wallis state bank
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wallis state bank Employees
Employee
Years
Job
Industry
Veronica A. Hinojosa Veronica A. Hinojosa's wallis state bank Experience November 2013 - April 2014
Job Business Administration
Industry Real Estate
Experience
Member Home Loan May 2014 - Present
Wallis State Bank November 2013 - April 2014
Wallis State Bank April 2013 - November 2013
Lucky Brand Jeans October 2009 - November 2012
University of Houston Downtown October 2008 - April 2012
Francesca’s Collection April 2010 - April 2011
Skills
Retail Sales, Customer Satisfaction, Customer Engagement, Store Operations, Management, Clienteling, Merchandising, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Administrative..., Office Administration, Team Building, Administration, Databases, English, Spanish, Data Entry, Administrative..., Time Management, Sales, Microsoft Excel
Education
University of Houston-Downtown 2006 — 2012
Bachelors, Business Administration
Member Home Loan May 2014 - Present
Wallis State Bank November 2013 - April 2014
Wallis State Bank April 2013 - November 2013
Lucky Brand Jeans October 2009 - November 2012
University of Houston Downtown October 2008 - April 2012
Francesca’s Collection April 2010 - April 2011
Skills
Retail Sales, Customer Satisfaction, Customer Engagement, Store Operations, Management, Clienteling, Merchandising, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Administrative..., Office Administration, Team Building, Administration, Databases, English, Spanish, Data Entry, Administrative..., Time Management, Sales, Microsoft Excel
Education
University of Houston-Downtown 2006 — 2012
Bachelors, Business Administration
Jaime Flores's wallis state bank Experience December 2007 - March 2012
Job VPCommercial Loan Officer at Mercantil Commercebank
Industry Banking
Experience
Mercantil Commercebank April 2014 - Present
Comerica Bank March 2012 - April 2014
Wallis State Bank December 2007 - March 2012
Millennium State Bank June 2006 - December 2007
Sterling Bank June 2004 - June 2006
Skills
Commercial Lending, SBA, Owner Occupied, Spanish-English, Finance, Small Business, Manufacturing, Industrial, SBA 504, sba 7(a), Loans, Lines Of Credit, Credit Analysis, Loan Servicing, Commercial Banking, Small Business Lending, Asset Based Lending, Underwriting, Credit Risk, Credit, Mortgage Lending, Portfolio Management
Education
University of Houston 2001 — 2004
Bachelor of Business Administration (BBA), Finance
The Chinquapin School
Mercantil Commercebank April 2014 - Present
Comerica Bank March 2012 - April 2014
Wallis State Bank December 2007 - March 2012
Millennium State Bank June 2006 - December 2007
Sterling Bank June 2004 - June 2006
Skills
Commercial Lending, SBA, Owner Occupied, Spanish-English, Finance, Small Business, Manufacturing, Industrial, SBA 504, sba 7(a), Loans, Lines Of Credit, Credit Analysis, Loan Servicing, Commercial Banking, Small Business Lending, Asset Based Lending, Underwriting, Credit Risk, Credit, Mortgage Lending, Portfolio Management
Education
University of Houston 2001 — 2004
Bachelor of Business Administration (BBA), Finance
The Chinquapin School
Kristina Herrod Kristina Herrod's wallis state bank Experience July 2011 - November 2013
Job Credit Investigator at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2013 - Present
Wallis State Bank July 2011 - November 2013
Wells Fargo October 2007 - July 2011
Wachovia, A Wells Fargo Company February 2006 - October 2007
Skills
Customer Service, Banking Operations, Banking, Credit, Loans, Risk Management, Financial Analysis, Finance, Business Analysis, Vendor Management, Commercial Banking, Retail Banking, Consumer Lending, Credit Analysis, Core Banking, Analysis
Education
Dallas Baptist University
B.B.S., Business Administration
Wells Fargo December 2013 - Present
Wallis State Bank July 2011 - November 2013
Wells Fargo October 2007 - July 2011
Wachovia, A Wells Fargo Company February 2006 - October 2007
Skills
Customer Service, Banking Operations, Banking, Credit, Loans, Risk Management, Financial Analysis, Finance, Business Analysis, Vendor Management, Commercial Banking, Retail Banking, Consumer Lending, Credit Analysis, Core Banking, Analysis
Education
Dallas Baptist University
B.B.S., Business Administration
Stacie Doss Stacie Doss's wallis state bank Experience 2011 - 2013
Job CSR LEAD
Industry Logistics and Supply Chain
Experience
CEVA Logistics July 2014 - Present
HFCU October 2013 - Present
Wallis State Bank 2011 - 2013
Skills
Credit, Retail Banking
Education
Houston Community College
Business Administration, Management and Operations
CEVA Logistics July 2014 - Present
HFCU October 2013 - Present
Wallis State Bank 2011 - 2013
Skills
Credit, Retail Banking
Education
Houston Community College
Business Administration, Management and Operations
Faizel Dakri Faizel Dakri's wallis state bank Experience January 2014 - Present
Job Chief Information Officer at Wallis State Bank
