Clifton Worley

Experience

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  Dahlman Rose & Co.

  Jun 2007 - Apr 2010

  • Vice President, Investment Banking

    Jan 2009 - Apr 2010

  • Associate, Investment Banking

    Jun 2007 - Jan 2009
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  IBERIA Capital Partners, LLC

  Jul 2010 - Mar 2021

  Through a series of internal promotions, came to preside over IBERIA Capital Partners, the institutional broker dealer of IBERIABANK. Led, and ultimately unwound, the energy focused business that provided equity research, institutional equity sales and trading, and investment banking products. Originated and executed every investment banking capital raise in the history of the firm, totaling 123 transactions for $44.1B in public capital.

  • President

    Nov 2016 - Mar 2021

  • Managing Director, Investment Banking

    Nov 2012 - Oct 2016

  • Assistant Vice President, Investment Banking

    Jul 2010 - Nov 2012
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  IBERIA Civic Impact Partners

  Nov 2016 - May 2021

  President

  Created, launched, and led IBERIA Civic Impact Partners, the tax credit equity investing business within IBERIABANK.Established IBERIABANK as a top caliber equity provider within the Low Income Housing Tax Credit (LIHTC), Historic Tax Credit (HTC), and New Market Tax Credit (NMTC) industries. Oversaw the origination, execution and asset management of 20 tax credit equity investments for $109mm.

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  IBERIABANK

  Sept 2018 - May 2021

  EVP & New Orleans Market Executive Leadership Team

  Member of the New Orleans Market’s Executive Leadership team that is charged with strategic direction, competitive positioning, and operational execution within the market. Coordinated alignment between internal product partners and commercial bankers by moderating a series of intensive and reoccurring portfolio reviews, directly resulting in product uptake and increased breadth and depth of customer relationships.Managed a commercial banking loan portfolio in addition to the full team of Commercial Banking support staff throughout the New Orleans market. Show less

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  First Horizon Bank

  Oct 2020 - Jun 2022

  EVP & Executive Leader of Paycheck Protection Program (PPP)

  Following the merger of equals between IBERIABANK and First Horizon Bank, led the combined organization’s implementation and execution of SBA’s Paycheck Protection Program (PPP). Program ranked 21st largest in the Nation by number of loans (18th excluding Fintech). Oversaw the origination of 18,226 PPP loans for $1.6B, representing 183,395 saved jobs throughout the Southeast.Leveraged both nCino and Numerated platforms to manage the combined bank’s PPP portfolio of 50,924 loans totaling $5.8B, including loan servicing, executing on the forgiveness process, and government guarantee repurchase. Received First Horizon’s “Arena Award” in recognition of the bank’s performance, successes achieved, and my leadership role therein. Show less

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  Series Next Solutions

  Jan 2023 - now

  Managing Partner of Financial Services start up headquartered in New Orleans.Responsible for executing the company's vision and strategy, and accountable for both financial and operational performances.Lead hybrid team of finance executives to collectively deliver CFO services to clients, on a fractional basis.

  • Shareholder

    Sept 2023 - now

  • President and Shareholder

    Jan 2023 - Sept 2023
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  Robinson Lumber Company

  Sept 2023 - now

  Chief Financial Officer

  Managing all financial aspects of the company, including planning, budgeting, forecasting, and capital management. Additionally responsible for risk management, information technology, and governance. Robinson Lumber Company is a 130 year old, professionally-managed family business. It is a leader in wholesale international wood products, serving customers and suppliers in over seventy countries. Robinson Lumber Company is internationally known for experience, reliability, value, and stewardship of the planet's natural resources. Show less