Accomplished private capital markets expert, with strong decision-making skills and extensive relationship management and business development experience • Multi-functional, senior role in all stages of the credit cycle: business development, credit / business risk underwriting, preparation and presentation of investment committee approval packages, coordination of due diligence, negotiating closing documentation with multiple stakeholders, and actively managing ongoing loan relationships, including significant experience in loan workouts and owned asset dispositions. • Coordinated an active direct marketing program in key Midwest markets including Chicago, Cleveland, Detroit, Minneapolis, and St. Louis • Extensive referral source network across a variety of channels including private equity sponsors, investment bankers, commercial bankers, and restructuring advisers among others• Out of the box thinker and consensus builder with formal credit training and experience through multiple business cyclesSpecialties:Business Development | Investment and Lending Originations | Credit Risk Assessment and Underwriting Particularly in the Insurance and Asset Management / SBIC sector | Portfolio Management | Cashflow Lending | Asset Based Lending | Business Strategy | Business and Financial Risk | Sector Expertise in Media & Communications, Insurance, and Asset Management
Listed skills include Portfolio Management, Financial Structuring, Finance, Due Diligence, and 29 others.