Client Focus
Small to middle market commercial clients focusing on long-term relationships and repeat business.
Experience
17 years of experience in Equipment Finance, IT Finance and Asset Management.
Education
Bachelor’s degree in Business from Central Michigan University
Affiliations
- Sampe North and South Carolina
- Volunteer for Special Olympics throughout the Carolinas
Representative Transactions
- $1.8MM for system software. Enabling the customer to close in December, install and recognize transaction in the following year.
- $256K for new 4 axis Okuma system. 72 month term helped the customer maximize cash flow and maintain a positive ROI after 18 months.
- $275K for financing of already owned equipment. Customer able to take a short term (36 months) and use cash to grow business.
- Partner with premier vendor to provide 3-5 year machine tool lease terms. Vendor set to buy systems at end of term.
- 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