Industry Computer Software
Experience
Wallis State Bank January 2014 - Present
Experian Healthcare March 2003 - December 2013
Apple August 1998 - May 2002
Concero August 1994 - May 1998
Skills
Java, JavaScript, CSS, jQuery, jQuery UI, WebObjects, Mac OS X, Cocoa, Objective-C, Unix, AJAX, Enterprise Software, iOS development, Perl, Web Applications, XML, Object Oriented Design, Subversion, OS X
Education
The University of Texas at Austin 1992 — 1994
BA
The University of Texas at Austin 1986 — 1991
BS
Wallis State Bank January 2014 - Present
Experian Healthcare March 2003 - December 2013
Apple August 1998 - May 2002
Concero August 1994 - May 1998
Skills
Java, JavaScript, CSS, jQuery, jQuery UI, WebObjects, Mac OS X, Cocoa, Objective-C, Unix, AJAX, Enterprise Software, iOS development, Perl, Web Applications, XML, Object Oriented Design, Subversion, OS X
Education
The University of Texas at Austin 1992 — 1994
BA
The University of Texas at Austin 1986 — 1991
BS
Tom Russo Tom Russo's wallis state bank Experience May 2007 - December 2010
Job National Business Development ManagerPinnacle Financial StrategiesThe Business for Better Banking
Industry Banking
Experience
Pinnacle Financial Strategies May 2014 - Present
Motivational Speaker/Thinker August 2006 - Present
ProfitStars March 2013 - April 2014
Pinnacle Financial Strategies June 2011 - August 2012
Wallis State Bank May 2007 - December 2010
First Service Credit Union September 2005 - September 2006
Central Bank September 2001 - September 2005
Citizens National Bank 2000 - 2001
Katy Bank 2000 - 2001
First National Bank of Athens August 1995 - August 1996
Skills
Loans, Team Building, Marketing, Executive Management, Business Development, Management, Advertising, Goal Oriented, Branding & Identity, Mortgage Lending, Banking, Credit, Sales Management, Sales, Strategic Planning, New Business Development, Account Management, Customer Service, Marketing Strategy, Finance, Sales Culture..., Product Development, Project Management, Motivational Speaking, Business Strategy, Selling, Economic Development, FHA, Leadership, Negotiation, Contract Negotiation, Loan Origination, Budgets, B2B, Investments, Salesforce.com, Consumer Lending, Mergers & Acquisitions, Mortgage Banking, Lead Generation, Sales Process, Financial Services, Commercial Lending, Relationship Management, Risk Management, Financial Analysis, Training, Small Business Lending, Commercial Banking, Small Business
Education
Texas Tech University 1985 — 1988
BA, Sociology
Clear Creek High School 1981 — 1985
General, College Prep
Pinnacle Financial Strategies May 2014 - Present
Motivational Speaker/Thinker August 2006 - Present
ProfitStars March 2013 - April 2014
Pinnacle Financial Strategies June 2011 - August 2012
Wallis State Bank May 2007 - December 2010
First Service Credit Union September 2005 - September 2006
Central Bank September 2001 - September 2005
Citizens National Bank 2000 - 2001
Katy Bank 2000 - 2001
First National Bank of Athens August 1995 - August 1996
Skills
Loans, Team Building, Marketing, Executive Management, Business Development, Management, Advertising, Goal Oriented, Branding & Identity, Mortgage Lending, Banking, Credit, Sales Management, Sales, Strategic Planning, New Business Development, Account Management, Customer Service, Marketing Strategy, Finance, Sales Culture..., Product Development, Project Management, Motivational Speaking, Business Strategy, Selling, Economic Development, FHA, Leadership, Negotiation, Contract Negotiation, Loan Origination, Budgets, B2B, Investments, Salesforce.com, Consumer Lending, Mergers & Acquisitions, Mortgage Banking, Lead Generation, Sales Process, Financial Services, Commercial Lending, Relationship Management, Risk Management, Financial Analysis, Training, Small Business Lending, Commercial Banking, Small Business
Education
Texas Tech University 1985 — 1988
BA, Sociology
Clear Creek High School 1981 — 1985
General, College Prep
DR.ABBAS JAFFERI DR.ABBAS JAFFERI's wallis state bank Experience July 1997 - Present
Job VICE PRESIDENT & GENERAL MANAGER WALLIS STATE BANK, TOWN & COUNTRY, HOUSTON, TX 77024
Industry Banking
Experience
WALLIS STATE BANK, July 1997 - Present
ROME, ITALY , KARACHI PAKISTAN 1986 - 1997
BCCI ( CANADA) 1984 - 1986
PERWIRA HABIB BANK 1976 - 1979
KARACHI August 1969 - August 1973
Skills
Banking, Portfolio Management, Commercial Banking, Finance, Financial Analysis, Credit Analysis, Risk Management, Credit, Business Strategy, Strategic Planning, Management, Investments, Microsoft Office, Analysis, Marketing Management, Marketing Strategy
Education
Karachi University 1961 — 1963
Master of Arts (M.A.), Economics, FIRST CLASS
WALLIS STATE BANK, July 1997 - Present
ROME, ITALY , KARACHI PAKISTAN 1986 - 1997
BCCI ( CANADA) 1984 - 1986
PERWIRA HABIB BANK 1976 - 1979
KARACHI August 1969 - August 1973
Skills
Banking, Portfolio Management, Commercial Banking, Finance, Financial Analysis, Credit Analysis, Risk Management, Credit, Business Strategy, Strategic Planning, Management, Investments, Microsoft Office, Analysis, Marketing Management, Marketing Strategy
