I am focused on closing and onboarding new business for corporations, municipalities, industrial development authorities, charter schools and more. I am also tasked with Identifying and strategizing the development of new products while assisting with marketing, proposal presentations and sales to clients and industry professionals across the Southeast. I plan to build on over 25 years of industry experience where I have served as a North Carolina & South Carolina state manager, relationship manager, account associate and operations associate.

Volunteer rugby coach for CMS Community House Middle School (2014 - 2016) and Ardrey Kell High School (2017 - present). Also coached Charlotte All Star teams in 2017 & 2018.

Managed a team of Relationship Managers within the Corporate, Municipal, and Escrow (“CME”) group in North Carolina and South Carolina. Provided trust and agency services to state governments & agencies, municipalities, corporations, and other businesses.• Personally administered over 100 municipal debt issues and escrows for the largest client in North Carolina. • Achieved #1 ranking with greater than 50% municipal market share in North Carolina for the past 10 years.• Achieved #1 ranking with greater than 50% municipal market share in South Carolina for the past 2 years.• Monitored relationship managers to ensure compliance with all daily, weekly, monthly, and annual metrics.• Analyzed and provide commentary on monthly financials, new business reporting and fee variances.• Responsible for marketing the US Bank brand and products to CFO’s, finance directors, attorneys, bankers, financial advisors, and other market professionals.• Developed and maintained a strategic pricing program to analyze all repeat & new business opportunities with the goal of maximizing fee revenue while also reviewing investment opportunities. • Ensured that bank and division policies and procedures as well as local, state, and federal regulations were measured and adhered to resulting in strengthened business management while limiting risk.• Interfaced with bank regulators and internal auditors as well as supervised and trained direct reports and colleagues as to compliance with bank and regulatory policies and procedures.• Participated in national and regional project teams associated with business intelligence, compliance monitoring & posting, over 90-day fee receivables, annual procedure reviews, regulatory reporting, etc.

Responsible for developing and growing a portfolio consisting of corporate and municipal debt as well as escrows.• Managed a portfolio of over 200 deals and ensured that all required cash flows, compliance, investments, payments were accurate, documented and filed pursuant to both deal specific requirements as well as federal, local & state statutes.• Worked with attorneys, bankers, investors, investment banks, rating agencies, rebate analysts and federal & state agencies as well as internal business partners to negotiate and close new business deals.• Coordinated sales efforts with other business lines to expand the bank’s relationship in the market.• Participated in all investment and pricing discussions with management, business development officers and other business partners.• Trained staff and served on the ongoing development team for the internal compliance monitoring system.• Received the Account Manager of the Year Award in 2005.• Completed management training program in 2004.

Responsible for developing and growing a portfolio consisting of corporate and municipal debt as well as escrows.• Managed a portfolio of over 200 deals and ensured that all required cash flows, compliance, investments, payments were accurate, documented and filed pursuant to both deal specific requirements as well as federal, local & state statutes.• Worked with attorneys, bankers, investors, investment banks, rating agencies, rebate analysts and federal & state agencies as well as internal business partners to negotiate and close new business deals.• Coordinated sales efforts with other business lines to expand the bank’s relationship in the market.• Participated in all investment and pricing discussions with management, business development officers and other business partners.• Trained staff and served on the ongoing development team for the internal compliance monitoring system.• Received the Account Manager of the Year Award in 2005.• Completed management training program in 2004.