Financial Services Professional with broad experience in all aspects of commercial credit risk and financial services management. Direct experience with asset based lending, channel finance, distribution finance, supply chain finance, distressed lending and selling financial services into businesses.Proficient in use of Monarch Pro, Moody’s Risk Analyst, CRM, SAP, Oracle, Epicor and MS Office 2010, specifically Outlook, Word, Excel & PowerPoint, with a working knowledge of Access.Trained in Six Sigma and Edge Process Improvement, Negotiation Skills, BELS (Building Essential Leadership Skills), Developing Presentation Skills, CAP Training (Change Acceleration Process and Facilitation), Project Management, Customer First Sales Communications Skills, Financial and Cash Flow Analysis and Moody’s Risk Modeling (fka KMV).Note: Began career at ITT Commercial Finance in 1984. Deutsche Bank acquired ITT Commercial Finance in 1995 and renamed it Deutsche Financial Services. GE Capital acquired Deutsche Financial Services in 2002 and renamed it Commercial Distribution Finance (CDF). Transferred to Access Distribution, a GE company, in September 2004, as a Workout Manager. GE sold Access Distribution to Avnet in December 2006, and Avnet renamed it Avnet Technology Solutions. Began career at Castle Pines Capital in February 2009, later acquired by Wells Fargo Capital Finance in July 2011.Specialties: Competitive analysis, financing, franchising, mergers and acquisition and SOX compliance. Negotiation of contracts and documents, building consultative type relationships with customers and interfacing with high level executives.Financing Categories: Secured & Unsecured Lending, Trade Finance, Distressed Lending (Workout), Supply Chain Financing, Channel Finance, Floorplanning, Working Capital Solutions (Supplemental Inventory Finance, Invoice Discounting, Factoring, Asset Based Lending).
Listed skills include Credit, Credit Analysis, Finance, Financial Analysis, and 25 others.