Western Reserve Bank
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Western Reserve Bank Employees
Howard's Jewelry Center January 2013 - Present
Western Reserve Bank April 2011 - November 2012
Bridgestreet Financial August 2010 - March 2011
Self - Employed (Finance) August 2010 - November 2010
OHIO LEGACY BANK March 2007 - March 2010
First Place Bank October 2006 - January 2007
Unizan Bank January 1997 - January 2006
United National Bank & Trust January 1993 - January 1997
United National Bank & Trust Company January 1987 - January 1993
Skills
SEC filings, Budgets, Forecasting, ALM, Banking, Treasury Management, Commercial Banking, Financial Analysis, Portfolio Management, XBRL, Financial Reporting
Education
The University of Akron 1977 — 1981
Bachelor of Science, Finance
Marlington High School
Westfield Bank FSB December 2012 - Present
Western Reserve Bank August 1998 - November 2012
Enterprise Bank, Solon Ohio June 1993 - August 1998
Commerce Exchange Bank, Beachwood Ohio September 1987 - June 1993
Skills
Compliance, Banking, Risk Management, Vendor Management, Commercial Lending, Portfolio Management
Education
Columbia Southern University 2008 — 2010
Bachelors, Information Technology
Kent State University 1988 — 1994
Associates, Business Management & Technology
Wayne Savings Community Bank February 2011 - Present
Western Reserve Bank June 2008 - February 2011
National City Bank December 2004 - December 2007
Wayne County National Bank June 1986 - December 2004
Skills
Commercial Banking, Loans, Banking, Consumer Lending, Small Business Lending, Lines Of Credit, Credit, Commercial Lending, Credit Analysis, Credit Risk, Deposits, Cross Selling, Portfolio Management, Mortgage Lending, Loan Origination, Commercial Mortgages, Cash Management, Financial Analysis
Education
Mount Union College 1986 — 1991
Business Administration/Finance
Ashland University
MBA, Executive Management
Westfield Bank FSB November 2011 - Present
Western Reserve Bank October 2001 - November 2011
National City Bank 2000 - 2001
Bank One 1990 - 2000
Unisys 1975 - 1990
Skills
Commercial Lending
Education
Ashland University 1984 — 1988
MBA, Executive Management
West Liberty University 1970 — 1974
BS, Business Administration
Annie Mac March 2015 - Present
Cross Country Mortgage January 2013 - October 2013
Chase Home Finance October 2010 - January 2013
Wells Fargo Home Mortgage August 2005 - October 2010
Key Bank, Mortgage Division September 2004 - August 2005
CTX Mortgage 2003 - 2004
Western Reserve Bank August 1999 - July 2003
Skills
Mortgage Lending, Mortgage Banking, FHA, Refinance, Residential Mortgages, Mortgage Underwriting, Credit, VA loans, Credit Analysis, FHA financing, Underwriting, USDA, Loss Mitigation, Consumer Lending, Mortgage Servicing, Banking, Finance, Financial Risk, Investors, Loan Servicing, Government Loans, Construction Loans
Education
Diehl and Associates
FHA DE Underwriting and Processing - 2014, FHA certification
Columbus State 1997 — 1998
Associate's Degree, Business Development
Peoples Bank November 2012 - Present
Western Reserve Bank April 2012 - November 2012
FirstMerit March 2000 - November 2010
Dollar Bank 1988 - 1994
Skills
Loans, Banking, Excel, Coaching, Marketing, Negotiation, Small Business Lending, Microsoft Excel, Financial Analysis, Treasury Management, Underwriting, Management, Credit, Team Building, Credit Analysis, New Business Development, Commercial Lending, Commercial Banking, Customer Service, SBA, Consumer Lending, Commercial Mortgages, Lines Of Credit, Asset Based Lending
Education
Kent State University 1983 — 1987
Wadsworth High School 1979 — 1983
U.S. Bank October 2012 - Present
Western Reserve Bank December 2011 - October 2012
CFBank August 2010 - December 2011
