Thereferralsgroup.com



0000Joe SchmidtBusiness Banker/Commercial Lender Commonwealth Bank & Trust Company12906 Shelbyville Rd., Suite 230Louisville, KY 40206Phone: 502-259-2475 Cell: 502-727-3655Email: joe.schmidt@As a Business Banker with Commonwealth Bank and Trust, I specialize in small business development, commercial lending and complete relationship management. With over 12 years’ experience in the Banking, Accounting and Insurance industries, my passion is in helping businesses grow and providing consultative advice in managing their cash flow needs. My role also leverages the power of our company to provide comprehensive financial solutions to our clients. PersonalEducation: St. Xavier High School-2000 University of Kentucky 2005. (Finance) Certification: Accelerated Certificate in Financial Planning, 2013 from Bellarmine. *Currently working on my C.F.P. designation (Certified Financial Planning)Hobbies: Golf, running, anything outdoors Previous Work HistoryWealth Management & Trust Administration associate CB&T 2011-15John Schmidt CPA 2008-10Nationwide Insurance 2006-08Organizations- Alzheimer’s Association Board of Directors - Red Cross Crossing Generations Board- Alzheimer’s Association Congressional Team - St. Matthews/Lyndon Toastmasters- Young Professionals Association of Louisville - Louisville Independent Business Alliance- St. Matthews Chamber of Commerce - Jeffersontown Chamber of Commerce - St. Matthews Young Leaders (Treasurer)Referral Sources- Business Owners - CPAs- Commercial Real Estate Agents - Attorneys- Commercial Insurance Agents - BuildersEmail or face-to-face introductions to anyone you know in these fields are great for me. I want to be an option for their clients (or them) and let them know what I can offer. Additionally, I have the ability to refer back to these professionals quite frequently. Goals-$6M in new loan volume-$300,000 deposits-50 individual referral source meetingsWorking On…Owner occupied commercial real estate Listen for-I lease my condo/office building, but I’d like to own.-I own my condo/office building and we are adding tenants, expanding, need to re-fi, etc Medical LoansListen for-doctors, dentists, chiropractors, any licensed medical professional is a great introduction for me-medical equipment purchasing, practice expansion, renovation, increased staffing, office repairs and/or upgradesBusiness OwnersListen for-buying out a partner, cash flow needs, line of credits, equipment purchasing, practice expansion, renovation, increased staffing, office repairs and/or upgrades-I’m starting a new business Restaurants Listen for-starting, buying, or expansion-lines of credit, equipment financing, opening a new location About usAt Commonwealth Bank & Trust, we offer you the same advice, service and attention we would give our own families. And our skilled staff of banking experts always has your best interests at heart, and we take pride in fostering your success.That’s why so many of our customers believe that partnering with Commonwealth Bank & Trust is like having a banker in the family.We also respect our heritage as a locally owned, private bank. Our roots are in Kentucky, and we plan to keep it that way. All decisions are made by people who know you, your family and your monwealth Bank & Trust has total assets of $900 million, along with $1.5 billion in Trust assets. We are headquartered in Louisville, Kentucky and currently operate 16 branches. ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download