• Optimized individual cost center for profitability & KPI success | Profit & Loss Finesse• Developed and mentored AVPs, Analysts, and Associates to improve precision and results, solving client problems, and uncovering solutions. Leading to increased revenue and deepened wallet share, nine associates in total• Drive client relationship and prospect opportunities in markets, manage significant client relationships, collaborate, and influence all levels of stakeholders including… Show more • Optimized individual cost center for profitability & KPI success | Profit & Loss Finesse• Developed and mentored AVPs, Analysts, and Associates to improve precision and results, solving client problems, and uncovering solutions. Leading to increased revenue and deepened wallet share, nine associates in total• Drive client relationship and prospect opportunities in markets, manage significant client relationships, collaborate, and influence all levels of stakeholders including business owners, C-Suite decision makers, and internal senior management. Show less

• Drive client relationship and prospect opportunities in markets, manage significant client relationships, collaborate and influence all levels of stakeholders including business owners, C-Suite decision makers, and internal senior management• Serve as the primary client point of contact and manage a team of Assistant Vice Presidents and Associates to improve processes and reduce the time it takes to evaluate client problems• Restructured middle market client’s balance sheet over a… Show more • Drive client relationship and prospect opportunities in markets, manage significant client relationships, collaborate and influence all levels of stakeholders including business owners, C-Suite decision makers, and internal senior management• Serve as the primary client point of contact and manage a team of Assistant Vice Presidents and Associates to improve processes and reduce the time it takes to evaluate client problems• Restructured middle market client’s balance sheet over a 12-month period, managing to specific financial ratios, resulting in a stronger balance sheet and increased valuation, positioning the company for a successful $2.0MM acquisition • Execute comprehensive solutions for clients concentrating on traditional credit, treasury services, and other wholesale bank products, averaging 4 "Qualified New Relationships” – yearly• Achieve consistent financial performance improvements for clients in a variety of industries, using a combination of financial analysis, modeling, and problem-solving skills • Maintain relationships and prospecting through referrals and lead generation in DFW, ETX, and Houston (40%, 45%, 15%) to generate revenue and deepen wallet share• Represent the bank at marquee civic and community activities to further support and drive business results in the market Show less

• Constructed profitability analyses for SVA and ROE, presented to the executive committee on exposures above $20 million• Developed and implemented cash flow management strategies for executives and business owners, resulting in improved efficiencies, operating transformations, and a reduction in NPT and A/R DOH• Analyzed and spread key income and balance sheet ratios to assess overall credit quality, annually reassessed common size analysis for both existing clients and prospective… Show more • Constructed profitability analyses for SVA and ROE, presented to the executive committee on exposures above $20 million• Developed and implemented cash flow management strategies for executives and business owners, resulting in improved efficiencies, operating transformations, and a reduction in NPT and A/R DOH• Analyzed and spread key income and balance sheet ratios to assess overall credit quality, annually reassessed common size analysis for both existing clients and prospective clients Show less

• Supervised four junior analysts, performed sensitivity analysis, utilized complex FCF financial modeling to deliver insight and value creation for bank clients• Constructed profitability analyses for SVA and ROE, presented to executive committee on exposures above $20 million• Analyzed and spread key income and balance sheet ratios to assess overall credit quality, annually reassessed common size analysis for both existing clients and prospective clients

• Completed Financial Services University (FSU), a ten-week formal credit training program, focused on detailed financial statement analysis ensuring sound underwriting of all types of credit facilities• Structured and evaluated loans for middle market companies between $10 million to over $170 million in revenue• Consistently delivered support to a Middle Market Banking team with over $700 million in out-standings, and just under $1 billion in total commitments, doing whatever it took… Show more • Completed Financial Services University (FSU), a ten-week formal credit training program, focused on detailed financial statement analysis ensuring sound underwriting of all types of credit facilities• Structured and evaluated loans for middle market companies between $10 million to over $170 million in revenue• Consistently delivered support to a Middle Market Banking team with over $700 million in out-standings, and just under $1 billion in total commitments, doing whatever it took to support senior bankers in winning and closing deals Show less

• Managed operations while leading 36 field personnel and 3 administrative staff to meet onshore production testing goals• Increased operating profitability by adding to existing market share and reducing monthly expenditures, managing quarterly EBITDA figures • Appeared for and represented Testing Services in a multi-state recruiting campaign (ND, UT, PA, TX, and LA), with the goal of reducing turnover and adding to the North America Land headcount by 12%• Attended Sales School at… Show more • Managed operations while leading 36 field personnel and 3 administrative staff to meet onshore production testing goals• Increased operating profitability by adding to existing market share and reducing monthly expenditures, managing quarterly EBITDA figures • Appeared for and represented Testing Services in a multi-state recruiting campaign (ND, UT, PA, TX, and LA), with the goal of reducing turnover and adding to the North America Land headcount by 12%• Attended Sales School at the Schlumberger Sales Excellence Center in Houston, TX Show less