Experience

Enlightened Capital

• Canada
• Financial Services
• 1 - 100 Employee

• Chief Investment Officer

  • 2021 - Present

  Your strategic partner for senior credit alternative financing solutions. Our sector agnostic forum facilitates a wide range of products including revolving facilities, term loans, warehouse facilities and in certain situations, subordinated loans. The senior management team is well seasoned in lending and operations with a “unique relationship making” approach to providing solutions to prospects and clients. Our rates are competitive at 8 to 12% plus customary fees. We can accommodate financing from $5MM to $80MM, for 6 months to 10 years between. Show less



Waygar Capital Inc.

• Canada
• Capital Markets
• 1 - 100 Employee

• Senior Vice President

  • 2018 - 2020

  Seasoned finance professional with Canadian, US and European experience working for credit funds and global banks. Executed innovative funding solutions for global mid market companies ranging from restructuring to high growth, including private equity transactions. Funded private debt and asset based lending transactions for domestic and cross border deals in excess of $3.5 billion. Seasoned finance professional with Canadian, US and European experience working for credit funds and global banks. Executed innovative funding solutions for global mid market companies ranging from restructuring to high growth, including private equity transactions. Funded private debt and asset based lending transactions for domestic and cross border deals in excess of $3.5 billion.



Bridging Finance Inc.

• Canada
• Financial Services
• 1 - 100 Employee

• Senior Managing Director

  • 2014 - 2017



Bank of America

• United States
• Banking
• 700 & Above Employee

• Principal

  • 2006 - 2013

  Managed the UK team, manoeuvring between relationship management, portfolio, underwriting, new business development and workout skills, as required. Developed new business through external network of intermediaries, sponsors, turnaround specialists and an internal global network of bankers. Constructed innovative debt structures incorporating detailed research on security and enforceability of North American, European and Asian insolvency regimes. Restructured facilities and recovered monies from clients undergoing difficulties. Cross-sold numerous corporate banking solutions to portfolio clients. Facilitated cross border transactions for the corporate banking team. Spearheaded a global cross selling project for the US commercial bankers. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Senior Vice President

  • 1997 - 2006

  Responsible for the management and performance of the underwriting team, which structured and funded asset-based facilities for buyout, turnaround, re-capitalisation, acquisition and re-financing to a broad range of mid market businesses, including private equity buyouts. Excelled in reaching consensus with a broad range of stake holders. Executed and funded asset based lending and hybrid transactions from cradle to grave. New business generated through network of intermediaries, accounting firms, law firms, private equity and debt groups, and directly with companies seeking finance. Built, led and managed the operations teams from scratch, training staff, establishing and implementing credit and operations procedures. Supervised and conducted liquidation of problem accounts. Show less



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Senior Field Examiner

  • 1995 - 1997

  Managed and executed due diligence assignments on asset-based lending transactions at prospective and existing client premises throughout North America. Provided on the ground support for distressed portfolio clients. Trained and supervised Canadian and US team members. Managed and executed due diligence assignments on asset-based lending transactions at prospective and existing client premises throughout North America. Provided on the ground support for distressed portfolio clients. Trained and supervised Canadian and US team members.



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Chartered Accountant

  • 1993 - 1995

  Planned, implemented, supervised and managed all aspects of audit, review and compilation engagements with numerous public and private companies. Implemented planning to achieve the most tax efficient operational results. Managed forensic and insolvency assignments. Planned, implemented, supervised and managed all aspects of audit, review and compilation engagements with numerous public and private companies. Implemented planning to achieve the most tax efficient operational results. Managed forensic and insolvency assignments.



PwC

• Professional Services
• 700 & Above Employee

• Accountant

  • 1992 - 1993

  Participate in field audits of multinational and national corporations. Participate in field audits of multinational and national corporations.