Client Focus
I have traditionally worked with Corporate & Commercial Business, Government and Non Profits of various size solving financial issues with lending, deposits and Treasury Management Services.
Experience
In my 30 years plus of Banking, I served as a Corporate/Commercial Relationship Manager for various institutions. Additionally, I served as Head of Treasury for a NC Community Bank and a Treasury Specialist and Product Manager.
Education
- North Carolina School of Banking 1993
- Certified Treasury Professional- Association of Financial Professionals 1997
Affiliations
- NC Treasury Management Association
- Various Rotary Clubs in North Carolina
- All Saints Episcopal Church—Concord
- Junior Achievement/ United Way
Representative Transactions
- $10MM Credit Facility for Manufacturer Plant Expansion and Working Capital Line
- $20MM Owner Occupied Real Estate & Working Capital Line Facility
- $6MM Dealership Purchase and Real Estate Acquisition.
- $2MM 504 SBA and Equipment Package for Commercial Dry Cleaning
- 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