The Private Bank

Industry: Commercial banking company

Description

CIBC Bank USA is an American commercial bank headquartered in Chicago, Illinois. Founded in 1989 as PrivateBancorp Inc., the company became a subsidiary of the Toronto-based Canadian Imperial Bank of Commerce after a US$5 billion acquisition in June 2017. Headquarters: Chicago, IL Parent organization: Canadian Imperial Bank of Commerce Total assets: 17.7 billion USD (2016) Traded as: NASDAQ: PVTB (1999–2017) Assets under management: 9.6 billion USD Founded: 1989 Subsidiaries: The Privatebank and Trust Company, Asset Management Arm,

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The Private Bank Employees

Employee
Years
Job
Industry
Jean Lovergine Jean Lovergine Greater Chicago Area Details
Jean Lovergine's The Private Bank Experience January 2015 - Present
Job The Private Bank is Your Bank for Fast Mortgage Approvals!
Industry Banking
Experience
The Private Bank   January 2015 - Present
Inland Bank and Trust  June 2012 - December 2014
Charter One Bank  April 2011 - June 2012
Fifth Third Bank  September 2007 - April 2011
Charter One Bank  January 2003 - May 2007

Skills
Finance, VA loans, Residential Homes, Loans, Loan Origination, Non-Conforming, Credit, Real Estate, Reverse Mortgages, Refinance, USDA, Banking, FHA, Mortgage Lending, Residential Mortgages, First Time Home Buyers, Mortgage Banking, Customer Service, FHA financing, Certified Mortgage..., Commercial Mortgages, Consumer Lending, Commercial Banking, Investment Properties, Underwriting, REO, Mortgage Underwriting, Construction Loans, Government Loans, Credit Analysis, Home Equity Lines of..., Home Equity Loans, Small Business Lending, Real Estate Financing, Lines Of Credit, Mortgage Marketing, Loss Mitigation, VA Loans, FHA Financing

Education
Northeastern Illinois University
BS, Accounting and Finance

Kit Dauten Kit Dauten Winnetka, Illinois Details
Kit Dauten's The Private Bank Experience January 2013 - February 2013
Job Student at Dartmouth College
Industry
Experience
Waterhouse Bar Group   June 2013 - August 2013
Northfield Park District  June 2013 - August 2013
The Private Bank   January 2013 - February 2013

Skills
PowerPoint, Research, Microsoft Office, Microsoft Word, Public Speaking, Event Management, Newsletters, Microsoft Excel, Editing

Education
Dartmouth College   2010 — 2014
Bachelor's degree, Psychology

The University of Edinburgh
Dartmouth Study Abroad--Religion

University of Sydney
Philosophy

New Trier High School   2006 — 2010

Torael Sexton Torael Sexton Greater Chicago Area Details
Torael Sexton's The Private Bank Experience October 2011 - Present
Job Trust Operations Associate II
Industry Banking
Experience
The Private Bank   October 2011 - Present

Skills
Cash Management, Cash Accounting, Financial Services, Banking, Payments, Deposits, Accounting, Invoicing, Account Reconciliation, Financial Analysis, Leadership, Management, Finance, Customer Service, Auditing, Strategic Planning, Tax, Analysis, Microsoft Excel, Financial Reporting, FinCEN 314(a), OFAC, Internal Audit

Education
Roosevelt University   2003 — 2009
Bachelor, Business

Roosevelt University

Colin McNulty Colin McNulty Greater St. Louis Area Details
Colin McNulty's The Private Bank Experience July 2012 - Present
Job Commercial RM, Managing Director at The Private Bank
Industry Banking
Experience
The Private Bank   July 2012 - Present
First Bank  January 2012 - June 2012
Heartland Bank  September 2007 - December 2011
Pulaski Bank  2005 - 2007
US Bank  2004 - 2005
GE Capital  2002 - 2004

Skills
Commercial Lending, Banking, Loans, Commercial Real Estate, Small Business Lending, Commercial Banking

Education
University of Missouri-Columbia   1997 — 2001

Jeff Wunderlich Jeff Wunderlich Minooka, Illinois Details
Jeff Wunderlich's The Private Bank Experience May 2013 - Present
Job Mortgage Banker at The Private Bank
Industry Banking
Experience
The Private Bank   May 2013 - Present
First Federal Savings Bank  April 2003 - April 2013
Wunderlich Travel Agency, Inc.   December 1977 - April 2003

