The Bank of River Oaks

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The Bank of River Oaks Employees

Employee
Years
Job
Industry
Marisol Morton Marisol Morton Houston, Texas Area Details
Marisol Morton's The Bank of River Oaks Experience November 2014 - Present
Job Loan Operations Officer at The Bank of River Oaks
Industry Banking
Experience
The Bank of River Oaks   November 2014 - Present
The Bank of River Oaks   December 2010 - November 2014
PepsiCo - Pepsi Beverages Company  March 2004 - December 2010

Skills
Accounting, Payroll, Banking, Microsoft Office, General Ledger, Account Reconciliation, Spanish-speaking, Payments, UCC filings, Loans, Financial Analysis, Financial Reporting, Microsoft Excel, Outlook

Education
University of Houston-Downtown
Bachelor of Business Administration (B.B.A.), Accounting

Anne Bradley Anne Bradley Dallas, Texas Details
Anne Bradley's The Bank of River Oaks Experience June 2009 - February 2011
Job Assistant Vice President, Commercial Lending at Amegy Bank
Industry Banking
Experience
Amegy Bank  October 2013 - Present
Amegy Bank  September 2012 - September 2013
Amegy Bank  February 2011 - August 2012
The Bank of River Oaks   June 2009 - February 2011

Skills
Credit Analysis, Loans, Credit, Banking, Financial Analysis, Underwriting, Consumer Lending, Finance, Accounting, Cash Flow, Internal Audit, Leadership, Due Diligence, Valuation, Investments, Insurance, Private Banking, Treasury Management, Financial Risk, Financial Accounting, Analysis

Education
Texas A&M University - Mays Business School   2005 — 2009
BBA, Finance

Texas A&M University

Lisette Roman Lisette Roman Houston, Texas Details
Lisette Roman's The Bank of River Oaks Experience November 2013 - April 2014
Job File & Documentation Associate at Fire Protection Service, Inc.
Industry Accounting
Experience
Fire Protection Service, Inc.   May 2014 - Present
The Bank Of River Oaks   November 2013 - April 2014
Family Dollar  November 2010 - November 2013

Skills
Long-term Customer..., Customer Service, Client Retention..., Cash Management, Deposits, Banking, Credit, Filing, Document Management, Merge/purge, Document Processing, Cash Handling, Leadership, Retail, Auditing, Data Entry, Sales, Payments, Microsoft Excel, Payroll

Education
Cesar E. Chavez High School   2006 — 2010
Diploma, General Studies, 12

Houston Community College

Seth Lewis Seth Lewis Houston, Texas Area Details
Seth Lewis's The Bank of River Oaks Experience August 2013 - Present
Job Vice President Commercial Lending at The Bank of River Oaks
Industry Banking
Experience
The Bank of River Oaks   August 2013 - Present
Texas Community Bank, N.A.   February 2007 - August 2013
First Victoria National Bank  2004 - 2007

Skills
Marketing, Loans, Commercial Lending, Credit, Strategic Planning, Credit Analysis, Financial Analysis, Banking, Commercial Banking, Mortgage Lending, Credit Risk, Underwriting, Business Development, Portfolio Management, Investments, Consumer Lending, Small Business Lending

Education
Sam Houston State University
Bachelor of Business Administration (BBA), Finance, Banking & Financial Institutions

Norma Velázquez Harris Norma Velázquez Harris Houston, Texas Area Details
Norma Velázquez Harris's The Bank of River Oaks Experience 2010 - 2011
Job Senior Vice President Commercial Lending Conventional & SBA Lending at Third Coast Bank, SSB SBA Preferred Lender
Industry Financial Services
Experience
Third Coast Bank SSB  March 2012 - Present
The Bank of River Oaks   2010 - 2011
Houston Business Development, Inc.   2004 - October 2010
Regions Bank  December 2005 - December 2009
Comerica Bank  April 2003 - November 2005
Lockwood National Bank (Predecessor to Comerica)   January 1990 - January 1995
First City Texas  September 1988 - December 1989
The Bank of Nova Scotia  April 1985 - August 1988
Texas Commerce Bank  January 1981 - April 1985

Skills
Construction Loans, Commercial Loans, SBA Loans, administration, Cash Management, Treasury Management, Underwriting, Letters Of Credit, Commercial Banking, Portfolio Management, Financial Analysis, analysis, Credit, Commercial Lending, Negotiation, Real Estate, Credit Analysis, Cash Flow, Customer Relations, Risk Management, Microsoft Office, Problem Solving, Excel, Process Improvement, Banking, Letters of Credit, Small Business, Leadership, Commercial Real Estate, Analysis, Business Development, Start-ups, Loans, Finance, Sales, Relationship Management, Corporate Finance, Financial Services, Financial Risk, Small Business Lending, Cross Selling, Lines Of Credit, Asset Based Lending, SBA, Commercial Mortgages, Loan Origination, Consumer Lending, Investments, Working Capital..., Banking Relationships

