Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Economic Programs
    • 1 - 100 Employee
    • President and Owner
      • Jul 2022 - Present

      Davenport, IA

    • United States
    • Banking
    • 1 - 100 Employee
    • Chief Lending Officer
      • Sep 2016 - Jul 2022

      100 East Kimberly Davenport, IA

    • United States
    • Banking
    • 500 - 600 Employee
    • Commercial Loan Market Manager
      • Jan 2015 - Sep 2016

      Quad Cities -Originating and servicing commercial loans with a focus on Commercial Real Estate -Manage staff to ensure the achievement of all production and credit quality -Review and approve loans within authority level -Develop new business and grow and retain existing relationships

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Business Banker
      • Jul 2013 - Jan 2015

      Davenport, Iowa Area -Developed and maintained account relationships with more complex and large sized business accounting in the C&I and real estate industry -Demonstrated sales experience, negotiation skills, leadership skills, and portfolio management -Partnered with colleagues and customers to oversee, underwrite, and monitor the facilities

    • Travel Arrangements
    • 1 - 100 Employee
    • Account Manager
      • Mar 2012 - Jul 2013

      Manage approximately $150 Million within the Asset Resolution Team. I analyze and underwrite financials to establish appropriate credit risk score to calculate the bank's cost of capital and special reserves. I structure exit strategies to optimize bank return and income by negotiating with the borrower.

    • France
    • Design Services
    • 1 - 100 Employee
    • CRE Underwriter
      • Apr 2007 - Mar 2012

      Provided support to mutliple CRE Account Managers in the analysis and credit underwriting of CRE customers. I provided input and guidance on loan structuring. Assessed loan profitability on all major properties. Applied in-depth knowledge of regulatory procedures and policies.

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Senior Accountant
      • Jul 2004 - Apr 2007

      Modeled the company's 5 year forecast and was responsible for the year-end Budget book. Calculated preferred retruns, asset management fees, waterfall distributions, investor capital calls, and financial performance.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Auditor
      • May 2001 - Jul 2004

      Chicago, IL

Education

  • ABA Stonier Graduate School of Banking- Wharton
    Diploma and Certificate of Wharton Leadership, Banking
    2018 - 2020
  • Indiana University Bloomington
    Master of Business Administration (MBA), Accounting
    1997 - 2002
  • Indiana University Bloomington
    Bachelor of Science (BS), Accounting and Finance
    1997 - 2001

Community

You need to have a working account to view this content. Click here to join now