December 2011
GE Commercial Finance December 2001 - July 2010
Head Start of Greater Dallas 2001 - 2007
CitiGroup 1998 - 2004
Citi Group November 1999 - December 2001
Associates Commercial Corporation 2000 - 2001
The Associates First Capital Corporation 1996 - 1998
Skills
Asset Based Lending, Commercial Lending, Factoring, Loans, Portfolio Management, Underwriting, Credit Analysis, Credit, Banking, Funding, Financial Analysis, Commercial Finance, Commercial Banking, Risk Management, Restructuring, Credit Risk, Small Business Lending, Corporate Finance, Analysis, Finance, Working Capital..., Business Development, Management, Executive Management, CRM
Education
University of Pennsylvania 1992 — 1996
BSE, Marketing, MultiNt'l Mngt, Span/Lat American Literature
Triumph Business Capital October 2012 - Present
Dallas Concilio of Hispanic Service Organizations January 2009 - December 2014
TAB Bank July 2010 - October 2012
Hispanic 100 January 2010 - December 2011
GE Commercial Finance December 2001 - July 2010
Head Start of Greater Dallas 2001 - 2007
CitiGroup 1998 - 2004
Citi Group November 1999 - December 2001
Associates Commercial Corporation 2000 - 2001
The Associates First Capital Corporation 1996 - 1998
Skills
Asset Based Lending, Commercial Lending, Factoring, Loans, Portfolio Management, Underwriting, Credit Analysis, Credit, Banking, Funding, Financial Analysis, Commercial Finance, Commercial Banking, Risk Management, Restructuring, Credit Risk, Small Business Lending, Corporate Finance, Analysis, Finance, Working Capital..., Business Development, Management, Executive Management, CRM
Education
University of Pennsylvania 1992 — 1996
BSE, Marketing, MultiNt'l Mngt, Span/Lat American Literature
Michael Coburn, CFAE's TAB Bank Experience September 2012 - Present
Job Senior Relationship Manager at TAB Bank
Industry Banking
Experience
TAB Bank September 2012 - Present
TAB Bank November 2010 - September 2012
FDIC as Receiver for America West Bank May 2009 - November 2010
America West Bank April 2008 - May 2009
America West Bank April 2007 - April 2008
Skills
Commercial Banking, Commercial Lending, Credit, Loans, Credit Analysis, Spanish, Management, Leadership, Factoring, Operations Management, Banking, Asset Based Lending, Portfolio Management, Small Business Lending, Credit Risk
Education
Brigham Young University 2004 — 2007
Bachelor of Arts (BA), History
TAB Bank September 2012 - Present
TAB Bank November 2010 - September 2012
FDIC as Receiver for America West Bank May 2009 - November 2010
America West Bank April 2008 - May 2009
America West Bank April 2007 - April 2008
Skills
Commercial Banking, Commercial Lending, Credit, Loans, Credit Analysis, Spanish, Management, Leadership, Factoring, Operations Management, Banking, Asset Based Lending, Portfolio Management, Small Business Lending, Credit Risk
Education
Brigham Young University 2004 — 2007
Bachelor of Arts (BA), History
Clint Weston, MBA Clint Weston, MBA's TAB Bank Experience May 2014 - Present
Job AVP of Treasury Management Services
Industry Banking
Experience
TAB Bank May 2014 - Present
TAB Bank February 2012 - May 2014
Chase February 2010 - February 2012
America West Bank December 2005 - May 2009
Zions Bank July 2002 - December 2005
Zions Bank March 2001 - July 2002
Skills
Commercial Lending, Loans, Credit Analysis, Sales Management, Credit, Portfolio Management, Financial Analysis, Asset Based Lending, Management, Project Management, Public Speaking, Oral & Written..., Strategic Planning, Business Operations, Product Development, Business Process..., P&L Management, Asset Management, Development Of Employees, Relationship Management, Team Building, Building Relationships, Customer Service, Customer Oriented, Customer Acquisition, Retail Banking, Commercial Banking, Banking, Branch Banking, Organizational..., Highly detail oriented, Presentations, Real Estate, Land Acquisition, Program Development, Marketing, Operations Management, Team Management, Keen Listener, Business Relationship..., Banking Relationships, Friendly Personality, Energetic Leader, Highly motivated..., Training, Coaching, Motivation, Underwriting, Business Development, Executive Management
Education
Colorado State University 2012 — 2014
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Pacific Coast Banking School 2008 — 2009
Banking, Finance, Risk Management, & Asset Management
Southern Utah University 2004 — 2006
Bachelor's degree, Business Marketing
Weber State University 2001 — 2004
Associate of Science (A.S.), General Studies
TAB Bank May 2014 - Present
TAB Bank February 2012 - May 2014
Chase February 2010 - February 2012
America West Bank December 2005 - May 2009
Zions Bank July 2002 - December 2005
Zions Bank March 2001 - July 2002
Skills
Commercial Lending, Loans, Credit Analysis, Sales Management, Credit, Portfolio Management, Financial Analysis, Asset Based Lending, Management, Project Management, Public Speaking, Oral & Written..., Strategic Planning, Business Operations, Product Development, Business Process..., P&L Management, Asset Management, Development Of Employees, Relationship Management, Team Building, Building Relationships, Customer Service, Customer Oriented, Customer Acquisition, Retail Banking, Commercial Banking, Banking, Branch Banking, Organizational..., Highly detail oriented, Presentations, Real Estate, Land Acquisition, Program Development, Marketing, Operations Management, Team Management, Keen Listener, Business Relationship..., Banking Relationships, Friendly Personality, Energetic Leader, Highly motivated..., Training, Coaching, Motivation, Underwriting, Business Development, Executive Management
Education
Colorado State University 2012 — 2014
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Pacific Coast Banking School 2008 — 2009
Banking, Finance, Risk Management, & Asset Management
Southern Utah University 2004 — 2006
Bachelor's degree, Business Marketing
Weber State University 2001 — 2004
Associate of Science (A.S.), General Studies
Steve Sala Steve Sala's TAB Bank Experience August 2012 - Present
Job President & CEO at TAB Bank
Industry Banking
Experience
TAB Bank August 2012 - Present
Transportation Alliance Bank (TAB Bank) January 2011 - August 2012
SFE Advisors October 2001 - August 2012
Santa Fe Partners/Shannon Investments 2005 - 2010
Skaggs Companies March 2000 - April 2005
Bank One (presently J.P. Morgan) August 1996 - March 2000
First Interstate Bank August 1990 - August 1996
EF Hutton/Shearson Lehman 1986 - 1990
Skills
Finance, Loans, Turn Around Management, Loan Origination, Commercial Lending, Portfolio Management, Bank Management, Banking, Loan Work-outs, Restructuring, Asset Based Lending, Credit, Funding, Leadership, Credit Analysis, Risk Management, Underwriting, Small Business Lending, Commercial Banking, Management Consulting, Factoring, Managerial Finance, Mergers & Acquisitions, Financial Structuring, Cash Flow, Executive Management, Debt Restructuring, Due Diligence, Lines Of Credit, Commercial Real Estate, Leveraged Finance, Commercial Mortgages, Credit Risk, Structured Finance, Commercial Finance
Education
California State Polytechnic University-Pomona 1981 — 1985
