Experience

NewGate Capital Partners, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Partner

  • Jun 2020 - Present

  Winter Park, Florida, United States Mergers & Acquisitions, Business Brokerage, and Angel Investment.



Self-Employed

• United States
• Financial Services
• 400 - 500 Employee

• Business Management and Financial Services Consultant

  • Mar 2019 - May 2020

  Orlando, Florida Area Consulting services in all facets of Commercial Lending and Credit Risk Management with a concentration in lending, underwriting, workout, and operational processes.



Seaside Bank and Trust

• Banking
• 100 - 200 Employee

• Chief Credit Officer

  • Mar 2016 - Feb 2019

  Orlando, Florida Area Responsible for credit quality while driving loan growth.



Self-Employed

• United States
• Financial Services
• 400 - 500 Employee

• Management Consultant

  • Jan 2015 - Mar 2016

  Orlando, Florida Area Consulting services for Commercial Lending, Operations, and Credit Risk Management.



SunTrust

• United States
• Financial Services
• 700 & Above Employee

• EVP, Loan End to End Processing Subject Matter Expert

  • Jan 2012 - Mar 2014

  Orlando, Florida Area Drove organizational efficiency improvements for commercial loan processes. Improved processing, data collection, and underwriting capabilities for commercial loan application. Led a team focused on Anti-Money Laundering enhanced due diligence to improve data flexibility and accuracy. Initiated due diligence for automated loan documentation system for commercial and industrial loans.

• Senior Credit Officer for SunTrust Government, Not-for-Profit & Auto Dealer Portfolios Company Wide

  • Apr 2010 - Dec 2011

  Orlando, Florida Area Executed on focused growth strategy while maintaining credit quality for both the Commercial and Industrial portfolio for Gulf Coast & North Florida Division ($3 billion) and Auto Dealer / Not-for-Profit / Government portfolios for SunTrust Inc.($12 billion portfolio). Managed 8 credit officers and up to 25 portfolio managers across the STI footprint.

• Executive Vice President,Florida Chief Credit Policy Officer

  • Jan 2005 - Apr 2010

  Orlando, Florida Area Engineered credit quality and loan growth of the $11 billion wholesale portfolio in Florida. Managed up to 10 credit officers in five Florida regions.

• Executive Vice President, Commercial Banking Manager

  • Jul 2002 - Jan 2005

  Orlando, Florida Area In 2004, drove Greenwich Consulting Central Florida market share results to 41% from 35%. Won first ever STI Commercial Total Performance award in 2003 with 11% profit increase from interest and fee growth, expense control and talent management.  Placed first in SunTrust Mission Acquisition Promotion (January-July 2003) with 129 new clients and $5.6 million in revenue

• EVP 1993, SVP 1990-1993, FVP 1988-1990

  • Jan 1988 - Jul 2002

  Tampa Bay, Ft.Lauderdale During this period, consistently promoted to positions of increasingly greater production and credit responsibility. Drove performance in Corporate, Commercial, Commercial Real Estate and Treasury Management.