Experience

Endurance Advisory Partners

• Business Consulting and Services
• 1 - 100 Employee

• Chief Executive Officer

  • Jan 2009 - Present

  At Endurance Advisory Partners, our team of highly experienced trusted advisors are passionate about devising solutions to complex business challenges and helping businesses develop successful long-term strategies. We have a full suite of advisory services for all aspects of banking including corporate strategy, governance, regulatory strategies, capital raising, diligence, mergers and acquisitions, divestitures, asset sales, merger integration, balance sheet optimization, credit and… Show more At Endurance Advisory Partners, our team of highly experienced trusted advisors are passionate about devising solutions to complex business challenges and helping businesses develop successful long-term strategies. We have a full suite of advisory services for all aspects of banking including corporate strategy, governance, regulatory strategies, capital raising, diligence, mergers and acquisitions, divestitures, asset sales, merger integration, balance sheet optimization, credit and enterprise risk management, credit workouts, information technology, risk assessments and improvements opportunities. Clients include banks, mortgage banks, fintechs, investor groups and technology companies. Approved strategic vendor by Oklahoma Banking Association and Texas Banking Association, member of American Bankers Association, and a Casey Group partner firm. Show less



Fintech Startup

• Chief Executive Officer

  • Sep 2021 - May 2022

  Dallas-Fort Worth Metroplex Bank/FinTech designed ground up to be a stand-alone digital bank, offering best-in-class products through a state-of-the-art application with robust compliance, data analytics and risk management.



OneTrust Home Loans

• United States
• Financial Services
• 100 - 200 Employee

• Senior Advisor and Boad Member

  • Sep 2020 - Sep 2021

  San Juan, Puerto Rico



GuideIT

• United States
• Information Technology & Services
• 1 - 100 Employee

• Member Of The Board Of Advisors

  • Oct 2018 - Feb 2021



Gateway

• United States
• Banking
• 100 - 200 Employee

• Chairman & CEO

  • Nov 2017 - Apr 2020

  Jenks, Oklahoma Completed 2.5-year role as transformational CEO for Gateway Mortgage, taking a top 100 national mortgage platform with over 160 offices in 40 states and converting it to a bank with a state charter, completing a capital raise, bank acquisition and merger. Upgraded technology and operations, improved efficiencies and successfully implemented a digital banking platform. Achieved all regulatory and investor commitments. Implemented successful pandemic response for 1,400 employees in 2 weeks… Show more Completed 2.5-year role as transformational CEO for Gateway Mortgage, taking a top 100 national mortgage platform with over 160 offices in 40 states and converting it to a bank with a state charter, completing a capital raise, bank acquisition and merger. Upgraded technology and operations, improved efficiencies and successfully implemented a digital banking platform. Achieved all regulatory and investor commitments. Implemented successful pandemic response for 1,400 employees in 2 weeks without impeding business. Grew mortgage bank into top 50 nationwide, more than doubling production in 3 years to over $12 billion annually. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Managing Director

  • May 1986 - Dec 2008

  22-year career which began with Republic Bank in Dallas in 1986, evolving to NCNB (Charlotte) and then NationsBank, and Bank of America in 1998. Held executive roles in Dallas, Charlotte, New York and Boston in finance, technology, marketing, retail banking, wealth management, operations, IT, corporate and investment banking and risk management. Extensive involvement in strategic planning & transformation, risk management, M&A, regulatory compliance, and data & information technology. Served… Show more 22-year career which began with Republic Bank in Dallas in 1986, evolving to NCNB (Charlotte) and then NationsBank, and Bank of America in 1998. Held executive roles in Dallas, Charlotte, New York and Boston in finance, technology, marketing, retail banking, wealth management, operations, IT, corporate and investment banking and risk management. Extensive involvement in strategic planning & transformation, risk management, M&A, regulatory compliance, and data & information technology. Served on merger integration teams for over 20 transactions, leading finance, regulatory/compliance projects. Led strategic planning, acquisition diligence, and negotiated/structured acquisitions and divestitures for the bank. Show less