Experience

Growth Capital Corp.

• United States
• Financial Services
• 1 - 100 Employee

• Portfolio Mgr./Loan Officer

  • Mar 2006 - Jan 2012

  Responsible for management of a nearly $80 million loan portfolio for a Cleveland-based non-profit, certified development company, which serves as a conduit for U.S. Small Business Administration and State of Ohio loan programs to small business. Established and maintained relationships with scores of small business owners and local bankers. Responsible for managing asset quality for the group, and closely monitoring the performance of businesses in various industries. Activities included… Show more Responsible for management of a nearly $80 million loan portfolio for a Cleveland-based non-profit, certified development company, which serves as a conduit for U.S. Small Business Administration and State of Ohio loan programs to small business. Established and maintained relationships with scores of small business owners and local bankers. Responsible for managing asset quality for the group, and closely monitoring the performance of businesses in various industries. Activities included analyzing, writing, and making loan presentations to board committees. Show less



ShoreBank, Cleveland

• Vice President

  • Apr 2003 - Oct 2005

  Assisted in developing and expanding commercial banking relationships in the Cleveland area for this Chicago-based community development bank. Directly sold commercial banking services to small business clients, analyzed, wrote, and presented loan requests to senior management committee, contributed to overall marketing efforts and managed a portfolio of over 25 bank clients.



Huntington National Bank

• United States
• Banking
• 700 & Above Employee

• Vice President

  • Jul 2001 - Mar 2003

  Assumed role of developing and maintaining profitable business banking relationships and coordinated efforts with various retail branch offices. As a portfolio manager, underwrote and approved business banking loans, with credit authority of up to $1 million.



KeyBank, N.A.

• United States
• Financial Services

• Senior Vice President

  • Dec 1997 - Feb 2001

  Managed a small underwriting team responsible for analyzing structure and creditworthiness of financial loan proposals for national Public Sector line-of-business. Possessed loan approval authority to $5 million for public utilities, municipalities, school districts, colleges and universities, non-profit institutions and not-for-profit hospitals.



Standard and Poor's Corp.

• Associate Director, Public Finance

  • Jun 1993 - Dec 1997

  Analyzed creditworthiness of general obligation debt issued by local governments in Texas, Michigan, Ohio, Illinois, Indiana, and Alabama. Prepared and made client presentations, contributed to overall marketing efforts and wrote economic analyses and commentaries for S&P's Municipal Credit Week publications.



Reuters Information Services, Inc.

• Financial News Reporter

  • May 1987 - Aug 1991

  Covered and wrote features on fixed-income securities, corporate defaults, investment strategies and daily commentaries, and wrote on credit markets and economic trends. Completed spot news and analysis on earnings reports, shareholder rights' plans, bankruptcy filings and annual meetings.



The Journal of Commerce

• United States
• Book and Periodical Publishing

• Staff Reporter

  • Aug 1983 - May 1987

  Wrote analysis articles related to developments in natural resource markets, utilities and transportation. Wrote and edited weekly column on energy and utility industry issues and many front-page articles.