United Legacy Bank
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United Legacy Bank Employees
Harvard Student Agencies November 2014 - Present
Harvard Student Agencies January 2014 - November 2014
United Legacy Bank May 2014 - August 2014
Skills
Customer Service, Payroll, Leadership, Schedules, Cashiering, Hiring, Inventory Control, Budgeting, Business Planning, Social Media, Marketing, Management, Time Management, A/B Testing
Education
Harvard University 2011 — 2016
Bachelor of Arts (BA), Economics
Bishop Moore Catholic High School 2007 — 2011
High School
Sign Recovery Services July 2010 - Present
United Legacy Bank 2006 - 2010
Riverside Bank 2006 - 2010
RBC February 2004 - October 2006
Investments September 1999 - February 2004
Skills
Strategy, Marketing Strategy, Business Development, Strategic Planning, Business Strategy, Entrepreneurship, Customer Service, Customer Satisfaction, Small Business, Government Contracting, Operations Management, Sales Management, Banking, Business Loans, Property Management, Investments, Start-ups, Finance, Management, Sales
Education
Rollins College - Crummer Graduate School of Business 2010 — 2011
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
Elon University - Martha and Spencer Love School of Business 1995 — 1999
Bachelor of Business Administration (BBA), Marketing and Managment
United Legacy Bank September 2010 - April 2015
Salon INXS December 2009 - March 2011
Jeremiah's Italian Ice February 2007 - October 2009
Skills
Banking, Customer Service, Supervisory Skills, Receptionist Duties, Appointment Scheduling, Administrative Work, Teller Operations, Microsoft Office, Branch Audits, Small Business Lending, PowerPoint, Social Networking, Commercial Banking, Customer Satisfaction, Teamwork, Microsoft Word, Leadership, Social Media
Education
University of Central Florida 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Winter Springs High School 2003 — 2007
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LA Fitness June 2012 - Present
Merle Norman Cosmetics February 2008 - Present
United Legacy Bank August 2007 - May 2010
Publix June 2006 - August 2007
Skills
spin certified
Education
University of Central Florida 2012 — 2014
Communications, Business/Corporate Communications, Junior
University of Central Florida
Bachelor’s Degree
Valencia College
Valencia College
Associate’s Degree
United Legacy Bank April 2013 - Present
SunTrust Bank August 2008 - March 2013
Education
Seminole State College of Florida 2013 — 2015
Saltmarsh, Cleaveland & Gund September 2011 - Present
United Legacy Bank July 2004 - October 2011
Regions Bank June 2002 - June 2004
AmSouth Bank November 1999 - June 2002
Skills
Loans, Credit, Retail Banking, Banking, Management, Commercial Banking, Auditing, Commercial Lending, Consumer Lending, Small Business Lending, Credit Analysis, Mortgage Lending, Financial Analysis, Underwriting, Internal Audit, Regulatory Requirements, Risk Assessment, Compliance Monitoring, Compliance Procedures, Compliance Analysis, Risk Management, Financial Services, Financial Institutions
Education
Indiana University - Kelley School of Business 1995 — 1997
Bachelor of Science, Business Management
United Legacy Bank April 2015 - Present
PNC Mortgage October 2012 - April 2015
M&I Bank March 2010 - October 2012
Signature Home Lending 2004 - 2010
Skills
Banking, Loans, Credit, Commercial Banking, Retail Banking, Credit Analysis, Commercial Lending, Mortgage Lending, Portfolio Management, Small Business Lending, Financial Analysis, Credit Risk, Mortgage Banking, Investments, Consumer Lending, Residential Mortgages, Underwriting, Refinance, Commercial Mortgages, FHA, Loan Origination, Finance, Management, Lines Of Credit, Construction Loans, Real Estate
Education
Oviedo High School
University of Central Florida
Bachelor's degree, Business, Management, Marketing, and Related Support Services
McGladrey October 2015 - Present
BNY Mellon November 2014 - August 2015
McGladrey January 2014 - April 2014
Lockheed Martin June 2012 - December 2013
Cross, Fernandez & Riley, LLP July 2013 - July 2013
McGladrey July 2013 - July 2013
