Ima Wealth, Inc.
Chief Compliance Officer and Senior Vice President
Truenorth
Compliance and Oversite
Intrust Bank Oct 1, 2013 - Dec 2015
Senior Wealth Banker
Bank of America Merrill Lynch Sep 2009 - Oct 2013
Wealth Management Banker
Bank of America Aug 2006 - Sep 2009
Premier Banker
Education:
Staples High School Jun 2014
Wichita State University 2002 - 2004
Master of Business Administration, Masters
Bethel College - North Newton 1998 - 2002
Bachelor of Applied Science, Bachelors, Commerce, Business
Skills:
Mathematics Administrative Assistance Air Force Disparities Chemistry Location Infectious Diseases Cost Credit Risk Finance Turf Savings Weapon Systems Road Strategic Financial Planning Procurement Delta German Private Banking Contractors Regression Analysis Votebuilder Aid Series 63 Cash Management Boston Defense Westport Profit Relationship Management Professors Elementary Education Dogs Persuasion Product Placement Microsoft Office Acquisitions Transportation Peace Conferences Canvassing Research Conflict Resolution Commercial Real Estate Loans Analysis Campaigns Home Staging Aircraft Cut Economics C Data Analysis Gis Credit Foreign Languages Congressional Project Planning Security Clearance Expires Contractual Agreements France Analytics Bronze Dod Grammar Banking Art Biology Curriculum Design Teaching Investments Academic Mortgage Lending Jets Financial Services Stata Rate Tutoring Financial Analysis Reading Comprehension Credit Analysis Spare Parts Econometrics Cost Benefit Meetings Recruiting Series 7 Coordinated Databases
Halie Smith (1995-1997), Tina Sullivan (1983-1984), Krista Jenny (1992-1993), Travis Smith (1989-1992), Katherine Alton (1965-1969), Darcie Oen (1999-2001)