TEAM BANK
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TEAM BANK Employees
Employee
Years
Job
Industry
Deborah Berckefeldt, CIA Deborah Berckefeldt, CIA's TEAM BANK Experience September 2002 - March 2009
Job Compliance Officer Citizens State Bank of Paola
Industry Banking
Experience
Citizens Bank of Paola May 2015 - Present
QTS (Quality Technology Services) October 2013 - April 2015
Great Southern Bank March 2009 - October 2013
Team Bank September 2002 - March 2009
Pacifica Midwest/Naresh Kotwani 1996 - 2002
Skills
Banking, Accounting, Auditing, Risk Management, Sarbanes-Oxley Act, Financial Risk, Credit Risk, Commercial Banking, Loans, Financial Analysis, Internal Controls, Internal Audit, Finance, Financial Audits, Management
Education
Ottawa University 2010 — 2012
Bachelor of Business Administration, Minor in Accounting, 3.57
Southwest Missouri State University 1988 — 1989
Elementary Education and Teaching
Citizens Bank of Paola May 2015 - Present
QTS (Quality Technology Services) October 2013 - April 2015
Great Southern Bank March 2009 - October 2013
Team Bank September 2002 - March 2009
Pacifica Midwest/Naresh Kotwani 1996 - 2002
Skills
Banking, Accounting, Auditing, Risk Management, Sarbanes-Oxley Act, Financial Risk, Credit Risk, Commercial Banking, Loans, Financial Analysis, Internal Controls, Internal Audit, Finance, Financial Audits, Management
Education
Ottawa University 2010 — 2012
Bachelor of Business Administration, Minor in Accounting, 3.57
Southwest Missouri State University 1988 — 1989
Elementary Education and Teaching
Jason Henrie's TEAM BANK Experience 2005 - 2009
Job Portfolio Mgr at US Bank Commercial Lending
Industry Banking
Experience
U.S. Bank 2009 - Present
Team Bank 2005 - 2009
Command Labor 2004 - 2005
Labor Ready 1995 - 2004
Labor Source 2000 - 2002
Skills
Portfolio Management
Education
Baker University 1989 — 1993
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
U.S. Bank 2009 - Present
Team Bank 2005 - 2009
Command Labor 2004 - 2005
Labor Ready 1995 - 2004
Labor Source 2000 - 2002
Skills
Portfolio Management
Education
Baker University 1989 — 1993
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Sascha Nemrawa's TEAM BANK Experience July 2004 - June 2007
Job Senior Controller at UniCredit Bank Austria AG
Industry Banking
Experience
UniCredit Bank Austria AG February 2012 - Present
Unicredit Bank AG July 2007 - January 2012
Team Bank July 2004 - June 2007
Skills
Banking, Financial Analysis, Private Banking, Corporate Finance, Business Analysis, Change Management, Credit, Financial Risk, Financial Modeling, Bankwesen, Analysen, Unternehmensfinanzierung, Finanzanalyse
Education
Technische Hochschule Nürnberg Georg Simon Ohm 2001 — 2006
Diplom-Betriebswirt (FH), Controlling, Taxes
Chamber of Industry and Commerce (IHK) 1999 — 2001
Graduation as a trained banker (Bankkaufmann)
UniCredit Bank Austria AG February 2012 - Present
Unicredit Bank AG July 2007 - January 2012
Team Bank July 2004 - June 2007
Skills
Banking, Financial Analysis, Private Banking, Corporate Finance, Business Analysis, Change Management, Credit, Financial Risk, Financial Modeling, Bankwesen, Analysen, Unternehmensfinanzierung, Finanzanalyse
Education
Technische Hochschule Nürnberg Georg Simon Ohm 2001 — 2006
Diplom-Betriebswirt (FH), Controlling, Taxes
Chamber of Industry and Commerce (IHK) 1999 — 2001
Graduation as a trained banker (Bankkaufmann)
Kevin Howell Kevin Howell's TEAM BANK Experience 1989 - 1989
Job Director Healthcare Finance at The F&M Bank & Trust Company
Industry Financial Services
Experience
Prosperity Bank April 2014 - Present
The F&M Bank & Trust Company October 2010 - Present
GMAC October 2002 - June 2010
Heller Financial June 1994 - December 2001
Bank One January 1989 - June 1994
Team Bank 1989 - 1989
Kelloil January 1980 - June 1985
Skills
Commercial Lending, Credit Analysis, Loans, Credit, Mergers & Acquisitions, Portfolio Management, Investments, Capital Markets, Commercial Banking, Banking, Corporate Finance, Due Diligence, Private Equity
Education
Southern Methodist University - Cox School of Business 1987 — 1988
MBA, Finance
University of Oklahoma 1975 — 1980
B.S., Geology
Heritage hall
Prosperity Bank April 2014 - Present
The F&M Bank & Trust Company October 2010 - Present
GMAC October 2002 - June 2010
Heller Financial June 1994 - December 2001
Bank One January 1989 - June 1994
Team Bank 1989 - 1989
Kelloil January 1980 - June 1985
Skills
Commercial Lending, Credit Analysis, Loans, Credit, Mergers & Acquisitions, Portfolio Management, Investments, Capital Markets, Commercial Banking, Banking, Corporate Finance, Due Diligence, Private Equity
Education
Southern Methodist University - Cox School of Business 1987 — 1988
MBA, Finance
University of Oklahoma 1975 — 1980
B.S., Geology
Heritage hall
Gina Leach Gina Leach's TEAM BANK Experience 1989 - 1992
Job Training Delivery Director, Branch Operations at Chase
Industry Banking
Experience
Chase March 2015 - Present
Chase June 1999 - March 2015
