How do you leverage the words banker, adviser and entrepreneur? I have a history of starting and building successful financial businesses in competitive markets by developing niches and leveraging organizational and individual strengths. With a unique window into banking and debt capital markets, I’ve developed over 20 years of relationships with national and middle market clients as well as financial institutions, primarily located in the Northwest. My sales and operating experience come from both the executive and street levels. Entrepreneurial spirit advising and serving clients:> Formed a financial institution advisory firm placing and trading commercial loans (75 placements with a cumulative total exceeding $200MM).> As President and Director, led a new business bank to create niches and double in size.> Re-started a corporate bond origination business. Revenues grew from $500K to $11MM annually in 5 years (cumulative revenues exceeded $37MM).> Founded a utility focused debt capital markets team. Led or co-managed 37 offerings.> Started a middle market business development team for Oregon’s largest bank.Strong foundation in sales, finance and leadership:> Solid background in understanding the capital structure from top to bottom.> Deep experience advising clients in diverse markets segments and sizes.> 20+ years of developed client relationships primarily located in the Pacific Northwest.
Listed skills include Finance, Banking, Portfolio Management, Investments, and 11 others.