Promoted to Senior Managing Director as part of Huntington Bank's Corporate, Specialty and Government Banking leadership team, initiating national client coverage for Diversified Industries (covering sub-sectors not part of our initial industry vertical teams). Also leading an Associate/junior banker development program, providing content and sales support for our senior client coverage bankers and preparing our high performing/high potential young professionals for client facing roles.

Hired to establish Huntington’s large corporate banking business out of footprint. Recruited a team of experienced corporate bankers and developed Huntington’s go-to-market strategy for new client acquisition in the Southwest and Western United States. In the first three years, in conjunction with our capital market and banking product colleagues, the team had face-to-face engagement with well over 200 companies, underwrote, onboarded and deepened a portfolio of 35 client relationships, with over $2.4B of loan commitments, plus meaningful deposit acquisition, capital market and traditional bank product revenue generation, while maintaining appropriate credit quality.

• Reporting to the President and COO, selected as one of 5 Corporate Banking regional business unit leaders with the formation of Truist Securities, the combination of BB&T Capital Markets and SunTrust Robinson Humphry. In coordination with our investment banking and capital markets teammates, the team covers all public and large private firms in TX, LA, AR, KS, OK, CO, and NM as well as the Energy industry nationally (corporate and reserve-based lending).• Combined portfolio of 160 credit clients totaling $15.9B of commitments, $5.6B of loans outstanding, and over 40 non-credit clients.• Lead a direct team of 7 senior coverage bankers and 8 VPs, Associates and Analysts, and a large indirect team of underwriters and product teammates dedicated to our region.• Team is marketing a wide array of products including: commercial paper, investment grade, high yield and tax exempt public debt; cashflow, ABL and institutional syndicated bank debt; equity IPO, follow-on, at-the-market, and convertible offerings; share repurchase programs; asset securitization, AR purchase and supply chain finance programs; equipment financing; structured real estate (build to suit and sale leaseback); insurance brokerage; asset management; corporate trust and escrow services; retirement services and treasury management.• Obtained FINRA licenses in 2019 and 2020 including: Series 24 (Supervisory Principal), Series 79 (Investment Banking), Series 63 (All States), as well as the precursor Securities Industries Essentials Exam.

Responsible for overall business results for one-third of BB&T's national large corporate business. Provide leadership to the Team Leaders, Relationship Managers and Underwriters in the General Industries teams covering the Southwest and West markets, as well as the National Energy business (Reserve-Based Lending and Corporate Energy). Currently standing up a Technology Industry vertical for the bank. Driving overall business execution for growth, quality and profitability: client selection and acquisition, credit up-tier/Joint Lead Arranger strategy, cross-sell penetration across 7 key product areas (capital markets, deposits, treasury, insurance, asset management, equipment finance and institutional trust), as well as ongoing credit monitoring. Current portfolio is $10B in credit commitments, $4B in loans outstanding and $3B in deposits.

Provide leadership to a team of experienced corporate banking relationship managers and underwriters, developing credit, capital markets and other banking business with large companies ($250mm+ in Revenue). During the first 5 years in this new market for BB&T, the team grew the portfolio from 10 clients and $250mm in commitments to 115 credit relationships, an additional 50 deposit and ancillary product relationships, $6B+ in credit commitments and $2.5B+ in loans outstanding, one of the largest and most productive teams at BB&T. The team has also built a deposit portfolio of $2B+ and generates capital markets fees of $5mm annually. Coverage territory includes 15 southwestern and western states.

• Full P&L responsibility for a 70-relationship portfolio of Fortune 1000 clients in a seven-state territory (TX, OK, AR, LA, MS, AL, and FL). During tenure consistently exceeded loan growth, loan quality and profitability goals.• Manage a group of 5 relationship managers, 3 credit analysts/specialists and 2 loan operations employees, growing the group to over $700 million of loans and letters of credit outstanding and over $2.0 Billion of commitments.• Developed dozens of new client relationships. Converted the group from a transactional orientation to a cross-sell and relationship orientation, with greater focus on non-interest income generation.

• Full-service Relationship Manager for fifteen Fortune 1000 clients with $550 million in loan commitments and $155 million in loans outstanding. Serviced the Tier One automotive supplier market calling on corporate Treasurers and Chief Financial Officers. Acted as the Agent on two relationships.• Led the loan group in new business generation during 1996, 1997 and 1998. Through an active prospecting effort, brought in 9 new relationships to the Bank during these years, adding over $135 million in aggregate new commitments, $81 million in total first-year loans outstanding and $1.6 million in total first-year pretax profitability.• Active in cross-sell of non-credit products and services. Closed several pieces of new business including: a $225 million corporate trustee account, a $150 million master trust/custody account, an $8 million operating lease, and three significant cash management relationships.

• Managed a group dedicated to the development of prospective and current Loan Officers. Managed a direct staff of four bank officers, two administrative employees and the 95 Detroit-based credit analysts. Responsible for employee development over the two-year credit analyst rotational training program, including all aspects of recruiting, hiring, training, retention, salary administration, performance management, and promotion/placement.• Successfully led a cross-functional task force in developing a competency-based Performance Management Process for credit analysts throughout the corporation.• Planned in detail and successfully maintained an annual $5.3 million expense budget. Supervised formal credit training programs, including the entry-level “Credit College”, consulted with vendors, evaluated course content and materials, acted as the primary credit trainer.

Full-service relationship manager for 55 middle market customers with over $35 million in loans outstanding and $10 million in deposits. Cultivated new business relationships selling credit and non-credit products, reaching 230% of the 1989 new business goal. Achieved 36% portfolio growth over tenure. Met or exceeded all loan quality goals each year. Led loan group in fee generation for 1989 and 1990, reaching 324% of goal in 1990.

Completed formal credit training. Working with various lending groups, conducted credit reviews on existing and prospective customers. Selected for special marketing assignment in Dallas, Texas.