I help mid to large businesses in the Greater Portland Area grow and achieve financial success through a broad range of strategies, products, and solutions. Develop and manage relationships with companies with annual revenue in excess of ~$20 million and offer credit, treasury & risk management, capital markets, hedging, international solutions, and other financial services for middle market companies. I enjoy working with a wide range of industries including technology (from software to hardware to fintech and cleantech), real estate, non-profit, and other more traditional C&I companies.

Credit Management Training Program (CMTP) Associate• Participated in a five month advanced credit training program to enhance credit underwriting, client relationship management, and business development skills.• Performed credit analysis including: quantitative risk assessment, financial statement analysis and projections, industry and business risk evaluation, management assessment, and loan structuring.

The Middle Market Banking Group originates and underwrites loans for mid level companies located in the Greater San Francisco Bay Area. Annual revenues range from $20 million to more than $1 Billion in diverse industries. We help local businesses grow and fulfill their financial goals.*Analyze a company’s financial, operational, and management strengths and weaknesses to identify potential capital, balance sheet, and reputation risks *Identify credit issues early in the underwriting process and recommend ways to reduce exposure *Partner with relationship managers to structure multi-million dollar transactions *Prepare annual company financial reviews as well as underwriting memorandums focused on a company’s leverage, key risk factors, sources of repayment, cash flow, and ability to service debt *Review and assist in the negotiation of loan agreements and ancillary documents related to the closing of a transaction *Understand client needs and identify other Wells Fargo products and services that can help clients achieve their goals

* Cultivation, growth and management of individual donors* Develop and implement special events and agency projects* Create donor development systems, processes and workflow* Manage Grant Reporting and aid in grant writing * Volunteer management* Support communications with external constituencies * Active member of the Management Team

STOP AIDS PROJECT - Pre Acquisition Coordinate and support the Project’s major fundraising events and third party events, including event development, participant marketing, sponsorship solicitation, logistics and volunteer management. Oversee donor cultivation, donor database, donor acknowledgment letters, and a quarterly development newsletter. Also assist in grant writing and research. * Coordinate agency special events and third party events including event organization, sponsorship, volunteer recruitment, direct mail, outreach, and in-kind donations * Recruit, train and manage volunteers and participants for the Project’s major fundraisers and third-party events * Assist in soliciting sponsorships and in-kind donations for major events * Increased unrestricted and major donor funding, while exploring new funding options * Managed Dining Out for Life annual event which brought in more than $215,000 a year * $2M budget; $700,000 development revenue