Skills
FHA, Mortgage Lending, Loans, Loan Origination, Credit, Mortgage Banking, Banking, Consumer Lending, FHA financing, Retail Banking, First Time Home Buyers, Real Estate, Customer Service, Investment Properties

Education
Northern Illinois University   1975 — 1977
BS, Economics

Marcus Young Marcus Young Chicago, Illinois Details
Marcus Young's The Private Bank Experience February 2014 - May 2014
Job MSWindows 7 Migration Technician at CNA Insurance
Industry Internet
Experience
CNA Insurance  November 2014 - Present
EXELON CORPORATION  May 2014 - October 2014
THE PRIVATE BANK   February 2014 - May 2014
FTD  June 2013 - September 2013

Skills
Windows XP, Computer Hardware, Technical Support, Windows 7, Troubleshooting, Help Desk Support, Hardware, Active Directory, Windows Server, Servers, Operating Systems, VMware, Networking, Windows, Printers, TCP/IP, DNS, XP, Customer Service

Education
DeVry University   1985 — 1987
DeVry Institute of Technology, Computer Information Systems

Amy Folmer Rieke Amy Folmer Rieke Greater Chicago Area Details
Amy Folmer Rieke's The Private Bank Experience 2006 - Present
Job Senior Loan Officer at The PrivateBank and Trust Company
Industry Banking
Experience
The PrivateBank and Trust Company  June 2006 - Present
The Private Bank   2006 - Present

Skills
Loans, Credit, Mortgage Lending, Loan Origination, Banking, Consumer Lending, Mortgage Banking, Refinance, FHA financing, Credit Analysis, Residential Mortgages, FHA, Underwriting, Investment Properties, Real Estate, Construction Loans, VA loans

Education
University of Missouri-Columbia   1990 — 1994

Kevin J. Van Solkema Kevin J. Van Solkema Greater Chicago Area Details
Kevin J. Van Solkema's The Private Bank Experience January 2008 - Present
Job Chief Risk Officer at The Private Bank
Industry Banking
Experience
The Private Bank   January 2008 - Present

Skills
Commercial Banking, Credit Analysis, Banking, Risk Management, Credit Risk, Capital Markets, Financial Analysis, Commercial Lending, Credit, Loans, Financial Risk, Capital Adequacy, Small Business Lending, Portfolio Management

Education
Michigan State University   1982 — 1983
MBA, Finance

Grand Valley State University   1978 — 1981
BBS Accounting

Courtney Clemens Courtney Clemens Greater Chicago Area Details
Courtney Clemens's The Private Bank Experience October 2013 - February 2014
Job
Industry Banking
Experience
The Private Bank   October 2013 - February 2014
TCF Bank  February 2008 - July 2012
TCF Bank  March 2006 - February 2008
TCF Bank  May 2000 - March 2006

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, Teaching, HTML, Budgets, Strategic Planning

Education
Joliet Junior College   1998 — 2002
Associate of Arts (A.A.)

Vicki Sklar Vicki Sklar Greater Chicago Area Details
Vicki Sklar's The Private Bank Experience February 2012 - Present
Job Associate Managing Director, Marketing and Communications at The Private Bank
Industry Marketing and Advertising
Experience
The Private Bank   February 2012 - Present
BCU  October 2005 - December 2011
Associated Bank  September 1998 - October 2005
Bank One  1993 - 1998
First National Bank and Trust Company (Acquired by Bank One in 1993)   1982 - 1993

Skills
Marketing Strategy, Marketing Communications, New Business Development, Marketing, Direct Marketing, Email Marketing, Marketing Management, Market Planning, Brand Management, Online Marketing, Advertising, Banking, Corporate Communications, Integrated Marketing, Digital Marketing, Market Research, Strategy, CRM, Corporate Branding, Lead Generation

Education
Rock Valley College
Associate in Applied Science, Finance

Rockford College

James Nickel James Nickel Greater Pittsburgh Area Details
James Nickel's The Private Bank Experience August 2014 - Present
Job Managing Director at The Private Bank
Industry Banking
Experience
The Private Bank   August 2014 - Present
TriState Capital Bank  September 2007 - August 2014
Citizens Bank  March 2000 - September 2007
PNC Bank  July 1989 - March 2000

Skills
Loans, Commercial Banking, Customer Service, Credit, Banking, Management, Credit Analysis, Event Planning, Commercial Lending, Strategic Planning, Small Business Lending, Asset Based Lending, Middle Market, Portfolio Management, Lines Of Credit

