Bob Vinson, Managing Partner, MBA, FInstIBBob has many years experience working with businesses of all sizes, from very small to Fortune 50, to identify and resolve issues that block productivity and growth. He has helped clients identify and address issues in financing; strategic direction; marketing and sales; organizational development; performance management, leadership, and motivation; process and unit performance optimization; business model definition, and implementation; business process design; personal leadership, achievement, and management. Clients have included legal firms, retail banks, residential homebuilders, discrete manufacturers, software developers, state and local government agencies, wholesaler/distributors, technology commercialization companies, logistics companies, and secondary educational institutions.
Bob is an international Fellow of the Institute for Independent Business, former Chairman of the Texas Business Group, and chair of the Management Track of the International Independent Business University. He carries FINRA Series 79, Investment Banking Representative and FINRA Series 63 Uniform Securities Agent Law certifications. He was an associate of the Claremont Graduate Universities Research Institute and has created and taught courses in management; project management, technology, and marketing in three different accredited graduate business programs. Bob was a founding member of the international IIB Executive Coaching Programme. He has an MBA with honors from the Peter F. Drucker Graduate School of Management and a BS in Economics with honors from Arizona State University.
Virginia Vinson, Managing Partner, CISA, CBA
Ginger has more than twenty years experience in the financial services industry - start ups, mergers, and closures. She has managed all operational aspects of opening two de novo banks, managed implementation of regional call center, consolidated multiple locations financial accounting functions, managed financial and regulatory reporting through various branching activities following legalization of branching in state of Texas, managed operations consolidation of various failed bank takeovers and closures of acquired locations. She has worked in financial accounting, planning, commercial loan servicing, mortgage banking warehouse and custodial servicing, imaging and documentation control, collateral control, facility management, audit and control, management of training, and management of technology. She managed the implementation and initial operation of outsourced support operations in India.
Ginger has a Bachelor of Science in Accounting from Arizona State University where she graduated Cum Laude. She has a CPA and performs CPE for certifications to the tune of 40 hours/credits per year. For JPMorgan she led training in leadership, various diversity courses, personal computer software courses, employee relations courses. For EEOC she lead training in coaching, performance measurement, internal controls, and customer relationship management. Her certifications include CPA licensed by Texas State Board of Public Accountancy and is a certified bank auditor. She was Chairman of the Cooperation with Financial Institutions Committee for the Houston Chapter TSCPA, Chairman of the Education Committee, Houston Chapter EDPAA, Chairman Membership, Houston Chapter ICSA, is a former member AICPA. Finally she was Co-chair of JPMorgan Houston Women’s Leadership Alliance and Co-chair of JPMorgan (Houston) Commercial Loan Services Diversity Council