BS, Finance, Real Estate, Law - Minor Economics
TAB Bank August 2012 - Present
Transportation Alliance Bank (TAB Bank) January 2011 - August 2012
SFE Advisors October 2001 - August 2012
Santa Fe Partners/Shannon Investments 2005 - 2010
Skaggs Companies March 2000 - April 2005
Bank One (presently J.P. Morgan) August 1996 - March 2000
First Interstate Bank August 1990 - August 1996
EF Hutton/Shearson Lehman 1986 - 1990
Skills
Finance, Loans, Turn Around Management, Loan Origination, Commercial Lending, Portfolio Management, Bank Management, Banking, Loan Work-outs, Restructuring, Asset Based Lending, Credit, Funding, Leadership, Credit Analysis, Risk Management, Underwriting, Small Business Lending, Commercial Banking, Management Consulting, Factoring, Managerial Finance, Mergers & Acquisitions, Financial Structuring, Cash Flow, Executive Management, Debt Restructuring, Due Diligence, Lines Of Credit, Commercial Real Estate, Leveraged Finance, Commercial Mortgages, Credit Risk, Structured Finance, Commercial Finance
Education
California State Polytechnic University-Pomona 1981 — 1985
BS, Finance, Real Estate, Law - Minor Economics
Patrick Eakins Patrick Eakins's TAB Bank Experience January 2014 - Present
Job Vice President at TAB Bank Providing working capital solutions for small to medium sized businesses
Industry Financial Services
Experience
TAB Bank January 2014 - Present
Bay View Funding October 2012 - December 2013
Fleet One Factoring LLC November 2008 - October 2012
Comdata 2005 - 2008
Regions Financial Corporation April 2004 - November 2005
Skills
Transportation, Accounts Receivable..., Factoring, Salesforce.com, Negotiation, Contract Negotiation, Customer Relations, Excel, Word, Outlook, Direct Sales, B2B, Lead Generation, Networking, Cold Calling, Account Management, Customer Service, Microsoft Word, Microsoft Excel, Sales, Management, Business Development
Education
University of North Carolina at Wilmington 1995 — 1999
BA, Communications
TAB Bank January 2014 - Present
Bay View Funding October 2012 - December 2013
Fleet One Factoring LLC November 2008 - October 2012
Comdata 2005 - 2008
Regions Financial Corporation April 2004 - November 2005
Skills
Transportation, Accounts Receivable..., Factoring, Salesforce.com, Negotiation, Contract Negotiation, Customer Relations, Excel, Word, Outlook, Direct Sales, B2B, Lead Generation, Networking, Cold Calling, Account Management, Customer Service, Microsoft Word, Microsoft Excel, Sales, Management, Business Development
Education
University of North Carolina at Wilmington 1995 — 1999
BA, Communications
Kelly Lowrey Kelly Lowrey's TAB Bank Experience October 2010 - August 2013
Job Associate General Counsel at C.R. England
Industry Transportation/Trucking/Railroad
Experience
C.R. England August 2013 - Present
TAB Bank October 2010 - August 2013
Flying J Inc. May 2003 - September 2010
Fairbanks Capital Corp. October 2001 - April 2003
Van Cott, Bagley, Cornwall & McCarthy P.C. October 1997 - November 1999
Helgesen, Waterfall & Jones, P.C. November 1993 - September 1997
Skills
Banking, Mergers, Risk Management, Contract Negotiation, Microsoft Excel, Budgets, Finance, Customer Service, Insurance, Mergers & Acquisitions, Negotiation, Management, Credit, Financial Services, Corporate Governance, Strategic Planning, Leadership, Due Diligence, Executive Management, Training, Analysis, Financial Analysis, Small Business
Education
University of Denver College of Law
Juris Doctor
University of St. Thomas (TX)
BA, Communication
C.R. England August 2013 - Present
TAB Bank October 2010 - August 2013
Flying J Inc. May 2003 - September 2010
Fairbanks Capital Corp. October 2001 - April 2003
Van Cott, Bagley, Cornwall & McCarthy P.C. October 1997 - November 1999
Helgesen, Waterfall & Jones, P.C. November 1993 - September 1997
Skills
Banking, Mergers, Risk Management, Contract Negotiation, Microsoft Excel, Budgets, Finance, Customer Service, Insurance, Mergers & Acquisitions, Negotiation, Management, Credit, Financial Services, Corporate Governance, Strategic Planning, Leadership, Due Diligence, Executive Management, Training, Analysis, Financial Analysis, Small Business
Education
University of Denver College of Law
Juris Doctor
University of St. Thomas (TX)
BA, Communication
Burton May Burton May's TAB Bank Experience November 2012 - March 2014
Job SVP, Leader of Business and Operational Readiness
Industry Financial Services
Experience
Zions Bancorporation July 2014 - Present
TAB Bank November 2012 - March 2014
TAB Bank May 2011 - November 2012
TAB Bank October 2003 - May 2011
Accenture March 1995 - October 2003
Skills
Vendor Management, Strategy, Change Management, Outsourcing, Project Management, Integration, Banking, Performance Management, Quality Assurance, Human Resources, Financial Services, Product Development, Mergers & Acquisitions, Marketing, Budgets, Risk Management, Consulting, New Business Development, Financial Analysis, Organizational Design, Management, SAP, Business Strategy, Operations Management, Customer Service, Leadership
Education
Texas A&M University 1993 — 1994
M.S., Management (Human Resource Management)
Utah State University 1985 — 1992
B.S., Management and Human Resources, with minors in IT and Accounting
Zions Bancorporation July 2014 - Present
TAB Bank November 2012 - March 2014
TAB Bank May 2011 - November 2012
TAB Bank October 2003 - May 2011
Accenture March 1995 - October 2003
Skills
Vendor Management, Strategy, Change Management, Outsourcing, Project Management, Integration, Banking, Performance Management, Quality Assurance, Human Resources, Financial Services, Product Development, Mergers & Acquisitions, Marketing, Budgets, Risk Management, Consulting, New Business Development, Financial Analysis, Organizational Design, Management, SAP, Business Strategy, Operations Management, Customer Service, Leadership
Education
Texas A&M University 1993 — 1994
M.S., Management (Human Resource Management)
Utah State University 1985 — 1992
B.S., Management and Human Resources, with minors in IT and Accounting
David E. Smoot David E. Smoot's TAB Bank Experience January 2007 - February 2013
Job Experienced Chief Legal Officer, Bank Executive, Mortgage Servicing and Lending Executive
Industry Financial Services
Experience
Zions Bank September 2013 - Present
TAB Bank January 2007 - February 2013
Smoot Law LLC April 2002 - December 2007
Fairbanks Capital n/k/a Select Portfolio Servicing October 1996 - April 2002
Jardine Linebaugh & Dunn September 1990 - October 1996
Hon. Judith A. Boulden, U.S. Bankruptcy Judge January 1989 - September 1990
Skills
Banking, Financial Services, Management, Commercial Banking, Mergers & Acquisitions, Mortgage Lending, Legal Research, Due Diligence, Legal Writing, Risk Management, Corporate Governance, Contract Negotiation, Financial Risk, Loans, Legal Issues, Banking Law, Asset Based Lending, Commercial Litigation, Negotiation, Financial Analysis, Insurance, Litigation, Mediation, Portfolio Management, Bankruptcy, Corporate Law, Credit, Budgets, Licensing, Leadership, Training, Legal Advice, Litigation Management, Analysis, Asset Management, Appeals, Strategy, Executive Management, Debt Restructuring, Corporate Finance, Commercial Lending
