Joseph K.
Senior M&A Advisor at Integra Business Brokers- Claim this Profile
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Bio
Tom Rison
Joe is an exceptional lender and manager of credit related matters. He has all the skills that a mature and experienced banker can offer. He would, also, be a valued teacher to a crop of new bankers coming up, who have not had the benefit of a formal training program. In today's world, experience is an important commodity. I highly recommend him.
George Boltwood
Joe was SVP at Bank South and a client manager for many middle market relationships in the Atlanta market. He was well respected by both his colleagues as well as his customers and provided a high level of attention to detail in managing relationships, that included evaluating and delivering credit when needed, cash management services and general customer service. He would be a asset to a team and would be capable of managing others in the same environment as well. I was EVP of Corporate Banking at Bank South in Atlanta at the time Joe and I were associated. I am happy to recommend him.
Tom Rison
Joe is an exceptional lender and manager of credit related matters. He has all the skills that a mature and experienced banker can offer. He would, also, be a valued teacher to a crop of new bankers coming up, who have not had the benefit of a formal training program. In today's world, experience is an important commodity. I highly recommend him.
George Boltwood
Joe was SVP at Bank South and a client manager for many middle market relationships in the Atlanta market. He was well respected by both his colleagues as well as his customers and provided a high level of attention to detail in managing relationships, that included evaluating and delivering credit when needed, cash management services and general customer service. He would be a asset to a team and would be capable of managing others in the same environment as well. I was EVP of Corporate Banking at Bank South in Atlanta at the time Joe and I were associated. I am happy to recommend him.
Tom Rison
Joe is an exceptional lender and manager of credit related matters. He has all the skills that a mature and experienced banker can offer. He would, also, be a valued teacher to a crop of new bankers coming up, who have not had the benefit of a formal training program. In today's world, experience is an important commodity. I highly recommend him.
George Boltwood
Joe was SVP at Bank South and a client manager for many middle market relationships in the Atlanta market. He was well respected by both his colleagues as well as his customers and provided a high level of attention to detail in managing relationships, that included evaluating and delivering credit when needed, cash management services and general customer service. He would be a asset to a team and would be capable of managing others in the same environment as well. I was EVP of Corporate Banking at Bank South in Atlanta at the time Joe and I were associated. I am happy to recommend him.
Tom Rison
Joe is an exceptional lender and manager of credit related matters. He has all the skills that a mature and experienced banker can offer. He would, also, be a valued teacher to a crop of new bankers coming up, who have not had the benefit of a formal training program. In today's world, experience is an important commodity. I highly recommend him.
George Boltwood
Joe was SVP at Bank South and a client manager for many middle market relationships in the Atlanta market. He was well respected by both his colleagues as well as his customers and provided a high level of attention to detail in managing relationships, that included evaluating and delivering credit when needed, cash management services and general customer service. He would be a asset to a team and would be capable of managing others in the same environment as well. I was EVP of Corporate Banking at Bank South in Atlanta at the time Joe and I were associated. I am happy to recommend him.
Experience
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Integra Business Brokers
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United States
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Investment Banking
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1 - 100 Employee
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Senior M&A Advisor
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Feb 2023 - Present
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PNC
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United States
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Financial Services
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700 & Above Employee
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Relationship Manager
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Aug 2013 - Jun 2022
BBVA through June, 2021 merger and later October conversion with PNC BBVA through June, 2021 merger and later October conversion with PNC
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Chief Credit Officer
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2003 - Nov 2012
Responsible for credit administration of a billion dollar institution in metro Atlanta, including credit policies, portfolio management, loan administration, loan review, working with Division Presidents, lenders and federal and state regulators. Chairman of Bank's Credit Committee. Responsible for credit administration of a billion dollar institution in metro Atlanta, including credit policies, portfolio management, loan administration, loan review, working with Division Presidents, lenders and federal and state regulators. Chairman of Bank's Credit Committee.
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CEO/Managing Partner
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Aug 1996 - Sep 2003
Managing Partner and organizer. Company grew to two locations and over three million dollars in revenue in three years. Managing Partner and organizer. Company grew to two locations and over three million dollars in revenue in three years.
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Senior Vice President
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1989 - 1996
Corporate Banker. $80MM loan portfolio. Called on middle market companies with primarily with revenues between $20MM and $300MM. in Georgia and the Southeast.Industries included retail, oil & gas service, wholesale, lumber, agribusiness and manufacturing. Worked closely with capital markets group, asset based lending and treasury management. Accomplishments included: $35MM revolver term loan to major Georgia retailer. Treasury Management business from same retailer with $100M plus in recurring annual fee income. $100MM syndicated credit with capital markets group to shipyard/oil & gas service company. Development of peer correspondence network for club deals. Earned MVP award for three consecutive years for production and credit quality. Show less
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President and CEO
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1987 - 1989
Recruited as CEO to "turn around" newly formed bank that was losing money, had significant asset quality and liquidity problems and was operating under a memorandum of understanding. Implemented new policies, reduced problem assets by 35%, overhead by 14% and increased fee income by 18%. Bank became a net seller of funds and reported a profit from operations. Company later sold at a profit. Recruited as CEO to "turn around" newly formed bank that was losing money, had significant asset quality and liquidity problems and was operating under a memorandum of understanding. Implemented new policies, reduced problem assets by 35%, overhead by 14% and increased fee income by 18%. Bank became a net seller of funds and reported a profit from operations. Company later sold at a profit.
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Education
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Loyola University New Orleans
Management and Marketing, 4.0 -
University of New Orleans
MBA, Accounting and Finance
Community
