- Relationship Manager for leveraged private equity, commercial real estate, healthcare, not-for-profit, technology media and telecom, consumer, retail, government contracting and manufacturing borrowers. Agent on large multi-bank syndicated transactions. Special Assets Group Relationship Manager of the year in 2022.

- Improved the Debt Capital Markets closing and funding process by acting as a bridge between Debt Capital Markets Origination and Debt Capital Markets Loan Administration. Closed over $3.5 billion in new, incremental, and refinanced direct commitments in 2019.

- Original member of a JPMorgan team that provided the foundation for Debt Capital Markets at Fifth Third Bank that grew debt capital markets fees from $3.1 million in 2006 to over $127.0 million in 2019. - Committed partnership with commercial relationship management and credit administration to provide best in class capital markets solutions to critical commercial opportunities consisting of acquisitions, refinancing, turnarounds, and recapitalizations with product solutions encompassing senior debt, subordinated debt, bonds, placements, securitizations, and institutional debt. - Foster creative and inclusive working relationships with commercial clients, relationship management, credit, loan administration, participating lenders, and capital market peers. Always maintain a focus on positive outcomes for all capital market engagements and provide praise and acknowledgement to all the deal team members. - Lead arranger and book-runner on over seventy domestic and international loan transactions ranging from $35.0 million to $375.0 million with bank groups from two to ninety lenders from 2006 through 2018. - Maintain conscientious and thorough initial underwriting standards in syndicating over $10.0 billion in senior and subordinated loans which resulted in no charge-offs to date. - Garnered capital market fees totaling over $100.0 million since 2006 on direct transactions. - Promoted to Director in 2017 after continued origination deal team success in the lines-of-business and regional coverage and leadership in ground breaking institutional loan execution.

- Administrative agent and portfolio responsibilities for up to thirty-eight leading commercial accounts with commitments totaling over $2.7 billion. - Team leader on the migration of the syndicated loan data site from Intralinks to Debtdomain in 2008 and from Debtdomain to Syndtrak in 2013, and maintaining the syndicated loan data site with over 140 lead-left borrowers, 3,000 investors and 15,000 documents.- Promoted to Principal in 2013 after arranging and closing over $1.0 billion in commitments in 2012 with over $16.2 million in capital markets fees taken into income.

- Underwrote over $500.0 million in asset based commercial loans ranging from $5.0 to $127.5 million. - Responsible for the evaluation, structuring, credit approval, legal documentation, closing, and funding of new asset based commercial loan transactions as an independent credit professional. - Promoted to Vice President after underwriting over $250.0 million in commitments in 2005.

- Managed a portfolio of asset-based and commercial loans with the goal of improving credit quality or assisting in the exit of the relationship.- Completed special projects for Credit Administration including executing individual and bulk loan sales, updating and enhancing the commercial lending risk-rating matrix, and providing detailed analytical reporting on the Special Assets Division portfolio. - Promoted to Assistant Vice President based on the support provided on a number of large and complex commercial accounts and completion of special projects for Credit Administration.

- Managed a portfolio of asset based loans with total commitments exceeding $100 million. Portfolio management entailed responding to lending requests from customers, reporting to Credit Administration, analyzing and spreading monthly financial statements, reviewing reported collateral, and working with counsel to verify the security of the pledged assets.- Promoted to Account Manager from Senior Field Examiner based upon underwriting new business and examining troubled accounts.

- Performed on-site exams on accounting records of U.S. and Canadian asset-based loan customers.- Promoted to Senior Field Examiner based upon experience with troubled accounts, large prospective accounts, liquidations, multinational accounts, and leading exams on large multi-division corporations.

Project Accountant

Investment Analyst