Education
Karachi University 1961 — 1963
Master of Arts (M.A.), Economics, FIRST CLASS
Wafi Ali Wafi Ali's wallis state bank Experience February 2014 - December 2014
Job Seeking Accounting Jobs
Industry Banking
Experience
Jefferson Bank December 2014 - Present
Wallis State Bank February 2014 - December 2014
BAE Group, Inc. January 2010 - December 2013
Skills
Small Business Lending, Commercial Lending, Financial Analysis, Banking, Consumer Lending, Credit Analysis, Customer Service, Outlook, QuickBooks, Microsoft Office, Java, C++, VB.NET, Bryce, Poser, AutoCAD, Administration, Bank Reconciliation
Education
The University of Texas at San Antonio 2007 — 2008
Bachelor of Business Administration (BBA), Accounting
Jefferson Bank December 2014 - Present
Wallis State Bank February 2014 - December 2014
BAE Group, Inc. January 2010 - December 2013
Skills
Small Business Lending, Commercial Lending, Financial Analysis, Banking, Consumer Lending, Credit Analysis, Customer Service, Outlook, QuickBooks, Microsoft Office, Java, C++, VB.NET, Bryce, Poser, AutoCAD, Administration, Bank Reconciliation
Education
The University of Texas at San Antonio 2007 — 2008
Bachelor of Business Administration (BBA), Accounting
Amanda Weinand Amanda Weinand's wallis state bank Experience August 2012 - January 2014
Job SBA Officer at Texas Champion Bank
Industry Banking
Experience
Texas Champion Bank January 2014 - Present
Wallis State Bank August 2012 - January 2014
Security Service Federal Credit Union October 2008 - August 2012
The University of Texas at San Antonio 2006 - May 2011
Skills
Real Estate, Customer Service, Accounting, Excel, Word, Real Estate Finance, Real Estate Development, Commercial Banking, Commercial Lending, Banking, Corporate Finance, Personal Finance, Credit, Financial Analysis, Negotiation, Mortgage Lending, Financial Modeling, Investments, Loan Origination, Loans, Credit Analysis, Underwriting, Investment Properties, Real Estate Economics, Portfolio Management, Microsoft Excel, Finance, Analysis, Commercial Real Estate, Mortgage Banking, Consumer Lending, Real Estate Financing, Budgets, Small Business Lending, SBA, SBA 504, Commercial Mortgages, Business Development, Financial Risk, Business Planning, Real Estate Transactions
Education
The University of Texas at San Antonio 2006 — 2011
B.B.A, Real Estate Finance and Development
Bellaire High School 2002 — 2006
Texas Champion Bank January 2014 - Present
Wallis State Bank August 2012 - January 2014
Security Service Federal Credit Union October 2008 - August 2012
The University of Texas at San Antonio 2006 - May 2011
Skills
Real Estate, Customer Service, Accounting, Excel, Word, Real Estate Finance, Real Estate Development, Commercial Banking, Commercial Lending, Banking, Corporate Finance, Personal Finance, Credit, Financial Analysis, Negotiation, Mortgage Lending, Financial Modeling, Investments, Loan Origination, Loans, Credit Analysis, Underwriting, Investment Properties, Real Estate Economics, Portfolio Management, Microsoft Excel, Finance, Analysis, Commercial Real Estate, Mortgage Banking, Consumer Lending, Real Estate Financing, Budgets, Small Business Lending, SBA, SBA 504, Commercial Mortgages, Business Development, Financial Risk, Business Planning, Real Estate Transactions
Education
The University of Texas at San Antonio 2006 — 2011
B.B.A, Real Estate Finance and Development
Bellaire High School 2002 — 2006
Roger Sebesta, CFA's wallis state bank Experience May 2014 - Present
Job Chief Financial Officer at Wallis State Bank
Industry Banking
Experience
Wallis State Bank May 2014 - Present
Independence Bank September 2012 - April 2014
Bank of Houston February 2010 - July 2012
FC Holdings, Inc. September 2007 - December 2009
Woodforest National Bank April 2006 - September 2007
Southern National Bank of Texas September 2005 - March 2006
Amegy Bank May 2000 - September 2005
Skills
Treasury Management, Mortgage Lending, Commercial Mortgages, Credit Analysis, Financial Modeling, Executive Management, Corporate Finance, Financial Services, Asset Management, Lines Of Credit, Investments, Finance, Retail Banking, Loan Origination, Private Banking, Asset Based Lending, Mergers & Acquisitions, Capital Markets, Financial Risk, Financial Structuring, Relationship Management, Valuation, Middle Market, Financial Reporting
Education
University of Houston 1997 — 2000
MBA, Finance
Wallis State Bank May 2014 - Present
Independence Bank September 2012 - April 2014
Bank of Houston February 2010 - July 2012
FC Holdings, Inc. September 2007 - December 2009
Woodforest National Bank April 2006 - September 2007
Southern National Bank of Texas September 2005 - March 2006
Amegy Bank May 2000 - September 2005
Skills