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   1992 — 1996
MBA

Bucknell University   1985 — 1989

Amanda Schultze Amanda Schultze Washington, District Of Columbia Details
Amanda Schultze's The Private Bank Experience May 2011 - August 2011
Job Consultant at KCIC
Industry Information Technology and Services
Experience
KCIC  November 2014 - Present
Accenture  July 2013 - November 2014
International Rescue Committee  June 2012 - August 2012
Washington Scholars Fellowship Program  May 2012 - August 2012
Central PA Chamber of Commerce   January 2012 - May 2012
The Private Bank   May 2011 - August 2011

Skills
Nonprofits, Policy Analysis, International..., Public Policy, Social Media, Research, Public Speaking, Microsoft Office, Foreign Policy, PowerPoint, Microsoft Excel, Political Science, Policy, Public Relations, Strategy, Leadership, Government

Education
Bucknell University   2009 — 2013
BA, Political Science and Psychology

Università Cattolica del Sacro Cuore, Milan, Italy   2011 — 2011

Timothy Malecek Timothy Malecek Saint Louis, Missouri Details
Timothy Malecek's The Private Bank Experience 2005 - 2013
Job Sales Professional
Industry Banking
Experience
The Private Bank   2005 - 2013
Wells Fargo Home Mortgage  2003 - 2005
Enterprise Rent-A-Car  2000 - 2003
Heritage Exhibits  1997 - 2000
Enterprise Rent-A-Car  1993 - 1996

Skills
Banking, Sales, Finance

Education
Maryville University of Saint Louis   1989 — 1993
Marketing

Tom Venezia Tom Venezia Greater Atlanta Area Details
Tom Venezia's The Private Bank Experience June 2007 - December 2007
Job Investment Management at EARNEST Partners
Industry Investment Management
Experience
EARNEST Partners  February 2014 - Present
HDH Advisors, LLC  July 2013 - November 2013
GenOn Energy  January 2011 - June 2013
GenOn Energy (formely Mirant)   January 2008 - January 2011
The Private Bank   June 2007 - December 2007

Skills
Swaps, Commodity Markets, Energy, Analysis, Financial Modeling, Risk Management, Statistical Modeling, Valuation, Settlement, Greeks, Options, Hedging, Financial Risk, Market Risk, Forecasting, Trading, Portfolio Management, Investments, Commodity, Financial Analysis

Education
Emory University - Goizueta Business School   2011 — 2014
MBA, Finance & Capital Markets, Deans List

University of South Carolina - The Moore School of Business   2003 — 2007
Bachelor, Finance, Magna Cum Laude

CFA Candidate

Emily Pagoria Emily Pagoria Peoria, Illinois Details
Emily Pagoria's The Private Bank Experience June 2012 - August 2012
Job Event Specialist at Maui Jim
Industry Public Relations and Communications
Experience
Maui Jim  January 2015 - Present
Bradley University  August 2013 - December 2014
hybris software  May 2014 - August 2014
Chicago Automobile Trade Association  December 2013 - February 2014
Palos Consolidated School District 118   May 2013 - September 2013
The Private Bank   June 2012 - August 2012

Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Outlook, Outstanding..., Research Skills, Advanced Writing Skills, Exceptionally well..., Basic knowledge of..., Highly responsible, Customer Service, Organization &..., Extensive knowledge of..., High Level Of Accuracy, Committed to..., Resourceful..., Leadership Skills, Public Speaking and..., Social Networking, Event Planning, Public Relations

Education
Bradley University   2010 — 2014
Bachelor of Applied Science (BASc), Journalism, English, minor in Professional Writing, Senior

Marty Klauber Marty Klauber Greater Chicago Area Details
Marty Klauber's The Private Bank Experience 2002 - 2009
Job Senior Vice President at FirstMerit Bank
Industry Banking
Experience
First Merit Bank  April 2015 - Present
First Midwest Bank  August 2014 - April 2015
Banco Popular North America  August 2010 - August 2014
Popular Community Bank  August 2010 - August 2014
Popular Community Bank  August 2010 - August 2014
The Private Bank   2002 - 2009
American National Bank  1996 - 2002
American National Bank & Trust Company of Chicago  1996 - 2002
NBD Bank  1988 - 1996

Education
University of Wisconsin-Madison - School of Business   1981 — 1987
Master of Business Administration (MBA), Finance, General