Education
University of Utah
Professional Education Certificate - Business Communication & Effective Management
University of Utah
Professional Education Certificate - Organization Leadership & Management
University of South Carolina-Columbia
Doctor of Law (JD), Law
Brigham Young University
Bachelor of Arts (B.A.), International Relations
Zions Bank September 2013 - Present
TAB Bank January 2007 - February 2013
Smoot Law LLC April 2002 - December 2007
Fairbanks Capital n/k/a Select Portfolio Servicing October 1996 - April 2002
Jardine Linebaugh & Dunn September 1990 - October 1996
Hon. Judith A. Boulden, U.S. Bankruptcy Judge January 1989 - September 1990
Skills
Banking, Financial Services, Management, Commercial Banking, Mergers & Acquisitions, Mortgage Lending, Legal Research, Due Diligence, Legal Writing, Risk Management, Corporate Governance, Contract Negotiation, Financial Risk, Loans, Legal Issues, Banking Law, Asset Based Lending, Commercial Litigation, Negotiation, Financial Analysis, Insurance, Litigation, Mediation, Portfolio Management, Bankruptcy, Corporate Law, Credit, Budgets, Licensing, Leadership, Training, Legal Advice, Litigation Management, Analysis, Asset Management, Appeals, Strategy, Executive Management, Debt Restructuring, Corporate Finance, Commercial Lending
Education
University of Utah
Professional Education Certificate - Business Communication & Effective Management
University of Utah
Professional Education Certificate - Organization Leadership & Management
University of South Carolina-Columbia
Doctor of Law (JD), Law
Brigham Young University
Bachelor of Arts (B.A.), International Relations
Daniel Rodrigue Daniel Rodrigue's TAB Bank Experience January 2015 - Present
Job National Sales Manager Asset Based Lending, Factoring, Equipment Finance, Syndication, Participations (678)8638076
Industry Financial Services
Experience
TAB Bank January 2015 - Present
First Capital April 2013 - January 2015
Bibby Financial Services April 2012 - April 2013
Onyx Ventures September 2010 - April 2012
United Credit May 2005 - September 2010
MPRIZ Holdings February 2002 - May 2005
Skills
Business Management, New Business Development, Business Strategy, Customer Satisfaction, Customer Relations, Customer Retention, Customer Focus, Customer Experience, Customer Acquisition, Business Analysis, Problem Solving, Process Improvement, Software Implementation, Software Quality..., Software Training, Training & Development, Training Skills, Personal Training, Presenter, Change Management, Coaching, Microsoft Office, Start-ups, Strategic Planning, Statistics, Staff Development, Staff Management, Staff Retention, P&L Management, Telecommunications, Call Center, Team Building, Operations Management, Business Planning, Contract Negotiations, Call Center Development, Call Center Management, Sales Management, Factoring, Credit, Management, Customer Service, Contract Negotiation, Training, Leadership, Hands-on Training, Employee Training, Business Development, Sales, Commercial Finance
Education
Southwestern Assemblies of God University 1997 — 2000
TAB Bank January 2015 - Present
First Capital April 2013 - January 2015
Bibby Financial Services April 2012 - April 2013
Onyx Ventures September 2010 - April 2012
United Credit May 2005 - September 2010
MPRIZ Holdings February 2002 - May 2005
Skills
Business Management, New Business Development, Business Strategy, Customer Satisfaction, Customer Relations, Customer Retention, Customer Focus, Customer Experience, Customer Acquisition, Business Analysis, Problem Solving, Process Improvement, Software Implementation, Software Quality..., Software Training, Training & Development, Training Skills, Personal Training, Presenter, Change Management, Coaching, Microsoft Office, Start-ups, Strategic Planning, Statistics, Staff Development, Staff Management, Staff Retention, P&L Management, Telecommunications, Call Center, Team Building, Operations Management, Business Planning, Contract Negotiations, Call Center Development, Call Center Management, Sales Management, Factoring, Credit, Management, Customer Service, Contract Negotiation, Training, Leadership, Hands-on Training, Employee Training, Business Development, Sales, Commercial Finance
Education
Southwestern Assemblies of God University 1997 — 2000
Alisa Buchanan Alisa Buchanan's TAB Bank Experience August 2013 - Present
Job Litigation Administrator & Corporate Paralegal at TAB Bank
Industry Retail
Experience
TAB Bank August 2013 - Present
TAB Bank August 2012 - August 2013
TAB Bank July 2010 - August 2012
Flying J July 2006 - July 2010
Law office of Robert Echard, P.C. February 2003 - July 2006
Unishippers April 2000 - January 2003
Dynatec International July 1997 - April 2000
Dynatec International 1997 - 2000
Discover Financial Services August 1996 - July 1997
Skills
Notary Public, Customer Service, Legal Research, Microsoft Excel, Microsoft Office, Negotiation, Microsoft Word, Insurance, Financial Analysis, Data Entry, Franchising, Banking, Budgets, Outlook, Wordperfect, Mergers, Finance, Training, Contract Negotiation, Access, Administrative..., Leadership, Management, Sales, Corporate Law, Legal Writing, Marketing, Accounts Receivable, Marketing Communications, Legal Compliance, Social Media Marketing, Creative Writing, Contract Management, Salesforce.com, Litigation, Legal Documents, Data Retention, Mergers & Acquisitions, Risk Management, Team Building, Credit, Strategic Planning
Education
Salt Lake Community College
Associates, Political Science
Utah State University
Certificate, Human Resources Management
Weber State University
Political Science
Western Governors University
Bachelor's, Business Management
TAB Bank August 2013 - Present
TAB Bank August 2012 - August 2013
TAB Bank July 2010 - August 2012
Flying J July 2006 - July 2010
Law office of Robert Echard, P.C. February 2003 - July 2006
Unishippers April 2000 - January 2003
Dynatec International July 1997 - April 2000
Dynatec International 1997 - 2000
Discover Financial Services August 1996 - July 1997
Skills
Notary Public, Customer Service, Legal Research, Microsoft Excel, Microsoft Office, Negotiation, Microsoft Word, Insurance, Financial Analysis, Data Entry, Franchising, Banking, Budgets, Outlook, Wordperfect, Mergers, Finance, Training, Contract Negotiation, Access, Administrative..., Leadership, Management, Sales, Corporate Law, Legal Writing, Marketing, Accounts Receivable, Marketing Communications, Legal Compliance, Social Media Marketing, Creative Writing, Contract Management, Salesforce.com, Litigation, Legal Documents, Data Retention, Mergers & Acquisitions, Risk Management, Team Building, Credit, Strategic Planning
Education
Salt Lake Community College
Associates, Political Science
Utah State University
Certificate, Human Resources Management
Weber State University
Political Science
Western Governors University
Bachelor's, Business Management
Barry Yelton Barry Yelton's TAB Bank Experience October 2011 - April 2014
Job Commercial Loan Placements and Consulting
Industry Financial Services
Experience
Yelton Capital Network, LLC April 2014 - Present
