Functional Skills
Project Management
Financial Due Diligence
Forecasting / Projections
Collateral Development
Industry Expertise
Software Skills
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Certifications
CFECertified Fraud Examiner
Sector Experience
Financial Services
Real Estate
28
years
Years of Experience
11/21
Member Since
Experience
Cove Holdings, LLC (Bank in Organization)
Management Consulting
President
Manage and direct the creation of a new bank (de novo) in Huntsville, Alabama.
Indepdentdent Banking Consultant
Management Consulting
Consultant
Provide risk assessments, loan reviews, due diligence, CECL methodology advisement, Safety & Soundness enforcement action resolution, and other banking-specific consulting services to clients.
Federal Deposit Insurance Corporation (FDIC)
Management Consulting
Bank Examiner
Commissioned Bank Examiner, Subject Matter Expert (SME) in Appraisals and Collateral Evaluations, Certified Fraud Examiner; led examination teams to assess the financial conditional of the institution. Duties included loan review, appraisal program assessment, asset quality review, interest rate risk (IRR) assessment, liquidity management assessment, Contingency Funding Planning (CFP), Bank Secrecy Act (BSA) compliance, Call Reporting, and other duties commensurate with the role.
BancorpSouth
Finance
Vice President of Commerical & Industrial Banking
Solicit, underwrite, originate, and maintain commercial and industrial credits, primarily to larger or industrial companies in the Nashville, Tennesse market.
Wachovia (Acquired by Wells Fargo)
Finance
Vice President of Commercial Banking
Solicit, underwrite, originate, and maintain commercial and industrial credits, primarily to larger or industrial companies in the Nashville, Tennesse market.
SunTrust Bank (Now Truist)
Finance
Portfolio Manager and Investment Banking Analyst - Healthcare Division
Worked with a portfolio team to underwrite, analyze, and manage complex syndicated national credits.
Regions Bank
Finance
AVP - Community Lender
Solicit, manage, underwrite, and maintain business relationships in North Alabama. Perform in-house appriasals and review commercial appraisals received by other lenders throughout the territory.
AmSouth Bank (Acquired by Regions Bank)
Finance
Branch Manager
Manage a retail branch in Decatur, Alabama.