State University of New York College at Buffalo   1974 — 1978
BA, History/French

Amherst High School

Trinity International University

Jean Roesch Jean Roesch Greater Chicago Area Details
Jean Roesch's The Private Bank Experience July 2008 - Present
Job Associate Managing Director/Senior Product Mgr at The Private Bank
Industry Banking
Experience
The Private Bank   July 2008 - Present
Bank of America  April 2002 - July 2008
PNC and the former Bank One   March 1999 - February 2002
First National Bank of Chicago  1980 - 2000

Education
Aurora University   2004 — 2008
MBA, Leadership

DePaul University   1994 — 1999

Alan B. Fine Alan B. Fine Greater Chicago Area Details
Alan B. Fine's The Private Bank Experience 2007 - November 2012
Job Executive Vice President at Wintrust Commercial Bank
Industry Banking
Experience
Wintrust Commercial Bank  November 2012 - Present
the private bank   2007 - November 2012

Skills
Commercial Banking, Commercial Lending, Loans, Credit Analysis, Credit, Banking, Credit Risk

Education
Northern Illinois University   1967 — 1971

Andrea Sefer Tierney Andrea Sefer Tierney Greater Chicago Area Details
Andrea Sefer Tierney's The Private Bank Experience November 2011 - September 2014
Job Managing Director
Industry Banking
Experience
The PrivateBank  September 2014 - Present
The Private Bank   November 2011 - September 2014
Cole Taylor Bank  December 2010 - November 2011
Cole Taylor Bank  March 2010 - January 2011
Cole Taylor Bank  April 2009 - March 2010
Bank of America  April 2007 - March 2009
LaSalle Bank  September 2006 - March 2007

Skills
Commercial Lending, Commercial Real Estate, Management

Education
University of Illinois at Urbana-Champaign - College of Business   2002 — 2006
BS, Finance

Tony Pigatti Tony Pigatti Greater Chicago Area Details
Tony Pigatti's The Private Bank Experience December 2011 - Present
Job Managing Director Market Sales Manager at The Private Bank
Industry Banking
Experience
The Private Bank   December 2011 - Present
Metropolitan Bank Group  October 2008 - December 2011
LaSalle Bank  October 1992 - December 2007

Skills
Loan Origination, Loans, Mortgage Lending, Mortgage Underwriting, Government Loans, Consumer Lending, Treasury Management, Lines Of Credit, Sales, Financial Services, Mortgage Banking, Management, Asset Based Lending, Home Equity Lines of..., Residential Mortgages, Retail Banking, Certified Mortgage..., Home Equity Loans

Education
University of Iowa   1988 — 1992
BS, Finance

Marmion

Keith Rofrano Keith Rofrano Greater Chicago Area Details
Keith Rofrano's The Private Bank Experience 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
The Private Bank   2008 - Present
The Private Bank   2008 - Present
LaSalle Bank / ABN Amro  April 2000 - October 2007
LaSalle Bank  2000 - 2007

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1994 — 1996

Ann Marie Annie Woods Ann Marie Annie Woods Greater Chicago Area Details
Ann Marie Annie Woods's The Private Bank Experience January 2011 - Present
Job Treasury Management Impl. & Serv. Consultant at The Private Bank
Industry Financial Services
Experience
The Private Bank   January 2011 - Present
Cole Taylor Bank  September 2006 - December 2010
Midwest Bank and Trust Company  1998 - 2006
Farm Progress Companies  1985 - 1998

Skills
Product Management, Budgets, Banking, Marketing, Commercial Banking, Graphic Design, Risk Management, Process Improvement, Treasury Management, Business Analysis, Analysis, Financial Analysis, Cash Management

Education
Dominican University   2000 — 2004
Graphic Design and Marketing

Melissa Mau Melissa Mau Greater Chicago Area Details
Melissa Mau's The Private Bank Experience August 2013 - Present
Job Team Lead, Construction Loan Administration at The Private Bank
Industry Real Estate
Experience
The Private Bank   August 2013 - Present
Associated Bank  August 2007 - August 2013
Merrill Lynch  January 2006 - August 2007
LaSalle Bank  March 1999 - January 2006
Avondale Financial   August 1995 - March 1999
South Central Bank  December 1994 - August 1995
Household Mortgage Co   August 1991 - November 1994

Skills
Banking, Loans, Commercial Lending, Microsoft Excel, Construction, Team Building, Employee Training

Education
Illinois State University   1986 — 1991

Geoffrey Koss Geoffrey Koss Greater Chicago Area Details
Geoffrey Koss's The Private Bank Experience March 2009 - Present
Job Managing Director at The Private Bank
Industry Financial Services
Experience
The Private Bank   March 2009 - Present
Wrightwood Capital  2007 - 2009
LaSalle Bank  1993 - 2007

