Experience

First Internet Bank

• United States
• Banking
• 200 - 300 Employee

• Vice President - Public Finance

  • Jul 2017 - Present

  Cincinnati, OH With my current position, I have been tasked with helping the bank grow the Public Finance business outside of the State of Indiana and across the entire country. We help municipalities, K-12 school districts, water/sewer/electric utilities, higher education facilities, hospitals and not-for-profits with debt financings. These financings are a mixture of refundings, new money construction projects and essential use equipment purchases that are structured as bonds, lease purchases, installment… Show more With my current position, I have been tasked with helping the bank grow the Public Finance business outside of the State of Indiana and across the entire country. We help municipalities, K-12 school districts, water/sewer/electric utilities, higher education facilities, hospitals and not-for-profits with debt financings. These financings are a mixture of refundings, new money construction projects and essential use equipment purchases that are structured as bonds, lease purchases, installment purchase agreements, bond anticipation notes, certificates of participation, debt certificates or any other legally available financing structure that is allowed within the municipal finance market. We also have a strong appetite to finance energy efficiency and renewable energy projects within this industry and have seen this segment of the market grow substantially in recent years. Show less



Huntington National Bank

• United States
• Banking
• 700 & Above Employee

• Vice President - Director of Energy Efficiency Financing

  • Apr 2014 - Jul 2017

  Cincinnati, Ohio Was responsible for managing a portfolio of key municipal and not-for-profit clients across a national footprint assisting them with any financing needs they have currently or will have in the future. Also tasked with strategic business development of core prospects within this territory through direct calling efforts, as well as, building strong relationships with COI's for these types of entities (energy service companies, financial advisors, attorneys, underwriters, investment banks, etc.)… Show more Was responsible for managing a portfolio of key municipal and not-for-profit clients across a national footprint assisting them with any financing needs they have currently or will have in the future. Also tasked with strategic business development of core prospects within this territory through direct calling efforts, as well as, building strong relationships with COI's for these types of entities (energy service companies, financial advisors, attorneys, underwriters, investment banks, etc.) as additional lead sources for new business opportunities. As a trusted advisor to these clients/prospects, I worked to provide the best financing solutions possible and engage other areas of the bank that can help the operations of these entities become more efficient and cost effective. Show less



Fifth Third Bank

• United States
• Civic and Social Organizations

• Vice President - Commercial Banking

  • Jun 2012 - Apr 2014

  Dayton, Ohio Area Managed a portfolio of key clients across a wide range of industries in the Dayton/Cincinnati market and assisted these clients with meeting/exceeding all their short-term and long-term financial goals. Also, added numerous core prospects in the local market to the banks commercial banking portfolio through extensive direct marketing efforts. As a trusted advisor to these clients/prospects, I partnered with these organizations to make sure we helped them run as efficiently as possible and… Show more Managed a portfolio of key clients across a wide range of industries in the Dayton/Cincinnati market and assisted these clients with meeting/exceeding all their short-term and long-term financial goals. Also, added numerous core prospects in the local market to the banks commercial banking portfolio through extensive direct marketing efforts. As a trusted advisor to these clients/prospects, I partnered with these organizations to make sure we helped them run as efficiently as possible and that both their corporate and personal goals aligned with the current state of the company, as well as, their industry. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Director/Vice President - Corporate Development (Mergers & Acquisitions)

  • Aug 2006 - Jun 2012

  Des Moines, Iowa Area Provided support for 82 different business units within a $1.3T entity though portfolio acquisitions/divestitures, strategic alliances and various other corporate initiatives. Was responsible for developing relationships with senior executives of outside companies as a lead source for potential acquisition opportunities and/or strategic partnerships. Worked collaboratively with internal executive management teams, as well as, all functional departments to analyze and perform due diligence and… Show more Provided support for 82 different business units within a $1.3T entity though portfolio acquisitions/divestitures, strategic alliances and various other corporate initiatives. Was responsible for developing relationships with senior executives of outside companies as a lead source for potential acquisition opportunities and/or strategic partnerships. Worked collaboratively with internal executive management teams, as well as, all functional departments to analyze and perform due diligence and integration on acquisition opportunities, non-strategic divestitures and various other corporate initiatives.

• Sales Manager

  • Aug 2003 - Aug 2006

  Cincinnati, Ohio Area Responsible for managing two separate branch locations specializing in selling traditional consumer finance products to local customers. Recruited, trained and led teams of 5-10 sales management trainees to very high performance levels while managing a P & L to lucrative financial profits.

• Sales Managment Trainee

  • Apr 2001 - Aug 2003

  Cincinnati, Ohio Area Completed training program that provided detailed knowledge of every aspect of running a consumer finance operation (sales, leadership, underwriting, P & L management, customer retention, etc.)