Experience

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  TBK Bank, SSB

  • Dallas/Fort Worth Area

  • SVP - Portfolio Manager Triumph Commercial Finance Division

    • Apr 2019 - Present
    • Dallas/Fort Worth Area

    Responsible for managing client relationships for the asset based lending and commercial factoring business units. Oversee a team of account executives with the primary objectives to retain, expand and maintain client relationships.

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  Wells Fargo Capital Finance

  • National Underwriting Manager

    • 2012 - 2019

    Managed the risk, legal, compliance and audit functions for the Supply Chain Finance Division of Wells Fargo Capital Finance. Supply Chain Finance provides working capital financing solutions to vendors and customers with a concentration in the technology industry. SCF's roots date back to 2004 with the founding of Castle Pines Capital that was ultimately acquired by Wells Fargo in 2011 after an initial equity investment in 2007. The business has grown from a start-up to over $25Bn in managed credit lines and net profit of $200MM.

  • Division Portfolio Manager

    • 2004 - 2012

    Joined the Lender Finance Division of Wells Fargo Capital Finance as a Loan Portfolio Manager and promoted to Division Portfolio Manager within 12 months. Lender Finance provides working capital financing to a variety of finance companies including Asset Based Lenders, Equipment Leasing Companies, Distressed Debt Purchases and Real Estate Lenders among others. Lender Finance provided the initial financing for Castle Pines Capital, a start-up Channel Finance/Supply Chain Finance Company providing working capital solutions for technology vendors, value added resellers of technology providers and system integrators. The Castle Pines Financing developed into a $1Bn financing relationship in 2007, and Castle Pines was ultimately acquired by Wells Fargo in 2011. Beginning in 2009, responsibilities focused exclusively on developing and expanding the Castle Pines Relationship.

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  GE Capital

  • Dallas/Fort Worth Area

  • Senior Underwriting and Portfolio Manager

    • 1996 - 2004
    • Dallas/Fort Worth Area

    Managed the Underwriting and Portfolio functions for the Dallas office of two different GE Capital Business Units.Attended several workshops/seminars during my tenure with GE Capital, including multiple leadership workshops.