Experience

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  Td bank group

  Sept 1997 - May 2003

  Analyzed, structured, negotiated, and monitored credit arrangements for a large loan portfolio of mid-market commercial and emerging corporate accounts (both public and private companies). Managed and developed relationships with mid-market commercial accounts. Structured and negotiated creative and competitive solutions to meet credit needs of new and existing clients. Analyzed, structured, negotiated, and monitored credit arrangements for a portfolio of mid-market commercial accounts.

  • Senior Analyst, Commercial Banking

    Jun 2000 - May 2003

  • Relationship Manager, Commercial Banking

    Sept 1999 - Jun 2000

  • Analyst, Commercial Banking

    Sept 1997 - Sept 1999
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  Rbc

  Jun 2003 - Feb 2022

  Sourced, executed, and managed junior capital transactions, including structured cash flow term loans, subordinated debt, mezzanine finance, and associated minority equity investments for Canadian and US companies in a wide range of industries. Supported businesses through transformational events, including growth capital, acquisitions, financial sponsor buyouts, shareholder buyouts, management buyouts, refinancing of existing facilities, senior debt relief, equity withdrawals, and dividend recapitalizations. Show less Led transactional support teams in the realization of the lending objectives of Business Financial Services (Small Business and Commercial). Through the Small Business Credit Coaches and the Commercial Financial Advisory Services teams, assisted in the structuring and delivery of business credit. In support of sales leaders in the regions, supported competitive/creative/customized credit structuring, and managed the Commitments Committee, Single Name Limit Review process, Capital Partners Investment Committee, Pre-Profit Transaction Approval Committee, and management/leveraged buyout transactions. Show less

  • Managing Director, RBC Capital Partners

    Aug 2021 - Feb 2022

  • Vice President, Commercial Credit

    Feb 2016 - Aug 2021

  • Senior Director, Business Credit Process Transformation

    Jan 2014 - Jan 2016

  • Senior Director, Credit Policy & Process

    Apr 2012 - Jan 2014

  • Vice President, Commercial Mortgages - Ontario

    Jan 2010 - Mar 2012

  • Director, Group Risk Management - Specialized Financing Products

    Jun 2006 - Jan 2010

  • Senior Manager, Group Risk Management - Commercial Markets

    Jun 2003 - Jun 2006
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  Atb financial

  Feb 2022 - now

  Senior vice president, credit

  Responsible for all components of credit risk management of ATB Financial, inclusive of the corporate, business, retail, and wealth portfolios. Responsible for the second line of defense of all credit functions. Oversee the development of all credit policies, practices, and processes, ensuring they are competitive, current, effective, and customer centric while operating within all regulatory requirements, the risk appetite of ATB, and the best practices of the industry. Lead the composition and quality of the loan portfolio, continuously reviewing the performance of the portfolio, and initiating action to resolve current and future risks. Look for opportunities for increased growth or value creation for clients. Show less