Client Focus
For 20 years, I’ve focused on each client’s specific needs and have tried to provide an effortless experience. I’ve been fortunate to work with small and large businesses ($1mm-300MM in revenue) from a multitude of industries. I’ve been also privileged to work with excellent companies on commercial & industrial matters, real estate development, and specialty financing needs.
Experience
20+ years of experience in delivering traditional banking, private banking, commercial banking and commercial real estate banking to clients across the country.
Education
- University of Northern Colorado – Bachelor of Science, Business Administration, General Business
Affiliations
- Junior Achievement Charleston
- United Way
- The Church at Life Park
Representative Transactions
- $8.0MM credit relationship (OOCRE, RLOC, and equipment) for a reputable manufacturing company in South Carolina
- $5.0MM working capital line of credit for a well-known manufacturing company in South Carolina
- $4.5MM construction to permanent financing for a commercial project in Mount Pleasant, South Carolina
- $2.0MM working capital line of credit for a reputable logistics company in Charleston, South Carolina
- $40.00MM guidance lines of credit, A&D facilities, vertical construction facilities, and treasury services
- North Carolina
- Charlotte
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Raleigh
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Asheville
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Piedmont
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Western North Carolina
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Charlotte
- South Carolina
- Coastal
- Commercial & Business Banking
- Equipment Finance
- Greenville
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Coastal
- Tennessee
- Knoxville
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Tri-Cities
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Morristown
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Knoxville
- Virginia
- Roanoke
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Southwestern Virginia
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Roanoke