TAB Bank October 2011 - April 2014
North Mill Capital, LLC November 2010 - October 2011
National Funding Association September 1991 - May 2011
Federal National Commercial Credit October 2008 - October 2010
Sovereign Business Capital June 2004 - October 2008
Textron Financial Corporation February 2003 - June 2004
GE Capital March 2000 - February 2003
Foothill Capital Corporation May 1994 - May 1999
Textron Financial Corporation / Asset-Based Division January 1992 - May 1994
Skills
Asset Based Lending, Credit, Loans, Finance, Mergers & Acquisitions, Factoring, Commercial Finance, Funding, Investment Banking, Portfolio Management, Small Business Lending, Commercial Lending, Leveraged Finance, Financial Services, Banking, Business Development, Accounts Receivable, Marketing, Credit Analysis, Restructuring, Due Diligence, Start-ups, Commercial Banking, Underwriting, Valuation, Analysis, Executive Management, Cash Flow, Financial Structuring, Small Business, Venture Capital, New Business Development, Private Equity, Financial Analysis, Corporate Finance, Middle Market, Investments, Credit Risk, Structured Finance, Capital, Leadership, Risk Management, Capital Markets, Loan Origination, Asset Management, Lines Of Credit, Financial Modeling, Credit Review and..., Relationship Management, Cash Management
Education
University of North Carolina at Charlotte 1967 — 1969
BA, Political Science, History, English
Gardner-Webb University 1965 — 1967
A.A., Liberal Arts
Yelton Capital Network, LLC April 2014 - Present
TAB Bank October 2011 - April 2014
North Mill Capital, LLC November 2010 - October 2011
National Funding Association September 1991 - May 2011
Federal National Commercial Credit October 2008 - October 2010
Sovereign Business Capital June 2004 - October 2008
Textron Financial Corporation February 2003 - June 2004
GE Capital March 2000 - February 2003
Foothill Capital Corporation May 1994 - May 1999
Textron Financial Corporation / Asset-Based Division January 1992 - May 1994
Skills
Asset Based Lending, Credit, Loans, Finance, Mergers & Acquisitions, Factoring, Commercial Finance, Funding, Investment Banking, Portfolio Management, Small Business Lending, Commercial Lending, Leveraged Finance, Financial Services, Banking, Business Development, Accounts Receivable, Marketing, Credit Analysis, Restructuring, Due Diligence, Start-ups, Commercial Banking, Underwriting, Valuation, Analysis, Executive Management, Cash Flow, Financial Structuring, Small Business, Venture Capital, New Business Development, Private Equity, Financial Analysis, Corporate Finance, Middle Market, Investments, Credit Risk, Structured Finance, Capital, Leadership, Risk Management, Capital Markets, Loan Origination, Asset Management, Lines Of Credit, Financial Modeling, Credit Review and..., Relationship Management, Cash Management
Education
University of North Carolina at Charlotte 1967 — 1969
BA, Political Science, History, English
Gardner-Webb University 1965 — 1967
A.A., Liberal Arts
David Koran David Koran's TAB Bank Experience March 2010 - April 2011
Job Managing Director Capital Finance Division at International Risk Consultants
Industry Financial Services
Experience
International Risk Consultants 2014 - Present
First Capital 2011 - 2014
TAB Bank March 2010 - April 2011
Universal Asset Lending Information Systems, LLC (UNALISYS) 2009 - 2010
Gideon Financial, Inc 2007 - 2010
Benefactor Funding Corp. 2003 - 2006
JD Factors, LLC 2001 - January 2004
Branch Banking and Trust 2001 - 2002
First Union/Wachovia Bank 1999 - 2001
GMAC Insurance 1993 - 1999
Skills
Business Development, Management, Contract Negotiation, Market Analysis, Commercial Lending, Asset Based Lending, Credit, Banking, Restructuring, Commercial Banking, Funding, Underwriting, Mergers & Acquisitions, Portfolio Management, Finance, Financial Risk, Trade Finance, Small Business, Lines Of Credit, Investments, Factoring, Sales Management, Financial Analysis, Commercial Finance, Credit Analysis, Sales, Business Planning, Analysis, Investment Banking, Cash Management, Executive Management, Accounts Receivable, Sales Operations, Financial Services, Small Business Lending, Risk Management
Education
Bowling Green State University 1989 — 1992
BA, Industrial/Organizational Psychology
International Risk Consultants 2014 - Present
First Capital 2011 - 2014
TAB Bank March 2010 - April 2011
Universal Asset Lending Information Systems, LLC (UNALISYS) 2009 - 2010
Gideon Financial, Inc 2007 - 2010
Benefactor Funding Corp. 2003 - 2006
JD Factors, LLC 2001 - January 2004
Branch Banking and Trust 2001 - 2002
First Union/Wachovia Bank 1999 - 2001
GMAC Insurance 1993 - 1999
Skills
Business Development, Management, Contract Negotiation, Market Analysis, Commercial Lending, Asset Based Lending, Credit, Banking, Restructuring, Commercial Banking, Funding, Underwriting, Mergers & Acquisitions, Portfolio Management, Finance, Financial Risk, Trade Finance, Small Business, Lines Of Credit, Investments, Factoring, Sales Management, Financial Analysis, Commercial Finance, Credit Analysis, Sales, Business Planning, Analysis, Investment Banking, Cash Management, Executive Management, Accounts Receivable, Sales Operations, Financial Services, Small Business Lending, Risk Management
Education
Bowling Green State University 1989 — 1992
BA, Industrial/Organizational Psychology
Ken Murphy Ken Murphy's TAB Bank Experience 2012 - 2013
Job MD Everbank Business Credit formerly HVB Capital
Industry Financial Services
Experience
Everbank Business Credit formerly HVB Capital November 2013 - Present
TAB Bank 2012 - 2013
Siemens 2004 - 2009
Transamerica Business Capital 2000 - 2004
Fleet Capital (NatWest, Barclays Business Credit) 1987 - 2000
Skills
Asset Based Lending, Credit, Commercial Lending, Credit Analysis, Loans, Investment Banking, Credit Risk, Financial Services, Finance, Leveraged Finance, Business Development, Corporate Finance, Small Business Lending, Capital Markets, Real Estate, Middle Market, Mergers & Acquisitions, Lines Of Credit, Working Capital..., Commercial Finance, Commercial Real Estate, Banking, Financial Structuring, Factoring, Private Equity, Portfolio Management, New Business Development, Commercial Banking
Education
Pace University 1975 — 1979
BBA, Accounting and Finance
Everbank Business Credit formerly HVB Capital November 2013 - Present
TAB Bank 2012 - 2013
Siemens 2004 - 2009
Transamerica Business Capital 2000 - 2004
Fleet Capital (NatWest, Barclays Business Credit) 1987 - 2000
Skills
Asset Based Lending, Credit, Commercial Lending, Credit Analysis, Loans, Investment Banking, Credit Risk, Financial Services, Finance, Leveraged Finance, Business Development, Corporate Finance, Small Business Lending, Capital Markets, Real Estate, Middle Market, Mergers & Acquisitions, Lines Of Credit, Working Capital..., Commercial Finance, Commercial Real Estate, Banking, Financial Structuring, Factoring, Private Equity, Portfolio Management, New Business Development, Commercial Banking
Education
Pace University 1975 — 1979
BBA, Accounting and Finance
Michael Coon Michael Coon's TAB Bank Experience October 2011 - July 2013
Job Vice PresidentSyndications Manager at AXIS Capital, Inc.
