Executive Officers

Jim Engel

President & CEO/ Holding Co. and Bank Board

Jim is President and Chief Executive Officer of the Holding Company and the Bank, and serves on the Board of Directors of both entities. He also serves on both the Executive Committee, IT Committee and the Asset Liability/Investment Committee at Aquesta. Jim is an attorney and former partner with the "Big 4" public accounting firm KPMG with more than 21 years experience working with financial institutions. While at KPMG, he worked KPMG's National Tax Office and was also National Partner-in-Charge of State and Local Taxation for Banking. He currently serves or has served on the Board of Directors for the Lake Norman Chamber of Commerce, the Lake Norman Economic Development Committee and the Finance Committee and Board of Directors for The Peninsula Club. Mr. Engel is a member of the Knights of Columbus, St. Mark Parish, a USTA Team Captain and is married with five children. Mr. Engel holds a Bachelor of Arts from Maryville College in Maryville, TN, a Juris Doctorate from Suffolk Law School in Boston, MA and an LLM (Taxation) from Boston University Law School and is a CPA in the state of Massachusetts.

Tim Beck

EVP - Chief Credit Officer

Tim comes to Aquesta Bank with 22 years of commercial banking experience. Prior to Aquesta, Tim served as a bank consultant with another community bank helping to improve and re-position their loan portfolio. Tim’s experience includes working alongside the Department of Office of the Comptroller and Currency, Regional Lending Executive at a $4B correspondent bank, and various management positions within commercial lending at First Horizon, BB&T, SouthTrust and Bank of America. Tim has overall responsibility for the safety and soundness of the Bank’s commercial and consumer loan portfolio.

Kristin (Parsons) Couch

EVP - Chief Financial Officer

Prior to working with Aquesta, Kristin spent nine years as controller with a $600 million community bank. Her responsibilities included management of accounting, preparing and reviewing reports for the Board and Audit Committee, regulatory agencies, proxy statements, and the SEC. Kristin served as Chairperson of the Disclosure and Budget Committees, and is a member of the Asset Liability, and the Strategic Planning Committees.

Rick Eveson

EVP - Chief Operations & Compliance Officer

A graduate of State University of New York at Buffalo, Rick brings over 25 years of retail credit, risk management and sales experience within financial institutions of all asset classes. He previously headed up Aquesta as an SVP, Retail Lending Executive, managing the entire consumer lending function at the bank. Rick is responsible for oversight of all regulatory compliance risks.

Aquesta Bank Relationship Team

Lake Norman

Julie Brown Haugen

SVP Regional Branch Manager

[email protected]
704-439-4336
NMLS# 805400

Jeanne Jordan

SVP Deposit & Treasury Sales Executive

[email protected]
704-604-4445

Carol Palillo

VP Branch Manager

[Mooresville]
[email protected]
704-439-4341
NMLS#1485459

Laura Rizzetta

AVP Branch Manager

[Cornelius]
[email protected]
704-439-1410
NMLS# 730205

Pat Squires

VP Branch Manager

[Brawley]
[email protected]
704-439-1451
NMLS# 805403

Leigh Wolff

Branch Manager

[Davidson]
[email protected]
704-439-4353
NMLS# 1838040

Erin Nicolaysen

Branch Manager

[Huntersville]
[email protected]
704-439-1435

Chris Bacola

SVP & Lake Norman Market Executive

[Lake Norman]
[email protected]
Direct Line: 704-439-4330
Cell Phone: 704-450-3529


Charlotte

Jeff Brinkman

EVP & NC Commercial Market President

[email protected]
704-897-2419

Denise Clark

AVP Branch Manager

[Rea Farms]
[email protected]
704-897-2410
NMLS# 1181880

Austin Hailey

Branch Manager

[SouthPark]
[email protected]
704-804-7932

Michael Litton

VP Commercial Relationship Banker

[email protected]
704-897-2419

Michael Rodriguez

VP Charlotte Relationship Manager

[email protected]
704-897-2422

Dayle Bulla

AVP Commercial Relationship Banker

[email protected]
704-897-2440

Jensen Caudle

VP Commercial Relationship Banker

[email protected]
704-897-2435


Wilmington

Jennifer Merritt

AVP Branch Manager

[Wilmington]
[email protected]
910-782-3831
NMLS# 73856

Rick Hunt

SVP Commercial Relationship Banker

[Wilmington]
[email protected]
910-777-9423


Mortgage & Consumer Real Estate Lending

Lauren Conard

VP Retail Lending Director

[email protected]
704-439-1457
NMLS# 1540574

Alexah Barker

Mortgage Loan Officer

[email protected]
(704) 235-2997
NMLS# 1596092

Susan Miller

VP Mortgage Loan Officer

[Coastal Carolinas and Greater Raleigh Area]
[email protected]
704-439-4341
NMLS# 805401


Loan Production Offices

Charleston

Greg Dickinson

EVP South Carolina Market President

[email protected]
843-242-1555


Greenville

Jordan Payne

VP Commercial Relationship Banker – Upstate SC

[email protected]
864-214-6345


Raleigh

Bob Branch

SVP Raleigh Market President

[email protected]
919-215-2085


SBA

Robert Wardell

SBA Lender

[email protected]

Travis Rada

SBA Lender

[email protected]

Chamois Campbell

SBA Lender

[email protected]


Treasury

Anita Puntch

AVP Treasury Sales Manager

[email protected]
704-439-1431

Lauren Hill

Treasury Management Sales Consultant

[email protected]
704-897-2409