Jason Houseman

Jason Houseman Email and Phone Number

CEO and CCO and Principal @ B&D Capital Partners
Charlotte, NC, US
Jason Houseman's Location
Charlotte, North Carolina, United States, United States
About Jason Houseman

Jason has nearly 20 years of corporate experience in client facing leadership roles covering corporate/commercial banking, business optimization, turnarounds, m&a advisory, early to late stage investments and C-level consulting. He is passionate about serving his clients and helping them achieve their goals, either directly or through one of his many network partners.

Jason Houseman's Current Company Details
B&D Capital Partners

B&D Capital Partners

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CEO and CCO and Principal
Charlotte, NC, US
Employees:
5
Jason Houseman Work Experience Details
  • B&D Capital Partners
    Ceo And Cco And Principal
    B&D Capital Partners
    Charlotte, Nc, Us
  • B&D Capital Partners
    Ceo / Principal
    B&D Capital Partners Feb 2023 - Present
    Charlotte, North Carolina, United States
  • Blystone & Donaldson
    Managing Director
    Blystone & Donaldson May 2024 - Present
    Charlotte, North Carolina, United States
  • Era Group - North America
    Principal Consultant
    Era Group - North America Apr 2021 - Present
    Charlotte, North Carolina, United States
    Operating in over 25 countries with more than 650 consultants, Era Group provides deep industry expertise in a wide variety of expense categories, such as Logistics, Facility Management, Operational and Medical Supplies, Corporate and Personnel Services, Banking and Financial Services, as well as Telecommunications and Information Technology.
  • Group6 Holdings, Inc.
    Board Member
    Group6 Holdings, Inc. Jun 2024 - Present
  • First Horizon Bank
    Senior Vice President - Corporate Banking
    First Horizon Bank Dec 2019 - Apr 2021
    Charlotte, North Carolina Area
    First Horizon's Corporate Bank provides financial solutions to business customers throughout its footprint. The team serves mid-corporate and middle-market sized businesses that span a broad range of industries across public and private sectors. Jason was responsible for generating ideas and solutions for his clients and prospects across First Horizon's suite of products and services, include lending, deposits, capital markets, treasury management, foreign exchange, interest rate risk management and others.Jason worked with clients to structure financial transactions in support of mergers & acquisitions, capital procurement, working capital financing, leveraged buyouts, management buyouts, recapitalization transactions, cash out dividends/distributions, and other strategic transactions.
  • Suntrust
    Senior Vice President - Commercial Banking
    Suntrust Sep 2018 - Dec 2019
    Charlotte, North Carolina Area
    Jason worked as a Commercial Banker for SunTrust Bank in Charlotte, NC. His responsibilities included all facets of bank relationship management, such as lending, implementing treasury and depository services, giving financial advice and guidance, structuring financial transactions to support mergers & acquisitions, capital procurement, working capital revolvers, leveraged buyouts, management buyouts, recapitalization transactions, cash out dividends/distributions, etc., and either providing directly or introducing through partners, the full gamut of SunTrust Bank's offerings. Throughout Jason's experience, he's had success in several industries, including Manufacturing, Energy, Technology, Transportation, Distribution and Services. His clients ranged from closely held and family-run businesses to private equity owned corporations. He has also had experience supporting companies through management transitions, changes of control, ramp-up of products and implementation of strategic initiatives.
  • Citizens Bank
    Senior Vice President - Corporate Banking
    Citizens Bank Feb 2015 - Sep 2018
    Buffalo/Niagara, New York Area
    Jason served as the central contact person for a diverse client and prospect base in Upstate New York. He quarterbacked the delivery of a wide array of traditional and capital markets bank products serviced directly or through product partners. Most fundamentally, he acted as a trusted adviser to the client’s executive management team. The trusted adviser role revolves around relationship building, idea generation, strategic business discussions, risk management, credit structuring, industry observations, and other matters of elevated importance.Jason managed a portfolio of credit and non-credit relationships of varying size and complexity. Equally important, he was solely responsible for market coverage of prospective clients to achieve goals related to new client acquisition, client satisfaction/retention as well as business growth. Within the Corporate Banking team, Jason focused on companies with annual revenue over $25 million, but as large as ~$2 billion, ranging in structure from family-owned, to private equity held and publicly traded (Jason holds FINRA series 63 and 79 licenses). He was typically responsible for managing a portfolio of 20 - 25 relationships and contributing to business development.
  • First Niagara Bank
    Vice President - Corporate Banking
    First Niagara Bank Oct 2010 - Feb 2015
    Buffalo/Niagara, New York Area
    Developed from zero a portfolio of new middle-market and corporate banking relationships, managed and grew this portfolio of middle-market and corporate clients to promote profitable relationships for the bank, while balancing risk.
  • M&T Bank
    Vice President - Commercial Banking
    M&T Bank Jun 2005 - Oct 2010
    Buffalo/Niagara, New York Area
    Managed a portfolio of middle-market and corporate clients and developed additional banking relationships. Responsible for a portfolio of 25 middle-market and corporate customers and active solicitation of new clients.
  • M&T Bank
    Management Development Program Participant
    M&T Bank Jun 2005 - Jan 2006
    Buffalo/Niagara, New York Area
    Extensive training program covering the banking industry, lending and commercial products as well as classroom accounting, finance and leadership courses.Loan analysis credit underwriting training for local, middle-market, and large corporate/international clients and prospects.

Jason Houseman Skills

Banking Credit Commercial Banking Financial Analysis Commercial Lending Portfolio Management Credit Analysis Loans Treasury Management Leadership Management Underwriting Loan Origination Commercial Mortgages Finance Small Business Lending Mergers And Acquisitions Credit Risk Asset Based Lending Leveraged Finance Energy Industry Big Data Microsoft Office Microsoft Excel Microsoft Powerpoint Microsoft Outlook Microsoft Word Salesforce.com Communication Problem Solving Corporate Finance

Jason Houseman Education Details

Frequently Asked Questions about Jason Houseman

What company does Jason Houseman work for?

Jason Houseman works for B&d Capital Partners

What is Jason Houseman's role at the current company?

Jason Houseman's current role is CEO and CCO and Principal.

What is Jason Houseman's email address?

Jason Houseman's email address is jd****@****hoo.com

What is Jason Houseman's direct phone number?

Jason Houseman's direct phone number is +161573*****

What schools did Jason Houseman attend?

Jason Houseman attended University At Buffalo School Of Management, The State University Of New York, University At Buffalo, Lyndonville.

What are some of Jason Houseman's interests?

Jason Houseman has interest in Health, Economic Empowerment.

What skills is Jason Houseman known for?

Jason Houseman has skills like Banking, Credit, Commercial Banking, Financial Analysis, Commercial Lending, Portfolio Management, Credit Analysis, Loans, Treasury Management, Leadership, Management, Underwriting.

Who are Jason Houseman's colleagues?

Jason Houseman's colleagues are Katie Walsh, Tom Donaldson, Ty Johnston.

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