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Companies West Town Bank & Trust Subsidiaries People Executive Management Team Board Of Directors Investor Relations News & Press Careers Contact Menu About Companies West Town Bank & Trust Subsidiaries People Executive Management Team Board Of Directors Investor Relations News & Press Careers Contact At Integrated Financial Holdings, our highest priorities are solving problems and helping people. We run our business day in and day out with a focus on these four core values. Learn More PASSION: Everything we do revolves around a passionate approach to getting the job done, whatever that job may be. We are guided by trust, respect and honesty, and we’re driven by what’s next”. COLLABORATION: The whole is greater than the sum of its parts. Together, everyone achieves more, and synergies across the IFH family of companies are what take us to the next level, bringing unparalleled value to our clients. OWNERSHIP: Productivity ceases through micromanagement. We are entrepreneurs, highly skilled operators, niche subject matter experts and trust our colleagues to take extreme ownership in everything they do. EMPATHY: Client success is our success. Our single-focused purpose is to understand what’s important to our clients, what’s getting in their way, and what they hope to achieve, so we can help them get there. Copyright © 2023 Integrated Financial Holdings, Inc. All Rights Reserved. 8450 Falls Of Neuse Road, Suite 202 Raleigh, NC 27615 | (919) 861-8018 | While still maintaining a minority ownership stake in the Bank, Sound Bank has been successfully divested from the Organization and rebranded as Dogwood State Bank with a new management team and Board of Directors. RiskScout is a "RegTech" (Regulatory Technology) platform designed to accelerate WTBT’s review of hemp-related businesses by automating the onboarding, validation and monitoring processes needed for enhanced due diligence for high risk customers. Visit WebsitePatriarch is a real-estate management company focused on asset preservation and the rapid resolution associated with select assets within the Bank’s various portfolios. West Town Insurance Agency is based in Edenton, North Carolina. As an independent agency, the Company represents various carriers and has the ability to compare coverage and pricing to find the best possible value for personal or business insurance needs. Visit WebsiteGlenwood is a transaction advisory and placement agent created to fill the gaps in the financing processes for community and regional lenders, providing a full suite of services for sub-middle market capital transactions. Visit WebsiteSBA Loan Docs provides a holistic and sequenced approach to the preparation of loan documentation under the SBA’s 7(a) Loan Program. Staff is comprised of seasoned loan closers and veteran attorneys with decades of SBA lending experience. Visit WebsiteWindsor provides community banks and credit unions with a comprehensive outsourced SBA 7(a) and USDA lending platform, servicing nearly $2.0 billion in assets for hundreds of lenders across the country. Visit WebsiteWTBT offers payment processing solutions for small and medium sized businesses of all types, including compliance-driven segments through its joint venture with West Town Payments. Visit WebsiteWTBT promotes savings and home ownership through a variety of mortgage programs, including VA, FHA, USDA, Jumbo and Conventional loan programs. Visit WebsiteWTBT offers a wide range of traditional banking services but selectively specializes in government guaranteed lending nationally, as well as tailored deposit products for specific lines of business and cash management solutions for industries such as Hemp and CBD. Visit WebsiteWTBT is focused on lending programs supported by the U.S. Federal Government, including the SBA (7(a), 504) and USDA (B&I, REAP, FSA, CF) programs. Since 2011, WTBT has authorized more than $1 billion in loans to businesses located in 41 states. Visit Landing PageWTBT offers technology enabled loan processing solutions to serve small businesses with financing needs of less than $350,000. Visit Landing PageWTBT has a team dedicated to help design cash management solutions based on the unique needs of its small business clients. Visit Landing PageSandra Warren Sandra Warren is the Founder and Owner of Executive Personnel Group. A regional staffing and employment service, Executive Personnel Group has 8 offices in North Carolina as well as placement contracts nationwide. Ms. Warren manages operations and employs over 5,000 employees annually. The Company has operated in North Carolina since 1999. Ms. Warren joined the Board of Directors in 2016. Jimmy E. Stallings Founder of the Chowan Agency, a Farm Bureau Insurance company which grew to a multi-million dollar agency. Mr. Stallings (now retired) has served on the Edenton Town Council for many years, having first been elected in 1999. He currently serves as Mayor of Edenton. Mr. Stallings also serves on the Edenton Chowan Partnership. Mr. Stallings joined the Board of Directors in 2014. Joseph T. Snyder Founder and President of Snyder Insurance and Financial Services. Mr. Snyder joined the Board of Directors in 2009. Randy Ramsey Linkedin Mr. Ramsey is Founder & President of Jarrett Bay Boat Works, Inc. since 1987. He is the Chairman of the Board of Governors for the University of North Carolina School System and also Chairman of the North Carolina Manufacturer’s Association, as well as a Founding Board Member of Sound Bank (now Dogwood State Bank). David Wicklund Mr. Wicklund is the Director of Advisory Services at Plansmith Corporation. He provides asset/liability management consulting and training services to banks, regulators, and trade groups. Formerly, he was a Senior Bank Examiner with the FDIC where he led exams, developed training materials, and authored articles on liquidity and interest rate risk management. Mr. Wicklund joined the Board of Directors in 2013. Jeff Moore Dr. Moore is the owner of Moore Orthopedic and Sports Medicine. He is also a Founding Board Member of Sound Bank (now Dogwood State Bank). James J. Kemp Jr. Founder and Partner in the law firm of Kemp & Grzelakowski, Ltd. Mr. Kemp’s prior experience includes General Counsel to the Illinois Commission of Savings and Loan Associations. Mr. Kemp joined the Board of Directors in 1995 and has served as general counsel since 1990. Marc McConnell Chairman Linkedin Mr. McConnell joined the Board of Directors in 2009. Mr. McConnell serves as Chairman of Art’s Way Manufacturing Co., Inc. He is also President of Bauer Corporation of Wooster, OH, and Vice-Chairman of McConnell Holdings, Inc. of Kinston, NC, among other business interests. Michael J. Breckheimer EVP, Corporate Strategy Phone Envelope Mike serves as an Executive Vice President at IFH, Inc. and West Town Bank & Trust, helping drive the overall strategic direction of both companies. He previously served as the President & CEO of Windsor Advantage, LLC. Prior to joining the IFH family, Mike was a Senior Management Consultant with KPMG where he gained extensive experience working with diversified financial firms to implement efficiencies and risk management strategies. He began his career with PNC Capital Markets and graduated with honors from Miami University of Ohio with a degree in Finance and Accounting. Steven E. Crouse EVP, Chief Financial Officer Linkedin Phone Envelope Steve has nearly 30 years of banking experience and recently joined the IFH family of companies in 2019. In addition to overseeing the audit function and IT for West Town Bank & Trust, he is responsible for the financial management of the Holding Company and the Bank and also spearheads efforts related to the Patriarch Initiatives. Prior to his tenure, Steve was the Chief Financial Officer at Paragon Bank (now Towne Bank) and Chief Accounting Officer at Capital Bank Financial Corporation, working to help develop strategies to maximize shareholder value. He...