CFBank October 2009 - August 2010
JPMorgan Chase September 2007 - March 2009
JP Morgan Chase July 2005 - September 2007
Skills
Credit Analysis, Banking, Commercial Banking, Financial Analysis, Loans, Certified Treasury..., Portfolio Management, Small Business Lending, Credit, Commercial Lending, Underwriting
Education
Malone College 2005 — 2007
MBA
Malone University 2001 — 2005
Bachelor of Arts, Business Management
Western Reserve Bank President/CEOEnterprise BankApril 1993 - September 1997
Star Bank June 1991 - December 1992
Star Bank February 1985 - June 1991
Huntington National Bank November 1973 - July 1984
Skills
Banking, Small Business, Portfolio Management, Financial Planning, Mergers
Education
Capital University - School of Management 1975 — 1976
MBA
Romeo's Pizza Franchise Corp. January 2015 - Present
Skylight Financial Group September 2011 - January 2015
Skylight Financial Group September 2008 - January 2015
DS Benefits Group October 2007 - January 2015
Western Reserve Bank July 2004 - April 2007
JPMorgan Chase January 2002 - July 2004
Skills
Series 7, Series 6, Life & Health Insurance..., Series 63
Education
The American College 2009 — 2011
CLU®, Insurance Planning
The American College 2009 — 2011
ChFC®, Financial Plannning
Ohio University 1999 — 2001
Masters in Financial Economics, Financial Economics
Ohio University 1995 — 1999
BBA, Finance and Economics
First National Bank of Bellevue December 2012 - Present
Western Reserve Bank September 1998 - November 2012
Bank One October 1994 - September 1998
Society Bank 1984 - 1993
Skills
Commercial Lending, Banking, Small Business Lending, Loans, Commercial Banking, Credit, Financial Analysis, Credit Analysis, Underwriting, Portfolio Management, Strategic Planning, SBA, Treasury Management, Asset Based Lending, Commercial Mortgages, Credit Risk, Consumer Lending, Loan Origination, Mortgage Lending, Middle Market, Merchant Services, Lines Of Credit, Finance, Refinance, Small Business, FHA, Investments, Cash Management, Retail Banking, Cross Selling, Deposits, Mortgage Banking, Financial Institutions, Banking Relationships, SBA 504, Private Banking, Financial Structuring, Structured Finance, Wealth Management, Funding, Relationship Management, Construction Loans, Loan Servicing, Financial Services, Real Estate Financing, Loss Mitigation, Real Estate Economics, Financial Risk, Home Equity Loans, Strategic Financial...
Education
Franklin University 1981 — 1990
B.S., Finance
Grove City High School
American Red Cross December 2014 - Present
Bank of the Ozarks November 2013 - June 2014
Westfield Bank FSB December 2012 - October 2013
Western Reserve Bank April 2011 - November 2012
Skills
Microsoft Word, Document Management, Oral & Written..., Finance, Underwriting, Commercial Lending, Commercial Banking, Financial Analysis, Customer Service, Event Planning
Education
The University of Akron 2007 — 2011
Bachelor of Science, Biology
Cloverleaf HS
Westfield Bank FSB September 2015 - Present
Westfield Bank FSB June 2013 - August 2015
Westfield Bank FSB December 2012 - June 2013
Western Reserve Bank May 2011 - November 2012
WesBanco May 2010 - September 2010
North Canton Hoover High School May 2008 - August 2009
Skills
Commercial Banking, Commercial Lending, Financial Analysis, Loans, Credit Analysis, Customer Service, Credit, Finance, Banking, Underwriting, Mortgage Lending, Portfolio Management, Risk Management, Microsoft Excel, Relationship Management, Strategic Financial..., Marketing, Financial Reporting, Investments, Microsoft Office, Small Business Lending, Credit Risk, Financial Risk, Loan Origination, Leadership, Lines Of Credit
Education
The University of Akron 2012 — 2014
Master of Business Administration (MBA), Management