Treasury Management, Mortgage Lending, Commercial Mortgages, Credit Analysis, Financial Modeling, Executive Management, Corporate Finance, Financial Services, Asset Management, Lines Of Credit, Investments, Finance, Retail Banking, Loan Origination, Private Banking, Asset Based Lending, Mergers & Acquisitions, Capital Markets, Financial Risk, Financial Structuring, Relationship Management, Valuation, Middle Market, Financial Reporting
Education
University of Houston 1997 — 2000
MBA, Finance
Narendra (Nick) Patel Narendra (Nick) Patel's wallis state bank Experience March 2013 - May 2015
Job Management
Industry Hospitality
Experience
Patel consolidate Inc. June 2015 - Present
Wallis State Bank March 2013 - May 2015
Comfort Inn February 2012 - February 2013
Non flagged motel June 2008 - August 2012
Non flagged hotel January 2008 - August 2012
Motel 6 August 2005 - 2012
Quality Inn 2001 - 2004
Skills
QuickBooks, Microsoft Office, Retail, Administrative..., Time Management, Social Networking, Program Management, Management, Marketing, Customer Service, Business Development, Event Management, Negotiation, New Business Development, Banking, Business Analysis, Team Management, Hospitality, Leadership, Small Business, Loans, Revenue Analysis, Management Consulting, Brand Development, Customer Satisfaction, Forecasting, Team Building, Sales, Marketing Strategy, Budgets, Sales Management
Education
California State University-Long Beach 2000 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Pasadena City College 1996 — 2000
Associate of Arts and Sciences (AAS)
Patel consolidate Inc. June 2015 - Present
Wallis State Bank March 2013 - May 2015
Comfort Inn February 2012 - February 2013
Non flagged motel June 2008 - August 2012
Non flagged hotel January 2008 - August 2012
Motel 6 August 2005 - 2012
Quality Inn 2001 - 2004
Skills
QuickBooks, Microsoft Office, Retail, Administrative..., Time Management, Social Networking, Program Management, Management, Marketing, Customer Service, Business Development, Event Management, Negotiation, New Business Development, Banking, Business Analysis, Team Management, Hospitality, Leadership, Small Business, Loans, Revenue Analysis, Management Consulting, Brand Development, Customer Satisfaction, Forecasting, Team Building, Sales, Marketing Strategy, Budgets, Sales Management
Education
California State University-Long Beach 2000 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Pasadena City College 1996 — 2000
Associate of Arts and Sciences (AAS)
Diana Rodrigues's wallis state bank Experience March 2003 - May 2006
Job Production Planner and Freight Coordinator at DISHAKA
Industry Food Production
Experience
DISHAKA LLC September 2012 - Present
Preferred Bank June 2011 - September 2012
Wells Fargo March 2010 - June 2011
A V Enterprise Inc August 2003 - January 2010
Wallis State Bank March 2003 - May 2006
Empires Bank January 2001 - December 2001
Kuwait Industrial Refinery Maintenance & Engineering Co. August 1993 - August 1999
Kuwait Livestock September 1999 - 1999
Skills
Supply Chain, SAP, Forecasting, Supply Chain Management, Inventory Management, Logistics, Process Improvement, Warehousing, Purchasing, Microsoft Excel, Continuous Improvement, Budgets, Inventory Control, Operations Management, Production Planning
Education
St. Andrew's College of Arts Commerce and Science 1987 — 1991
Bachelor of Commerce (B.Com.), Accounting
St Ann's High School
GED
DISHAKA LLC September 2012 - Present
Preferred Bank June 2011 - September 2012
Wells Fargo March 2010 - June 2011
A V Enterprise Inc August 2003 - January 2010
Wallis State Bank March 2003 - May 2006
Empires Bank January 2001 - December 2001
Kuwait Industrial Refinery Maintenance & Engineering Co. August 1993 - August 1999
Kuwait Livestock September 1999 - 1999
Skills
Supply Chain, SAP, Forecasting, Supply Chain Management, Inventory Management, Logistics, Process Improvement, Warehousing, Purchasing, Microsoft Excel, Continuous Improvement, Budgets, Inventory Control, Operations Management, Production Planning
Education
St. Andrew's College of Arts Commerce and Science 1987 — 1991
Bachelor of Commerce (B.Com.), Accounting
St Ann's High School
GED
Mohammad Naqvi Mohammad Naqvi's wallis state bank Experience April 2014 - May 2015
Job Teller at Wallis State Bank, Stafford
Industry Retail
Experience
Wallis State Bank April 2014 - May 2015
Exxon mobile March 2012 - September 2013
Wells Fargo January 2008 - January 2012
Skills
Customer Service, Sales, Microsoft Office, Microsoft Word, Leadership, Financial Analysis, Time Management, Research, Data Entry, Marketing, Banking
Education
Lone Star College-CyFair 2015 — 2017
Computer Science
Wallis State Bank April 2014 - May 2015
Exxon mobile March 2012 - September 2013
Wells Fargo January 2008 - January 2012
Skills
Customer Service, Sales, Microsoft Office, Microsoft Word, Leadership, Financial Analysis, Time Management, Research, Data Entry, Marketing, Banking
Education
Lone Star College-CyFair 2015 — 2017
Computer Science
Salman Budhwani's wallis state bank Experience April 2012 - December 2012
Job Accounting Specialist at BD
