tedbio

TED H. TREAT
Partner
Pinnacle Management & Consulting

Ted has served as a professional financial services executive. He is highly experienced in commercial and retail
banking with a history of success in sales leadership, product sales, credit risk administration and
commercial/consumer collections.

      January 2003 – March 2008         Copper Star Bank    Scottsdale AZ

      Executive Vice President & Chief Credit Officer

       •        Member of management team that grew the Bank from $44Million in assets to $250Million.

       •        Responsible for administration of loan policies and lending procedures.

       •        Voting member of the Bank’s loan committee and reported monthly to the Bank’s Board of Directors.

     1986 – 2003        M&I Bank        Phoenix, AZ

      East Valley Business Banking Manager

       •        Responsible for leading and managing a sales force of ten Business Banking professionals
                in east valley of metropolitan Phoenix.

       •        Member of the Bank’s Arizona District Loan committee

       Assistant Commercial Loan Manager

       •        Assist in relationship selling and credit management of conforming and non-conforming
                 commercial finance products

       •        Responsible for managing the Bank’s special asset/workout customers.

       •        Represented the Bank in bankruptcy negotiations.

       2002        Graduate Pacific Coast Banking School

                   University of Washington – Seattle, Wa.

       1973        Graduate St. Mary’s College Morage, Ca.

                   B.A. Government/Accounting/Business