Capital University 2007 — 2011
Bachelors, Marketing and Finance
North Canton Hoover High School
Western Reserve Bank May 2008 - Present
AmTrust Bank July 2006 - May 2008
AmTrust Bank (formerly Ohio Savings Bank) 2006 - 2008
Northern Savings and Loan November 2004 - July 2006
The Strongsville Savings Bank 1988 - 1999
Education
Cleveland State University 1976 — 1982
HHL Group, Inc. 2003 - Present
HHL Group, Inc. 2003 - Present
Western Reserve Bank June 2004 - July 2005
American Express Tax & Business Services January 2003 - April 2004
ZTKC FInancial Services January 1997 - January 2001
Midcap & Co January 1996 - January 1997
Skills
Professional Services, Personal Financial..., Small Business, CPA, Finance, Tax, New Business Development, Management, Financial Services, Real Estate, Strategic Financial..., Estate Planning, Customer Service, Tax Preparation, Outstanding..., Forensic Accounting, Leadership, Accounting, Mergers & Acquisitions, Income Tax, LLC, Financial Analysis, Business Planning, High Net Worth..., QuickBooks, Cash Flow, Financial Planning
Education
Baldwin-Wallace College 1993 — 1995
Bachelor of Business Administration, Accounting
First Merit Bank 2011 - Present
Western Reserve Bank October 2005 - April 2011
Education
Kent State University 1988 — 1992
Finance
Westfield Bank FSB December 2012 - Present
Western Reserve Bank 1998 - December 2012
PremierBank & Trust April 1985 - September 1998
Skills
CPA, Accounting System, Financial Reporting, Financial Analysis, Mentoring, Coaching, Accounting, Banking, Business Strategy, Risk Management, Loans, Mergers & Acquisitions, Credit, Finance, Commercial Lending, Credit Analysis, Strategic Planning, Commercial Banking
Education
Baldwin Wallace University
BA, Business
Leadership Medina County '01
PNC October 2009 - Present
Western Reserve Bank May 2007 - September 2009
Royal Bank of Scotland 2006 - 2007
Leasing Dynamics 1989 - 1990
National City Bank 1986 - 1989
Ameritrust Bank 1982 - 1986
Skills
Credit Analysis
Education
Cleveland State University 1982 — 1985
MBA, Master of Business Administration
John Carroll University 1978 — 1982
BSBA, Marketing
western reserve bank VPWestfield BankDecember 2012 - Present
Skills
Loans
Education
Cleveland State University
Master's Degree
Cornell University
Bachelor's Degree, Economics
New York University
Master of Business Administration (M.B.A.)
Citizens Banking Company September 2012 - Present
Western Reserve Bank September 2000 - November 2012
Skills
Loans, Small Business Lending, Consumer Lending, Credit, Mortgage Lending, Loan Origination, Credit Risk, Residential Mortgages, Commercial Mortgages, Construction Loans, Refinance, Asset Based Lending, Home Equity Lines of..., Home Equity Loans, Loan Modifications, SBA
Education
Lorain County Community College
Pasco-Hernando Community College
CSI - Clinical Specialties Incorported September 2012 - Present
Pepsi Beverages Company April 2009 - September 2011
Western Reserve Bank May 2006 - April 2009
Transohio 1985 - 1993
Skills
Medical Billing, Medical Coding, Medisoft, CPT, ICD-9, HCPCS, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Administrative..., Bookkeeping, Customer Service, General Ledger, Problem Solving, Underwriting, E/M coding, ICD-9-CM, Accounts Receivable, Office Management, Account Management, Sales, Outlook, Healthcare
Education
Sanford Brown College 2011 — 2012
Diploma, Medical Billing & Coding Program
Kent State University 1983 — 1984
Trinity High School
Westfield Bank FSB December 2012 - Present
Western Reserve Bank July 2007 - November 2012
Charter One Bank November 1987 - May 2000
Skills
Banking, Mortgage Lending, Commercial Lending
Education
The Ohio State University
The University of Akron