Experience

Third Coast Bank, SSB

• United States
• Banking
• 100 - 200 Employee

• Vice President, Commerical Lender

  • Jul 2022 - Present



Independent Financial

• United States
• Financial Services
• 700 & Above Employee

• Vice President Commercial Lending

  • Oct 2016 - Jul 2022



Comerica Bank

• United States
• Banking
• 700 & Above Employee

• Senior Credit Analyst - Energy Finance

  • Jun 2014 - Oct 2016



Salient Consulting Partners

• Houston, Texas Area

• Temporary Compliance Associate

  • Jan 2013 - Jul 2013

  Responsible for Annual Broker-Dealer and Ongoing Fund Due Diligence. Responsible for Annual Broker-Dealer and Ongoing Fund Due Diligence.



Peirce Capital Management, LLC

• The Woodlands, TX

• Investment Financial Advisor Associate

  • Apr 2010 - Jul 2012

  Re-Balanced and maintained client portfolios ($65MM Assets Under Management). Prepared client trade recommendations for Investment Advisor needed to (1) maintain each client's desired equity-to-fixed income allocation, (2) execute tax-loss harvesting transactions to reduce each client’s current and future tax liabilities and (3) ensure the availability of cash within all client taxable accounts needed for personal expenses and the company's quarterly billing requirements. Performed retirement analysis for current & prospective clients. Implemented investment philosophy for current and new clients. Assisted Investment Advisor (Owner) in all aspects of running the business and, as a result, helped to increase the company's assets under management by 160%. Show less



South Texas College of Law Houston

• United States
• Higher Education
• 200 - 300 Employee

• Law Student

  • Jul 2008 - Mar 2010

  Prepped and attended Law School. Decided to not devote my professional career to law and returned to finance. Prepped and attended Law School. Decided to not devote my professional career to law and returned to finance.



Protiviti

• United States
• Business Consulting and Services
• 700 & Above Employee

• Experienced Internal Audit Consultant

  • Feb 2007 - Jul 2008

  Performed Sarbanes-Oxley (SOX) audits for a seismic and an independent energy company. Solely audited cash, inventory and trained management at a global biotherapeutic company. Audited IT processes at an independent energy company for SOX compliance. Prepared policies and procedures essential for the sale of an independent midstream oil and gas company. Audited and prepared HR department for Oracle implementation at an E&P company. Reconciled cash position for specialty contractor essential for loan application. Met all deadlines efficiently for clients and was recognized for my contributions. Helped to develop an HR consulting product line for Protiviti. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Teller

  • Sep 2005 - Sep 2006

  Managed cash drawer and vault at most active branch. Exceeded quarterly sales quotas. Managed cash drawer and vault at most active branch. Exceeded quarterly sales quotas.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Intern - The Sharpe Group

  • May 2004 - Jul 2004

  Assisted with sales and analytical company valuations. Assisted with sales and analytical company valuations.