First Horizon Bank's Healthcare Sponsor Finance Group is a healthcare-focused leveraged lending practice with a primary emphasis on sourcing, structuring, leading/arranging and/or participating in private equity sponsor-backed lower-middle and middle market syndicated, club and bilateral transactions across a broad range of healthcare sectors throughout the U.S.

Primary responsibility for the ongoing analysis of individual company performance and current/future impacts of industry, regulatory and competitive dynamics on the creditworthiness of a 20-company corporate finance healthcare portfolio, including 7 clients for whom Regions served as Lead Bank / Administrative Agent.

Citi Community Capital is a perennial Top 3 affordable housing lender in the U.S. In 2013, CCC originated an industry-high $2.65B in affordable housing debt. Responsible for quantitative and qualitative underwriting of all aspects of multifamily affordable housing debt transactions, with a primary focus on construction and permanent financings for new debt originations.Transaction experience included new construction, acquisition-rehabs and refinancings utilizing capital sources including 4% and 9% LIHTC Equity, Tax-Exempt Bonds, Letters of Credit and state/local Subordinate Debt using Private Placement (bonds), Direct Lending (Citi's balance sheet) and Fannie Mae and Freddie Mac Delegated Underwriting (DUS) debt executions.

Recruited to augment the Mortgage Finance research effort of an analyst named three times to the Institutional Investor All-America Research Team and who received the #1 ranking in the 2002 Greenwich Associates Analyst Survey. Responsible for performing proprietary company and industry research analysis and authoring published investment recommendations on publicly-traded companies in the Mortgage Finance sector, with a specific focus on Housing GSEs (Fannie Mae and Freddie Mac). Supported a 70-person internal institutional equity sales force and 600+ institutional investor clients.

Responsible for primary fundamental research coverage of 21 Financial Services companies divided into a universe of Mortgage Finance companies and Thrifts (mid/large caps), and western-based Community Banks (small/micro caps). Supported a 45-person institutional equity sales force and a 6000-broker retail sales force.