Experience

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  Wachovia, a wells fargo company

  Aug 2003 - Sept 2010

  Business banker
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  Bb&t

  Sept 2010 - Jun 2012

  Portfolio manager

  Principal duties include providing support of underwriting and verification of risk-assessment analysis on credit request packages. I also support the Senior Credit Officer in the administration of the business portfolio of the Region in order to achieve the desired results of quality, profitability, and growth; monitor proper use of single loan authority, execution of risk grading tool, appraisal order process, and all other components established for the commercial lending process; and participate in the regional loan review process through preparing complete and accurate packages that adhere to BB&T policy. Show less

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  Capital one

  Jun 2012 - Sept 2014

  Underwriter-commercial banking

  Determined primary credit risks and mitigants for participation in syndicated creditsDetermined risk rating and loss given default for issued credits Structured credit agreements to include affirmative and negative covenant structure, pricing, and monitoringMonitored reporting, compliance, and operational performance of portfolioEnsured compliance with regulations issued by OCC and internal auditors, especially around leveraged lending, watch list, and criticized credits

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  Pwc

  Sept 2014 - now

  Director - private capital

  I provide valuation and advisory services for a wide range of products including senior and subordinate debt, distressed credit, structured notes, corporate debt, and private equity. I have also provided the documentation and testing of controls and procedures around large banks' Credit Risk Review functions, ALLL reserve, and credit rating support.To do all this, I lead a great team on more than 200 projects for the valuation of over 2,200 corporate securities each year. Managing the planning, budgeting, and staff effectively lets me focus on growing our talent sets and adding value to our clients. My goal is to support each individual on the team to reach their full potential while comprehensively assisting clients on the interpretation and implementation of accounting matters related to financial instruments, fair value measurement and accounting, investment income recognition and impairment, securitizations, consolidations, structured transactions, and hedging. Show less