Functional Skills

Business Unit Strategy
Restructuring / Turnarounds
Business Planning
Market Research
Financial Modeling

Software Skills

Microsoft Office
Microsoft Word
Microsoft Edge

Sector Experience

Financial Services
Real Estate

Experience

Vestwell Capital LLC Management Consulting
Managing Member
11/2021 - Present
Consultant to various lenders, developers and investors focused on commercial real estate investment and the capital markets.
Protective Life Insurance Company Finance
SVP - Mortgage Loans
11/2006 - 2/2021
● Managed ~$10B commercial mortgage loan portfolio with investments throughout the United States.
● Former real estate attorney for the commercial mortgage loan department promoted to manage and grow the loan portfolio with a department of ~40 people from June 2012 - June 2020.
● Drove portfolio growth by ~2x while significantly improving asset diversification.
● Continual process improvement and efficiency focus allowed for increased loan production with minimal staff and cost increases.
Bedwell & Padgett, P.C. Legal
Attorney
8/2004 - 11/2006
● Clients included banks, mortgage companies, financial institutions, commercial real estate owners, commercial developers, corporations and individuals.
● Active real estate closing department and a title insurance agent that complied with federal and state law for loan closings.
● Represented commercial developers in all facets of their developments.
Merchants Bank Finance
Vice President, Board Member and Counsel
1/2000 - 8/2004
● Led and managed all tactical and operational facets of a de novo branch, resulting in sustained asset growth in a mature market location.
● Loan officer and underwriter involved in all aspects of commercial and personal lending.
● Oversaw all facets of commercial and residential construction loans.
● Represented bank on various litigation issues and legal proceedings.