Director

• Jan 2021 - Present

- Develop and maintain the firm’s corporate and institutional investor relationships. - Offer tax credit investments to assist Stonehenge's clients in managing their state and federal tax liabilities.- Work with renewable energy developers and other companies across the U.S. to monetize their single and multi-year tax incentives.

Vice President

• Jun 2015 - Jan 2021

Relationship Manager

• Jan 2014 - Jun 2015

•Served as the primary point of contact for a portfolio of the bank's middle market clients in a diverse set of industries. •Sourced, developed, and structured new credit opportunities with existing and prospective clients of the bank.•Worked closely with Treasury Management, Underwriting, Capital Markets, Derivatives, Merchant Services, and Wealth Management to deliver a full suite of financial solutions to clients and prospects.

Middle Market Underwriter

• Aug 2012 - Jan 2014

•Managed approximately $400 million of loan commitments for over 20 commercial relationships in Southeast Louisiana •Contacted customers to obtain financial statements and necessary information for effective portfolio monitoring•Played key role in syndication process and work with participant banks, customers, and attorneys towards closing•Managed the credit approval and documentation process for re-approvals, amendments, and approval of new loans•Advised relationship managers of credit risks inherent in proposed loans and made structure recommendations•Tracked financial reporting, covenant compliance, and collateral values Show less

Commercial Credit Analyst

• Jul 2011 - Jul 2012

•Completed formal credit training program including classroom learning, exams, and case studies•Supported Middle Market and U.S. Corporate underwriting groups•Analyzed collateral, identified and mitigated key risks, and provided industry analysis•Prepared in-depth projections to analyze cash flow as a primary source of repayment•Spread financial statements and managed spread request folder for other analysts

Financial Analyst

• May 2010 - May 2011

•Support the execution of a private placement of membership interests in a newly formed holding company •Compile and analyze financials for use as supporting material for loan proposals and capital acquisitions •Communicate with bankers, attorneys, and clients regarding loan modification requests during clients’ recapitalization •Create cash flow analysis and projections; produce spreadsheets to analyze investment opportunities •Participate with other consultants in preparing loan and financial package presentations Show less

Intern

• Dec 2009 - May 2010

•Conducted research and analysis regarding renewable energy markets and incentive programs •Constructed daily briefing report for Shaw executives – quantitative and qualitative analysis of energy market conditions •Created comparable power plant sales worksheet to assist in valuation of potential investments •Conducted research and analysis regarding renewable energy markets and incentive programs •Constructed daily briefing report for Shaw executives – quantitative and qualitative analysis of energy market conditions •Created comparable power plant sales worksheet to assist in valuation of potential investments