Experience

Home Tax Solutions, LLC.

• United States
• Financial Services
• 1 - 100 Employee

• Chief Financial Officer

  • Mar 2021 - Present



Capital One

• United States
• Financial Services
• 700 & Above Employee

• Director, Financial Institutions

  • Jan 2018 - Mar 2021

  Chicago, Illinois Led the business development efforts and managed relationships across various asset classes within the Financial Institutions Group. Provided credit, treasury, and access to capital markets products to wide-ranging client base.



BMO U.S.

• United States
• Banking
• 700 & Above Employee

• Vice President, Financial Institutions

  • Mar 2015 - Jan 2018

  Managed a variety of specialty finance, futures and securities clients within the bank's Financial Institutions Group Conduct annual and interim reviews to assess financial and operating performance Monitor monthly, quarterly, and annual financial and compliance reporting Work with legal counsel on new and restructured transactions Assist in project work at a team and enterprise level

• Vice President, Special Assets

  • Apr 2012 - Mar 2015

  Assisted in managing a portfolio of distressed Real Estate and Commercial and Industrial customers with a focus on minimizing loss and enhancing recovery for the bank Conducted financial and disposition analysis to determine effective strategies and the most beneficial outcome for the bank and customers Worked with legal counsel to restructure loans, enhance collateral position, and commence litigation as needed Monitored a portfolio and conducted quarterly credit analysis while… Show more Assisted in managing a portfolio of distressed Real Estate and Commercial and Industrial customers with a focus on minimizing loss and enhancing recovery for the bank Conducted financial and disposition analysis to determine effective strategies and the most beneficial outcome for the bank and customers Worked with legal counsel to restructure loans, enhance collateral position, and commence litigation as needed Monitored a portfolio and conducted quarterly credit analysis while verifying that all regulatory requirements were compliant Assisted with special project work as needed which spanned various areas of the bank including accounting, operations, and training

• Associate, Commercial Banking

  • Oct 2009 - Apr 2012

  Managed and coordinated workflow for a team of seven Financial Analysts and eight Relationship Managers with a close and supportive working relationship Underwrote credit risk for not-for-profit and tax-exempt customers and prospects focusing on Governments and Municipalities Assisted in managing a portfolio with more than 500 customers and $1,700MM of loan risk and $770MM in deposits Attended not-for-profit conferences focusing on municipalities, social service agencies, colleges and… Show more Managed and coordinated workflow for a team of seven Financial Analysts and eight Relationship Managers with a close and supportive working relationship Underwrote credit risk for not-for-profit and tax-exempt customers and prospects focusing on Governments and Municipalities Assisted in managing a portfolio with more than 500 customers and $1,700MM of loan risk and $770MM in deposits Attended not-for-profit conferences focusing on municipalities, social service agencies, colleges and universities, and governmental funding

• Financial Analyst, Commercial Banking

  • Apr 2008 - Oct 2009

  Underwrote credit risk for customers and prospects with revenues of $15MM-$500MM Assisted in managing a portfolio with more than 60 customers and $250MM of loan risk Conducted industry research and modeled financial projections for customers and prospects Provided advisory models for M&A, additional revenue streams, working capital needs and other business opportunities

• Commercial Training Program

  • Aug 2007 - Apr 2008

  Focused on Credit risk, Cash flow modeling, financial and business writing Built relationships with top executives through small interactive meetings Developed an understanding of legal documentation and risk management in lending