Federal Deposit Insurance Corporation - FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Federal Deposit Insurance Corporation - FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Waterfall Bank strives to give clients a different type of banking experience, one that focuses on the client. Our mission is to make banking simple by bringing our customers the latest in technology. Our team will be proactive to assure customers are receiving the right types of products and constantly reevaluating their needs.
Chief Executive Officer
President
Executive Vice President
Chief Financial Officer
Executive Vice President
Chief Credit Officer
Executive Vice President
Chief Lending Officer
Executive Vice President
Chief Compliance Officer
Mr. Atkins earned a Bachelor of Arts and a Masters in Gerontology from the University of South Florida. He received his MBA from Western Governors University. He has twenty-five years of involvement in Health Care and Real Estate. Mr. Atkins will lead the Waterfall Bank Board to create a world-class customer experience.
J.D. from Harvard Law with additional studies at MIT and Oxford. Vast experience in investment management and law. Held senior roles at leading organizations including EnTrust Global and Skadden and Arps. Currently, serves as Chief Investment Officer for a family office.
Mr. George spent the majority of his career working at the Financial Stability Board / Bank for International Settlements (Basel, Switzerland) developing international standards for the financial sector and, in turn, assisting central banks and supervisory authorities in developed and emerging markets to implement them domestically. Previously, he served as a resident advisor – on behalf of the International Monetary Fund and US Agency for International Development – to central banks in several countries, working with them to implement reforms to their oversight of the banking system in the wake of financial crises. Mr. George began his career with the Federal Deposit Insurance Corporation, serving as a bank examiner, case manager and capital markets specialist.
Mr. George resides in Boulder, Colorado and is active in the local community.
Mr. Mesa earned a Bachelor of Science degree from Florida Atlantic University and has an inactive CPA License. He recently retired as Executive Vice President of Iberia Bank. He has also served as an Executive Vice President for Sabadell United Bank. Mr. Mesa was the President and Head of Lending of Transatlantic Bank which merged with Sabadell.
Celebrated senior executive in the financial services sector.
Over 27-year leadership track record with Butterfield Bank culminating his executive career as Managing Director Cayman and President & Chief Operating Officer, BNTB Group.
Charlie is a native of Clearwater, Florida, and is actively involved in the Tampa Bay community. He currently serves as the President of Sandstone Insurance Partners, a full-service insurance brokerage operating in Florida, Georgia, and South Carolina. He previously worked for USI for 33 years, specializing in the property and casualty industry with a focus on large risk management accounts. Charlie has built a national reputation for delivering impactful results to his clients’ risk management needs, particularly in the hospitality, healthcare, and private equity sectors.
Charlie earned his BSBA in Finance from the University of Florida in 1990. He has held various leadership roles, including President of YMCA of the Suncoast (current board member), President of Goodwill Industries Suncoast, and President of Belleair Country Club. Additionally, he was a member of the Planning and Zoning Board of the city of Belleair and served as the Finance Chair of Ruth Eckerd Hall.
Mr. Gregor serves as CEO of Summit Financial LLC. He has more than 30 years of senior leadership experience across banking, wealth management, and capital markets, with executive roles in private banking, fiduciary and trust services, investment management, insurance, and investment banking, with a strong record of building and scaling complex financial organizations. Prior to Summit, Mr. Gregor was the founder and co-Chief Executive Officer of Cantor Fitzgerald Wealth Partners, where he led growth to more than $5 billion in assets through strategic acquisitions and advisor partnerships.
Mr. Bloom is CEO of DocMJ, a leading medical cannabis physician practice in the United States. He has experience in healthcare operations, regulatory compliance, corporate governance, and strategic growth in highly regulated industries. He wrote DocMJ: The Business of Compassionate Cannabis Care, a business and leadership book focused on entrepreneurship, organizational growth, and patient-centered care. He is an attorney, admitted in Florida and New York, and previously served as General Counsel for a multi-state healthcare organization, where he advised on corporate governance, mergers and acquisitions, corporate transactions, financing, risk management, contracts, regulatory compliance, and operational strategy.
Mr. Garff has more than two decades of experience as a principal of various healthcare development and investment companies. He is a private real estate lender and the Founder and President of software startup UpTakes Video LLC.
He earned his MBA from WGU and his B.A. in Economics from BYU.
Mr. Frank is an accomplished healthcare executive with more than 35 years of experience in skilled nursing, post-acute care, and healthcare management. He has served as President and CEO of Charter Healthcare Group where he has successfully led the organization’s strategic growth, operational excellence, and expansion throughout western United States. He has been recognized for his expertise in financial and operational strategy, regulatory compliance, and quality patient care.
Mr. Frank studied at the University of Southern California and earned a B.A. in Business Administration with a specialization in Gerontology.