Industry Accounting
Experience
BD May 2015 - Present
BD May 2014 - April 2015
FileTime October 2013 - May 2014
Primera Auto Insurance January 2013 - August 2013
Wallis State Bank April 2012 - December 2012
Education
The University of Texas at San Antonio 2011 — 2015
Bachelor's Degree, Multidisciplinary Studies: Business, Communications, Mathematics
BD May 2015 - Present
BD May 2014 - April 2015
FileTime October 2013 - May 2014
Primera Auto Insurance January 2013 - August 2013
Wallis State Bank April 2012 - December 2012
Education
The University of Texas at San Antonio 2011 — 2015
Bachelor's Degree, Multidisciplinary Studies: Business, Communications, Mathematics
Aziz Rahim Aziz Rahim's wallis state bank Experience 2011 - Present
Job Senior Vice President at Wallis State Bank
Industry Banking
Experience
Wallis State Bank 2011 - Present
United Central Bank 2005 - 2011
Education
University of Redlands 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
California State University-San Bernardino 1997 — 2001
Bachelor of Arts (B.A.), Business Administration and Management, General
Wallis State Bank 2011 - Present
United Central Bank 2005 - 2011
Education
University of Redlands 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
California State University-San Bernardino 1997 — 2001
Bachelor of Arts (B.A.), Business Administration and Management, General
Mustafa Kadri's wallis state bank Experience 2014 - Present
Job Commercial Credit Underwriter at Wallis State Bank
Industry Financial Services
Experience
Wallis State Bank 2014 - Present
United Central Bank August 2009 - 2014
Piercey Automotive June 2002 - September 2008
Washington Mutual June 2005 - June 2006
Skills
Credit, Credit Analysis, Banking, Underwriting, Sales Management, Negotiation, Commercial Lending, Credit Risk, Commercial Mortgages, Consumer Lending, Commercial Banking, Small Business Lending, Marketing, Financial Analysis, Analysis, CRM, Loans, Sales, Finance, Lines Of Credit, Mortgage Lending, Risk Management, Due Diligence, Investments, Retail Banking, Financial Modeling, Strategic Financial..., Investment Properties, Structured Finance, Mortgage Banking, Real Estate, SBA, Small Business, Asset Based Lending, Financial Institutions, Residential Mortgages
Education
Whittier Law School 2010 — 2013
Doctor of Law (JD), Antitrust, Corporations, Business Law, Transactional, Business Transactions
University of California, Irvine 2001 — 2005
Bachelor of Arts (BA), Economics
Wallis State Bank 2014 - Present
United Central Bank August 2009 - 2014
Piercey Automotive June 2002 - September 2008
Washington Mutual June 2005 - June 2006
Skills
Credit, Credit Analysis, Banking, Underwriting, Sales Management, Negotiation, Commercial Lending, Credit Risk, Commercial Mortgages, Consumer Lending, Commercial Banking, Small Business Lending, Marketing, Financial Analysis, Analysis, CRM, Loans, Sales, Finance, Lines Of Credit, Mortgage Lending, Risk Management, Due Diligence, Investments, Retail Banking, Financial Modeling, Strategic Financial..., Investment Properties, Structured Finance, Mortgage Banking, Real Estate, SBA, Small Business, Asset Based Lending, Financial Institutions, Residential Mortgages
Education
Whittier Law School 2010 — 2013
Doctor of Law (JD), Antitrust, Corporations, Business Law, Transactional, Business Transactions
University of California, Irvine 2001 — 2005
Bachelor of Arts (BA), Economics
Heather Delso Heather Delso's wallis state bank Experience January 2007 - January 2008
Job Auditor at Seidel Schroeder
Industry Accounting
Experience
Seidel Schroeder January 2015 - Present
Seidel Schroeder August 2012 - Present
Sam Houston State University August 2008 - August 2012
Elkins Lake Baptist Church January 2009 - January 2011
Wallis State Bank January 2007 - January 2008
Skills
Always Punctual, Microsoft Office, SAP, SAS, SPSS, Microsoft Excel, Microsoft Word, Mathematics, QuickBooks, Accounts Payable, Accounts Receivable, Auditing, Algebra, Financial Accounting, Tutoring, Statistics, PowerPoint
Education
Sam Houston State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Brazos High School 2004 — 2008
Seidel Schroeder January 2015 - Present
Seidel Schroeder August 2012 - Present
Sam Houston State University August 2008 - August 2012
Elkins Lake Baptist Church January 2009 - January 2011
Wallis State Bank January 2007 - January 2008
Skills
Always Punctual, Microsoft Office, SAP, SAS, SPSS, Microsoft Excel, Microsoft Word, Mathematics, QuickBooks, Accounts Payable, Accounts Receivable, Auditing, Algebra, Financial Accounting, Tutoring, Statistics, PowerPoint
Education
Sam Houston State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Brazos High School 2004 — 2008
Terry Asante's wallis state bank Experience February 2013 - May 2014
Job Commercial Real Estate Analyst at Fortress Investment Group
Industry Real Estate
Experience
Fortress Investment Group October 2014 - Present
Wallis State Bank February 2013 - May 2014