Bank One May 1994 - July 1999
Team Bank 1989 - 1992
Skills
Coaching, Leadership, Team Building, Banking, Training, Loans, Succession Planning, Performance Management, Relationship Management, Employee Engagement, Onboarding, Management, Employee Relations, Employee Training, Talent Acquisition, CRM, Talent Management, Sales
Education
University of North Texas 1981 — 1983
BBA, General Business
Chase March 2015 - Present
Chase June 1999 - March 2015
Bank One May 1994 - July 1999
Team Bank 1989 - 1992
Skills
Coaching, Leadership, Team Building, Banking, Training, Loans, Succession Planning, Performance Management, Relationship Management, Employee Engagement, Onboarding, Management, Employee Relations, Employee Training, Talent Acquisition, CRM, Talent Management, Sales
Education
University of North Texas 1981 — 1983
BBA, General Business
Gail Hamilton Gail Hamilton's TEAM BANK Experience July 1996 - June 1998
Job Patient Financial/Accounts Representative
Industry Hospital & Health Care
Experience
Barton County Memorial Hospital December 2013 - Present
Manpower October 1999 - September 2013
St.John's Medical Center February 1999 - October 1999
Finely Engineering June 1998 - February 1999
Team Bank July 1996 - June 1998
Walmart December 1991 - September 1997
Skills
Management, Temporary Staffing, Staffing Services, Permanent Placement, Contract Recruitment, Technical Recruiting, Internet Recruiting, Human Resources, Employee Relations, Screening Resumes, Onboarding, Interviews, Talent Management, Hiring, Job Fairs, Cold Calling, RPO, Screening, Training, New Hire Orientations, Coaching, Team Building, Customer Service, HR Consulting, Sales, New Business Development, Applicant Tracking..., Employer Branding, Employee Training, Employee Engagement, Client Development, Business Development, Building Relationships, Personnel Management, Temporary Placement, Recruiting, Background Checks, Payroll, PeopleSoft, HR Policies, Hiring Practices, Networking, Workers Compensation, Industrial Sector, Customer Retention, Resume Writing, College Recruiting, Sales Management, Talent Acquisition, Strategic Planning
Education
Missouri Southern State University 2005 — 2009
BSBA, Business Administration and Management, General
Professional Careers Institute 1997 — 1998
Medical and Dental Assisting Program, Medical/Clinical Assistant
Carthage Senior High School 1988 — 1991
Diploma, General Studies
Barton County Memorial Hospital December 2013 - Present
Manpower October 1999 - September 2013
St.John's Medical Center February 1999 - October 1999
Finely Engineering June 1998 - February 1999
Team Bank July 1996 - June 1998
Walmart December 1991 - September 1997
Skills
Management, Temporary Staffing, Staffing Services, Permanent Placement, Contract Recruitment, Technical Recruiting, Internet Recruiting, Human Resources, Employee Relations, Screening Resumes, Onboarding, Interviews, Talent Management, Hiring, Job Fairs, Cold Calling, RPO, Screening, Training, New Hire Orientations, Coaching, Team Building, Customer Service, HR Consulting, Sales, New Business Development, Applicant Tracking..., Employer Branding, Employee Training, Employee Engagement, Client Development, Business Development, Building Relationships, Personnel Management, Temporary Placement, Recruiting, Background Checks, Payroll, PeopleSoft, HR Policies, Hiring Practices, Networking, Workers Compensation, Industrial Sector, Customer Retention, Resume Writing, College Recruiting, Sales Management, Talent Acquisition, Strategic Planning
Education
Missouri Southern State University 2005 — 2009
BSBA, Business Administration and Management, General
Professional Careers Institute 1997 — 1998
Medical and Dental Assisting Program, Medical/Clinical Assistant
Carthage Senior High School 1988 — 1991
Diploma, General Studies
Mya Coursey Mya Coursey's TEAM BANK Experience July 1982 - May 1998
Job Director of Strategic Initiatives at Dallas Area Rapid Transit
Industry Transportation/Trucking/Railroad
Experience
Dallas Area Rapid Transit October 2009 - Present
Dallas Area Rapid Transit February 1998 - October 2009
Team Bank July 1982 - May 1998
Self-employed June 1990 - January 1998
Education
The University of Texas at San Antonio 1978 — 1980
MA, Human Resources
The University of Texas at Austin 1967 — 1970
BA, Psychology/Social Work
Carleton College 1964 — 1967
Highland Park HS 1960 — 1964
Dallas Area Rapid Transit October 2009 - Present
Dallas Area Rapid Transit February 1998 - October 2009
Team Bank July 1982 - May 1998
Self-employed June 1990 - January 1998
Education
The University of Texas at San Antonio 1978 — 1980
MA, Human Resources
The University of Texas at Austin 1967 — 1970
BA, Psychology/Social Work
Carleton College 1964 — 1967
Highland Park HS 1960 — 1964
Kenneth Roberson's TEAM BANK Experience August 2007 - October 2007
Job Senior Vice President, Credit Risk at Citizens Bank & Trust
Industry Banking
Experience
Citizens Bank & Trust August 2010 - Present
Northland National Bank April 2008 - September 2010
