Bio
Experience
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Data Products Partner
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United States
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Banking
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700 & Above Employee
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Vice President - Corporate Development
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Oct 2019 - Present
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Mergers & Acquisitions Associate
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May 2017 - Oct 2019
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Director of Safety
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Dec 2015 - Apr 2017
I served as the Director of Safety to McKinney Communications Corp and its 600 employees. My job consisted of managing the company's worker's compensation claims and insurance relationships, implementing and tracking Safety Program compliance from our Field Operations staff, and ensuring that all employees were operating within Federal and State Safety & Health regulations. I worked frequently with our Remote Office management team, our Executive management team, and our insurance providers.
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Project Manager-Software Implementation
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Dec 2015 - Apr 2017
I managed a small team of Human Resource professionals who were implementing a new Human Capital Management software to three of the four McKinney Capital portfolio companies. This required a broad understanding of the HR and Technology needs of our businesses.
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Automation Unlimited, Inc. (McKinney Capital po...
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Birmingham, AL
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Operations Manager
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Mar 2015 - Nov 2015
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Birmingham, AL
I managed the initial launch and ongoing operations of this McKinney Capital start-up. This involved producing and presenting financial projections, dealership contract negotiations, creating employee compensation structures, and managing all sales and operational employees.
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Satellites Unlimited, Inc. (McKinney Capital po...
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Birmingham, Alabama Area
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Business Data & Operations Analyst
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Feb 2014 - Feb 2015
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Birmingham, Alabama Area
As an Analyst I was responsible for collecting, processing, analyzing, and presenting operational metrics of our 450+ employee population to allow departments, managers, and partners to make well informed business decisions. The more than 30 reports I produced on a monthly basis revolved around s...
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United States
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Banking
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700 & Above Employee
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Commercial Relationship Associate II
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Jul 2012 - Feb 2014
I provided assistance to our Birmingham Commercial Lending Team on retaining existing business and acquiring new business. I worked with our Emerging Companies Sector ($5MM-35MM in revenues) and our Middle Market Sector ($35MM-250MM). Most of my job entailed managing the Commercial loan approval and on-boarding process, performing pre-screen credit analysis on new deals, pulling together new credit request packages, testing financial covenants on our portfolio loans, managing our portfolio loan renewals, and tracking our relationship prospect pipeline. I worked closely with other members of our Sales Support Staff, Relationship Managers, Underwriters, Credit Officers, Legal Counsel, Loan Closers and Funders, and our Customers, to name a few.
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Business Relationship Manager
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May 2011 - Jul 2012
I managed all banking relationships (lending, depsitory, investments, treasury management, merchant services, and mortgages) for businesses with annual revenues below $5MM. I managed the business owner's banking relationship as well. This consisted of a portfolio of bank clients with a depository and credit balance of over $25MM. I was responsible for maintaining and growing this portfolio.
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Associates Program
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Jul 2010 - May 2011
Post graduate management training program for the bank. By design, participants were exposed to all areas of the Commercial and Retail banking divisions, including Sales and Central Operations.
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New Capital Partners
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Birmingham, AL
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Summer Intern
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May 2008 - Aug 2008
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Birmingham, AL
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Education
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2009 - 2010The University of Alabama
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2005 - 2009Birmingham-Southern College
Suggested Services
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Industry Focus. “Financial Services”
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