CFA Investment Research Challenge December 2011 - January 2012
UNT Student Investment Group August 2011 - December 2011
Accounting 4130- Financial Statement Analysis August 2011 - December 2011
Education
University of North Texas 2010 — 2012
BBA, Economics, 3.6/4.0
Fortress Investment Group October 2014 - Present
Wallis State Bank February 2013 - May 2014
CFA Investment Research Challenge December 2011 - January 2012
UNT Student Investment Group August 2011 - December 2011
Accounting 4130- Financial Statement Analysis August 2011 - December 2011
Education
University of North Texas 2010 — 2012
BBA, Economics, 3.6/4.0
Beverly Fortner's wallis state bank Experience September 2003 - October 2012
Job Senior Vice President, Commercial Lending
Industry Financial Services
Experience
Texas Champion Bank October 2012 - Present
Wallis State Bank September 2003 - October 2012
Education
Texas A&M University 1972 — 1975
BBA, Finance
Lamar Consolidated High School 1968 — 1971
Texas Champion Bank October 2012 - Present
Wallis State Bank September 2003 - October 2012
Education
Texas A&M University 1972 — 1975
BBA, Finance
Lamar Consolidated High School 1968 — 1971
Duwayne Engelhardt's wallis state bank Experience June 1999 - Present
Job Technology Director at Wallis State Bank
Industry Banking
Experience
SpiceCorps 2010 - Present
Wallis State Bank June 1999 - Present
East Bernard ISD June 1986 - June 1999
Skills
Guitar, Backing Vocals, Mobile Device Management, Information Security, Windows Server, Windows 7, Windows XP Pro, System Administration, Customer Service, Firewalls, Networking, Linux, Windows, Integration, Microsoft Exchange, Active Directory, Disaster Recovery, Network Security, Servers, Management, Network Administration
Education
Prairie View A&M University 1980 — 1982
M. Ed., Education Administration
University of Houston 1972 — 1979
Bachelor of Music, Music and Education
SpiceCorps 2010 - Present
Wallis State Bank June 1999 - Present
East Bernard ISD June 1986 - June 1999
Skills
Guitar, Backing Vocals, Mobile Device Management, Information Security, Windows Server, Windows 7, Windows XP Pro, System Administration, Customer Service, Firewalls, Networking, Linux, Windows, Integration, Microsoft Exchange, Active Directory, Disaster Recovery, Network Security, Servers, Management, Network Administration
Education
Prairie View A&M University 1980 — 1982
M. Ed., Education Administration
University of Houston 1972 — 1979
Bachelor of Music, Music and Education
Akbar Zaidi's wallis state bank Experience 2012 - Present
Job Branch Manager at Wallis State Bank
Industry Banking
Experience
Wallis State Bank 2012 - Present
Woodforest National Bank April 2008 - September 2012
Ailia Professional Services March 2009 - March 2011
International Bank of Commerce February 2008 - April 2008
Wellsfargo Bank January 2006 - July 2007
Woodforest National Bank July 2001 - July 2005
Skills
Staff Development, Customer Satisfaction, Consumer Lending, Retail Banking, Branch Management, Small Business Lending, Banking, Bank Secrecy Act, Loans, Financial Analysis, Cross Selling, Lines Of Credit, Deposits, Credit, Commercial Banking, Branch Banking, Commercial Lending, Credit Analysis, Finance, Mortgage Lending
Education
University of Houston-Downtown 2004 — 2008
Bachelor, Business Administration; Computer Information Systems
University of Houston-Downtown
BBA, Accounting
Wallis State Bank 2012 - Present
Woodforest National Bank April 2008 - September 2012
Ailia Professional Services March 2009 - March 2011
International Bank of Commerce February 2008 - April 2008
Wellsfargo Bank January 2006 - July 2007
Woodforest National Bank July 2001 - July 2005
Skills
Staff Development, Customer Satisfaction, Consumer Lending, Retail Banking, Branch Management, Small Business Lending, Banking, Bank Secrecy Act, Loans, Financial Analysis, Cross Selling, Lines Of Credit, Deposits, Credit, Commercial Banking, Branch Banking, Commercial Lending, Credit Analysis, Finance, Mortgage Lending
Education
University of Houston-Downtown 2004 — 2008
Bachelor, Business Administration; Computer Information Systems
University of Houston-Downtown
BBA, Accounting
Bill Sargent's wallis state bank Experience November 2012 - December 2014
Job Credit Analyst
Industry Banking
Experience
Wells Fargo January 2015 - Present
Wallis State Bank November 2012 - December 2014
Woodforest National Bank December 2001 - October 2012
Skills
Banking, Retail Banking, Cash Management, Treasury Management, Finance, Financial Analysis, Customer Service, Credit, Commercial Lending, Consumer Lending, Credit Analysis, Small Business Lending, Loans, Credit Risk
Education
University of Houston, C.T. Bauer College of Business
BBA Finance, Finance
Wells Fargo January 2015 - Present
Wallis State Bank November 2012 - December 2014
Woodforest National Bank December 2001 - October 2012
Skills
Banking, Retail Banking, Cash Management, Treasury Management, Finance, Financial Analysis, Customer Service, Credit, Commercial Lending, Consumer Lending, Credit Analysis, Small Business Lending, Loans, Credit Risk
