Middle Market Banker with over 25 years of finance and accounting experience as a CPA, Controller and CFO translated into being a different kind of banker who has “walked in the shoes” of his clients he serves. Responsible for new client acquisition and expansion of existing client relationships. Targeting companies from $50 MM to $500 MM in revenue headquartered in the Houston area. Provide cash flow and asset based loans, working capital, and card solutions, letters of credit, swaps, and foreign exchange products. Specialties:Provide senior debt in the form of Revolvers, Lines of Credit and Term Loans to finance working capital, equipment, owner-occupied real estate, acquisitions and recapitalizations.Senior debt financing - including mergers & acquisitions financing, recapitalizations, revolving credit facilities for working capital purposes and term loans for fixed asset acquisitions.

To serve middle market clients working capital and debt needs with a unique blend of skills mastered as a Texas CPA and CFO in numerous industries.

Executive Team member.

Organization of CFOs, Treasurers and Controllers.

Lead the finance, accounting and back office teams. Assisted with integration of this company into a large German based public company. Results of the first year's effort allowed me to win the Houston Business Journal's CFO of the year in 2012.

Worked through a very challenging time with multiple CEOs, an ownership change just as the great recession was affecting our business.

Turnaround Assignment for Owners and Lenders of PE backed failed rollup of environmental waste business in Houston, Texas.

Developed a new compliance function and managed a very challenging first year's SOX activity leading to a clean audit report.

Turned around struggling business unit's finance and accounting function.

Partnered with the Family as a generation change in leadership was being implemented. Completed a number of acquisitions and laid the ground work for monetizing elder family member's equity.