Skills
Real Estate Economics, Asset Management, Asset Managment, Banking, Capital Markets, Commercial Lending, Credit, Credit Analysis, Due Diligence, Loans, Management, Portfolio Management, Underwriting

Education
Northwestern University - Kellogg School of Management   1999 — 2002
MBA, Finance

Indiana University - Kelley School of Business   1988 — 1993
BS, Marketing

Joe Fudacz Joe Fudacz Greater Chicago Area Details
Joe Fudacz's The Private Bank Experience November 2011 - Present
Job Managing Director at The Private Bank
Industry Banking
Experience
The Private Bank   November 2011 - Present
Bank of America  October 2007 - June 2011
LaSalle Bank  1990 - 2007

Education
DePaul University   1985 — 1987
MBA, Finance

Loras College   1974 — 1978
BA, Accounting

Chris Ebert Chris Ebert Greater Chicago Area Details
Chris Ebert's The Private Bank Experience July 2014 - Present
Job Managing Director/ Business Banking Division Manager at The Private Bank
Industry Banking
Experience
The Private Bank   July 2014 - Present
MB Financial Bank  January 2013 - June 2014
MB Financial Bank  January 2010 - June 2014
Midwest Bank & Trust/ Royal American Bank   January 2003 - May 2010
LaSalle Bank  August 1995 - September 2002

Skills
Commercial Lending, Asset Based Lending, Commercial Banking, Loans, Credit Analysis, Credit, Small Business Lending, Banking, Portfolio Management, Underwriting, Treasury Management, Loan Origination, Commercial Mortgages, Finance, Lines Of Credit, Financial Analysis

Education
Northwestern University - Kellogg School of Management   1995 — 1998
MBA, Finance

John Carroll University   1978 — 1982
BSBA, Finance

Jackson Hovis Jackson Hovis Atlanta, Georgia Details
Jackson Hovis's The Private Bank Experience May 2006 - August 2006
Job Property Manager at The Shopping Center Group
Industry Commercial Real Estate
Experience
The Shopping Center Group  January 2013 - Present
The Hudson Group LLC  January 2012 - October 2012
The Honorable Paul Broun   August 2011 - January 2012
Atlantic Investors Group Inc   May 2010 - August 2010
Beta Land Services  May 2008 - August 2008
The Private Bank   May 2006 - August 2006

Education
The University of Georgia   2006 — 2012
Agribusiness, Agriculture and Applied Economics

Chuck Wenzel Chuck Wenzel Greater Chicago Area Details
Chuck Wenzel's The Private Bank Experience September 2008 - September 2011
Job Relationship Manager Heartland Payment Systems
Industry Financial Services
Experience
Heartland Payment Systems  March 2015 - Present
Midwest Energy  January 2013 - March 2015
Portfolio Lending   September 1993 - January 2013
The Private Bank   September 2008 - September 2011
JP Morgan Chase  February 1996 - September 2008

Skills
Managerial Finance, Public Speaking, Budgets, Government, Mortgage Lending, Analysis, Leadership, Team Building, Strategy, Risk Management, Marketing, Change Management, Strategic Planning, Loans, Management, Banking, Financial Analysis, Insurance, Investments, Process Improvement, Negotiation

Education
The University of Chicago   2001 — 2002
MBA, Partial Completion

Northern Illinois University   1985 — 1989
BS, Bachelor of Science

Brother Rice High School   1981 — 1985
HS Diploma, College Prep

Dave MacVean Dave MacVean Greater San Diego Area Details
Dave MacVean's The Private Bank Experience 2003 - 2005
Job Owner, Collins MacVean, LLC
Industry Investment Management
Experience
Collins MacVean, LLC   August 2005 - Present
The Private Bank   2003 - 2005
UBS  2001 - 2003
Wells Fargo Van Kasper  1999 - 2001
Morgan Stanley  1994 - 1999

Skills
Investments, Asset Managment, Strategic Planning, Portfolio Management, Strategic Financial..., Retirement Planning, Wealth Management, Financial Analysis, Equities, Business Strategy, Estate Planning, Mutual Funds, Microsoft Excel, Asset Management, Investment Advisory, Asset Allocation, Investment Management, Venture Capital, Wealth Management...

