Experience

• 

  Bank of america

  Jun 1998 - Jun 2010

  Built and maintained, in partnership with Client Managers, commercial relationships within portfolio. Focus on assessing existing opportunities and propose optimal, innovative alternatives by proactively understanding client goals and objectives. Responsible for structuring and pricing transactions, orchestrating due diligence calls, presenting deals to credit approval management, negotiating and executing documents. Primary responsibilities included underwriting of risk exposure, creating comprehensive financial projection models, research specific industries to assess a client or prospect’s competitive position, and proactively evaluate and renew credit facilities to exceed client expectations.

  • Vice President - Senior Credit Products Officer

    May 2005 - Jun 2010

  • Senior Underwriter

    Jun 2003 - May 2005

  • Underwriter

    Mar 2001 - Jun 2003

  • Underwriter

    Jun 1998 - Mar 2001
• 

  Bank of america merrill lynch

  Jul 2010 - now

  Primary responsibilities include managing and developing Middle Market relationships. Key focus is being an advisor to clients and prospects, delivering strategic, integrated financial advice and solutions while working with the Bank's investment banking arm to deliver more complex public and private financings.

  • Market Manager

    Apr 2013 - now

  • Senior Vice President - Senior Client Manager

    Jul 2010 - Sept 2016