Jeffrey David Email & Phone Number

Asheville , North Carolina , Us

Developed strategic business plans and financial operating budgets. Created and implemented organizational policies and procedures. Oversaw all financial management and lender relationships. Sourced and vetted new real estate investment opportunities. Carried out project management and IT management. Prepared and presented monthly financial reports and corresponding analysis to management and board. Directed all treasury functions to ensure adequate cash to fund operations as well as new business and managed commercial lending relationships from writing financing memorandum, soliciting lender interest, negotiating terms, and reviewing documents to closing the loan. Provided support to team members on best way to structure transactions. Modeled new real estate projects as well as reviewed modeling of team members.

Prepared required SEC and regulatory reports for bank and holding company. Cleaned up accounting records and procedures to ensure accurate and representative financial reports and statements.

Denton, Tx, Us

Oversaw all financial management and reporting while managing investment portfolio. Led and directed all aspects of IT management, telecommunications, and facilities management. Developed strategic business plans and operating budgets. Created and implemented organizational policies and procedures. Managed growth of approximately 35% per year while doubling ROA. Directed network migration and standardization of the desktop.

Us

Managed all operational aspects of the Bank, including deposit services, loan services, call center, facilities management, and compliance. Responsible for all aspects of IT management, including network management, data processing, Internet applications, and telecommunications. Responsible for overall project management and managed process improvement initiatives. Managed projects that added approximately $2,500,000 in annual net revenues. Reduced departmental staff turnover and had zero turnover in IT. Increased departmental morale ½+ point on annual corporate culture survey. Managed network migration and the standardization of the desktop. Implemented a new, company-wide project management methodology. Developed Technology Strategic Plan.

Directed all financial management and reporting. Managed investment portfolio and AL modeling. Oversaw all operational functions and personnel, including IT. Developed strategic business plans and operating budgets. Created and implemented organizational policies and procedures. Restructured bank and mortgage subsidiary and returned it to profitability.

Oversaw all financial management and reporting. Prepared annual reports and SEC filings. Developed strategic business plans and operating budgets. Created and implemented organizational policies and procedures. Served as chairman of EDP committee and managed IT.

Oversaw all financial management and reporting, including annual reports and SEC filings. Managed all operational functions and personnel, including IT. Developed strategic business plans and operating budgets. Created and implemented organizational policies and procedures.

Mba, Accounting And Finance

Bba, Finance