• Relationship manager focusing on small middle-market companies with revenue between $5MM and $30MM.• Demonstrated strong portfolio growth through in-depth strategizing, proper credit structuring, consultative selling, and exceptional customer care.• Facilitate the relationship strategy through the involvement of key business partners to drive the strategic value to the customer.• Effectively involves senior management to develop vertical client relationships.• Develop new customer relationships by utilizing a focused and proactive lead generation process through the development of a diverse COI network.• Effectively manage and monitor the timely financial statement and covenant reporting to ensure proper risk rating of each relationship.• Successfully implement bank policy while navigating the regulatory framework.

• Performed valuations of businesses ranging in size from $1MM to over $200MM in revenue.• Developed quantitative models to value closely held non-public companies.• Assisted in the development of standards for the firms business valuation department.• Advised clients in the development of projected financial statements.• Completed multiple audits, reviews and compilations of non-public company financial statements.• Completed federal and state tax returns for corporate entities and individuals.

• Assisted Portfolio Manager in daily portfolio rebalancing and account maintenance.• Met with the firm’s retirement plan clients to discuss current financial market updates, model asset allocation, and their specific goals. • Assisted client’s with their liquidity needs and invested cash deposits.• Monitored and analyzed the performance of current and potential investment holdings.• Assisted in the research and development of the firm’s investment models.• Aided in investment market and economic research and analysis.• Responsible for weekly investment holdings presentation to the investment committee.

•Served as an Infantry Reconnaissance Scout, Team Leader and Section Leader for a platoon of Marines while deployed in multiple combat operations in Iraq.•Awarded the Nation Defense Medal, Combat Action Ribbon, Presidential Unit Citation, Good Conduct Medal, Sea Service Deployment Ribbon with one star, and Operation Iraqi Freedom Medal.