Industry Banking
Experience
AXIS Capital, Inc. September 2015 - Present
Lease Corporation of America October 2013 - August 2015
TAB Bank October 2011 - July 2013
Orion First Financial, LLC February 2011 - September 2011
Aurora Management Group LLC January 2010 - January 2011
Enterprise Funding Group, LLC January 2001 - December 2009
Enterprise Capital Corp February 1996 - December 2000
FMB-First Michigan Bank April 1993 - February 1996
Skills
Credit, Commercial Lending, Loans, Credit Analysis, Small Business Lending, Banking, Portfolio Management, Credit Risk, Underwriting, Business Development, Investment Banking, Commercial Finance, Funding, Structured Finance, Financial Structuring, Financial Services, Finance, Real Estate, Sales, New Business Development, Leases, Commercial Banking, Asset Based Lending, Executive Management, Management, Loan Origination, Cash Flow, Negotiation, Financial Modeling, Commercial Real Estate, Due Diligence, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Valuation, Mortgage Lending, Asset Management, Small Business, Treasury Management, Financial Risk, Investments, Lines Of Credit, Private Equity, Risk Management, Factoring
Education
Central Michigan University 1986 — 1988
BSBA, Finance and Marketing
AXIS Capital, Inc. September 2015 - Present
Lease Corporation of America October 2013 - August 2015
TAB Bank October 2011 - July 2013
Orion First Financial, LLC February 2011 - September 2011
Aurora Management Group LLC January 2010 - January 2011
Enterprise Funding Group, LLC January 2001 - December 2009
Enterprise Capital Corp February 1996 - December 2000
FMB-First Michigan Bank April 1993 - February 1996
Skills
Credit, Commercial Lending, Loans, Credit Analysis, Small Business Lending, Banking, Portfolio Management, Credit Risk, Underwriting, Business Development, Investment Banking, Commercial Finance, Funding, Structured Finance, Financial Structuring, Financial Services, Finance, Real Estate, Sales, New Business Development, Leases, Commercial Banking, Asset Based Lending, Executive Management, Management, Loan Origination, Cash Flow, Negotiation, Financial Modeling, Commercial Real Estate, Due Diligence, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Valuation, Mortgage Lending, Asset Management, Small Business, Treasury Management, Financial Risk, Investments, Lines Of Credit, Private Equity, Risk Management, Factoring
Education
Central Michigan University 1986 — 1988
BSBA, Finance and Marketing
Kristin Nau Kristin Nau's TAB Bank Experience May 2014 - May 2015
Job Senior Paralegal
Industry Legal Services
Experience
Utah Attorney General Office August 2015 - Present
Primary Residential Mortgage May 2015 - July 2015
TAB Bank May 2014 - May 2015
CR England 2012 - 2014
Kern River Gas Transmission October 2010 - April 2012
Skills
Human Resources, Document Review, Legal Documents, Notary Public, Paralegals, Corporate Law, Legal Research, Litigation Management, Bankruptcy, Personal Injury, Hearings, Legal Writing, Customer Service
Education
Salt Lake Community College 2007 — 2010
Associates of Applied Science, Paralegal Studies
Utah Attorney General Office August 2015 - Present
Primary Residential Mortgage May 2015 - July 2015
TAB Bank May 2014 - May 2015
CR England 2012 - 2014
Kern River Gas Transmission October 2010 - April 2012
Skills
Human Resources, Document Review, Legal Documents, Notary Public, Paralegals, Corporate Law, Legal Research, Litigation Management, Bankruptcy, Personal Injury, Hearings, Legal Writing, Customer Service
Education
Salt Lake Community College 2007 — 2010
Associates of Applied Science, Paralegal Studies
Savanna Oden Savanna Oden's TAB Bank Experience July 2007 - May 2010
Job SDP Logistics Administrator
Industry Research
Experience
MarketStar April 2013 - Present
Comcast January 2010 - September 2012
TAB Bank July 2007 - May 2010
Davis Hospital and Medical Center 2005 - 2007
Skills
Customer Service, Office Administration, Microsoft Office, Database Administration, Interviews, Program Management, Team Leadership, Windows, Management, 10 Key, Salesforce.com, Account Management, Collections, Logistics Management, SDP Managment, Project Management, Account Reconciliation, Research, CRM, Sales Force Development, Business Process..., Semiconductors, C++, Perl, Linux, Embedded Systems, Python, A/R collections, Dispute Resolution, Lean Six Sigma, Tax Examining, General Ledger, Financial Risk, QuickBooks, TCP/IP, Underwriting, Medicaid, HIPAA, Healthcare Industry, Health Insurance, Job Coaching, Case Managment
Education
Lean Six Sigma 2014 — 2014
White Belt, White Belt Certified
Paul Mitchell the School-Salt Lake City 2010 — 2012
Cosmetology, Cosmetology/Cosmetologist, General
Layton High School 2002 — 2005
High School Diploma
MarketStar April 2013 - Present
Comcast January 2010 - September 2012
TAB Bank July 2007 - May 2010
Davis Hospital and Medical Center 2005 - 2007
Skills
Customer Service, Office Administration, Microsoft Office, Database Administration, Interviews, Program Management, Team Leadership, Windows, Management, 10 Key, Salesforce.com, Account Management, Collections, Logistics Management, SDP Managment, Project Management, Account Reconciliation, Research, CRM, Sales Force Development, Business Process..., Semiconductors, C++, Perl, Linux, Embedded Systems, Python, A/R collections, Dispute Resolution, Lean Six Sigma, Tax Examining, General Ledger, Financial Risk, QuickBooks, TCP/IP, Underwriting, Medicaid, HIPAA, Healthcare Industry, Health Insurance, Job Coaching, Case Managment
Education
Lean Six Sigma 2014 — 2014
White Belt, White Belt Certified
Paul Mitchell the School-Salt Lake City 2010 — 2012
Cosmetology, Cosmetology/Cosmetologist, General
Layton High School 2002 — 2005
High School Diploma
Brayden Carter Brayden Carter's TAB Bank Experience October 2011 - March 2013
Job Assistant Controller at Lone Peak Hospital
Industry Accounting
Experience
Lone Peak Hospital July 2014 - Present
Lone Peak Hospital November 2013 - July 2014
Hewlett Packard March 2013 - November 2013
TAB Bank October 2011 - March 2013
TAB Bank April 2011 - September 2011
Skills
Banking, Financial Analysis, Accounts Receivable, Accounting, Commercial Lending, Finance, Financial Statements, Sales, B2B, Direct Sales, Microsoft Office, Financial Risk
Education
Arkansas State University 2015 — 2016
Master of Business Administration (M.B.A.)
Weber State University 2011 — 2014
Bachelor of Science (BS), Accounting
Lone Peak Hospital July 2014 - Present
Lone Peak Hospital November 2013 - July 2014
Hewlett Packard March 2013 - November 2013
TAB Bank October 2011 - March 2013
TAB Bank April 2011 - September 2011
Skills
Banking, Financial Analysis, Accounts Receivable, Accounting, Commercial Lending, Finance, Financial Statements, Sales, B2B, Direct Sales, Microsoft Office, Financial Risk
Education
Arkansas State University 2015 — 2016
Master of Business Administration (M.B.A.)
Weber State University 2011 — 2014
Bachelor of Science (BS), Accounting
Mark Schroeder Mark Schroeder's TAB Bank Experience April 2011 - October 2011
Job Managing Director at Narragansett Capital, LLC
Industry Financial Services
Experience
Narragansett Capital, LLC November 2011 - Present
First Capital May 2013 - April 2015
MidCap Business Credit, LLC January 2012 - May 2013
Narragansett Capital, LLC November 2011 - January 2012