Northland National Bank April 2008 - April 2010
Leawood Chamber of Commerce 2000 - 2010
Troop 10 2000 - 2009
Alphapointe 1991 - 2009
Northwestern Mutual Life 1980 - 2009
Northwestern Mutual Life 1980 - 2009
Phoenix Consulting November 2007 - April 2008
Team Bank August 2007 - October 2007
Skills
Loans, Banking, Credit Analysis, Portfolio Management, Commercial Lending, Credit, Investments, Commercial Banking, Wealth Management, Credit Risk, Financial Analysis, Risk Management, Strategic Planning, Financial Modeling, Mergers, Asset Managment, Mortgage Lending, Corporate Finance, Finance, Due Diligence, Mergers & Acquisitions, Mutual Funds, Financial Services, Investment Banking, Asset Management, Financial Structuring, Leadership, Accounting, Analysis, Managerial Finance, Small Business Lending, Insurance, Business Planning, Treasury Management, Cash Management, Underwriting, Financial Risk, Management, Consumer Lending, Strategic Financial..., Loan Origination
Education
University of Virginia 1969 — 1973
BS, McIntyre School of Commerce
The George Washington University
M.B.A, Finance/Investments
Citizens Bank & Trust August 2010 - Present
Northland National Bank April 2008 - September 2010
Northland National Bank April 2008 - April 2010
Leawood Chamber of Commerce 2000 - 2010
Troop 10 2000 - 2009
Alphapointe 1991 - 2009
Northwestern Mutual Life 1980 - 2009
Northwestern Mutual Life 1980 - 2009
Phoenix Consulting November 2007 - April 2008
Team Bank August 2007 - October 2007
Skills
Loans, Banking, Credit Analysis, Portfolio Management, Commercial Lending, Credit, Investments, Commercial Banking, Wealth Management, Credit Risk, Financial Analysis, Risk Management, Strategic Planning, Financial Modeling, Mergers, Asset Managment, Mortgage Lending, Corporate Finance, Finance, Due Diligence, Mergers & Acquisitions, Mutual Funds, Financial Services, Investment Banking, Asset Management, Financial Structuring, Leadership, Accounting, Analysis, Managerial Finance, Small Business Lending, Insurance, Business Planning, Treasury Management, Cash Management, Underwriting, Financial Risk, Management, Consumer Lending, Strategic Financial..., Loan Origination
Education
University of Virginia 1969 — 1973
BS, McIntyre School of Commerce
The George Washington University
M.B.A, Finance/Investments
Stephanie Starrett Stephanie Starrett's TEAM BANK Experience February 1990 - November 1992
Job Senior Vice President of Citizens National Bank of Texas
Industry Banking
Experience
Citizens National Bank of Texas June 2001 - Present
City of Pecan Hill December 2010 - Present
Mainbank June 1998 - June 2001
First State Bank of North Texas March 1994 - June 1998
Dallas Telco Federal Credit Union November 1992 - July 1993
Team Bank February 1990 - November 1992
Team Bank August 1988 - February 1990
DeSoto State Bank August 1985 - August 1988
Skills
Banking, Commercial Lending, Loans, Credit Analysis, Real Estate, Credit, Mortgage Lending, Windows, Portfolio Management, Small Business Lending, Financial Analysis, Leadership, Customer Service, Commercial Banking, Sales Management, Strategic Planning, Consumer Lending, Management, Team Building, Loan Origination, Bank Secrecy Act, Mortgage Servicing, Mortgage Banking, AML, FHA, Lines Of Credit, Risk Management, Credit Risk, Retail Banking, Financial Risk, Deposits, Investments, Branch Management, Refinance, Residential Mortgages, Financial Institutions, Mortgage Underwriting, Small Business, Cross Selling, Branch Banking, Asset Management, Underwriting, USDA, Real Estate Economics, Operational Risk, Cash Management, Relationship Management, Commercial Real Estate, SBA, SBA 504
Education
ABA National Commerical Lending School
DeSoto High School
Texas Bankers Association Lending School
The University of Texas at Arlington
Citizens National Bank of Texas June 2001 - Present
City of Pecan Hill December 2010 - Present
Mainbank June 1998 - June 2001
First State Bank of North Texas March 1994 - June 1998
Dallas Telco Federal Credit Union November 1992 - July 1993
Team Bank February 1990 - November 1992
Team Bank August 1988 - February 1990
DeSoto State Bank August 1985 - August 1988
Skills
Banking, Commercial Lending, Loans, Credit Analysis, Real Estate, Credit, Mortgage Lending, Windows, Portfolio Management, Small Business Lending, Financial Analysis, Leadership, Customer Service, Commercial Banking, Sales Management, Strategic Planning, Consumer Lending, Management, Team Building, Loan Origination, Bank Secrecy Act, Mortgage Servicing, Mortgage Banking, AML, FHA, Lines Of Credit, Risk Management, Credit Risk, Retail Banking, Financial Risk, Deposits, Investments, Branch Management, Refinance, Residential Mortgages, Financial Institutions, Mortgage Underwriting, Small Business, Cross Selling, Branch Banking, Asset Management, Underwriting, USDA, Real Estate Economics, Operational Risk, Cash Management, Relationship Management, Commercial Real Estate, SBA, SBA 504
Education
ABA National Commerical Lending School
