Experience

Parent Petroleum
• United States
• Oil and Gas
• 1 - 100 Employee
• President & CFO

  • Apr 2017 - Present


BMO Harris Bank

• United States
• Banking
• 700 & Above Employee

• Senior Vice President & Director - Commercial Banking

  • Jun 2016 - Mar 2017

  • Mandated to help lead the continued build-out of the BMO Harris Commercial Bank platform in Texas and the surrounding geographies • Tasked with providing Middle-Market business owners and their respective leadership teams with strategic, solutions-driven guidance in an effort to help them achieve their professional, and ultimately personal, objectives

• Vice President - Commercial Banking

  • Oct 2014 - Jun 2016

  • Provided strategic direction to existing and prospective clients on a variety of topics including: capital structure optimization, M&A activity, divestitures, leveraged buy-outs, shareholder transition events, and wealth transfer. • Successfully developed a national coverage model of providing capital support and advisory services to operators in the retail convenience and wholesale fuel distribution space on behalf of BMO Harris Bank. From store renovations to downstream fuel services,… Show more • Provided strategic direction to existing and prospective clients on a variety of topics including: capital structure optimization, M&A activity, divestitures, leveraged buy-outs, shareholder transition events, and wealth transfer. • Successfully developed a national coverage model of providing capital support and advisory services to operators in the retail convenience and wholesale fuel distribution space on behalf of BMO Harris Bank. From store renovations to downstream fuel services, at BMO Harris Bank, we understand the intricacies of the industry and take a tailored, solutions-driven approach when working with our clients. From managing cash flow to assisting with strategic decisions, to providing capital to help support the growth of our clients' businesses, we're here to help.

• Assistant Vice President - Commercial Banking

  • Oct 2012 - Oct 2014

  • Manage portfolio of privately-held clients across a variety of industries, throughout Chicago and the Midwest • Collaborate with institutional partners to provide full suite of capabilities to existing and prospective clients including capital structure counsel, lending services, investment banking, derivatives, equipment finance, treasury management, wealth management, and retirement services

• Commercial Banking Associate - BMO Harris Bank

  • Aug 2007 - Dec 2012