TAB Bank April 2011 - October 2011
Great Lakes Business Credit November 2008 - April 2011
A/R Funding April 2006 - November 2008
Textron Financial 2002 - 2004
First Business 2002 - 2002
First Business 2002 - 2002
Skills
Relationship Development, Strategic Thinking, Intermediary, Asset Based Lending, Middle Market, Commercial Finance, Mergers, Factoring, Loans, Credit, Commercial Banking, Commercial Lending, Restructuring, Debt Restructuring, Credit Analysis, Finance, Mergers & Acquisitions, Financial Modeling, Small Business Lending, Business Development, Portfolio Management, Executive Management, Leveraged Finance, Corporate Finance, Structured Finance, Working Capital..., Inter-personal, Lines Of Credit, Financial Structuring, Cash Flow Lending, Financial Analysis, Due Diligence, Investments, Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1989
M.B.A., Finance
University of Illinois at Chicago 1983 — 1987
B.S., Finance
Narragansett Capital, LLC November 2011 - Present
First Capital May 2013 - April 2015
MidCap Business Credit, LLC January 2012 - May 2013
Narragansett Capital, LLC November 2011 - January 2012
TAB Bank April 2011 - October 2011
Great Lakes Business Credit November 2008 - April 2011
A/R Funding April 2006 - November 2008
Textron Financial 2002 - 2004
First Business 2002 - 2002
First Business 2002 - 2002
Skills
Relationship Development, Strategic Thinking, Intermediary, Asset Based Lending, Middle Market, Commercial Finance, Mergers, Factoring, Loans, Credit, Commercial Banking, Commercial Lending, Restructuring, Debt Restructuring, Credit Analysis, Finance, Mergers & Acquisitions, Financial Modeling, Small Business Lending, Business Development, Portfolio Management, Executive Management, Leveraged Finance, Corporate Finance, Structured Finance, Working Capital..., Inter-personal, Lines Of Credit, Financial Structuring, Cash Flow Lending, Financial Analysis, Due Diligence, Investments, Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1989
M.B.A., Finance
University of Illinois at Chicago 1983 — 1987
B.S., Finance
Eric Bunker Eric Bunker's TAB Bank Experience April 2007 - November 2010
Job Report Production Analyst at RootMetrics
Industry Wireless
Experience
RootMetrics November 2013 - Present
Bank of America January 2011 - October 2013
TAB Bank April 2007 - November 2010
Milwaukee Bucks Inc. 2002 - 2003
Skills
Microsoft Excel, SharePoint, Microsoft Word, MS Project, PowerPoint, Visio, AS400 system, Outlook, Lotus Notes, Data Analysis, Access, Customer Service, Financial Analysis, Finance, Banking
Education
Marian University 2001 — 2003
Bachelor of Science (B.S.), Sports Management
RootMetrics November 2013 - Present
Bank of America January 2011 - October 2013
TAB Bank April 2007 - November 2010
Milwaukee Bucks Inc. 2002 - 2003
Skills
Microsoft Excel, SharePoint, Microsoft Word, MS Project, PowerPoint, Visio, AS400 system, Outlook, Lotus Notes, Data Analysis, Access, Customer Service, Financial Analysis, Finance, Banking
Education
Marian University 2001 — 2003
Bachelor of Science (B.S.), Sports Management
Brian Minjares Brian Minjares's TAB Bank Experience June 2015 - Present
Job V.P. SME Underwriting at TAB Bank
Industry Banking
Experience
TAB Bank June 2015 - Present
TAB Bank November 2013 - Present
Utah Aids Foundation August 2010 - Present
TAB Bank January 2013 - November 2013
TAB Bank June 2012 - January 2013
Pacific Western Equipment Finance December 2010 - June 2012
Zions Credit Corporation December 2003 - December 2010
Irwin Union Bank 2001 - 2003
Skills
Charities, Credit, Loans, Risk, Portfolio Management, Non-profits, Banking, Financial Analysis, Risk Management, Financial Reporting, Credit Analysis, Accounting, Credit Risk, Microsoft Office, Funding, Nonprofits, Management, Underwriting, Commercial Lending, Leadership, Small Business Lending
Education
Westminster College 1999 — 2001
MBA, Accounting
Brigham Young University 1989 — 1992
Bachelor of Arts (B.A.), Spanish
TAB Bank June 2015 - Present
TAB Bank November 2013 - Present
Utah Aids Foundation August 2010 - Present
TAB Bank January 2013 - November 2013
TAB Bank June 2012 - January 2013
Pacific Western Equipment Finance December 2010 - June 2012
Zions Credit Corporation December 2003 - December 2010
Irwin Union Bank 2001 - 2003
Skills
Charities, Credit, Loans, Risk, Portfolio Management, Non-profits, Banking, Financial Analysis, Risk Management, Financial Reporting, Credit Analysis, Accounting, Credit Risk, Microsoft Office, Funding, Nonprofits, Management, Underwriting, Commercial Lending, Leadership, Small Business Lending
Education
Westminster College 1999 — 2001
MBA, Accounting
Brigham Young University 1989 — 1992
Bachelor of Arts (B.A.), Spanish
Valerie Swaner Valerie Swaner's TAB Bank Experience January 2012 - April 2013
Job Senior Account Executive at Continental Bank USA
Industry Banking
Experience
Continental Bank USA June 2015 - Present
Enverto Investment Group June 2014 - June 2015
Onset Financial April 2013 - May 2014
TAB Bank January 2012 - April 2013
Reagan Outdoor Advertising March 2011 - January 2012
J&S Equipment Leasing & Siegfried & Jensen April 2008 - March 2011
Zions Bank October 2000 - April 2008
KSL Television 1988 - 1999
Skills
Marketing, Commercial Lending, New Business Development, Selling, Sales, Customer Service, Credit, Blogging, Banking, Business Strategy, Salesforce.com, Project Management, Account Management, Small Business Lending, Management, Credit Analysis, Finance, Commercial Banking, B2B, Sales Process, Portfolio Management, Sales Management, Direct Sales, Loans, Leadership, Business Development, Financial Analysis, Relationship Management, Executive Management, Funding, Advertising, Small Business, Public Relations, Risk Management, Financial Services, Cold Calling
Education
University of Utah
Universidad de las Américas, A.C.
East High School
Continental Bank USA June 2015 - Present
Enverto Investment Group June 2014 - June 2015
Onset Financial April 2013 - May 2014
TAB Bank January 2012 - April 2013
Reagan Outdoor Advertising March 2011 - January 2012
J&S Equipment Leasing & Siegfried & Jensen April 2008 - March 2011
Zions Bank October 2000 - April 2008
KSL Television 1988 - 1999
Skills
Marketing, Commercial Lending, New Business Development, Selling, Sales, Customer Service, Credit, Blogging, Banking, Business Strategy, Salesforce.com, Project Management, Account Management, Small Business Lending, Management, Credit Analysis, Finance, Commercial Banking, B2B, Sales Process, Portfolio Management, Sales Management, Direct Sales, Loans, Leadership, Business Development, Financial Analysis, Relationship Management, Executive Management, Funding, Advertising, Small Business, Public Relations, Risk Management, Financial Services, Cold Calling
Education
University of Utah
Universidad de las Américas, A.C.
East High School
Linda M. Ward, MBA Linda M. Ward, MBA's TAB Bank Experience June 2012 - January 2015
Job Regional Accountant at Sinclair Broadcast Group
Industry Hospital & Health Care
Experience
Sinclair Broadcast Group January 2015 - Present
TAB Bank June 2012 - January 2015
Alta Billing Services August 2010 - January 2012
CVS Health February 2004 - April 2010
CVS CAREMARK / RX AMERICA, LLC January 1999 - February 2004
ACCOUNTING PLUS SERVICES June 1996 - January 1999
Skills
