Experience

• 

  Wells Fargo

  • Lead Credit Portfolio Consultant

    • Sep 2022 - Present

    Creates and executes strategies to improve processes and technology for the commercial bank with a focus on streamlining the link between opportunity creation and credit underwriting. Implements new systems and change management practices across the Bank's lines of business'.

  • Vice President

    • Mar 2018 - Sep 2022

    Develop new business for Wells Fargo's Louisiana office and manage a portfolio of clients by sharing ideas with owners, CEOs, and CFOs to help meet their strategic goals.

• 

  Capital One

  • United States
  • Financial Services
  • 700 & Above Employee

  • Corporate Banking

    • Apr 2015 - Mar 2018

    Develops and manages loan, deposit, capital market, and treasury management opportunities for large corporate client relationships in the West Coast and Southeast. Creates and executes strategic plans to increase market share through prospecting and deepening existing banking relationships, while maintaining strong credit quality within the portfolio.Proactively looks for ways to implement actions that will prevent or mitigate potential future issues for clients as well as the Capital One team.

  • Commercial Banking Underwriter

    • Apr 2011 - Apr 2015

    Manage a portfolio of more than 25 Middle Market and US Corporate clients with total commitments of over $650 million, covering a diverse set of industries including retail, manufacturing, energy services, not-for-profit, and healthcare among others. Responsible for structuring new financing opportunities, creating and analyzing projections, mitigating market and financial risks, establishing best practices, and monitoring of existing relationships to ensure sound credit quality.

• 

  Whitney Bank

  • Greater New Orleans Area

  • Credit Analyst

    • 2009 - 2011
    • Greater New Orleans Area