Experience

Sunlight Financial

• United States
• Financial Services
• 100 - 200 Employee

• Managing Director

  • Nov 2021 - Apr 2023

  Charlotte, North Carolina, United States

• Director of SMB Business Development

  • Mar 2019 - Nov 2021

  Charlotte, North Carolina Area Head of inside sales and account management for solar and home improvement lines of business

• Director Of Operations

  • Jul 2018 - Mar 2019

  Charlotte, North Carolina, United States

• Director of Strategic Initiaitives

  • Oct 2015 - Jul 2018

  Charlotte, North Carolina, United States



Colon Cancer Support Network of the Carolinas

• Co-Founder Vice Chairman

  • Mar 2012 - Sep 2017

  Charlotte, NC Created non-profit organization designed to help newly diagnosed colorectal cancer patients navigate the emotional and physical needs associated with the diagnosis. * Led fundraising efforts that have generated over $500,000 for the foundation * Successfully drove the foundation to federal charitable organization status under Internal Revenue Code section 501 (c)(3) * Developed the strategy that has provided direct financial support to 15 families in the Charlotte area and $35,000… Show more Created non-profit organization designed to help newly diagnosed colorectal cancer patients navigate the emotional and physical needs associated with the diagnosis. * Led fundraising efforts that have generated over $500,000 for the foundation * Successfully drove the foundation to federal charitable organization status under Internal Revenue Code section 501 (c)(3) * Developed the strategy that has provided direct financial support to 15 families in the Charlotte area and $35,000 to the establishment of the Carolinas Colon and GI Cancers Fund at the Levine Cancer Institute. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Vice President Head of Strategic Portfolio Management

  • Feb 2011 - Oct 2015

  Charlotte, North Carolina Area Manage the performance and execution of the strategic initiatives portfolio for the Preferred Product organization. * Coordinate efforts from finance, line of business, and technology partners to evaluate, drive, and report upon the successful implementation of a strategic project portfolio valued at ~$25MM * Manage a portion of the portfolio associated with New BAC to ensure timely status updates to the CEO and equity markets * Owned and developed the Consumer Bank portion of… Show more Manage the performance and execution of the strategic initiatives portfolio for the Preferred Product organization. * Coordinate efforts from finance, line of business, and technology partners to evaluate, drive, and report upon the successful implementation of a strategic project portfolio valued at ~$25MM * Manage a portion of the portfolio associated with New BAC to ensure timely status updates to the CEO and equity markets * Owned and developed the Consumer Bank portion of the Recovery and Resolution Plan (Phase 2) as required by the Dodd-Frank Wall Street Reform and Consumer Protection Act * Own the end to end Technology Strategic Plan process for the Mortgage, Home Equity, and Small Business Products lines of business Show less



CSK Development Services, Inc. [DBA Play N Trade]

• Principal

  • Aug 2008 - Apr 2011

  DBA "Play N Trade" * Provide the opportunity for entrepreneurs and investors to capitalize on the fastest growing segment in the retail industry, by partnering with them through the process of opening their own Play N Trade franchise. * Support all Play N Trade owners and store managers in the Central North Carolina region with operations, marketing, inventory management, and financial analysis.



Ajilon Finance Solutions

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Senior Manager

  • Sep 2007 - May 2008

  Built relationships with C-level Finance leaders to find and manage qualified teams of consultants with a broad range of skill sets including SEC reporting, ERP implementation, tax planning, SOX compliance, BPM development, internal audit, and enterprise risk management.



CEB, now Gartner

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Associate Director

  • Aug 2005 - May 2007

  • Market best practices research and strategic advisory services to CFOs, Corporate Controllers, Investor Relations Officers, Audit Directors, Tax Directors, and Treasurers of Fortune 1000 companies • Through a consultative sales process, discuss key challenges, including: SOX Compliance, Integrated Planning and Forecasting, Growth Funding, Risk Management, Mergers & Acquisitions, and Cost Reduction Initiatives.



Capital One

• United States
• Financial Services
• 700 & Above Employee

• Finance Manager

  • Oct 2000 - Aug 2005

  • Directly manage financial analyst team and coordinate with staff of credit loss forecasting, treasury, operations, and the business group. • Evaluate integrity and completion of quarterly financial forecast of a $36B credit card portfolio with $2.5B in revenues. • Summarize and present quarterly results to CFO for earnings calls. • Analyze monthly results to drive forecast improvements and recommend business opportunities to business partners. • Manage feasibility… Show more • Directly manage financial analyst team and coordinate with staff of credit loss forecasting, treasury, operations, and the business group. • Evaluate integrity and completion of quarterly financial forecast of a $36B credit card portfolio with $2.5B in revenues. • Summarize and present quarterly results to CFO for earnings calls. • Analyze monthly results to drive forecast improvements and recommend business opportunities to business partners. • Manage feasibility analysis, successfully train and certify team of Financial Analysts, and implement use of new forecasting software improving our consumer loan forecast to within a 1.5% variance. • Create and implement training platform for new associates to develop analytical, business and forecasting skills. Show less



GE

• United States
• Industrial Machinery Manufacturing
• 700 & Above Employee

• Inventory Analyst (Intern)

  • May 2000 - Sep 2000