Invests in
Stages:
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
- Stratford High School
(2007 - 2011)
Lists including Will
Work Experience
2021
Executive Director
2024
Director- Golden Section Lending
2021
Chief Financial Officer
2023 - 2024
2012 - 2021
Vice President, Commerical Lending
2019 - 2021
Commercial Banker with a focus on middle-market businesses. Specialize in creating relationships with clients in order to become a one stop shop for any type of financing need, as well as a central resource for connecting business owners with trusted service/product providers. Custom loan structures to fit client's needs and abilities while promoting expansion at the proper pace. Utilize colleagues in various departments to provide monetary and time saving solutions for clients. Work directly with SBA (Small Business Administration) lenders to provide unconventional solutions to conventional requirement limitations. Partner with our Global and Foreign Exchange desks to provide clients with international financing solutions, including trade finance lending, Ex-Im working capital, export finance and letters of credit.
Vice President, Business Banking
2017 - 2019
Assistant Vice President, Business Banking
2015 - 2017
Relationship Manager
2014 - 2015
Business Banking Relationship Associate
2013 - 2014
Graduate from Amegy's Officer Development Program (ODP) with a focus on small business banking.
Credit Analyst
2012 - 2013
Graduate of Amegy Bank’s Officer Development Program, undergoing formal credit training for approximately 16 months on a path to becoming a small business lender. Through this training, completed three months of Corporate Credit Training in Amegy Bank’s Officer Development Program that focused on the application of financial accounting, financial statement analysis and modeling, cash flow analysis and loan structuring. Worked in multiple lending groups across the bank including middle market commercial lending, Small Business Administration, central loan underwriting, and business banking. Learned the fundamentals of commercial lending including underwriting and sales training. Key elements of credit underwriting include business and financial statement analysis, as well as learning how to determine the company’s needs and the proper loan structure. Prepared in-depth credit packages which included information on the company’s background/industry and financial position, as well as an analysis of the proposed terms, covenant structure, guarantors, collateral, and overall risk grade. Accompanied senior lenders on in-person calls with clients and prospects to develop an understanding of their day-to-day activities, sales approach, and client interaction.
2010 - 2010
Staff Accountant Intern
2010 - 2010
Medical and pharmaceutical services firm. Internship also included rotations in various departments including Billing, Contracts and Pharmacy Services, to expand experience and obtain knowledge in areas complementing Accounting and Finance. Created journal entries, billing trends, monthly cost analysis and balance sheets for multiple active accounts and clients using SAP Financials module (FICO) and Data Warehouse, resulting in accurate and timely month close cycles Utilized Microsoft Excel to create competitive product pricing variations, delivering a cost savings in procurement of required products. Created multiple client billings for distributed employee payrolls, ensuring that the payrolls were processed and billed accurately and timely.