Education
St. Mary's University   1976 — 1980
BBA, Business Administration and Financial Management

St. Mary's University San Antonio, TX
BBA Finance

Andrew (Andy) Bernstein Andrew (Andy) Bernstein Houston, Texas Area Details
Andrew (Andy) Bernstein's The Bank of River Oaks Experience August 2005 - Present
Job CEO Bernstein Investments
Industry Real Estate
Experience
The Bank of River Oaks   August 2005 - Present
Bernstein Investments   June 1983 - Present

Skills
Real Estate Investment, Real Estate Investor, Real Estate Development, Real Estate, Brokerage, Real Estate Transactions, Disposition, Leases, Real Estate Economics, Investors, Property Management, Sellers, Commercial Real Estate, REO, Location Intelligence, Land Acquisition, Foreclosures, 1031 Exchanges, Investment Properties, Tenant, Landlords

Education
South Texas College of Law   1979 — 1981

The University of Texas at Austin   1975 — 1979
BS, Business

Amanda Cavazos Amanda Cavazos Houston, Texas Details
Amanda Cavazos's The Bank of River Oaks Experience June 2012 - October 2014
Job Data Analyst at Constellation
Industry Utilities
Experience
Constellation  October 2014 - Present
The Bank of River Oaks   June 2012 - October 2014

Education
University of Houston-Downtown   2009 — 2012
Bachelor of Arts (BA), Business/Corporate Communications

Jersey Village High School   2003 — 2007
General Studies, General Studies

Zach Kirkpatrick Zach Kirkpatrick Katy, Texas Details
Zach Kirkpatrick's The Bank of River Oaks Experience March 2008 - May 2009
Job Real Estate Analyst at Valbridge Property Advisors
Industry Real Estate
Experience
Valbridge Property Advisors  October 2010 - Present
Greystar  July 2009 - September 2010
The Bank of River Oaks   March 2008 - May 2009
Capstone Real Estate Services Inc.  June 2005 - July 2007
Live Oak Capital, Ltd.   May 2005 - August 2005

Skills
Microsoft Excel, Microsoft Word, Argus Modeling, Microsoft Office, Photoshop, PowerPoint, QuickBooks, FileMaker, Appraisals, CCIM, Commercial Real Estate..., Finance, Real Estate, Leadership, Commercial Real Estate, Investments, Valuation, Real Estate Transactions

Education
Texas State University   2003 — 2007
Finance, Finance and Economics

Texas State University   2003 — 2007
Bachelor of Finance, Accounting and Finance

Alexandra Keller Alexandra Keller Houston, Texas Area Details
Alexandra Keller's The Bank of River Oaks Experience June 2010 - August 2010
Job Field Engineer at Schlumberger
Industry Oil & Energy
Experience
Schlumberger  July 2014 - Present
Schlumberger  June 2013 - August 2013
Life Technologies  May 2012 - August 2012
The Bank Of River Oaks   June 2010 - August 2010

Education
Texas A&M University   2012 — 2014
Bachelors of Science, Chemical Engineering

Taylor Poticny Taylor Poticny Dallas/Fort Worth Area Details
Taylor Poticny's The Bank of River Oaks Experience June 2009 - August 2014
Job Assistant Vice President at Texas Bank and Trust
Industry Banking
Experience
Texas Bank and Trust  July 2015 - Present
Vision Bank-Texas  October 2014 - Present
The Bank of River Oaks   June 2009 - August 2014

Skills
Banking, Credit, Credit Analysis, Commercial Lending, Small Business Lending, Underwriting, Mortgage, Consumer Lending, Credit Risk

Education
Texas A&M University   2005 — 2009
Finance

Texas A&M University - Mays Business School   2005 — 2009
Finance

Alex Grivon Alex Grivon Houston, Texas Details
Alex Grivon's The Bank of River Oaks Experience June 2011 - July 2011
Job Natural Gas Marketer at Cokinos Energy Corporation
Industry Oil & Energy
Experience
Cokinos Energy Corporation  July 2014 - Present
IronPlanet  February 2013 - July 2014
The Bank of River Oaks   June 2011 - July 2011
Swiss Garage   May 2006 - July 2010

Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Energy, Accounting, Budgets, Change Management, Teamwork, Analysis, Valuation, Leadership, Social Media

Education
Texas Christian University   2008 — 2012
Bachelor of Science (B.S.), Economics/ Finance

Ed Lowe Ed Lowe Houston, Texas Area Details
Ed Lowe's The Bank of River Oaks Experience November 2006 - November 2013
Job Senior Vice President at Mainland Bank
Industry Banking
Experience
Mainland Bank   November 2013 - Present
The Bank of River Oaks   November 2006 - November 2013

Education
University of Houston   2005 — 2007

University of Houston, C.T. Bauer College of Business   2004 — 2006
BBA, Finance

Robert Raney Robert Raney Houston, Texas Area Details
Robert Raney's The Bank of River Oaks Experience 2005 - Present
Job Senior Vice President, Commercial Lending at The Bank of Rvier Oaks
Industry Banking
Experience
The Bank of Rvier Oaks   October 2014 - Present
The Bank of River Oaks   2005 - Present
Whitney National Bank  June 2001 - May 2005

Skills
Banking, Credit Analysis, Commercial Banking, Commercial Lending

Education
Tulane University - A.B. Freeman School of Business   1997 — 2001
BSM, Finance

Stanley Grisham Stanley Grisham Houston, Texas Area Details
Stanley Grisham's The Bank of River Oaks Experience October 2015 - Present
Job VICE CHAIRMAN at THE BANK OF RIVER OAKS
Industry Banking
Experience
THE BANK OF RIVER OAKS   October 2015 - Present
Independent Bank  January 2014 - May 2015
CommunityBank of Texas, N.A.   March 2010 - January 2014
BBVA Compass Bank  September 2002 - January 2009
Texas State Bank  September 2002 - September 2008
Compass Bank  September 2000 - September 2002
Bank One Texas  September 1997 - September 2000
San Antonio Savings Association  December 1981 - September 1990
Texas Commerce Bank  October 1972 - December 1981

Skills
Commercial Mortgages, Commercial Lending, Commercial Banking, Loans, Treasury Management, Credit Risk, Working Capital..., Small Business Lending, Banking, Risk Management, Credit Analysis, Credit, Financial Analysis, Portfolio Management, Underwriting, Mortgage Lending, Real Estate, Investments, Sales Management, Middle Market, Lines Of Credit, Consumer Lending, Asset Based Lending, Loan Origination, Construction Loans, Financial Structuring, SBA, Finance, Mergers & Acquisitions, Business Development, Commercial Real Estate, Retail Banking, Due Diligence

Education
Southwestern Graduate School of Banking, Cox School of Business, Southern Methodist University   1975 — 1977
Graduate, Banking

University of Houston, C.T. Bauer College of Business
BBA, General Business

Laura Vloedmans Laura Vloedmans Humble, Texas Details
Laura Vloedmans's The Bank of River Oaks Experience October 2011 - July 2012
Job Deposit Operations Specialist at Plains State Bank
Industry Banking
Experience
Plains State Bank  May 2015 - Present
Bank of River Oaks   July 2012 - April 2015
The Bank of River Oaks   October 2011 - July 2012
Comerica  2005 - 2011

Skills
Banking, Cross Selling, Retail Banking, Branch Banking, Internet Banking, Treasury Management, SWIFT payments, Customer Service, Small Business Lending, Portfolio Management

Education
Sam Houston State University

Lone Star College
Associate of Arts (A.A.)

Jack Battle Jack Battle Houston, Texas Area Details
Jack Battle's The Bank of River Oaks Experience September 2013 - Present
Job Senior Vice President at The Bank of River Oaks
Industry Banking
Experience
The Bank of River Oaks   September 2013 - Present
Comerica Bank  May 2009 - September 2013
Wachovia Bank  April 2002 - May 2009
Comerica Bank  March 1993 - April 2002
Bank One  September 1984 - March 1993

Skills
Commercial Lending, Commercial Banking

Education
Texas A&M University   1978 — 1984
BBA, MBA, Finance

Felma Quinto Felma Quinto Spring, Texas Details
Felma Quinto's The Bank of River Oaks Experience May 2005 - July 2007
Job 11 years of various positions in Commercial Lending
Industry Banking
Experience
The Bank of River Oaks   May 2005 - July 2007
Whitney National Bank  June 2000 - May 2005
Bank of Hawaii  June 1995 - February 1999

Skills
Banking, Commercial Banking, Loan Assistant, Commercial Lending, Loan Processor, Customer Service

Education
University of Guam   1991 — 1995
Bachelor's degree, Accounting