Education
University of Houston, C.T. Bauer College of Business
BBA Finance, Finance
Ashish Abraham's wallis state bank Experience May 2014 - Present
Job Vice President/Senior Credit Officer at Wallis State Bank
Industry Banking
Experience
Wallis State Bank May 2014 - Present
United Central Bank July 2012 - April 2014
United Central Bank December 2007 - July 2012
United Central Bank April 2005 - December 2007
Skills
Small Business Lending, Loans, Commercial Lending, Credit Analysis, Credit, Banking, Commercial Banking, Commercial Mortgages, Underwriting, Financial Analysis, Portfolio Management, Credit Risk, Asset Management, Asset Based Lending, Cash Flow, Consumer Lending, Corporate Finance, Finance, Financial Institutions, Financial Modeling, Financial Risk, Investments, Lines Of Credit, Loan Origination, Retail Banking, SBA, Valuation, Mortgage Lending, Financial Services, Risk Management
Education
Oklahoma City University 2001 — 2005
MBA, Finance
St. Stephen's College 1997 — 2000
Bachelors, Philosophy
St.Francis De Sales 1985 — 1997
High school
Wallis State Bank May 2014 - Present
United Central Bank July 2012 - April 2014
United Central Bank December 2007 - July 2012
United Central Bank April 2005 - December 2007
Skills
Small Business Lending, Loans, Commercial Lending, Credit Analysis, Credit, Banking, Commercial Banking, Commercial Mortgages, Underwriting, Financial Analysis, Portfolio Management, Credit Risk, Asset Management, Asset Based Lending, Cash Flow, Consumer Lending, Corporate Finance, Finance, Financial Institutions, Financial Modeling, Financial Risk, Investments, Lines Of Credit, Loan Origination, Retail Banking, SBA, Valuation, Mortgage Lending, Financial Services, Risk Management
Education
Oklahoma City University 2001 — 2005
MBA, Finance
St. Stephen's College 1997 — 2000
Bachelors, Philosophy
St.Francis De Sales 1985 — 1997
High school
Matthew Duewall's wallis state bank Experience September 2007 - Present
Job Vice President Accounting at Wallis State Bank
Industry Banking
Experience
Wallis State Bank September 2007 - Present
Golden Bank, N.A. July 2002 - August 2007
Skills
Financial Analysis, Banking, Accounting, Internal Controls, Cash Management
Education
Texas A&M University 1976 — 1978
BBA, Accounting
Wallis State Bank September 2007 - Present
Golden Bank, N.A. July 2002 - August 2007
Skills
Financial Analysis, Banking, Accounting, Internal Controls, Cash Management
Education
Texas A&M University 1976 — 1978
BBA, Accounting
Sheila Patterson's wallis state bank Experience 2011 - Present
Job Banking Professional
Industry Banking
Experience
Wallis State Bank 2011 - Present
First National Bank 2004 - 2010
Coastal Bank 1999 - 2004
First Bank 1992 - 1999
Skills
Retail Banking, Commercial Banking, Credit, Loans, Banking, Credit Analysis, Negotiation, Commercial Lending, Small Business Lending, Credit Risk, Consumer Lending, Asset Based Lending, Commercial Mortgages, Cross Selling, Lines Of Credit, Financial Analysis
Education
University of Houston 1986 — 1990
BS, Economics
Wallis State Bank 2011 - Present
First National Bank 2004 - 2010
Coastal Bank 1999 - 2004
First Bank 1992 - 1999
Skills
Retail Banking, Commercial Banking, Credit, Loans, Banking, Credit Analysis, Negotiation, Commercial Lending, Small Business Lending, Credit Risk, Consumer Lending, Asset Based Lending, Commercial Mortgages, Cross Selling, Lines Of Credit, Financial Analysis
Education
University of Houston 1986 — 1990
BS, Economics
Bryan Hamren's wallis state bank Experience July 2011 - August 2011
Job Trader at Chimera Securities
Industry Capital Markets
Experience
Chimera Securities June 2015 - Present
Kershner Trading Group September 2013 - June 2015
Foundation Communities January 2013 - April 2013
Wallis State Bank July 2011 - August 2011
DCH Environmental Consulting May 2010 - August 2010
Skills
Equities, Equity Trading, Options, Hedge Funds, Trading, PowerPoint, Trading Systems, Microsoft Office, Technical Analysis, Financial Markets
Education
The University of Texas at Austin 2009 — 2013
Bachelor's Degree, Finance, General
Chimera Securities June 2015 - Present
Kershner Trading Group September 2013 - June 2015
Foundation Communities January 2013 - April 2013
Wallis State Bank July 2011 - August 2011
DCH Environmental Consulting May 2010 - August 2010
Skills
Equities, Equity Trading, Options, Hedge Funds, Trading, PowerPoint, Trading Systems, Microsoft Office, Technical Analysis, Financial Markets
Education
The University of Texas at Austin 2009 — 2013
Bachelor's Degree, Finance, General
kari terry's wallis state bank Experience May 2004 - September 2007
Job Government Administration Professional
Industry Government Administration
Experience
Harris County May 2012 - Present
Harris County 2012 - 2012
wallis state bank May 2004 - September 2007
Education
University of Phoenix 2009 — 2012
Bachelor of Business Administration (B.B.A.)