United Legacy Bank May 2012 - July 2012
University of Central Florida June 2010 - May 2012
Zeta Tau Alpha 2011 - 2012
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Sales, Microsoft Word, Leadership, Project Management, Team Leadership, Management, Process Improvement, Banking, Outlook, PeopleSoft, Financial Analysis, Access, Accounting, Time Management, Social Networking
Education
Liberty University 2014 — 2015
Master of Science in Accounting, Accounting
University of Central Florida 2009 — 2013
Bachelors Degree, Accounting and Finance
Lake Braddock Secondary School 2003 — 2009
High School Diploma
Seaside National Bank & Trust November 2011 - Present
United Legacy Bank February 2010 - October 2011
Riverside Bank of Central Florida October 2005 - January 2010
E-Brands Restaurants June 2003 - September 2005
Skills
Financial Analysis, Banking, Cash Management, Loans, Commercial Banking, Strategic Financial..., Microsoft Excel, Internal Controls, Financial Statements, Account Reconciliation, Financial Reporting, General Ledger, Financial Accounting
Education
Saint Leo University 2010 — 2012
Masters Business Administration, Accounting
University of Central Florida - College of Business Administration 2002 — 2006
Bachelors, Human Resources & Accounting
FAIRWINDS Credit Union April 2013 - Present
Litigation and Financial Advisory Services May 2012 - April 2013
United Legacy Bank January 2010 - May 2012
Riverside Bank of Central Florida July 2007 - January 2010
NetBank, FSB April 2003 - May 2007
AmSouth Bank February 1998 - April 2003
Barnett Banks Inc. February 1997 - February 1998
Barnett Banks Inc. January 1994 - January 1997
Skills
Credit, Risk Management, Portfolio Management, Finance, Mergers & Acquisitions, Financial Services, Budgets, Loans, Credit Cards, Credit Analysis, Commercial Lending, Banking, Underwriting, Commercial Banking, Consumer Lending, Small Business Lending, Mortgage Lending, Financial Analysis, Mortgage Banking, Retail Banking
Education
Graduate School of Retail Bank Management; University of Virginia 1988 — 1990
MBA, University of North Florida 1982 — 1984
University of Central Florida - College of Business Administration 1977 — 1980
B.S., Finance
Smith Accounting & IT Solutions, LLC September 2015 - Present
Premier Pawn July 2014 - September 2015
Communications Support Network (CSN) March 2013 - July 2014
United Legacy Bank September 2009 - March 2012
Hacker, Johnson & Smith P.A. August 2008 - September 2009
Skills
Financial Accounting, General Ledger, GAAP, QuickBooks, Financial Reporting, Accounting, Auditing, Project Management, Management, Sales Management
Education
Saint Leo University 2012 — 2016
MBA with Concentration in Accounting
University of Central Florida - College of Business Administration 2004 — 2008
BA, Accounting - Concentration in Public Accounting
United Legacy Bank Senior Vice PresidentSunTrust Bank1998 - 2005
Barnett Bank 1985 - 1998
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Banking, Loans, Credit Analysis, Credit, Consumer Lending, Retail Banking, Lines Of Credit, Financial Analysis, Underwriting, Risk Management, Asset Based Lending, SBA, Commercial Mortgages, Cash Flow Lending, Middle Market, SBA 504, Treasury Services, Construction Loans, C&I Lending, Real Estate Lending, Community Banking, Remote Deposit Capture, Branch Management, Banking Relationships, Loan Origination
Education
University of Central Florida 1977 — 1980
Bachelor of Science Business Administration, Accounting and Finance
Osceola High School 1970 — 1972
United Legacy Bank Whatever is needed in a branch bankPart time Customer ServiceUnited Legacy BankMay 2012 - Present
Several banks August 1986 - April 2011
Skills
Banking, Retail Banking, Credit, Loans, Commercial Banking, Credit Analysis, Consumer Lending, Small Business Lending, Commercial Lending, Risk Management, Financial Analysis, Underwriting, Customer Service, Lines Of Credit, Microsoft Excel, Microsoft Word, Time Management, Microsoft Office, Sales, PowerPoint, Team Building
Education
Indiana University Bloomington 1966 — 1970
Bachelor's degree, Marketing