DeSoto High School
Texas Bankers Association Lending School
The University of Texas at Arlington
Kevin Sweatland Kevin Sweatland's TEAM BANK Experience 2002 - 2005
Job Vice President, Commercial Lending
Industry Banking
Experience
UMB Bank October 2014 - Present
Solomon Corporation September 2010 - September 2014
Pinnacle Bank March 2005 - September 2010
Security Savings Bank 2005 - 2007
Team Bank 2002 - 2005
Bank Midwest 2000 - 2002
Bank of America 1998 - 2000
AmerUs Bank 1997 - 1998
Skills
Sales Management, Financial Analysis, Sales, Account Management, Sales Operations, Management, Social Media, Project Management, Cold Calling, Process Improvement, Contract Negotiation, Customer Service, Salesforce.com, Manufacturing, Banking, Solution Selling, Leadership, Microsoft Office, New Business Development, Strategic Planning, Sales Process, Credit, Team Building, Performance Management, Budgets, Procurement, Negotiation, Loans, Business Development, Commercial Lending
Education
University of Missouri-Kansas City 1999 — 2001
Master of Business Administration (MBA), Finance, General
Kansas State University 1990 — 1995
Bachelor of Science, Marketing
UMB Bank October 2014 - Present
Solomon Corporation September 2010 - September 2014
Pinnacle Bank March 2005 - September 2010
Security Savings Bank 2005 - 2007
Team Bank 2002 - 2005
Bank Midwest 2000 - 2002
Bank of America 1998 - 2000
AmerUs Bank 1997 - 1998
Skills
Sales Management, Financial Analysis, Sales, Account Management, Sales Operations, Management, Social Media, Project Management, Cold Calling, Process Improvement, Contract Negotiation, Customer Service, Salesforce.com, Manufacturing, Banking, Solution Selling, Leadership, Microsoft Office, New Business Development, Strategic Planning, Sales Process, Credit, Team Building, Performance Management, Budgets, Procurement, Negotiation, Loans, Business Development, Commercial Lending
Education
University of Missouri-Kansas City 1999 — 2001
Master of Business Administration (MBA), Finance, General
Kansas State University 1990 — 1995
Bachelor of Science, Marketing
Chris Ploetz Chris Ploetz's TEAM BANK Experience 1990 - 1992
Job Commercial Sales Rep at The SherwinWilliams Company
Industry Chemicals
Experience
The Sherwin-Williams Company 2003 - Present
The Sherwin-Williams Company 1992 - 1997
Team Bank 1990 - 1992
Skills
Pricing Negotiation, Customer Relations, Investment Properties, Customer Service, Budgets, Pricing Strategy, Contract Negotiation, Sales, Negotiation, Sales Management, Sales Operations, Cold Calling, Leadership, Pricing, Business Development, Key Account Management, Forecasting, Inventory Management, Purchasing, Selling, Account Management
Education
The University of Texas at Arlington 1984 — 1989
BBA, Accounting
The Sherwin-Williams Company 2003 - Present
The Sherwin-Williams Company 1992 - 1997
Team Bank 1990 - 1992
Skills
Pricing Negotiation, Customer Relations, Investment Properties, Customer Service, Budgets, Pricing Strategy, Contract Negotiation, Sales, Negotiation, Sales Management, Sales Operations, Cold Calling, Leadership, Pricing, Business Development, Key Account Management, Forecasting, Inventory Management, Purchasing, Selling, Account Management
Education
The University of Texas at Arlington 1984 — 1989
BBA, Accounting
Jamie Cerutti's TEAM BANK Experience January 1989 - December 1992
Job Small Business Owner at CCAMGLLC
Industry Banking
Experience
CCAMGLLC April 2011 - Present
JPMorgan Chase January 2005 - October 2009
Bank One January 1999 - December 2004
Bank One January 1997 - December 1999
Bank One January 1992 - December 1997
Team Bank January 1989 - December 1992
Texas American Bancshares May 1982 - December 1988
Huntington Bancshares August 1977 - May 1982
Skills
Strategy, Program Management, Change Management, Management, Leadership, Mergers & Acquisitions, Integration, Business Process, Project Management, Business Strategy, Team Building, Portfolio Management, Financial Services, Financial Modeling, Negotiation, Information Technology, Risk Management, Fixed Income, Capital Markets, Credit
Education
University of Michigan - Stephen M. Ross School of Business 1976 — 1977
MBA, Finance and Economics
Duke University 1970 — 1974
BS, Biology and Biochemistry
CCAMGLLC April 2011 - Present
JPMorgan Chase January 2005 - October 2009
Bank One January 1999 - December 2004
Bank One January 1997 - December 1999
Bank One January 1992 - December 1997
Team Bank January 1989 - December 1992
Texas American Bancshares May 1982 - December 1988
Huntington Bancshares August 1977 - May 1982
Skills
Strategy, Program Management, Change Management, Management, Leadership, Mergers & Acquisitions, Integration, Business Process, Project Management, Business Strategy, Team Building, Portfolio Management, Financial Services, Financial Modeling, Negotiation, Information Technology, Risk Management, Fixed Income, Capital Markets, Credit
Education
University of Michigan - Stephen M. Ross School of Business 1976 — 1977
