Bio
Credentials
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Lean Six Sigma - Green Belt
Regions BankFeb, 2016- Apr, 2026 -
Certified Public Accountant
Alabama State Board of Public Accountancy
Experience
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United States
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Investment Management
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1 - 100 Employee
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Director
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Feb 2022 - Present
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Vice President
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Jan 2019 - Jan 2022
EBSCO Capital seeks to make long-term investments in quality companies through a focus on sustainable growth. As a member of the EBSCO Capital Team, my responsibilities include sourcing and evaluating new investment opportunities and supporting the transaction process.
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United States
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Banking
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700 & Above Employee
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Senior Vice President, Strategic Risk
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Aug 2018 - Jan 2019
Responsible for managing risk to current or anticipated earnings, capital or enterprise value arising from (1) adverse business decisions, (2) poor execution, or (3) lack of responsiveness to changes in the industry or operating environment.
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Vice President, Strategic Planning and Mergers & Acquisitions
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Aug 2015 - Jul 2018
Responsible for identifying and evaluating depository and non-depository acquisition opportunities, negotiating and structuring transactions, and conducting and managing due diligence efforts.
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Vice President, Accounting Policy Manager
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Aug 2012 - Jul 2015
Responsible for (1) managing the development, execution and maintenance of hedge strategies, (2) delivery of subject matter expertise in the areas of fair value accounting, derivative accounting and debt/equity investment accounting, and (3) responsible for the quarterly fair value estimate of all Regions' assets and liabilities for purposes of goodwill impairment testing.
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Senior Associate
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Aug 2010 - Jul 2012
Responsible for delivering assurance services to public and private clients in banking, insurance, energy, consumer products, real estate, manufacturing and higher education.
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Associate
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Aug 2007 - Jul 2010
Responsible for delivering assurance services to public and private clients in banking, insurance, energy, consumer products, real estate, manufacturing and higher education.
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Education
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2006 - 2008Samford University
Master of Accountancy (MAcc), Accounting -
2002 - 2006Samford University
Bachelor's degree, Accounting
Suggested Services
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Industry Focus. “Accounting and Auditing”
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References
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