Invests in
Sectors:
Locations:
Min Investment:
$150,000.00Max Investment:
$7,000,000.00Target Investment:
$3,500,000.00
Skills
Education
- Uo
- RC
Work Experience
2013
Senior Vice President, Venture Lending
2018
Responsible for evaluating senior and venture debt opportunities, structuring new transactions and monitoring portfolio companies for Connecticut's strategic venture capital arm.
Vice President, Loan Officer
2013
Responsible for developing, underwriting and structuring commercial loan transactions for Connecticut businesses in conjunction with bank and non-bank lenders.
Project Consultant
2011 - 2013
Subcontractor for the U.S. Small Business Administration (SBA) to conducted Risk-Based Reviews of financial institutions that participate in various SBA guarantee Loan Programs across the US.
2008 - 2013
Principal
2008 - 2013
Providing consulting and loan packaging/placement services to small and mid-size businesses. Products included SBA Loan Programs (7a & 504) and commercial mortgages as well as other traditional commercial lending programs
2008 - 2008
VP-Business Development Officer
2008 - 2008
Business Development Officer for New England utilizing SBA loan programs and conventional mortgage products
2004 - 2008
VP-Business Development Officer
2004 - 2008
Business Development Officer for Southern New England and, secondarily, across the country utilizing SBA lan programs and conventional mortgage products
VP-Business Development Officer
1995 - 2004
Business Development Officer for Southern New England utilizing SBA loan programs as well as conventional commercial mortgage and term loan products.
1993 - 1995
President/Owner
1993 - 1995
Providing consulting and loan packaging/placement services to small and mid-size businesses. Products included SBA Loan Programs (7a & 504) and commercial mortgages as well as other traditional commercial lending programs
1972 - 1993
SVP-Relationship Manager/Portfolio Manager
1972 - 1993
I progressively moved within the commercial lending/banking industry to positions with more responsibility. From my initial position as an Assistant Vice President in Baltimore, I advanced to more senior positions as a Vice President/Relationship Manager/Portfolio Manager. I assumed additional responsibility and larger loan portfolios. My skills expanded from small businesses lending to analyzing and funding more complex credit facilities for mid-sized national corporations.