Experience

Citizens National Bank

• United States
• Banking
• 1 - 100 Employee

• Chief Financial Officer

  • Sep 2018 - Present

  Austin, Texas Area



Georgetown Mortgage LLC

• Business Development, Mortgage Banker

  • Nov 2017 - Present

  Austin, Texas Area Full service mortgage banker for $1B regional lender. We provide highly customized, hands-on financing solutions using technology solutions to drive seamless end-to-end transactions.



Pioneer Bank, SSB

• United States
• Banking
• 1 - 100 Employee

• CFO and Executive Vice President

  • Apr 2015 - Apr 2017

  Austin, TX Finance & Business Strategy executive promoted to CFO of Pioneer Bank. Led the company through its merger with First Community Bank to become the largest bank headquartered in Austin, TX with assets of $1.2B and offices in Houston, Dallas and San Antonio. Led M&A process including due diligence, closing & regulatory filings and post-merger integration. Recruited new finance team to implement new core processing and accounting systems, consolidate accounting activities and prepare for SEC… Show more Finance & Business Strategy executive promoted to CFO of Pioneer Bank. Led the company through its merger with First Community Bank to become the largest bank headquartered in Austin, TX with assets of $1.2B and offices in Houston, Dallas and San Antonio. Led M&A process including due diligence, closing & regulatory filings and post-merger integration. Recruited new finance team to implement new core processing and accounting systems, consolidate accounting activities and prepare for SEC reporting. Show less



Frost

• Financial Services
• 700 & Above Employee

• AVP Frost Insurance - Personal Lines

  • Aug 2014 - Apr 2015

  Austin, TX Risk Adviser and Personal Lines producer with expertise in higher-end properties, valuable collections, vehicles and watercraft, life insurance and annuities, and liability exposures.



INTRUST Bank

• United States
• Financial Services
• 500 - 600 Employee

• CFO, Division Director, Finance & Business Strategy

  • Jan 2009 - Sep 2013

  Wichita, KS



Honeywell International

• Controller/CFO of Air Transport Division

  • 1987 - Jun 2008

  Phoenix, AZ



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Sales Manager and Home Mortgage Consultamnt

  • Jan 2004 - Mar 2008



Berkshire Hathaway HomeServices The Preferred Realty

• United States
• Real Estate
• 700 & Above Employee

• Sr. Loan Officer

  • May 2001 - Jun 2004

  Pittsburgh, PA