Education
University of California, Santa Barbara   1983 — 1987
Bachelor of Arts (B.A.), Political Science

Pt. Loma HS

FAYE PALMER FAYE PALMER Greater Chicago Area Details
FAYE PALMER's The Private Bank Experience September 2011 - Present
Job PLEDGED COLLATERAL ANALYST at THE PRIVATE BANK
Industry Financial Services
Experience
THE PRIVATE BANK   September 2011 - Present
Citigroup  October 2009 - September 2011
CITIBANK  June 1987 - June 2006

Skills
Credit, Loans, Management, Portfolio Management, Commercial Real Estate, Real Estate, Due Diligence, Commercial Lending, Finance, Small Business Lending, Mortgage Lending, Credit Risk

Education
University of Illinois at Chicago   1974 — 1979
BA, HISTORY

S. Kyle Mitter S. Kyle Mitter Greater Chicago Area Details
S. Kyle Mitter's The Private Bank Experience March 2013 - January 2014
Job Residential Mortgage Specialist
Industry Financial Services
Experience
North Shore Trust and Savings  February 2014 - Present
The Private Bank   March 2013 - January 2014
US Bank  July 2011 - February 2013
Fifth Third Bank  October 2010 - July 2011
JP Morgan Chase  November 2009 - October 2010
Edens Bank  December 2007 - November 2009
PHH Mortgage  June 2002 - December 2007
Hartford Financial Services, Inc.   December 1992 - May 2002

Skills
Mortgage Lending, Mortgage, Home Equity Loans, FHA, Refinance, Construction Loans, Mortgage Banking, Real Estate Transactions, First Time Home Buyers, Personal Finance, REO, Foreclosures, Real Estate, Strategic Planning, Loan Origination, Insurance, Residential Mortgages, Process Improvement, Loans, Financial Services, Credit, Underwriting, Banking, FHA financing, VA loans, Finance, Credit Analysis, USDA, Mortgage Underwriting, Loss Mitigation, Commercial Lending, Commercial Mortgages, Consumer Lending, Investments, Investment Properties, FHA Financing, VA Loans

Education
Indiana University Bloomington   1984 — 1988
B.S

Justin Hauad Justin Hauad Chicago, Illinois Details
Justin Hauad's The Private Bank Experience May 2007 - August 2009
Job Designer/Project Estimator at Fountain Technologies, Ltd
Industry Architecture & Planning
Experience
Fountain Technologies, Ltd   January 2015 - Present
Fountain Technologies, Ltd.   March 2013 - December 2014
The Private Bank   May 2007 - August 2009

Skills
Photoshop, InDesign, Illustrator, Microsoft Office, SketchUp, AutoCAD, Concept Design, Concept Development, Water Features, Architectural Design, 3D Architectural..., Proposal Writing, Construction Estimating, Revit, Adobe Creative Suite, Sketching, Construction, Sustainable Design, Construction Management

Education
Illinois Institute of Technology   2014 — 2016
Masters of Construction and Engineering Management, Construction Management

University of Illinois at Urbana-Champaign   2009 — 2013
Bachelor's Degree, Architecture

David Bruce McFadden David Bruce McFadden Kerrville, Texas Details
David Bruce McFadden's The Private Bank Experience June 2004 - Present
Job ORE Management and Sales
Industry Financial Services
Experience
Wells Fargo Bank, Wealth Brokerage and Retirement   August 2012 - Present
The Private Bank   June 2004 - Present
Norwest Bank  1995 - June 2004
First National Bank of Kerrville, Norwest Banks predecessors of Wells Fargo Bank   February 1990 - January 1995

Skills
Loan Administration and..., Leadership, Management, Loans, Financial Risk, Credit, Banking, Strategy, Risk Management, Portfolio Management, Credit Risk, Credit Analysis, Budgets, Commercial Lending, Commercial Banking, Wealth Management, Mortgage Lending

Education
Cisco College
Associate's degree, General Studies, Graduate

Southwestern Graduate School of Banking
Graduate

Sul Ross State University
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management, Grduate

Texas Tech School of Banking
Graduate, Advanced Commercial Lending, Graduate

Cynthia Avis Cynthia Avis Dallas/Fort Worth Area Details
Cynthia Avis's The Private Bank Experience October 2013 - June 2015
Job Personal Banking Officer
Industry Banking
Experience
The Private Bank   October 2013 - June 2015
Baytree Bank   June 2012 - September 2013

Skills
Banking, Sales, Credit, Finance, Retail Banking, Private Banking, Branch Banking, Healthcare, Direct Sales, Retail Sales

Education
Loras
BA

Loras College
Bachelor's degree, English

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