Senior executive executing in the commercial middle market space. Bringing tailored financial solutions and top tier service to our clients so they can operate competitively.

Senior executive responsible for establishing, marketing, and growing the Texas Market footprint. Execute profitable business development and manage the quality of the portfolio of companies with annual gross revenues of at least $20 million up to $750 million. Ability to develop trusted advisory relationships with senior executives.

An alternative investment firm focused in the energy sector specializing in contrarian investments that are cash flowing and profitable in low commodity environments.Responsible for leading a team in various capacities including: strategic investment, marketing, fundraising, investor servicing/communication, legal and compliance. Traveled throughout the U.S. to court fund investors. • Led the Stonefly team to a successful first fund capital raise focused in oil and gas investments during a time when environmental, social, and governance (ESG) factors dominated investment portfolios. • Guided team to showcase an investment that was contrarian to the market. Designed a communication strategy that informed investors (who previously had a negative impression of the industry or lacked first hand knowledge) about this opportunity by delivering higher than anticipated returns with consecutive quarterly distributions. • Exceed portfolio investment returns quarter over quarter with investors receiving returns in the mid-teens.• Cultivated and grew national relationships with potential investors to communicate portfolio strategies and the opportunities for growth leading to a highly diversified investor base. • Led team to complete the Entrepreneurial Operating System (EOS) training to understand concepts and practical tools to assist entrepreneurs in building their businesses. • Called upon for industry expertise as a speaker in the 2019 Private Credit Funds and Performance Issues in a Recession conference attended by over 500 participants. • Speaker in the 2019 Opportunities in Private Equity and Hedge Funds Panel featuring leading experts from Latin America, the U.S., and Canada. Attended by over 600 participants. • Moderator for The Private Equity Energy and Infrastructure 2020 panel consisting of global participants and facilitator for a one on one conversation with keynote speaker for The Private Equity Mexico and Texas Conference 2019.

A worldwide financial service company serving corporations and individuals in over 100 countries. Senior commercial banker responsible for growing and retaining a performing middle market portfolio. Strong performance in business development. Extensive financial and credit background resulting in successfully originating, structuring, and maintaining a regulatory compliant portfolio. Developed new leads marketing strategies in coordination with team of industry leaders across the organization through high-touch communication strategies that served a global client base. Portfolio clients consistent of middle market, publicly traded, and multinational companies. Effective and proactive communicator with emotional intelligence skills necessary to successfully lead and collaborate with a team across the organization. • Grew lending commitments by 700% and more than double the portfolio’s profitability. • Appointed lead-left book runner in 2018 in a $2 Billion merger of two of the top four home health companies in the United States after cultivating a long-term relationship and gaining trust.• Consistently earned awards for capturing new revenue leads over consecutive quarters by focusing on growth market sectors to increase opportunities in unchartered markets. • Promotions including to senior leadership roles upon successfully growing and retaining a profitably solid commercial middle market portfolio during the 2008 financial crisis and the 2014 oil price downturn. Strong credit and analytical skills providing successful turnaround credit outcomes.• Led prospecting conversions resulting in numerous recognitions awards year over year.• Appointed to the Upcoming Leaders Program as one of 30 middle market bankers companywide selected with focus in advancing young professionals into senior leadership positions. • Recipient of Commercial Bank Recognition Award, highlighting leadership, impact, and management of portfolio.

Started my banking career at First American National Bank in Nashville, TN in a formal credit training analyst program and then was promoted to Portfolio Manager. After 5 years with First American, I went on to work at Sirrom Mezzanine Capital as a Portfolio Manager focused on Mezzanine deals throughout the United States.