Spreadsheets, Access, Financial Reporting, Excel, Invoicing, Word, Accounts Payable, Accounts Receivable, Balance, Great Plains Software, SAP, Microsoft Excel, Microsoft Word, Financial Statements, Auditing, Accounting, Microsoft Office, Finance, Medicare, PowerPoint, Outlook, Analysis
Education
Weber State University 2010 — 2011
M.B.A., Masters of Business Administration, 3.53
Brigham Young University
Bachelor of Science Degree, Accounting
Sinclair Broadcast Group January 2015 - Present
TAB Bank June 2012 - January 2015
Alta Billing Services August 2010 - January 2012
CVS Health February 2004 - April 2010
CVS CAREMARK / RX AMERICA, LLC January 1999 - February 2004
ACCOUNTING PLUS SERVICES June 1996 - January 1999
Skills
Spreadsheets, Access, Financial Reporting, Excel, Invoicing, Word, Accounts Payable, Accounts Receivable, Balance, Great Plains Software, SAP, Microsoft Excel, Microsoft Word, Financial Statements, Auditing, Accounting, Microsoft Office, Finance, Medicare, PowerPoint, Outlook, Analysis
Education
Weber State University 2010 — 2011
M.B.A., Masters of Business Administration, 3.53
Brigham Young University
Bachelor of Science Degree, Accounting
Bryant Jensen Bryant Jensen's TAB Bank Experience May 2012 - January 2015
Job Senior Accountant at Savage Services
Industry Logistics and Supply Chain
Experience
Savage Services January 2015 - Present
TAB Bank May 2012 - January 2015
Nutraceutical Corporation June 2010 - August 2011
Welch Randall Real Estate Services June 2009 - June 2010
Weber State University October 2004 - June 2009
Skills
Small Business, Accounting, QuickBooks, Financial Accounting, Auditing, Financial Analysis, Financial Statements, Budgets, General Ledger, Cash Flow, Financial Reporting, GAAP, Microsoft Word, Finance, Microsoft Excel
Education
Northern Arizona University 2011 — 2012
Master of Business Administration (MBA), Accounting, 3.5
Weber State University 2005 — 2009
BS of Accounting, Accounting, 3.4
Savage Services January 2015 - Present
TAB Bank May 2012 - January 2015
Nutraceutical Corporation June 2010 - August 2011
Welch Randall Real Estate Services June 2009 - June 2010
Weber State University October 2004 - June 2009
Skills
Small Business, Accounting, QuickBooks, Financial Accounting, Auditing, Financial Analysis, Financial Statements, Budgets, General Ledger, Cash Flow, Financial Reporting, GAAP, Microsoft Word, Finance, Microsoft Excel
Education
Northern Arizona University 2011 — 2012
Master of Business Administration (MBA), Accounting, 3.5
Weber State University 2005 — 2009
BS of Accounting, Accounting, 3.4
Dustin Green Dustin Green's TAB Bank Experience September 2011 - July 2014
Job VP, Portfolio Manager at AmeriTrust Capital Corp
Industry Financial Services
Experience
AmeriTrust Capital Corp July 2014 - Present
TAB Bank September 2011 - July 2014
Premier Payments Online September 2010 - September 2011
Interbank FX January 2008 - September 2010
Coldwell Banker Real Estate 2007 - 2007
Skills
Financial Risk, Underwriting, Due Diligence, Accounts Receivable, Commercial Lending, Credit, Financial Analysis, Banking, Investments, Credit Analysis, Loans, Funding, Finance, Portfolio Management, Cash Flow, Asset Managment, Risk Management, Cash Flow Management, Asset Based Lending, Factoring, Analysis, Financial Modeling, Management, Credit Risk, Commercial Banking, Trading, Small Business Lending
Education
Colorado State University 2003 — 2007
Bachelor of Science (BS), Finance
Ponderosa High School
AmeriTrust Capital Corp July 2014 - Present
TAB Bank September 2011 - July 2014
Premier Payments Online September 2010 - September 2011
Interbank FX January 2008 - September 2010
Coldwell Banker Real Estate 2007 - 2007
Skills
Financial Risk, Underwriting, Due Diligence, Accounts Receivable, Commercial Lending, Credit, Financial Analysis, Banking, Investments, Credit Analysis, Loans, Funding, Finance, Portfolio Management, Cash Flow, Asset Managment, Risk Management, Cash Flow Management, Asset Based Lending, Factoring, Analysis, Financial Modeling, Management, Credit Risk, Commercial Banking, Trading, Small Business Lending
Education
Colorado State University 2003 — 2007
Bachelor of Science (BS), Finance
Ponderosa High School
Jennifer Gerritsen Jennifer Gerritsen's TAB Bank Experience November 1999 - September 2006
Job Independent Insurance Agent
Industry Insurance
Experience
Insure My Life Right, LLC June 2013 - Present
M Weisel & Associates, Inc September 2010 - June 2013
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY July 2009 - June 2010
Mountain America Credit Union July 2008 - August 2009
TAB Bank November 1999 - September 2006
National Fitness Financial Systems November 1997 - November 1999
Science Applications International Corporation, October 1996 - November 1997
Education
Brigham Young University - Idaho 1991 — 1993
Associates
Insure My Life Right, LLC June 2013 - Present
M Weisel & Associates, Inc September 2010 - June 2013
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY July 2009 - June 2010
Mountain America Credit Union July 2008 - August 2009
TAB Bank November 1999 - September 2006
National Fitness Financial Systems November 1997 - November 1999
Science Applications International Corporation, October 1996 - November 1997
Education
Brigham Young University - Idaho 1991 — 1993
Associates
Alan W. Evensen's TAB Bank Experience December 2012 - Present
Job ABL Senior Analyst at TAB Bank
Industry Banking
Experience
TAB Bank December 2012 - Present
US Bank September 2005 - November 2012
Wells Fargo October 2000 - September 2005
First Security Bank September 1996 - October 2000
Federal Reserve Bank of San Francisco February 1993 - September 1996
Education
University of Colorado at Boulder
Master of Business Administration (MBA), Marketing
Brigham Young University
Bachelor of Science (BS), Finance - Minors in Accounting & Economics
TAB Bank December 2012 - Present
US Bank September 2005 - November 2012
Wells Fargo October 2000 - September 2005
First Security Bank September 1996 - October 2000
Federal Reserve Bank of San Francisco February 1993 - September 1996
Education
University of Colorado at Boulder
Master of Business Administration (MBA), Marketing
Brigham Young University
Bachelor of Science (BS), Finance - Minors in Accounting & Economics
Leo Wild's TAB Bank Experience July 1999 - Present
Job Systems Business Analyst / Software Engineer at Flying J
Industry Banking
Experience
TAB Bank July 1999 - Present
Joseph Eve June 1997 - July 1999
Skills
Financial Analysis, Microsoft Office, Project Management, Banking, Microsoft Word, Risk Management, Analysis, Accounting, Access, Finance, Microsoft Excel, Budgets, Software Documentation, Management, Operations Management
Education
Weber State University 2000 — 2004
MPACC, Accounting
University of Great Falls 1993 — 1995
BS Accounting, Accounting
TAB Bank July 1999 - Present
Joseph Eve June 1997 - July 1999
Skills
Financial Analysis, Microsoft Office, Project Management, Banking, Microsoft Word, Risk Management, Analysis, Accounting, Access, Finance, Microsoft Excel, Budgets, Software Documentation, Management, Operations Management
Education
Weber State University 2000 — 2004
MPACC, Accounting
University of Great Falls 1993 — 1995
BS Accounting, Accounting
Curt Queyrouze's TAB Bank Experience January 2014 - Present
Job Chief Credit Officer at TAB Bank; Providing unique financing solutions for middle market businesses across the U.S.
