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Senior Vice President,
Corporate Banking

 

“When it comes to financing, my clients have very specific concerns and needs. They don’t need an off-the-shelf solution – they need someone to sit down and listen to them, and structure something that works with the way their business operates. I do that for each of my clients.”

 

Client Focus:

• Local, regional and national not-for-profit organizations, including membership associations, religious and educational institutions, charitable and service organizations, and foundations.
• Emerging growth companies, including privately-held professional and service firms located in Atlanta and throughout the Southeast.

Experience: 13 years of experience working in Corporate and Business Banking

Education: Northwestern University, BA; Goizueta Business School (Emory University), MBA

Affiliations: Midtown Atlanta Rotary; The Georgia Society of Association Executives; Trinity Presbyterian Church; Graduate of the Coca Cola Diversity Leadership Academy and the Pathbuilder’s Achieva Program.

Representative Transactions:

• $15 million syndicated financing for student housing of a public university
• $6.5 million in financing for a large legal practice
• $5 million construction to permanent loan for a church in Atlanta
• $1 million loan for a start-up service business, guaranteed by the owners
• $2 million owner-occupied financing for a non-profit association that utilized their endowment and real estate assets as collateral
• $2.2 million combination real estate financing and working capital to fund a development program for a local private school