Experience

Stifel Bank

• United States
• Banking
• 1 - 100 Employee

• Vice President

  • Apr 2022 - Present

• Assistant Vice President

  • Apr 2021 - Apr 2022

• Associate

  • Jul 2019 - Apr 2021



Pacific Western Bank

• United States
• Banking
• 700 & Above Employee

• Client Manager

  • May 2019 - Jun 2019

• EFG Analyst

  • Mar 2017 - Apr 2019

  Portfolio analyst for our equity funds group. Portfolio Management: - Handle quarterly and annual reporting for approximately 70 borrowers with approximately $1B in loan commitments. - Collect reporting items from our borrowers to make sure all items are received and that they are in compliance with the legal documents of their loans. - Assists clients with advances on their lines of credit and general questions in regards to their lines of credit. Underwriting: -… Show more Portfolio analyst for our equity funds group. Portfolio Management: - Handle quarterly and annual reporting for approximately 70 borrowers with approximately $1B in loan commitments. - Collect reporting items from our borrowers to make sure all items are received and that they are in compliance with the legal documents of their loans. - Assists clients with advances on their lines of credit and general questions in regards to their lines of credit. Underwriting: - Handle the renewal packages for borrowers to make sure each client can support their lines of credit from both a coverage ratio and collateral perspective. - Prepare underwriting packages for borrowers who need their line of credits amended in between renewal dates. - Problem solve to creatively find covenants to make sure the Bank is adequately protected from risk and that the lines of credit meet our clients needs. - Forecast future needs in the underwriting package to avoid unnecessary amendments and legal drafts. Internal Reporting: - Make sure all the reporting and client request are properly documented and stored in the correct locations in order for auditors to easily access.



Packinsider.com

• Sports Writer

  • Mar 2014 - Mar 2017

  Helping produce content and articles to entertain, spark debates, and give insight to NC State Athletics. Not only writing content but expanding our reach through social media. Helping produce content and articles to entertain, spark debates, and give insight to NC State Athletics. Not only writing content but expanding our reach through social media.



SOUTHTECH ORTHOPEDICS, INC.

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Logistics and Field Associate

  • Jul 2013 - Nov 2016

  Logistics: I was responsible for helping teams of sales reps have the needed items and instruments to meet our accounts needs for day to day surgeries. Personally I made sure to make the most of limited resources to meet our sales reps needs, this included solving problems by having multiple cases in close proximity, and utilizing communication to meet all of our needs. Creativity was critical as sometimes we had to use inventory from different territories to meet doctors needs, this allowed us… Show more Logistics: I was responsible for helping teams of sales reps have the needed items and instruments to meet our accounts needs for day to day surgeries. Personally I made sure to make the most of limited resources to meet our sales reps needs, this included solving problems by having multiple cases in close proximity, and utilizing communication to meet all of our needs. Creativity was critical as sometimes we had to use inventory from different territories to meet doctors needs, this allowed us to maximize profits by not having to expend a lot of financial capital. Inventory Management: Medical devices companies have many moving parts, it is essential to keep a detailed ledger of where the items are and when they will be used. Not only must the items be used but many items have an expiration date. This means that certain products must be expedited to use in the field. If not costly fees would be levied. In addition to expiration, specific lot numbers had to be tracked to guard against product recalls. Purchasing: As the point person for the sales reps, I was responsible for the purchasing of products to keep on hand and I had to determine the correct par levels for a given product dependent on demand. In our industry each distributor is responsible for consignment fees, which is the total cost to have items in their inventory, that is why is critical to keep only products that can be turned over in a timely manner. Scheduling: Dealing with teams of highly competitive sales reps that are driving sales, can be a difficult task that requires organization and planning. I was responsible for handling 20 individual reps case loads and making sure all of the needed implants and instruments were available for their cases. Proper scheduling allowed for cost cutting by having a well designed plan to keep shipping cost down, and minimize drive times of our reps, to help them have more time devoted to selling our products. Show less Logistics: I was responsible for helping teams of sales reps have the needed items and instruments to meet our accounts needs for day to day surgeries. Personally I made sure to make the most of limited resources to meet our sales reps needs, this included solving problems by having multiple cases in close proximity, and utilizing communication to meet all of our needs. Creativity was critical as sometimes we had to use inventory from different territories to meet doctors needs, this allowed us… Show more Logistics: I was responsible for helping teams of sales reps have the needed items and instruments to meet our accounts needs for day to day surgeries. Personally I made sure to make the most of limited resources to meet our sales reps needs, this included solving problems by having multiple cases in close proximity, and utilizing communication to meet all of our needs. Creativity was critical as sometimes we had to use inventory from different territories to meet doctors needs, this allowed us to maximize profits by not having to expend a lot of financial capital. Inventory Management: Medical devices companies have many moving parts, it is essential to keep a detailed ledger of where the items are and when they will be used. Not only must the items be used but many items have an expiration date. This means that certain products must be expedited to use in the field. If not costly fees would be levied. In addition to expiration, specific lot numbers had to be tracked to guard against product recalls. Purchasing: As the point person for the sales reps, I was responsible for the purchasing of products to keep on hand and I had to determine the correct par levels for a given product dependent on demand. In our industry each distributor is responsible for consignment fees, which is the total cost to have items in their inventory, that is why is critical to keep only products that can be turned over in a timely manner. Scheduling: Dealing with teams of highly competitive sales reps that are driving sales, can be a difficult task that requires organization and planning. I was responsible for handling 20 individual reps case loads and making sure all of the needed implants and instruments were available for their cases. Proper scheduling allowed for cost cutting by having a well designed plan to keep shipping cost down, and minimize drive times of our reps, to help them have more time devoted to selling our products. Show less



