Bio
Experience
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TAB Bank
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Midwest United States
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Business Development Officer
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Jul 2020 - Present
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Midwest United States
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Vice President - Business Development
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Dec 2010 - Feb 2020
Responsible for originating asset based lending facilities in the $2MM to $12MM commitment range. Marketing territory for the states of Michigan and Ohio.
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Vice President
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Apr 2010 - Dec 2010
Commercial and Industrial Special Assets Officer.
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Senior Vice President
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Dec 2007 - May 2010
Senior Vice President in charge of marketing asset based /factoring lending product to small-medium sized businesses in leveraged/turnaround market.
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Vice President - Marketing
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Nov 2000 - Aug 2007
Responsible for marketing, loan origination, loan structuring for asset based lending transactions in the three to thirty five million dollar range for the states of Michigan and Northwest Ohio. Responsibilities include marketing to bankers, consultants, C.P.A's and attorneys ; analyzing, structuring and negotiating of loan proposals. Average loan closings of $15MM - $20MM annually.
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Vice President - Marketing
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Nov 1998 - Nov 2000
Responsible for marketing, loan origination and loan structuring for asset based lending transactions in the one to ten million dollar range for the states of Michigan and Ohio.
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Vice President
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Nov 1994 - Nov 1998
Responsible for initating and monitoring of mezzanine financing transactions in the $250,000 to $1,500,000 range. Responsibilities include marketing of mezzanine program to lenders, investment bankers, analyzing credit risks, pricing, and loan structuring. Monitoring duties include review of monthly financial statements, loan and royalty payments and management consultations. Annual originations of $4MM-$5MM.
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Franchise Loan Manager/Senior Financial Analyst
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May 1989 - Aug 1994
Responsible for analyzing franchise financial statements, coordinating franchisee financing, developing restructuring plans for leveraged franchisees, deve;oping annual and regional budgets, and assisting senior management in strategic planning.From 1989 - 1992, managed a bank funding program to finance new and existing carry-out stores. Annual fundings of $35MM - $40MM.
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Senior Credit Analyst
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Jan 1985 - May 1989
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Education
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1987 - 1990Wayne State University
MBA, Finance -
1979 - 1984Oakland University
Bachelor of Science Finance, Finance, General -
1976 - 1979Southfield -Lathrup H.S.
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Industry Focus. “Banking and Financial Services”
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