Client Focus
I focus on helping closely held companies with a range of financing needs, including real estate purchases and expansions, equipment financing and operating lines of credit. In addition, I work with commercial real estate investors seeking to acquire, improve or refinance investment grade properties.
Experience
I have 15 years of Commercial Banking experience with national and regional banking organizations. This includes business development and portfolio management of existing accounts with knowledge and focus of a variety of owners and industries throughout the Carolinas.
Affiliations
- Treasurer of The Mediation Center, WNC
- Past Member of United Way of Buncombe County’s Audit Committee
- Past Treasurer of Big Brothers Big Sisters of WNC
- Manna Foodbank Volunteer
Representative Transactions
- $8.7 million including real estate, equipment and an operating line of credit to a regional brewery in Buncombe County
- $5.8 million investment property transaction in Henderson County
- $5.6 million investment property transaction in Buncombe County
- 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