Primerica

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Registered Representative

  • Sep 2012 - Nov 2016

  Working with families to help them figure out what is the best course of action for their futures through insurance and investments. Holder of Series 6, 63, Long Term Care, Health, and Life insurance licenses. Working with families to help them figure out what is the best course of action for their futures through insurance and investments. Holder of Series 6, 63, Long Term Care, Health, and Life insurance licenses.



North Carolina State University

• United States
• Higher Education
• 700 & Above Employee

• Men's Basketball Head Manager North Carolina State University

  • Mar 2012 - May 2013

  As the Head Manager I was in direct contact with Head Coach Mark Gottfried and his staff. I would assist in day to day operations ranging from office tasks such as working with Microsoft Office especially Word and Excel as well as prepare and assist in practice. I also helped set up office hours for other student managers and made sure they were aware of when and where practice was and what needed to be done before practice started. I also helped in game day operations by directing opposing… Show more As the Head Manager I was in direct contact with Head Coach Mark Gottfried and his staff. I would assist in day to day operations ranging from office tasks such as working with Microsoft Office especially Word and Excel as well as prepare and assist in practice. I also helped set up office hours for other student managers and made sure they were aware of when and where practice was and what needed to be done before practice started. I also helped in game day operations by directing opposing teams shoot arounds at the PNC Arena. In addition to shoot arounds I would make sure locker rooms were set up for both our team, visiting team, and officials. In preparations for our upcoming games I would do statistical charts on Excel to help prepare our team. I would also help make sure everything was stored and packed for our road trips to opposing teams. Also on road trips I was responsible for making sure all players and managers were aware of the team itinerary and in the correct location at the correct time. I also learned how to manage big events as I assisted with summer basketball camps where I was responsible for making sure we had clocks, score keepers, officials, and game ball at 10 separate courts for our annual team basketball camps in which there was over 1,000 campers and coaches. Throughout the camp I also worked closely with our athletic trainers to assist them in making sure a handful of injured campers were taking to the proper medical facility for treatment. In additions to the above responsibilities for our camps I also helped with the marketing of the camps. I printed brochures and contacted local Elementary, Middle, and High Schools to receive permission to have our brochures placed in lobbies and mailed to their students. This helped me gain experience as related to my Business Administration degree with a concentration in Marketing.

• Team manager

  • Aug 2009 - Mar 2012