Experience

First Liberty Bank

• United States
• Banking
• 1 - 100 Employee

• Senior Vice President - Commercial Lending

  • Jan 2022 - Present

  • Responsible for pursuing a variety of commercial loans, in particular oil and gas production and mineral / leasehold acquisition, up to $20mm.• Grew a portfolio from $0 to ~$65mm, committed, in 4 years, with $55mm currently funded.

• Vice President - Commercial Lending

  • Jan 2019 - Jan 2022

  • Responsible for pursuing a variety of commercial loans, in particular oil and gas production and mineral / leasehold acquisition, up to $15mm.• Grew a portfolio from $0 to ~$50mm in 3.5 years, with $50mm currently under management

• Assistant Vice President

  • Jun 2017 - Dec 2018

  • Responsible for pursuing a variety of commercial loans, in particular oil and gas production and mineral / leasehold acquisition, up to $15mm.



MidFirst Bank

• Banking
• 700 & Above Employee

• Commercial Loan Officer II

  • Aug 2014 - Jun 2017

  • Report to the Senior Energy Lender as a commercial loan officer / portfolio manager for the oil and gas portion of the portfolio• Responsible for pursuing new energy opportunities in the $1mm - $50mm range, underwriting current and new relationships and research• Developed a set of criteria and valuation tools to be used in certain applicable underwriting memos for companies in the E&P Industry based on feedback from MFB Director of Petroleum Engineering, lending/credit officers, Senior E&P analysts at Moody’s and information derived from publications/seminars produced by senior finance faculty at Oklahoma State University Show less

• Commercial Lending Candidate

  • Feb 2013 - Jul 2014

  • Interacted with senior level lenders and underwriters to perform several levels of credit analysis, including: Credit Memos, Credit Modifications, Global Cash Flows, and LACRs for commercial customers• Utilized Moody’s spreading software to create a uniform source for streamlined financial analysis• Developed and implemented a system to track the approval and underwriting process for Commercial Lending, Commercial Real Estate and Private Banking in Microsoft’s CRM software• Created a weekly report for senior management to document Oklahoma and Tulsa County land sales over $1mm• Completed departmental rotations in Private Banking, Energy Underwriting, Portfolio Analytics and Collateral Administration• Attended RMA Commercial Lending Academy, Commercial Credit for Lenders; Completed Sheshunoff Self-Paced Training Show less



Kirkpatrick Oil Company

• United States
• Oil and Gas
• 1 - 100 Employee

• Executive Research Intern

  • Jun 2012 - Dec 2012

  • Developed comprehensive report on propane projections after reviewing research from an array of sources including investment bank industry analysis, media stories and governmental statements and projections • Analyzed financial statements, such as 10-K and 10-Q, of various oil and gas company’s and summarized findings in a report to the President and CFO for consideration for acquisition or divestiture; interacted with Charles Schwab to compile a list of pink-sheet oil and gas company’s within a specific market cap • Created an Excel workbook to track the Company’s natural gas liquids and residue volumes to allow the President to quickly analyze net revenue and net settlement volume across all facets of the Company • Researched royalty interest trusts and provided the President with an overview of the general structure Show less



University of Oklahoma

• United States
• Higher Education
• 700 & Above Employee

• Graduate Research Assistant

  • Jan 2012 - Dec 2012

  • Researched for the head of both the Accounting and Finance departments • Teaching assistant for Managerial Accounting; responsible for over 250 students • Researched for the head of both the Accounting and Finance departments • Teaching assistant for Managerial Accounting; responsible for over 250 students



Chesapeake Energy

• Oil and Gas
• 700 & Above Employee

• Land Administration Intern

  • Jun 2010 - Aug 2010

  • Researched and analyzed over 1,000 unclaimed issuances to determine appropriate disbursement • Engaged title transfer for over 100 cases of non-executed payments through database research • Utilized Excel and PowerPoint to present our summer research to executives in the Land department • Attended multiple education seminars delivered by executives from Finance, Geology and Land • Visited drilling rig to see firsthand the generation of the exploration facet of the Company Show less



Adair's, Inc

• United States

• Accounting Intern

  • Jul 2009 - Aug 2009

  • Audited general ledger for 15 restaurants in Oklahoma City to prepare data for transfer to digital • Lead transfer of general ledger from written to digital with oversight of CFO • Helped to file multiple LLC's for CFO of company • Used Great Plains accounting software • Audited general ledger for 15 restaurants in Oklahoma City to prepare data for transfer to digital • Lead transfer of general ledger from written to digital with oversight of CFO • Helped to file multiple LLC's for CFO of company • Used Great Plains accounting software