MBA, Finance and Economics
Duke University 1970 — 1974
BS, Biology and Biochemistry
Stacy Frye Graves's TEAM BANK Experience 1989 - 1992
Job Independent Writing and Editing Professional
Industry Writing and Editing
Experience
Freelance November 1998 - Present
Mary Kay 1994 - 1998
Mary Kay Cosmetics, Inc. 1994 - 1998
Bank One January 1992 - April 1994
Team Bank 1989 - 1992
Skills
Internal Communications, Corporate Communications, Copywriting, Fiction, Marketing Communications, Media Relations, Newsletters, Advertising, Marketing, Editing, Social Media Marketing, Marketing Strategy, Public Relations, Social Media
Education
Texas Christian University 1986 — 1990
Bachelor of Arts (B.A.), Journalism/Marketing
Texas Christian University
Bachelor's degree, Journalism/Marketing
Freelance November 1998 - Present
Mary Kay 1994 - 1998
Mary Kay Cosmetics, Inc. 1994 - 1998
Bank One January 1992 - April 1994
Team Bank 1989 - 1992
Skills
Internal Communications, Corporate Communications, Copywriting, Fiction, Marketing Communications, Media Relations, Newsletters, Advertising, Marketing, Editing, Social Media Marketing, Marketing Strategy, Public Relations, Social Media
Education
Texas Christian University 1986 — 1990
Bachelor of Arts (B.A.), Journalism/Marketing
Texas Christian University
Bachelor's degree, Journalism/Marketing
Robert L Nelson's TEAM BANK Experience 1990 - 1992
Job Senior Vice President and Southwest Division Manager at US Bank
Industry Financial Services
Experience
US Bank May 2015 - Present
Regions Financial Corporation June 2013 - May 2015
Comerica Bank July 2010 - May 2013
Romalido Royalty 2009 - August 2010
GE Capital 2008 - 2009
Credit Agricole 1999 - 2008
Credit Lyonnais November 1999 - June 2004
Long-Term Credit Bank of Japan 1992 - 1999
Team Bank 1990 - 1992
Skills
Fortune 1000, Leveraged Lending, Leveraged Finance, Corporate Finance, corporate banking, Investment Banking, Investments, Commercial Lending, C&I Lending, Cash Flow Lending, Commercial Banking, Banking, cfa, banker, large corporate lending, Credit Analysis, Credit Risk, Structured Finance, Financial Sponsors, Venture Capital, Venture Financing, Start-up Ventures, Treasury Management, Treasury Services
Education
University of North Texas
MBA, Finance
US Bank May 2015 - Present
Regions Financial Corporation June 2013 - May 2015
Comerica Bank July 2010 - May 2013
Romalido Royalty 2009 - August 2010
GE Capital 2008 - 2009
Credit Agricole 1999 - 2008
Credit Lyonnais November 1999 - June 2004
Long-Term Credit Bank of Japan 1992 - 1999
Team Bank 1990 - 1992
Skills
Fortune 1000, Leveraged Lending, Leveraged Finance, Corporate Finance, corporate banking, Investment Banking, Investments, Commercial Lending, C&I Lending, Cash Flow Lending, Commercial Banking, Banking, cfa, banker, large corporate lending, Credit Analysis, Credit Risk, Structured Finance, Financial Sponsors, Venture Capital, Venture Financing, Start-up Ventures, Treasury Management, Treasury Services
Education
University of North Texas
MBA, Finance
Doug Streater's TEAM BANK Experience 1990 - 1992
Job President, Chief Banking Officer at Extraco Banks
Industry Financial Services
Experience
Extraco Banks 1992 - December 2014
Team Bank 1990 - 1992
Texas American Bank / Fort Worth National Bank 1981 - 1990
Skills
Credit Analysis, Loans, Commercial Lending, Underwriting, Banking, Consumer Lending, Credit, Portfolio Management, Mortgage Lending, Risk Management, Financial Risk, Commercial Banking, Mortgage Banking, Small Business Lending, Loan Origination, Refinance, Enterprise Risk..., Financial Analysis, Investments, Treasury Management, Real Estate Financing, Credit Risk, Commercial Mortgages, Financial Services, Finance, Wealth Management, Strategic Financial..., Real Estate, Financial Advisory, Insurance, Asset Management, Financial Modeling, Cash Management, Customer Service, Financial Planning, Strategic Planning, Team Building
Education
The Southwestern Graduate School of Banking "SWGSB" 1986 — 1988
Texas Tech University 1976 — 1980
BBA, Finance
Extraco Banks 1992 - December 2014
Team Bank 1990 - 1992
Texas American Bank / Fort Worth National Bank 1981 - 1990
Skills
Credit Analysis, Loans, Commercial Lending, Underwriting, Banking, Consumer Lending, Credit, Portfolio Management, Mortgage Lending, Risk Management, Financial Risk, Commercial Banking, Mortgage Banking, Small Business Lending, Loan Origination, Refinance, Enterprise Risk..., Financial Analysis, Investments, Treasury Management, Real Estate Financing, Credit Risk, Commercial Mortgages, Financial Services, Finance, Wealth Management, Strategic Financial..., Real Estate, Financial Advisory, Insurance, Asset Management, Financial Modeling, Cash Management, Customer Service, Financial Planning, Strategic Planning, Team Building
Education
The Southwestern Graduate School of Banking "SWGSB" 1986 — 1988
Texas Tech University 1976 — 1980
BBA, Finance
Daniel Villegas's TEAM BANK Experience January 1991 - July 1992
Job Loan Officer at Texas Mezzanine Fund, Inc.
