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Bio

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Topline AI

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Experience

    • United States
    • Professional Training and Coaching
    • 1 - 100 Employee
    • President
      • jun. de 2019 - - o momento

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Board Member
      • jan. de 2012 - - o momento

    • United States
    • Real Estate
    • 1 - 100 Employee
    • VP - Capital Markets
      • ago. de 2016 - jun. de 2019

      Advisory services to principals in real estate transactions (developers, HNW, family office, equity funds) with emphasis on placing construction, bridge debt, and perm debt. Access to a broad variety of capital sources - recourse / non-recourse - banks, private lenders, equity sources.* Broad national contact base, with emphasis on the Southeast.* Advisory to Private debt lenders in the Commercial Real Estate, Single Family Residential, and Specialty Finance sectors. Placement and syndication of warehouse lending facilities, and one-off notes.*Matchmaking banks, helping them syndicate deals as needed.

    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Managing Director
      • ago. de 2014 - ago. de 2016

      Providing all forms of debt and equity capital fundraising, merger and acquisition services and other investment banking services for both publicly-listed and privately held small/micro-cap companies.Leveraging extensive relationships with leading institutional investors including; private equity firms, venture capital firms, hedge funds and other alternative funding sources including EB-5 Regional Centers. Providing all forms of debt and equity capital fundraising, merger and acquisition services and other investment banking services for both publicly-listed and privately held small/micro-cap companies.Leveraging extensive relationships with leading institutional investors including; private equity firms, venture capital firms, hedge funds and other alternative funding sources including EB-5 Regional Centers.

    • Director - Customer Relations, Due Diligence Officer
      • 2013 - jul. de 2014

      Responsible for identifying and evaluating large commercial projects to be financed by SSRC throughout the Southeastern United States. Helping to bring Global Capital to a Local Economy... Responsible for identifying and evaluating large commercial projects to be financed by SSRC throughout the Southeastern United States. Helping to bring Global Capital to a Local Economy...

    • United States
    • Financial Services
    • Consultant
      • 2008 - 2012

      Evaluated and Implemented Executive Compensation, Pension, Qualified and Non-Qualified solutions to Business Owners and Executives to meet their individual planning needs. Evaluated and Implemented Executive Compensation, Pension, Qualified and Non-Qualified solutions to Business Owners and Executives to meet their individual planning needs.

    • President
      • 2002 - 2008

    • Executive Vice President
      • 1998 - 2002

      Evaluated all aspect of early stage technology companies for Strategic Equity investments. Evaluated all aspect of early stage technology companies for Strategic Equity investments.

    • Insurance
    • 700 & Above Employee
    • Vice President
      • 1990 - 1998

    • Assistant Vice President
      • 1985 - 1990

Education

  • Mercer University
    Master of Business Administration (MBA)
    1991 - 1993
  • Ohio Northern University
    Bachelor of Business Administration (B.B.A.), Finance
    1984 - 1986

Community

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