Bio
Experience
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Viking
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Roswell, Georgia
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Direct Sales - Consultant
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Nov 2023 - Present
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Roswell, Georgia
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Independent Business Consultant
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Roswell, Georgia, United States
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Management Advisor and Financier
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Sep 2022 - Nov 2023
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Roswell, Georgia, United States
Served as the CFO of a new development company in the multi-media production space and advised the founder and development team in the process of planning, soliciting, and seeking out a leading media industry partner for the production operations and to secure a $200MM investment from a multi-billion institutional investor.Engaged to assist the owners of a private company in the health and wellness sector to raise growth and expansion capital, evaluate the opportunity to partner with a large public company in the healthcare sector, and plan and execute the opening of 20+ new retail wellness centers in a 3-state region.
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United States
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Financial Services
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700 & Above Employee
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Managing Director - Technology, Media & Telecom Banking
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Jan 2017 - Jun 2022
Originator/Relationship Manager
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Managing Director - Mid-Corporate Banking
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Jun 2011 - Dec 2016
Relationship Manager
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SunTrust
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Richmond, Virginia
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Senior Vice President - Middle Market Banking
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2007 - 2011
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Richmond, Virginia
Relationship Manager
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United States
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Investment Banking
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300 - 400 Employee
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Director - Capital Markets Origination
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2005 - 2007
Mid-Atlantic Region
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Director - Technology, Media & Telecom Banking
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1999 - 2005
Relationship Manager
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New Caledonia
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Financial Services
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700 & Above Employee
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Portfolio Manager - Technology, Media & Telecom Banking
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1998 - 1999
AssociateUnderwriter/Portfolio Manager
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Commercial Banking Associate
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1997 - 1998
Commercial Management AssociateCommercial Training Program
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Barnett Bank, N.A.
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Kissimmee, Florida
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Assistant Vice President - Business Banking
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1996 - 1997
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Kissimmee, Florida
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Steak Out Charbroiled-Delivery
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Orlando,Florida
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Steak-Out Restaurants - Franchisee
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1992 - 1996
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Orlando,Florida
Managing PartnerSteaKing, LLC
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Florida Realty Counselors, Inc.
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Kissimmee, Florida
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Real Estate Agent
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1990 - 1992
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Kissimmee, Florida
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Education
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Rollins College - Crummer Graduate School of Business
Master of Business Administration, Finance -
University of Alabama
Bachelor of Science in Commerce & Business Administration, Banking
Suggested Services
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Industry Focus. “Banking and Financial Services”
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