Executive Officers

Jim Engel

Jim Engel

President & CEO/ Bank & Holding Co. 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 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.

Trey Weir

Trey Weir

EVP - Chief Banking Officer

Trey brings 18 years of banking experience to Aquesta. His work experience has included EVP, Head of Retail Banking at First Charter Bank. He was also an SVP Market Manager with Fifth Third Bank, leading the development and implementation of multiple retail regions as well as the Small Business Banker initiative. At Aquesta, Trey is responsible for overseeing the performance aspects of commercial and retail banking, mortgage lending, and marketing.

Tim Beck

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

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 Sales Executive

[email protected]
704-604-4445

Laura Rizzetta

Laura Rizzetta

AVP Branch Manager

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

Susan Miller

Susan Miller

VP Branch Manager

[Mooresville / Cornelius]
[email protected]
704-439-4341
NMLS #805401

Pat Squires

Pat Squires

VP Branch Manager

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

Leigh Wolff

Leigh Wolff

Branch Manager

[Davidson]
[email protected]
704-439-4353 


Tyler Biggerstaff

Branch Manager

[Huntersville]
704-439-1432

 

Chris Bacola 

SVP & Lake Norman Market Executive

[Lake Norman]
[email protected]
Direct Line:  704-439-4330

Cell Phone:  704-450-3529

 


Charlotte - Southpark

https://www.aquesta.com/_/kcms-doc/1548/50467/austin-hailey.jpg

Austin Hailey

Branch Manager

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

 

 


Charlotte - Rea Farms

Denise Clark

AVP Branch Manager 

(Rea Farms)
[email protected]
704-879-2410
NMLS #1181880


Wilmington

Jennifer Merritt

Jennifer Merritt

AVP Branch Manager

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

Rick Hunt

Rick Hunt

SVP Commercial Relationship Banker

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


Mortgage & Consumer Real Estate Lending

Lauren Conrad

Lauren Conard

VP Retail Lending Director

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

 
 

 

 


Loan Production Offices

Charleston

Greg Dickinson

South Carolina Market President

[email protected]
843-242-1555

 

 


Greenville

Announcement Coming Soon!


Raleigh

Bob Branch

Bob Branch

SVP Raleigh Market President

[email protected]
919-215-2085

Cynthia Nation

Cynthia Nation

Commercial Relationship Banker

[email protected]
919-609-1363


SBA

Robert Wardell

Robert Wardell

SBA Lender

[email protected]

Travis Rada

Travis Rada

SBA Lender

[email protected]

Chamois Campbell

SBA Lender

[email protected]


Treasury

Treasury Services

Anita Puntch

AVP Treasury Sales Manager

[email protected]
704-439-1431