Leads a consulting and valuation practice dedicated to supporting small and medium-sized businesses through advisory support, exit planning, and SBA valuation reports.

Affiliate faculty member teaching Business Finance.

Leader of the Ennerate business valuations team. We support the small & medium-sized business community and our SBA lending partners by providing best-in-class turnaround times, accurate valuations, and superior service.

I manage a number of client relationships in the Denver Metro area and help them succeed financially by providing innovative solutions and superior customer service.

I serve as the liaison to the Wells Fargo Commercial Distribution Finance business in helping our customers obtain the products and services they want and need to grow their business. I frequently present to the Wells Fargo Wholesale Bank about CDF trends and opportunities and educate the CDF team on Wells Fargo bank capabilities. The opportunities may include lines of credit, equipment loans and leases, real estate financing, retail financing, treasury management, or interest rate and FX… Show more I serve as the liaison to the Wells Fargo Commercial Distribution Finance business in helping our customers obtain the products and services they want and need to grow their business. I frequently present to the Wells Fargo Wholesale Bank about CDF trends and opportunities and educate the CDF team on Wells Fargo bank capabilities. The opportunities may include lines of credit, equipment loans and leases, real estate financing, retail financing, treasury management, or interest rate and FX hedges. In my role I am the single point of contact for Marine, RV, and Canadian customers and lead strategy discussions related to each of my industries. Show less

Responsible for structuring and underwriting large dealers in the agriculture portfolio. I work cross functionally to move deals from initiation through documentation and activation. Additionally I have led efforts to enhance domain expertise in the agriculture industry and improve underwriting processes to eliminate inefficiencies using experiences gained from prior banks. During the separation from GE Capital, I worked with a small team to assist in redacting data previously shared amongst GE… Show more Responsible for structuring and underwriting large dealers in the agriculture portfolio. I work cross functionally to move deals from initiation through documentation and activation. Additionally I have led efforts to enhance domain expertise in the agriculture industry and improve underwriting processes to eliminate inefficiencies using experiences gained from prior banks. During the separation from GE Capital, I worked with a small team to assist in redacting data previously shared amongst GE business units. Show less

- Underwrite credit lines up to $10MM in the agriculture portfolio- Review collateral positions and amend filings when necessary- Work closely with sales throughout credit process- Communicate with farm equipment dealers to understand specific business practices and needs- Approval authority up to $1.5MM

- Completed FMB's relationship manager training program designed to develop analytical skills and transition to becoming a commercial lender- Perform credit analysis on various C&I and Commercial Real Estate Loans- Prepare loan presentations with detailed financial statement analysis and industry outlooks- Analyze cash flow to determine repayment ability - Attend meetings with customers and prospects to gain experience in sales and customer service

Analyzed cash flow for investment properties, performed credit analysis and prepared loan presentations for commercial real estate loans.

Completed several training rotations and performed various duties as a teller and personal banker as well as assisted in the retail loan department, loan operations, and marketing department.

Excelled in all aspects of Marine Corps OCS which develops leadership, academic, and physical fitness skills and abilities. Gained invaluable leadership experience by leading small groups of peers as a candidate fire team leader and even led an entire platoon to accomplish various tasks.