Private Bank of Buckhead Archives

DeKalb Business Today “Lunch Hour” – September 18, 2015

September 19, 2015 by angishields

Dekalb Business Radio

DeKalb Business Today "Lunch Hour" - September 18, 2015

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On the latest edition of DeKalb Business Today, we delve into the worlds of banking and cloud computing. Judy Turner and Rosemarie Codling from Private Bank of Decatur explain why banking local is the best way to go. Bill Seybolt shares how Cumulus Global is making small- and mid-size businesses more efficient and more productive by taking them into the cloud.

Judy Turner/Private Bank of Decatur President

Judy Turner is President of Private Bank of Decatur. She is responsible for all Decatur market initiatives. In 2015, Judy celebrated 50 years in banking in Metro Atlanta, having started with Citizens & Southern National Bank in the Personnel Department. She worked in Auditing, became one of the first Personal Bankers when C&S started that program, and became an officer of the bank in 1974. A year after C&S became NationsBank (1995), Judy had an opportunity to go to work in the Decatur Office of Bank South. Three years later Bank South was purchased by NationsBank and several community leaders felt a need for a community bank in Decatur. They looked to Judy to organize and lead Decatur First Bank, where she was President and CEO. In November of 2011, Judy had the opportunity to join Private Bank of Buckhead to organize and open Private Bank of Decatur.

Community involvement has always been important to Judy, who currently serves as President of the Decatur Book Festival, Trustee of the DeKalb History Center, Treasurer of Seniors Helping Seniors and as a member of the Junior League of DeKalb Advisory Board. She has served on the boards of both the Community Bankers Association and the Georgia Bankers Association, as well as Leadership DeKalb, the Development Authority of DeKalb County (former Chair), and the DeKalb Medical Foundation.

Judy lives in Decatur with her husband Roy. They have a daughter and twin grandchildren.

Rosemarie Codling/Private Bank of Decatur SBA Portfolio Manager

Rosemarie Codling is SBA Portfolio Manager and Banking Officer for Private Bank of Buckhead and Decatur, which includes PrivatePlus Mortgage. She recently celebrated 20 years in banking.

Her 20-year banking career began in New York, though the majority of it has been in the Atlanta market, with the past 10 years focusing on SBA lending. She holds a bachelor’s degree in Business Administration/Management from Bernard M. Baruch College and a Master’s degree (with Distinction) in Banking from Mercy College.

The bank added its SBA program in 2008 and by the next year the bank was designated a Preferred Lender by the U.S. Small Business Administration. That designation has continued to be renewed. Preferred Lenders are allowed to expedite the processing of SBA loans because of their depth of experience with SBA lending. PLP status means that the bank’s borrowers have 24-hour or less turn-around from SBA once their loan has been approved at the bank level. A Preferred Lender also is allowed to make certain unilateral changes or addendums to the loan without having to wait for SBA’s approval.

“One of Rosemarie’s chief roles is to help small- and medium-sized businesses acquire loans for a broad range of business and business start-up purposes,” Brent says, “beginning by helping demystify SBA lending for anyone who might be seeking business lending solutions.”

Away from the bank, the Jamaican native is involved in her church and enjoys reading about Eastern philosophy and history, and talking with people from other cultures and learning more about them. She has a college-aged son. Rosemarie and her family – three generations – reside in Lawrenceville.

Bill Seybolt/Cumulus Global Cloud Advisor

Cumulus Global measures success by their customers’ results. As a Cloud Solutions Provider, they help small- and mid-size businesses, nonprofits, governments, and educational institutions move from in-house systems to cloud computing solutions. Partnering with both Google and Microsoft – and more than three dozen cloud services – they focus on their customers’ goals, objectives, needs, and priorities and bring forward the best solution.

In 2013, Bill Seybolt left one career in information technology and began anew in sales, joining Cumulus Global earlier this year. He brings a great deal of insight around collaboration, organizational change and how to adopt a new way of work as well as specific strategies outside the traditional workplace to succeed. You can read about it all over at www.the30secondcommute.com.

Reid Hutchinson with Private Bank of Buckhead, Michael Pink and Billy Upchurch with Construx Solutions Advisory Group, Chuck Harris with Harris Medical Associates, Jim Beach with School for Startups and Mary Marshall with Marshall Advisors, LLC – Buckhead Business Radio

March 11, 2014 by angishields

Buckhead Business Radio

Reid Hutchinson with Private Bank of Buckhead, Michael Pink and Billy Upchurch with Construx Solutions Advisory Group, Chuck Harris with Harris Medical Associates, Jim Beach with School for Startups and Mary Marshall with Marshall Advisors, LLC - Buckhead Business Radio

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Reid Hutchinson with Private Bank of Buckhead

Reid Hutchinson is a Vice President aReid Hutchinson is a Vice President and Relationship Manager for Private Bank of Buckhead. He is an experienced banking professional whose work in the industry began while still in college, expanded through a major bank’s “University” lending training program, and ultimately transitioned to community banking. The majority of his career has been in the Atlanta banking market. Reid previously served as co-founder and president of NRG SVRS, LLC, a residential/commercial energy efficiency contractor. In keeping, he is a licensed general contractor. This licensure and experience in residential and light commercial construction dovetails nicely with his work in banking, helping him understand not only the lending needs of clients, but also the general needs of entrepreneurs, small businesses and individuals.nd Relationship Manager for Private Bank of Buckhead.

