Middle market investment bank focused on BIPOC-led and owned organizations

Provide finance, strategy and operational services to clients in the private, government and non-profit sectors. Clients included the FHA division of HUD and other private sector and non-profit clients.

Blue Dolphin Energy is a publicly traded, independent refiner and marketer of petroleum products. Its primary asset is a 56-acre crude oil and condensate processing facility, which is located in Nixon, Wilson County, Texas. Operations at the Nixon Facility also involve the storage and terminaling of petroleum under third-party lease agreements. Chair, Audit CommitteeChair, Compensation Committee

Board Veritas exists to advance the effectiveness of boards and their leadership, including governance, strategy, finance and HR for non-profit and for-profit organizations.

Led company's executive leadership team, developed and implemented strategic plan and ensured the financial viability and growth of all business units including Development, Design, Construction, Asset Management, Operations and a private REIT. Performed role as integrator (Bonaventure is an EOS company).

Managed New York practice. Led business development, engagement management and partner recruiting. Developed solutions to solve problems for C-level executives in finance and technology for middle market companies. Tatum is a subsidiary of Randstad, its global parent company.

Atlanta Life Financial Group is a privately owned financial services company that helps consumers, businesses and communities build and protect wealth. The company consists of two operating units: Atlanta Life Insurance Company and Herndon Capital Management, an asset management firm.Chair, Audit, Risk Management and Compliance CommitteeMember, Governance CommitteeMember, Strategy, Marketing and Technology Committee

Government-sponsored enterprise, chartered by Congress to provide liquidity, stability and affordability for the U.S. housing market. Created and implemented a comprehensive strategic and operational plan that included a governance and performance management system that measured, analyzed and improved business results. Created risk management program that identified and managed barriers to success. This management system led to the reallocation of resources to highest value customers, increased… Show more Government-sponsored enterprise, chartered by Congress to provide liquidity, stability and affordability for the U.S. housing market. Created and implemented a comprehensive strategic and operational plan that included a governance and performance management system that measured, analyzed and improved business results. Created risk management program that identified and managed barriers to success. This management system led to the reallocation of resources to highest value customers, increased profits through the redesign of the sales incentive plan and reduced G&A expenses. Established reputation as strong leader and developer of management talent. Show less