Industry Banking
Experience
Texas Mezzanine Fund, Inc. January 2013 - Present
Wells Fargo Bank January 2006 - November 2012
JPMORGAN CHASE BANK June 2000 - January 2006
Fort Worth Hispanic Chamber of Commerce 2005 - 2006
WILLIAM MANN JR. COMMUNITY DEVELOPMENT CORPORATION May 1995 - June 2000
SOUTHERN DALLAS DEVELOPMENT CORPORATION July 1992 - May 1995
TEAM BANK January 1991 - July 1992
Skills
Experienced Business..., Financial Analysis, Highly motivated..., Problem Solving, Cross-functional Team..., Leadership, Consensus Building, Business Development, Community Development, SBA, Microsoft Word, Microsoft Excel, Commercial Banking, Finance, Banking, Credit Analysis, Loans, Investments, Credit, Management, Strategic Planning, Treasury Management, Commercial Lending, Program Management, Marketing, Underwriting, Small Business, Entrepreneurship, Business Planning, Risk Management, Portfolio Management, Small Business Lending
Education
University of Notre Dame 1985 — 1989
BBA, Accountancy
R. L. Paschal High School
Texas Mezzanine Fund, Inc. January 2013 - Present
Wells Fargo Bank January 2006 - November 2012
JPMORGAN CHASE BANK June 2000 - January 2006
Fort Worth Hispanic Chamber of Commerce 2005 - 2006
WILLIAM MANN JR. COMMUNITY DEVELOPMENT CORPORATION May 1995 - June 2000
SOUTHERN DALLAS DEVELOPMENT CORPORATION July 1992 - May 1995
TEAM BANK January 1991 - July 1992
Skills
Experienced Business..., Financial Analysis, Highly motivated..., Problem Solving, Cross-functional Team..., Leadership, Consensus Building, Business Development, Community Development, SBA, Microsoft Word, Microsoft Excel, Commercial Banking, Finance, Banking, Credit Analysis, Loans, Investments, Credit, Management, Strategic Planning, Treasury Management, Commercial Lending, Program Management, Marketing, Underwriting, Small Business, Entrepreneurship, Business Planning, Risk Management, Portfolio Management, Small Business Lending
Education
University of Notre Dame 1985 — 1989
BBA, Accountancy
R. L. Paschal High School
Clay Barnes's TEAM BANK Experience 1989 - 1992
Job Auction Markets, LLC; Note Markets
Industry Investment Management
Experience
Auction Markets, LLC September 2013 - Present
AmeriBid May 2013 - September 2013
Woodmere Capital Group May 2012 - May 2013
Deloitte & Touche June 2010 - June 2011
Redwood Trust, Inc. 2005 - 2007
Criimi Mae Inc. 2002 - 2005
ARCap REIT, Inc. 1996 - 2001
Banc One Management and Consulting 1992 - 1996
Team Bank 1989 - 1992
Skills
Asset Management, Valuation, CMBS, Due Diligence, Portfolio Management, Underwriting, Commercial Real Estate, Credit Risk, Real Estate Economics, Credit, Commercial Mortgages, Loans, Investment Properties, Mergers & Acquisitions, Real Estate, Workout, Disposition, Real Estate Financing, Securities, Securitization, Risk Management, Capital Markets, Real Estate Private..., Financial Structuring, Banking, Structured Finance, Loan Modifications, Mezzanine, Credit Analysis, Investment Management, Loan Sale Advisory, CMBS Surveillance, Distressed Debt, Real Estate Finance, Loss, Loan Servicing, Mortgage Underwriting, Dispositions, CDO, Credit Portfolio..., Credit Review, Special Servicing, Enforcement of Loan..., Loss Reserve Analysis
Education
Texas Tech University 1982 — 1988
Finance
Auction Markets, LLC September 2013 - Present
AmeriBid May 2013 - September 2013
Woodmere Capital Group May 2012 - May 2013
Deloitte & Touche June 2010 - June 2011
Redwood Trust, Inc. 2005 - 2007
Criimi Mae Inc. 2002 - 2005
ARCap REIT, Inc. 1996 - 2001
Banc One Management and Consulting 1992 - 1996
Team Bank 1989 - 1992
Skills
Asset Management, Valuation, CMBS, Due Diligence, Portfolio Management, Underwriting, Commercial Real Estate, Credit Risk, Real Estate Economics, Credit, Commercial Mortgages, Loans, Investment Properties, Mergers & Acquisitions, Real Estate, Workout, Disposition, Real Estate Financing, Securities, Securitization, Risk Management, Capital Markets, Real Estate Private..., Financial Structuring, Banking, Structured Finance, Loan Modifications, Mezzanine, Credit Analysis, Investment Management, Loan Sale Advisory, CMBS Surveillance, Distressed Debt, Real Estate Finance, Loss, Loan Servicing, Mortgage Underwriting, Dispositions, CDO, Credit Portfolio..., Credit Review, Special Servicing, Enforcement of Loan..., Loss Reserve Analysis
Education
Texas Tech University 1982 — 1988
Finance
Silvester Smith, CIA, CISA's TEAM BANK Experience March 1987 - September 1987
Job Internal Auditor
Industry Insurance
Experience
HealthMarkets February 2007 - May 2013
SourceCorp March 2004 - December 2006
TXU Energy March 1998 - March 2004
DFW International Airport September 1987 - March 1998
Team Bank March 1987 - September 1987
Tesoro August 1985 - October 1986
Arthur Andersen 1984 - 1985
Skills
