Adam Woolard MBA, CTP
Private Client Banker at First National Bank of Middle Tennessee- Claim this Profile
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Bio
Experience
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First National Bank of Middle Tennessee
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United States
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Banking
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1 - 100 Employee
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Private Client Banker
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Apr 2023 - Present
Nashville, Tennessee, United States I provide financing and money management solutions for athletes, entertainers, and any ancillary parties connected to the aforementioned.
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Actor/Model
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Mar 2016 - Present
Chicago, IL
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Private Client Sales Director
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Mar 2018 - Apr 2023
Greater Los Angeles Area
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Habitat for Humanity of Greater Nashville
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United States
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Individual and Family Services
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1 - 100 Employee
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Homeowner Selection Committee Member
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Jan 2014 - May 2017
Greater Nashville Area, TN I served as a Member on the Homeowner Selection Committee. The Committee reviews applications for Habitat's homeownership program.
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Avenue Bank
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Australia
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Banking
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1 - 100 Employee
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Treasury Management - Commercial Deposit Specialist
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Jun 2014 - Mar 2016
Greater Nashville Area, TN I helped Avenue Bank's commercial clients improve cash flow, speed up receivables, simplify payments and prevent fraud.
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Concierge Banker II
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Jul 2013 - Jun 2014
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Concierge Banker
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May 2012 - Jul 2013
Avenue Bank offers business and personal banking services through a team of professionals dedicated to serving the creative spirit of Nashville. “The difference is real” is not just a catchy tagline, it is our commitment and promise to our clients. From the hummingbird in our logo, to the warm welcome you’ll receive at our offices, we are a different kind of bank.
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Budget Coach
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Aug 2013 - Nov 2013
Greater Nashville Area, TN
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Family Services
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Aug 2010 - May 2012
Greater Nashville Area, TN Nashville Area Habitat for Humanity is an ecumenical Christian ministry that provides the life-changing opportunity for people to purchase and own quality, affordable homes. For two years I worked directly under the Family Services Director assisting in the first steps of evaluating applicants for NAHFH's Homeownership Program. Some of my job responsibilities included: • Maintained, organized, and evaluated records of 100 - 200 applicants per month • Reviewed income and… Show more Nashville Area Habitat for Humanity is an ecumenical Christian ministry that provides the life-changing opportunity for people to purchase and own quality, affordable homes. For two years I worked directly under the Family Services Director assisting in the first steps of evaluating applicants for NAHFH's Homeownership Program. Some of my job responsibilities included: • Maintained, organized, and evaluated records of 100 - 200 applicants per month • Reviewed income and debt obligations of applicants to determine eligibility • Evaluated questionnaires on eligibility for special grants with Federal Home Loan Bank and Tennessee Housing Development Agency • Created and updated Excel files and functions to maintain efficiency/functionality of client management process • Assisted in the organization of outreach events at various companies in Nashville and surrounding areas to promote our Homeownership Program Show less
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Education
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Lipscomb University
M.B.A. -
University of Arkansas at Fayetteville
Bachelors of Science, Business Administration, Finance