“I commit to the client that I will provide them with great service,” Reid says, “and understand and have empathy for borrowers and depositors.” He is a graduate of Wake Forest University, has been the captain of a Brookhaven Boys and Girls Club softball team since 2002, and has played club flag football weekly since 2002. Reid enjoys involvement in professional organizations such as the Green Chamber of the South, the Association of Young Real Estate Professionals and the Atlanta Homebuilders Association. Reid and his wife Lawren, who is a pharmacist with Children’s Healthcare of Atlanta, welcomed their first child, a son, in 2013. They attend Peachtree Presbyterian Church, have two dogs – a Golden Retriever and a Beagle, and live in intown Atlanta.

www.privatebankofbuckhead.com

Michael Pink and Billy Upchurch with Construx Solutions Advisory Group

Michael Pink – Is the founded Construx Solutions Advisory Group LLC in January 2012. Mike has worked in the construction industry his entire career, providing advisory and consulting services on large scale construction projects all over the world. He graduated from Georgia Tech with a B.S. in Industrial Engineering and received his Masters in Business Administration from New York University.

Prior to founding Construx Solutions, Michael worked for some of the most prestigious consulting firms like KPMG, Deloitte and FTI, performing capital project and construction consulting. Ever the innovator and entrepreneur, Michael saw an opportunity in his industry to better serve the client by focusing on minimizing costs and maximizing results.

Billy Upchurch – Mr. Upchurch is an experienced construction consultant who regularly provides clients with data analysis and management services. He has consulted on construction projects on a global scale and has experience in project controls, project scheduling, contract review, program assessment, cost, productivity, earned value management, delay and disruption, program management and dispute resolution concerns. His main sub-field of expertise lies in project document controls and organization.

Billy received his BS in the field of Building Construction in the College of Architecture at the Georgia Institute of Technology and also received a BS Minor as part of a Public Policy curriculum focusing in Law, Science, and Technology.

www.construxsolutions.com

Chuck Harris/Harris Medical Associates

Chuck is a founding Partner with Harris Medical Assocites and is a native of the Atlanta, Georgia area. He graduated with honors from the University of Georgia where he attended on a full four year track scholarship. Chuck has over 30 years of healthcare staffing experience focused primarily on physicians and midlevel providers. He is formerly co-founder and President of Harris, Kovacs & Alderman, one of the nations largest permanent placement firms. Under his leadership, HKA Locum Tenens was established and provided locum tenens services for all physician specialties for both commercial and government entities across the US. The companies overall successes and growth resulted in their designation as an Inc. Magazine 500 fastest growing privately held companies.

The current Harris Group of companies include: 1. Harris Medical Associates ( which provides locum tenens staffing to commercial hospitals and medical groups throughout the United States:; a government division which provides locum tenens to DOD, VA and Indian Health Service facilities; and, a Psychiatry division), 2. Harris Medical Search ( which provides permanent physician and midlevel placement throughout the U.S, 3. Harris Medical Hospitalists ( which provides Hospitalists physicians to hospitals throughout the U.S.- both government and commercial) and 4. www.PhysicianEmployment.org – an industry leading job board for physicians and midlevels to apply for positions.

Chuck was a founding member of the National Council of Medicine at Emory University and a board member of Atlanta Leukemia Research, Inc. He began and oversees a 34 -year-old philanthropy with the Charles Harris Run, a 10k road race in honor of Chuck’s father, Dr. Charles E. Harris, who succumbed to leukemia at age 49, in 1981. The race has raised over $1 million for leukemia research at Emory University.

www.harrismedical.com

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Jim Beach/School for Startups

Jim is known for this belief that entrepreneurship is not about creativity, risk, or passion. Jim’s first book, School for Startups, was published by McGraw-Hill in June 2011 and reached as high as number 9 on Amazon’s business section. Promoting the book, he has done over 100 radio interviews, was featured in a UPS commercial, was referred to as the Simon Cowell of venture capital by CNN, and was excerpted by Entrepreneur magazine and the Wall Street Journal India. Author of “School for Startups,” Jim argues that entrepreneurship is not about creativity, risk, or passion. Featured in a UPS commercial, published by McGraw Hill, hired by SunTrust, Wells Fargo, and Toshiba, and featured speaker around the US and in Egypt, Dubai, Japan, Brazil, and India, he is a recognized leader in entrepreneurship.

