Partnering with Fintechs, payment-enabled platforms and proptech companies.Covering central region for payments banking group (InterMountain, Texas and Canada)Highest grossing commercial banker for payments revenue

Followed my passion of real estate investing to aid other investors as they look to optimize their real estate holdings. Key competitive advantage by parlaying my real estate knowledge and financial expertise to identify, analyze and procure real assets enabling investors to accomplish their long term goals

Built and maintained strong relationships with clients’ C-Suite and finance team advising them on strategic initiatives and potential financial impact of short and long term expansion efforts through financial forecasting/ planning, data-driven, cost benefit analysis and industry expertise. Crafted multiple cash/currency optimization solutions for global clients with complex entity structures. Worked closely with finance teams to advise on FX strategies and how that would impact their net global cash position, cash flow and P&L through various derivatives. Underwrote multiple types of debt facilities including early, growth and late stage credit structures from venture debt to ABL facilities totaling $125MM+

Focused on acquiring growth-stage clients in the Enterprise SaaS and FinTech (MSB, TPP and TPS) verticals. Ranked 7th among 135 peers nationwide in profit generation in 2015. Created new financial solutions within the bank for FinTech client (MSB) enabling them to expand their business offerings. Spent over a year crafting solutions while navigating both internal/external legal and regulatory agencies. Strategized with Fintech prospects/clients on ways to modify their business model in order to leverage various financial institutions through risk assessments and potential investment returns by utilizing my treasury expertise

Responsible for managing a portfolio of 20+ early stage high growth technology companies.Supported seven relationship managers with a $120MM+ loan portfolio and over 146 customers, ranging from pre-revenue to $700MM+ revenue companies in various technology verticals.Underwrote both new and existing deals with multiple credit structures for a broad scope of clients.Performed comprehensive analysis of historical/ projected financial statements to assess customer operational strengths and weaknesses including leverage, liquidity, earnings, burn rate, and ability to service debt. Participated in due diligence calls with venture capitalists to underwrite executive management and market position/industry trends.