Auditing, Financial Reporting, Sarbanes-Oxley Act, Accounting, Sarbanes-Oxley, Financial Analysis, Business Analysis, Process Improvement, Insurance, Microsoft Office, IT Audit, Internal Audit, Risk Management, Oracle, Oral & Written..., Training, Continuous Monitoring, Application Testing, CISA, CIA, Compliance, Enterprise Risk..., Operational Efficiencies, Controls Testing, Internal Controls, Financial Statements, Oil & Gas Industry, Big 4, ACL, Approva, TeamMate, Cost Saving Initiatives, Risk Assessment, Management, Data Analysis, Databases, GAAP
Education
Jackson State University 1980 — 1984
B.S. in Accounting
HealthMarkets February 2007 - May 2013
SourceCorp March 2004 - December 2006
TXU Energy March 1998 - March 2004
DFW International Airport September 1987 - March 1998
Team Bank March 1987 - September 1987
Tesoro August 1985 - October 1986
Arthur Andersen 1984 - 1985
Skills
Auditing, Financial Reporting, Sarbanes-Oxley Act, Accounting, Sarbanes-Oxley, Financial Analysis, Business Analysis, Process Improvement, Insurance, Microsoft Office, IT Audit, Internal Audit, Risk Management, Oracle, Oral & Written..., Training, Continuous Monitoring, Application Testing, CISA, CIA, Compliance, Enterprise Risk..., Operational Efficiencies, Controls Testing, Internal Controls, Financial Statements, Oil & Gas Industry, Big 4, ACL, Approva, TeamMate, Cost Saving Initiatives, Risk Assessment, Management, Data Analysis, Databases, GAAP
Education
Jackson State University 1980 — 1984
B.S. in Accounting
Carol Chase's TEAM BANK Experience 1988 - 1991
Job Consultant
Industry Banking
Experience
Consultant - Financial Management June 2014 - Present
Federal Deposit Insurance Corporation November 2009 - June 2014
First Bank of Canyon Creek` 2002 - 2008
Consumer Credit Counseling Service 1997 - 1999
Comerica Bank 1992 - 1997
Team Bank 1988 - 1991
Skills
Credit, Management, Big bank credit training, Evaluate lending risk, Budget Process, Oral & Written..., Develop training..., Treasury Management, Banking
Education
Southwestern Graduate School of Banking at SMU 1985 — 1987
Master's degree, Banking
Grand Canyon University 1968 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
Consultant - Financial Management June 2014 - Present
Federal Deposit Insurance Corporation November 2009 - June 2014
First Bank of Canyon Creek` 2002 - 2008
Consumer Credit Counseling Service 1997 - 1999
Comerica Bank 1992 - 1997
Team Bank 1988 - 1991
Skills
Credit, Management, Big bank credit training, Evaluate lending risk, Budget Process, Oral & Written..., Develop training..., Treasury Management, Banking
Education
Southwestern Graduate School of Banking at SMU 1985 — 1987
Master's degree, Banking
Grand Canyon University 1968 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
Paul Clegg's TEAM BANK Experience August 1990 - March 1992
Job Director of Investor Relations at Polypore
Industry Financial Services
Experience
Polypore July 2012 - Present
Mizuho Securities Co., Ltd. July 2010 - January 2012
Jefferies & Company September 2007 - July 2010
Natixis September 2004 - August 2007
Calyon Securities (USA) May 2002 - August 2004
Calyon Securities (USA) Inc. January 2000 - May 2002
Calyon Securities (USA) Inc. January 1996 - December 1999
Credit Lyonnais September 1995 - December 1996
Credit Lyonnais January 1993 - September 1995
Team Bank August 1990 - March 1992
Skills
Financial Modeling..., Financial Analysis, Credit Analysis, conversational French, Equity Research, Equity Valuation, Fixed Income Research, Fixed Income, Reg FD..., PowerPoint, Excel, Word, Bloomberg, Presentation Development, Effective Presentation..., Drafting SEC..., Negotiating Bank Credit..., Extensive International..., Extensive Buy-side..., Sell Side, Due Diligence, Transaction Banking, Media Appearances
Education
CFA Institute
Awarded Chartered Financial Analyst designation
Baylor University - Hankamer School of Business 1989 — 1990
Masters of Science, Economics
Baylor University 1985 — 1989
Bachelor of Arts (B.A.), French Language and Literature
Polypore July 2012 - Present
Mizuho Securities Co., Ltd. July 2010 - January 2012
Jefferies & Company September 2007 - July 2010
Natixis September 2004 - August 2007
Calyon Securities (USA) May 2002 - August 2004
Calyon Securities (USA) Inc. January 2000 - May 2002
Calyon Securities (USA) Inc. January 1996 - December 1999
Credit Lyonnais September 1995 - December 1996
Credit Lyonnais January 1993 - September 1995
Team Bank August 1990 - March 1992
Skills
Financial Modeling..., Financial Analysis, Credit Analysis, conversational French, Equity Research, Equity Valuation, Fixed Income Research, Fixed Income, Reg FD..., PowerPoint, Excel, Word, Bloomberg, Presentation Development, Effective Presentation..., Drafting SEC..., Negotiating Bank Credit..., Extensive International..., Extensive Buy-side..., Sell Side, Due Diligence, Transaction Banking, Media Appearances
Education
CFA Institute
Awarded Chartered Financial Analyst designation
Baylor University - Hankamer School of Business 1989 — 1990
Masters of Science, Economics
Baylor University 1985 — 1989
Bachelor of Arts (B.A.), French Language and Literature
