Executive Vice President, Head Of Southwest Corporate Banking
Dallas, Texas, United States
• 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.