Client Focus
Small to Middle Market commercial clients that purchase essential use revenue producing equipment.
Experience
30 years of experience in Equipment Finance and Automotive finance with an emphasis on Business Development, Sales Management, Credit Analysis, and Marketing.
Education
Bachelor’s degree in Business from Appalachian State University with a major in Finance.
Affiliations
- Board Member, Sonlight Fellowship and House Upon the Rock Ministry
- Elder at Christ Community Church in Mooresville, NC
Representative Transactions
- $750K for new golf carts. 3 year Fair Market Value lease.
- $300K for new GM trucks and vans. 4 year TRAC lease.
- $250K for new restaurant equipment. 4 year Lease for Security.
- $530K for a used CAT crawler dozer. 5 year equipment finance agreement.
- $997K for a MRI, Dialysis system, and other lab equipment. 4 year 1st Amendment lease.
- 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
- Greenville
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Greenville
- 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