• Led over 100 transactions across the private and public debt capital markets with primary responsibilities from idea generation through closing, including structuring, pitching, due diligence, developing marketing materials, negotiating legal documentation, and planning and executing the marketing process• Maintain direct dialogue with CEOs, CFOs, corporate finance teams, financial sponsor Principals, lenders and buy side investors as the primary leveraged finance origination and execution officer for 30 clients, with secondary coverage and primary execution responsibility for an additional 20+ companies in the oilfield services, upstream and midstream space• Partner with corporate and investment banking coverage officers to develop financing solutions that meet the strategic or financial objectives of our corporate and private equity sponsor clients, such as acquisition or LBO financings, dividend recapitalizations, distressed recapitalizations, and refinancing and liability management strategies• Underwrite distribution risk for syndicated loan and high yield bridge financings, negotiate financing letters and execute takeout financings to support our clients' M&A bids in deals ranging from a few hundred million to multi-billion dollars• Developed core competencies in syndicated senior bank market, institutional term loan market and high yield bond market, and currently leveraging that experience to discuss and execute on new market-driven opportunities such as off-market, alternative debt capital raises or distressed debt retirement strategies• Oversee teams of analysts and associates across the country to ensure timely delivery of accurate, relevant content to our managing directors, directors, corporate and investment banking partners, and ultimately, our clients• Actively mentor junior bankers across the IB platform, and participate in recruiting and junior talent development events• Promoted from Associate to Vice President in 2012

• Collaborated with leveraged finance teams and high yield salesforce to execute over 20 high yield offerings as left lead bookrunner, quarterbacking the marketing processes for both single-day drive-by and multi-day roadshow offerings• Executed nearly 100 bond offerings in a bookrunner capacity• Analyzed market data to identify structural and pricing trends, and provided market updates and recent transaction color to bankers, to assist in developing views on leveraged transactions and actionable revenue generating ideas• Prepared, coordinated and disseminated weekly syndicate research and daily communications with internal and external clients, as well as less frequent and ad hoc topical pieces for bankers, senior management, and our customers• Maintained capital markets databases and developed key informational templates that continue to be used in the business• Mentored junior team members on the high yield offering process and structural aspects of bond transactions

• Partnered with three other professionals to cover public debt capital markets responsibilities for all of Wells Fargo Bank’s Wholesale Banking lines of business including industrials, energy & power, gaming, real estate, and financials• Underwrote and processed public debt offerings for investment grade and speculative grade issuers. Individually involved in more than 200 public debt offerings raising over $200 billion for our clients• Utilized corporate finance analysis to identify capital needs and develop appropriate financing strategies for our clients • Provided indicative ratings, pricing and structure for public debt offerings through combination of relative value and fundamental credit analysis, as well as determination of market liquidity, capacity and trends• Converted results of corporate finance analyses, market intelligence and recommendations into clear and concise pitch-books that served as a centerpiece for capital strategy discussions with CEOs, CFOs and other decision makers• Maintained capital markets databases, prepared presentation materials for senior management and clients, created Excel templates for corporate finance analyses, and educated bankers, clients and junior analysts on debt capital markets topics• Promoted from Analyst to Associate in 2009

• Partnered with senior banker to establish new office in Charlotte, NC and add four new Wells Fargo relationships during inaugural year• Co-managed an approximately $250MM portfolio of real estate loans. Portfolio management included credit and project monitoring, problem resolution, active cross-selling and maintenance of strong client relations

• Participated in a six-month advanced credit-training program to enhance credit underwriting and internal credit discussion skills, client relationship management abilities and business development techniques• Performed credit analysis and underwriting, including: quantitative and qualitative risk assessment, financial statement analysis and projections, industry and business risk evaluation, management assessment and loan structuring

• Evaluated and underwrote lines of credit, term loans and other financial products for middle-market and larger publicly-traded clients, including manufacturers, distributors and technology firms with revenues between $10MM and $3B• Assisted in numerous responsibilities and projects, including: mentoring junior analysts, organizing fundraising events, recruiting at The University of Texas at Austin and hosting student organizations during office visits• One of 10 across Wells Fargo’s Wholesale Bank nominated for “Financial Analyst of the Year” Award• Interned Summer of 2003, which led to a full-time offer