Experience

Baker Hill
• United States
• Banking
• 100 - 200 Employee
• Regional Vice President at Baker Hill

  • Jan 2021 - Present


Irish Network Seattle

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Board Member

  • Apr 2018 - Present

  My main focus on the Board is to help the network engage with the US and Irish business communities. Recognizing that for the network to successfully achieve its Education, Culture and Arts mission it needs to have a collaborative relationship with the commercial sector. This symbiosis involves assisting the connectivity of Irish companies with Washington State and promoting the success of Irish business and Career people in Seattle. My main focus on the Board is to help the network engage with the US and Irish business communities. Recognizing that for the network to successfully achieve its Education, Culture and Arts mission it needs to have a collaborative relationship with the commercial sector. This symbiosis involves assisting the connectivity of Irish companies with Washington State and promoting the success of Irish business and Career people in Seattle.



Validis

• United Kingdom
• Software Development
• 1 - 100 Employee

• Director of Strategic Alliances

  • Dec 2018 - Jan 2021

  About Validis Validis is a young dynamic fintech company with an innovative platform specifically designed for the Commercial Lending and Accounting Sector. We are an “industry-first” financial data transmission solution, that’s empowering Financial Institutions and Global Accountancy firms to focus on value add, client activity and eliminate out-dated manual processes. In my role as Director of Strategic Alliances, I work with our large partners to assist them drive sales and customer satisfaction by integrating our leading-edge technology within their client offering. I work to locate, and close relationships with Partners that can help us penetrate core markets. At all times my focus is to ensure we are supporting our Partners in achieving their overall business objectives, by enabling them to shine for their customers.



Finagraph

• United States
• Software Development
• 1 - 100 Employee

• Director of Strategic Partnerships

  • Jul 2017 - Nov 2018

  About Finagraph Finagraph is a technology company. We impact the world when we create financial technology that makes things easier for business. Today we partner with large corporates such as Moody’s Analytics and Jack Henry to automate the commercial lending process. Our technology eliminates the manual intervention required in Financial statement gathering and spreading. Through our digital solutions Banks and Lenders can eliminate unnecessary data entry and rudimentary financial analysis and focus their skilled workforce on driving new business and quality credit decisioning. We also partner with bookkeepers, accountants and business advisors to give them the tools they need to boost their client’s performance. We do this from our offices in Bellevue, Washington, with the hands-down best engineers, managers, sales and marketing professionals in the land.



KeyBank

• United States
• Banking
• 700 & Above Employee

• Vice President

  • Jan 2016 - Jun 2017

  • Evaluation of Corporate Banking (middle market) applicant's credit needs. • Approval of loan transactions within applicable lending authority. • Serve as mentor, coach and trainer for direct reports and wider team of focused Banking professionals • Evaluation of Corporate Banking (middle market) applicant's credit needs. • Approval of loan transactions within applicable lending authority. • Serve as mentor, coach and trainer for direct reports and wider team of focused Banking professionals



AIB

• Italy
• Consumer Electronics

• Senior Manager

  • Apr 2012 - Dec 2015

  • Management of an assigned portfolio of Corporate Clients. • Commercially assess, structure, gain credit approval, document and close new lending opportunities. • Annually review client credit facilities and presentation to Credit committee for sanction. • Manage the adherence to standards in credit and risk management. • Appoint and liaise with external advisors (lawyers, accountants) managing follow through and deal completion. • Drive the new business activity of the team. • Management of a 5 person team of direct reports, acting as the team’s escalation point for client service and credit strategy.



Ulster Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Relationship Manager

  • Sep 2009 - Feb 2012

  • Management of a portfolio of Corporate sized professional and Business Services customers. • Preparation of new lending credit propositions and presentation to Credit committee for sanction. • Undertaking of the annual review of client’s credit facilities. • Delivering P&L Income, new loan volumes and deposit targets. • Management of client service issues. • Management of a portfolio of Corporate sized professional and Business Services customers. • Preparation of new lending credit propositions and presentation to Credit committee for sanction. • Undertaking of the annual review of client’s credit facilities. • Delivering P&L Income, new loan volumes and deposit targets. • Management of client service issues.

• Assistant Manager, Inward Investment

  • 2006 - 2009

  • Sale of service propositions to Multinational Corporate targets with a particular focus on Trade Finance, Cash Management and treasury products.• Responsibility for managing relationships with internal (Royal Bank of Scotland) and external (Professional firms, Semi State and Industry bodies) introducers of business. • Management of the Bank’s multi-million euro sponsorship of the Ernst & Young Entrepreneur of the Year. This included budgeting, branding, event management, networking and new business introductions.

• Specialised Finance Executive

  • 2003 - 2006

  • Management of a portfolio of International Clients. • Treasury management for a portfolio of special purpose companies.• Preparation of legal documentation, board minutes, offer letters.• Preparation of management accounts, filing of Statutory returns



Pioneer Investments

• Investment Management

• Analyst

  • 2001 - 2003

  • Monitoring price levels traded by dealers and portfolio managers. • Systems used include Bloomberg, Reuters, Charles River and in house platforms. • Monitoring price levels traded by dealers and portfolio managers. • Systems used include Bloomberg, Reuters, Charles River and in house platforms.