Tom Bergstrom's TEAM BANK Experience 1989 - 1992
Job VP Goldman Sachs Corporate Insurance Risk Management
Industry Insurance
Experience
Goldman Sachs October 2003 - Present
American Staff Resources 2001 - 2003
American Airlines 1992 - 2001
Team Bank 1989 - 1992
Texas Employers Insurance 1987 - 1989
Education
University of North Texas 1987 — 1989
Master of Business Administration (MBA), Finance
Baylor University 1982 — 1986
Bachelor of Business Administration (BBA), Economics / Finance
Goldman Sachs October 2003 - Present
American Staff Resources 2001 - 2003
American Airlines 1992 - 2001
Team Bank 1989 - 1992
Texas Employers Insurance 1987 - 1989
Education
University of North Texas 1987 — 1989
Master of Business Administration (MBA), Finance
Baylor University 1982 — 1986
Bachelor of Business Administration (BBA), Economics / Finance
Trey Angel's TEAM BANK Experience July 1989 - January 1993
Job Church Finance Officer at Preston Hollow Presbyterian Church
Industry Civic & Social Organization
Experience
Preston Hollow Presbyterian Church May 2000 - Present
Texas Capital Bank March 1999 - May 2000
BBVA Compass January 1995 - March 1999
Stifel Nicolas / Rauscher Pierce Refsnes January 1993 - December 1994
Team Bank July 1989 - January 1993
First National Bank of Richardson July 1988 - July 1989
InterFirst Bank (now Bank of America) February 1986 - July 1988
Skills
Community Outreach, Non-profits, Public Speaking, Strategic Planning, Microsoft Office, Volunteer Management, Nonprofits, Financial Analysis, Budgets, Finance, Training, Accounting, Credit Analysis, Credit, Management, Risk Management, Soccer Coaching
Education
Baylor University 1985 — 1985
MBA, Finance
SMU 1980 — 1984
BBA, Accounting
Preston Hollow Presbyterian Church May 2000 - Present
Texas Capital Bank March 1999 - May 2000
BBVA Compass January 1995 - March 1999
Stifel Nicolas / Rauscher Pierce Refsnes January 1993 - December 1994
Team Bank July 1989 - January 1993
First National Bank of Richardson July 1988 - July 1989
InterFirst Bank (now Bank of America) February 1986 - July 1988
Skills
Community Outreach, Non-profits, Public Speaking, Strategic Planning, Microsoft Office, Volunteer Management, Nonprofits, Financial Analysis, Budgets, Finance, Training, Accounting, Credit Analysis, Credit, Management, Risk Management, Soccer Coaching
Education
Baylor University 1985 — 1985
MBA, Finance
SMU 1980 — 1984
BBA, Accounting
Esther Brooks's TEAM BANK Experience July 1981 - February 1990
Job Child Protective Services
Industry Civic & Social Organization
Experience
Child Protective Services February 1992 - September 2013
Team Bank July 1981 - February 1990
Tall City Cable July 1980 - July 1981
Skills
Highly Capable..., Experienced in..., Exceptional People..., Proficient in..., Ten key, 40 wpm
Education
Midland College 1974 — 1980
none (60 hours), Business Administration/Child Development, Attended sporatically
Child Protective Services February 1992 - September 2013
Team Bank July 1981 - February 1990
Tall City Cable July 1980 - July 1981
Skills
Highly Capable..., Experienced in..., Exceptional People..., Proficient in..., Ten key, 40 wpm
Education
Midland College 1974 — 1980
none (60 hours), Business Administration/Child Development, Attended sporatically
Kristi Fletcher's TEAM BANK Experience October 2004 - August 2005
Job
Industry Education Management
Experience
USD 368 August 2005 - May 2008
Team Bank October 2004 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Public Speaking
Education
Fort Hays State University 2009 — 2013
Bachelor of Science (BS), Elementary Education and Teaching
Butler County Community College 1998 — 2000
Associate of Arts (A.A.), Psychology
USD 368 August 2005 - May 2008
Team Bank October 2004 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Public Speaking
Education
Fort Hays State University 2009 — 2013
Bachelor of Science (BS), Elementary Education and Teaching
Butler County Community College 1998 — 2000
Associate of Arts (A.A.), Psychology
Alice Bowman's TEAM BANK Experience April 1994 - September 1994
Job Airlines/Aviation Professional
Industry Airlines/Aviation
Experience
American Airlines 2006 - 2013
Delta Airlines Inc September 1994 - January 2006
Team Bank April 1994 - September 1994
Wilson Department Stores September 1988 - April 1994
Skills
Customer Service, Customer Relations, Customer Support, Team Leadership, PBX, Retail Sales
Education
Tarrant County College 1975 — 1979
Business, Business Computer, 3.3
Haltom High School 1970 — 1973
High School Diploma, Major Subjects, 3.3
American Airlines 2006 - 2013
Delta Airlines Inc September 1994 - January 2006
Team Bank April 1994 - September 1994
Wilson Department Stores September 1988 - April 1994
Skills
Customer Service, Customer Relations, Customer Support, Team Leadership, PBX, Retail Sales
Education
Tarrant County College 1975 — 1979
Business, Business Computer, 3.3
Haltom High School 1970 — 1973
High School Diploma, Major Subjects, 3.3