Joe Dancy Email & Phone Number

Charlotte, North Carolina, United States

Acquire and negotiate land deals for residential development in and around the greater Charlotte area.

Charlotte, North Carolina, United States

Charlotte, North Carolina Area

Senior Relationship Manager in the Energy and Natural Resources Group. Also, spent time as Senior Portfolio Manager in the Transportation & Logistics specialized banking group.

Charlotte, North Carolina Area

Senior portfolio manager and underwriter in US Bank's large corporate banking segment.

Charlotte, North Carolina Area

*Primary point of contact with client regarding financial matters on large nuclear construction project. *Responsible for financial reporting, forecasting, variance analysis, budget support, monitoring of budgeted to actuals, ensuring accuracy of cost data and billing, trend analysis, ad-hoc reporting, etc.*Responsible for creative problem solving, effective communication and fostering relationships across all levels of project personnel to ensure accuracy of data and… Show more *Primary point of contact with client regarding financial matters on large nuclear construction project. *Responsible for financial reporting, forecasting, variance analysis, budget support, monitoring of budgeted to actuals, ensuring accuracy of cost data and billing, trend analysis, ad-hoc reporting, etc.*Responsible for creative problem solving, effective communication and fostering relationships across all levels of project personnel to ensure accuracy of data and understanding of cost controls and procedures. Show less

Charlotte, North Carolina Area

*Owned and operated two real estate companies in Charlotte, NC, specializing in real estate development, project management/construction & design, investment and advisory services.*Made all executive and financial decisions for the companies, including project selection, business development, financial analysis, marketing, raising of capital, pricing jobs, human resources, developing key vendor/supplier relationships, developing key banking and investor relationships… Show more *Owned and operated two real estate companies in Charlotte, NC, specializing in real estate development, project management/construction & design, investment and advisory services.*Made all executive and financial decisions for the companies, including project selection, business development, financial analysis, marketing, raising of capital, pricing jobs, human resources, developing key vendor/supplier relationships, developing key banking and investor relationships, etc.*Structured and marketed project proposals to investors, creditors, buyers and sellers in efforts to raise capital through a combination of bank debt, seller financing, preferred and common equity.*Built relationships with lenders and investors to facilitate financing of projects. Included negotiating structure and terms with all parties to minimize project risk and maximize profitability.*Managed all projects for the companies, including land/lot acquisition, entitlement, development and construction, from initiation through closing. Focused on client satisfaction, goal achievement, and flexibility.*Supervised teams of up to 30 individuals to effectively deliver projects within budget, scope and schedule.*Risk managed the real estate portfolio, construction projects, loan portfolio, and equity investments.*Special assets and distressed real estate work (in-house and 3rd party). Negotiate and structure with banks and investors. Show less

Charlotte, North Carolina Area

•Advised some of the nation's largest utility and energy companies on issues relative to finance, capital structure, and business growth*Worked with client’s top executives (CEO’s, CFO’s, SVP’s, Treasurers, etc.) to create financing/structuring solutions to meet clients' needs and the firm's goals.*Marketed corporate and investment banking products including loan syndications, derivatives, equity, investment grade and high yield bonds, M&A advisory, treasury, trust and cash… Show more •Advised some of the nation's largest utility and energy companies on issues relative to finance, capital structure, and business growth*Worked with client’s top executives (CEO’s, CFO’s, SVP’s, Treasurers, etc.) to create financing/structuring solutions to meet clients' needs and the firm's goals.*Marketed corporate and investment banking products including loan syndications, derivatives, equity, investment grade and high yield bonds, M&A advisory, treasury, trust and cash management products, etc.*Originated, structured, underwrote and co-managed a $7B portfolio of syndicated and non-syndicated financings to over 100 clients, responsible for all aspects of portfolio risk.•Authored credit memorandum & underwriting/analysis presented to senior management and credit administration recommending deployment or non-deployment of the firm's capital. Underwriting packages included, among other things, thorough analysis of client's capital structure, leverage, cash flows, projections, sensitivity analysis, collateral analysis, and industry research.*Managed and trained supporting associates and analysts in the execution of complex financial projects. Show less

Mba, Finance

Bachelor Of Business, Finance, Economics, And Philosophy