Industry Financial Services
Experience
TAB Bank January 2014 - Present
PermaQuest Consulting September 2012 - January 2014
Hancock Holding Company June 2011 - September 2012
Whitney National Bank September 2009 - September 2012
The Receivables Exchange May 2008 - September 2009
PNC Financial Services; PNC Business Credit 1996 - 2008
Hibernia National Bank 1988 - 1992
MBank, NA 1983 - 1988
Skills
Asset Based Lending, Credit, Commercial Lending, Loans, Banking, Credit Analysis, Financial Analysis, Underwriting, Commercial Banking, Portfolio Management, Small Business Lending, Due Diligence, Factoring, Financial Risk, Risk Management, Financial Services, Mergers & Acquisitions, Finance, Cash Flow, Funding, Treasury Management, Business Development, Business Planning, Process Improvement, Leadership, Credit Risk, Financial Structuring, Cash Management, Management, Lines Of Credit, Forecasting, Loan Origination, Financial Modeling, Consumer Lending
Education
Louisiana State University 1979 — 1983
Bachelor of Science, Accounting
Jesuit High School 1974 — 1979
TAB Bank January 2014 - Present
PermaQuest Consulting September 2012 - January 2014
Hancock Holding Company June 2011 - September 2012
Whitney National Bank September 2009 - September 2012
The Receivables Exchange May 2008 - September 2009
PNC Financial Services; PNC Business Credit 1996 - 2008
Hibernia National Bank 1988 - 1992
MBank, NA 1983 - 1988
Skills
Asset Based Lending, Credit, Commercial Lending, Loans, Banking, Credit Analysis, Financial Analysis, Underwriting, Commercial Banking, Portfolio Management, Small Business Lending, Due Diligence, Factoring, Financial Risk, Risk Management, Financial Services, Mergers & Acquisitions, Finance, Cash Flow, Funding, Treasury Management, Business Development, Business Planning, Process Improvement, Leadership, Credit Risk, Financial Structuring, Cash Management, Management, Lines Of Credit, Forecasting, Loan Origination, Financial Modeling, Consumer Lending
Education
Louisiana State University 1979 — 1983
Bachelor of Science, Accounting
Jesuit High School 1974 — 1979
Eric Sheehan's TAB Bank Experience 2012 - Present
Job Sr. Mgr Lease Portfolio Underwriting
Industry Banking
Experience
TAB Bank 2012 - Present
Republic Bank March 2009 - July 2012
America West Bank March 2004 - May 2009
Citi November 1998 - February 2004
Skills
Commercial Lending, Loans, Portfolio Management, Underwriting, Loss Mitigation, Credit, Credit Analysis, Credit Cards, Banking, Credit Risk, Risk Management, Financial Risk, Small Business Lending, Loan Origination, Commercial Banking
Education
St. Mary's College of California 1980 — 1984
Undergraduate
TAB Bank 2012 - Present
Republic Bank March 2009 - July 2012
America West Bank March 2004 - May 2009
Citi November 1998 - February 2004
Skills
Commercial Lending, Loans, Portfolio Management, Underwriting, Loss Mitigation, Credit, Credit Analysis, Credit Cards, Banking, Credit Risk, Risk Management, Financial Risk, Small Business Lending, Loan Origination, Commercial Banking
Education
St. Mary's College of California 1980 — 1984
Undergraduate
Allan D. Ward's TAB Bank Experience February 2011 - April 2012
Job Principal at Commercial Finance Services
Industry Financial Services
Experience
Commercial Finance Services June 2012 - Present
Home Instead Senior Care 2005 - 2014
Home Instead Senior Care 2005 - 2014
TAB Bank February 2011 - April 2012
GE Capital - Transportation Finance February 2001 - September 2010
Skills
Finance, Asset Based Lending, Commercial Finance, Working Capital..., Lines Of Credit, Credit Analysis, Financial Analysis, Credit, Commercial Lending, Risk Management, Transportation, Loans, Commercial Banking, Credit Risk, Financial Services
Education
San Diego State University-California State University 1980 — 1985
Financial Services, Finance and Financial Management Services
Commercial Finance Services June 2012 - Present
Home Instead Senior Care 2005 - 2014
Home Instead Senior Care 2005 - 2014
TAB Bank February 2011 - April 2012
GE Capital - Transportation Finance February 2001 - September 2010
Skills
Finance, Asset Based Lending, Commercial Finance, Working Capital..., Lines Of Credit, Credit Analysis, Financial Analysis, Credit, Commercial Lending, Risk Management, Transportation, Loans, Commercial Banking, Credit Risk, Financial Services
Education
San Diego State University-California State University 1980 — 1985
Financial Services, Finance and Financial Management Services
Brenda Gerena's TAB Bank Experience March 2012 - Present
Job Collections Representative at TAB Bank
Industry Banking
Experience
TAB Bank March 2012 - Present
Citi September 2006 - October 2010
The Hollywood Reporter July 2000 - June 2006
Education
University of Phoenix 2010 — 2013
BS, Human Resources Management/Personnel Administration, General
Los Angeles City College
TAB Bank March 2012 - Present
Citi September 2006 - October 2010
The Hollywood Reporter July 2000 - June 2006
Education
University of Phoenix 2010 — 2013
BS, Human Resources Management/Personnel Administration, General
Los Angeles City College
Brady Hampton's TAB Bank Experience February 2007 - February 2011
Job Ophthalmic Technician at Department of Veterans Affairs
Industry Government Administration
Experience
Department of Veterans Affairs December 2013 - Present
US Air Force Reserve August 2009 - March 2015
Department of Veterans Affairs February 2012 - December 2013
TAB Bank February 2007 - February 2011
US Air Force Reserve June 2006 - June 2009
Skills
Military Training, Substance Abuse..., Substance Use Disorders, Patient Safety, Mental Health Treatment, Mental Health Care, Healthcare, Management, Employee Evaluation, Medical Records, Ophthalmics, Customer Service, Optometry, Group Decision Making, Financial Services, Microsoft Office, Volunteering, Court Appearances, Group Discussions, Criminal Justice, Time Management, Hazardous Materials, Presentations, Aircraft Maintenance, Aircraft Engines, Aircraft Propulsion, Aircraft Systems, Hand Tools, Technical Writing, Suicide Prevention, Clerical Skills, Clerical Work, Cpr Certified, Microsoft Word
Education
Western Governors University 2015 — 2017
Master of Business Administration (M.B.A.), Healthcare Management
Park University 2010 — 2013
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Community College of the Air Force 2009 — 2011
Associate of Applied Science, Aviation Maintenance Technology
Department of Veterans Affairs December 2013 - Present
US Air Force Reserve August 2009 - March 2015
Department of Veterans Affairs February 2012 - December 2013
TAB Bank February 2007 - February 2011
US Air Force Reserve June 2006 - June 2009
Skills
Military Training, Substance Abuse..., Substance Use Disorders, Patient Safety, Mental Health Treatment, Mental Health Care, Healthcare, Management, Employee Evaluation, Medical Records, Ophthalmics, Customer Service, Optometry, Group Decision Making, Financial Services, Microsoft Office, Volunteering, Court Appearances, Group Discussions, Criminal Justice, Time Management, Hazardous Materials, Presentations, Aircraft Maintenance, Aircraft Engines, Aircraft Propulsion, Aircraft Systems, Hand Tools, Technical Writing, Suicide Prevention, Clerical Skills, Clerical Work, Cpr Certified, Microsoft Word
Education
Western Governors University 2015 — 2017
Master of Business Administration (M.B.A.), Healthcare Management
Park University 2010 — 2013
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Community College of the Air Force 2009 — 2011
Associate of Applied Science, Aviation Maintenance Technology
DaNelle Mueller's TAB Bank Experience July 2010 - Present
Job Executive Assistant at TAB Bank
Industry Banking
Experience
TAB Bank July 2010 - Present
Flying J Inc. July 1992 - June 2010
Flying J Inc. July 1987 - June 1992
Skills
Administrative..., Outlook, Data Entry, Office Management, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Lotus Notes, Access, Accounting, Notary Public, Executive Support, Logistics, Adobe Acrobat, Payroll Administration, Payroll Processing, Windows, Computer Proficiency, Desktop Application..., Accounts Payable, Account Reconciliation, Business Travel, Commercial Banking
Education
Weber State University 1996 — 1997
Business Administration and Management, General
Utah State University 1987 — 1988
Business Administration and Management, General
Brigham Young University - Idaho 1985 — 1987
Business Administration and Management, General
TAB Bank July 2010 - Present
Flying J Inc. July 1992 - June 2010
Flying J Inc. July 1987 - June 1992
Skills
Administrative..., Outlook, Data Entry, Office Management, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Lotus Notes, Access, Accounting, Notary Public, Executive Support, Logistics, Adobe Acrobat, Payroll Administration, Payroll Processing, Windows, Computer Proficiency, Desktop Application..., Accounts Payable, Account Reconciliation, Business Travel, Commercial Banking
Education
Weber State University 1996 — 1997
Business Administration and Management, General
Utah State University 1987 — 1988
Business Administration and Management, General
Brigham Young University - Idaho 1985 — 1987
Business Administration and Management, General
David Beckstrand's TAB Bank Experience May 2005 - Present
Job AVP Strategic Development at TAB Bank
Industry Banking
Experience
TAB Bank May 2005 - Present
Heritage Safe Company January 2002 - April 2005
Pier 49 San Francisco Sourdough Pizza January 2000 - April 2002
Skills
Credit, Banking, Risk Management, Commercial Banking, Customer Service, Portfolio Management, Commercial Lending
Education
Brigham Young University 1983 — 1987
BA International Relations, Business
TAB Bank May 2005 - Present
Heritage Safe Company January 2002 - April 2005
Pier 49 San Francisco Sourdough Pizza January 2000 - April 2002
Skills
Credit, Banking, Risk Management, Commercial Banking, Customer Service, Portfolio Management, Commercial Lending
Education
Brigham Young University 1983 — 1987
BA International Relations, Business