At the age of 25, Jim founded American Computer Experience. From 1993 to 2000, Jim grew the company with no capital infusion to $12 million in annual revenue and to over 60 permanent and 700 temporary employees, operating in 39 states and in three countries. The company was the world’s largest technology training company for children, and enjoyed corporate tie-ins with Microsoft, Intel, Lego, NASA, and many others. In 2000, Jim closed two rounds of venture funding, one for $2.4 million and another for $6.4 million. Jim was selected as one of the “Forty under Forty” most influential citizens by Georgia Trend magazine, and he appeared on NPR, MBNBC, CNN, and in the New York Times, Wired, and Entrepreneur Magazine as an expert on technology and education.

In 2001, Jim joined the Institute of International Business at Georgia State University. He taught international entrepreneurship, with a focus on risk avoidance, creativity, and internet marketing skills, and was lectured at universities in Colorado, Texas, Utah, Hawaii, Japan, Korea, India, Dubai, and Egypt. In 2002, Jim started his first import/export firm, called TimelessChair.com. The firm was the result of a bet he made with a class. In 2009, Jim founded the School for Startups, a web resource devoted to teaching his philosophy of low risk entrepreneurship. He is Executive Director of a non-profit source on entrepreneurship for over 100 countries calledInternationalEntrepreneurship.com. Jim has presented for or on behalf of Wells Fargo, Toshiba, UPS, SunTrust and others on topics as diverse as the “Future of Oil Scarcity,” “How to Export in a Down Economy,” and “Getting to Number One on Google.”

www.schoolforstartups.com

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Mary Marshall/Marshall Advisors, LLC

Mary E. Marshall is the author of Putting Together The Entrepreneurial Puzzle: The Ten Pieces Every Business Needs to Succeed (2014). She has spent her career helping entrepreneurs turn their small businesses into successful ventures. In January of 2014, Mary was nominated by the SBA for their Small Business Award. Follow Marshall Advisors on LinkedIn, and subscribe to Mary’s blog at www.mary-marshall.com

www.mary-marshall.com

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Charlie Crawford with Private Bank of Buckhead and Patrick Millsaps with Hall Booth and Smith

March 6, 2014 by angishields

Atlanta Business Radio

Charlie Crawford with Private Bank of Buckhead and Patrick Millsaps with Hall Booth and Smith

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Charlie Crawford/Private Bank of Buckhead

Charlie has been in banking since 1985. He organized Private Bank of Buckhead and its holding company, Private Bancshares, Inc., and the bank opened its doors to the public on December 11, 2006. Charlie started his banking career in New York with Bankers Trust Company, and later spent 10 years with Bank South in Atlanta. In 1996, he started The Buckhead Bank and, in 2001, Riverside Bank of Buckhead.

He is frequently quoted about banking and related topics, in media outlets ranging from the Atlanta Business Chronicle and the Atlanta Journal-Constitution to BusinessWeek and CreditCards.com. He has undergraduate degrees from the University of Pennsylvania and The Wharton School of Business, and received his MBA at Georgia State University. He also is a graduate of the LSU School of Banking and Leadership Atlanta (2005). Charlie is a Director of the Buckhead Coalition, for which he serves as Treasurer, and is on the Board of the Georgia Tennis Foundation. He is the immediate past chair of the Atlanta Track Club. He also is a member of the Board of Advisors for the J. Mack Robinson College of Business, Georgia State University, is on the Board of Councilors for The Carter Center, and serves on the board of McKenney’s, an Atlanta-based company that is one of the largest mechanical contractors in the United States.

Charlie is the 2014 MS Leadership Class Honorary Chairperson for the Georgia Chapter of the National Multiple Sclerosis Society. He is a member of the World Presidents’ Association, and is a member of the Rotary Club of Atlanta. Charlie and his family live in Buckhead.

Patrick Millsaps/Hall, Booth and Smith

Patrick Millsaps is an attorney, talent manager and political analyst. He is a partner with the law firm of Hall, Booth & Smith with offices in Georgia, South Carolina, Tennessee & Florida specializing in complex litigation, intellectual property, and the representation of local governments, school boards and elected officials. He also serves as a talent manager to several notable celebrities in film and television. Millsaps also served as the Chief of Staff to a presidential campaign and now provides commentary for several national television networks and publications. He has appeared on Anderson Cooper 360, Erin Burnett Out Front, Fox Business Channel, CNN Newsroom, Piers Morgan Tonight, Andrea Mitchell Reports, and Redeye with Greg Gutfeld. Patrick has been a featured columnist for RedState.com and Buzzfeed.com.