northbrook senior high 1996 — 2000
Harris County May 2012 - Present
Harris County 2012 - 2012
wallis state bank May 2004 - September 2007
Education
University of Phoenix 2009 — 2012
Bachelor of Business Administration (B.B.A.)
northbrook senior high 1996 — 2000
Debbie Irick's wallis state bank Experience April 2015 - Present
Job Manager for Bookkeeping Department
Industry Banking
Experience
Wallis State Bank April 2015 - Present
Bank of Houston March 2008 - December 2014
Encore Bank Houston TX February 1985 - October 2007
Guardian Savings and Loan 1985 - 1992
Skills
Credit, Branch Accounting, Banking, Bank Reconciliation, Retail Banking, Commercial Banking, Accounts Payable, Cash Management, Branch Management, Deposits, General Ledger, Treasury Management, Small Business Lending
Education
Arkansas State University 1976 — 1977
Wallis State Bank April 2015 - Present
Bank of Houston March 2008 - December 2014
Encore Bank Houston TX February 1985 - October 2007
Guardian Savings and Loan 1985 - 1992
Skills
Credit, Branch Accounting, Banking, Bank Reconciliation, Retail Banking, Commercial Banking, Accounts Payable, Cash Management, Branch Management, Deposits, General Ledger, Treasury Management, Small Business Lending
Education
Arkansas State University 1976 — 1977
Loy Trevino's wallis state bank Experience 1998 - 2002
Job Managing Member | SynergyPartners Group, LLC | Financial Dealmaker | M&As | Acquisition Integration | Revenue Growth
Industry
Experience
SynergyPartners Group, LLC 2012 - Present
Texas Gulf Bank, N.A. 2010 - 2012
Patriot Bank 2005 - 2010
Wells Fargo (formerly First Community Bank) 2002 - 2005
Wallis State Bank 1998 - 2002
Skills
Mergers and Acquisitions, Mergers & Acquisitions, M&A experience, M&A execution, Risk Assessment, Risk Management, People Management, People Skills, People Development, Market Identification, Opportunity..., Market Research, Budget Administration, Budgets, Budget Process, Due Diligence, Market Analysis, Operational Due..., Management Due Diligence, Executive Advisory..., Executive Management, Executive Development, Executive Support, Financial Modeling, Financial Analysis, Financial Reporting, Flawless Deal Execution, Deal Closure, Deal Execution, Deal Development, Stakeholder Relations, Stakeholder Management, Stakeholder Engagement, International Business, International Business..., International Business..., Business Consulting, Strategic Consulting, Business Development..., Client Development, Manage Client..., Retention Strategies, Trusted Business Advisor, Cross Cultural..., Start-ups, Building Relationships, Staff Development, Corporate Finance, Entrepreneurship, Transition Management
Education
University of London International Programmes
Graduate courses, International Finance
Baylor University
BBA, Finance and Management
SynergyPartners Group, LLC 2012 - Present
Texas Gulf Bank, N.A. 2010 - 2012
Patriot Bank 2005 - 2010
Wells Fargo (formerly First Community Bank) 2002 - 2005
Wallis State Bank 1998 - 2002
Skills
Mergers and Acquisitions, Mergers & Acquisitions, M&A experience, M&A execution, Risk Assessment, Risk Management, People Management, People Skills, People Development, Market Identification, Opportunity..., Market Research, Budget Administration, Budgets, Budget Process, Due Diligence, Market Analysis, Operational Due..., Management Due Diligence, Executive Advisory..., Executive Management, Executive Development, Executive Support, Financial Modeling, Financial Analysis, Financial Reporting, Flawless Deal Execution, Deal Closure, Deal Execution, Deal Development, Stakeholder Relations, Stakeholder Management, Stakeholder Engagement, International Business, International Business..., International Business..., Business Consulting, Strategic Consulting, Business Development..., Client Development, Manage Client..., Retention Strategies, Trusted Business Advisor, Cross Cultural..., Start-ups, Building Relationships, Staff Development, Corporate Finance, Entrepreneurship, Transition Management
Education
University of London International Programmes
Graduate courses, International Finance
Baylor University
BBA, Finance and Management