Experience

Helen Adams Realty

• United States
• Real Estate
• 200 - 300 Employee

• Broker/Realtor®, NC & SC

  • Mar 2016 - Present

  Full service relationship-driven Broker supporting clients in the selection, pricing, contract negotiation and closing associated with the buying and selling of Real Property in the Carolinas. • Deliver a comprehensive suite of real estate services to home buying & selling clients in a consultative and advisory capacity; seeking to balance their transactional objectives against their aggregate risk tolerance appetite. • Subject matter expert on housing market conditions, pricing… Show more Full service relationship-driven Broker supporting clients in the selection, pricing, contract negotiation and closing associated with the buying and selling of Real Property in the Carolinas. • Deliver a comprehensive suite of real estate services to home buying & selling clients in a consultative and advisory capacity; seeking to balance their transactional objectives against their aggregate risk tolerance appetite. • Subject matter expert on housing market conditions, pricing levels, legal contracts, financing options and all facets of the home buying & selling process. • Possess a deep understanding of home construction and home systems; aspects critical in providing sound advice to clients in their buy/sell decision making process. • Hold the highest rating on RealSatisfied®, a customer satisfaction and brand management platform for the real estate industry. Show less



Bank of America Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Director, Corporate Credit Risk, Healthcare

  • Jan 2011 - Apr 2014

  Senior Corporate Credit Risk Officer with standalone credit approval authority managing a portfolio of 20+ Fortune 1000 Healthcare clients, handling all aspects of credit exposure origination associated with loans, treasury management, capital markets (forex & rate derivatives), securitizations and trade finance. Close collaboration with industry sector head on day-to-day management of the group in areas of FTE rationalization, deal team assembly & work flow management, periodic performance… Show more Senior Corporate Credit Risk Officer with standalone credit approval authority managing a portfolio of 20+ Fortune 1000 Healthcare clients, handling all aspects of credit exposure origination associated with loans, treasury management, capital markets (forex & rate derivatives), securitizations and trade finance. Close collaboration with industry sector head on day-to-day management of the group in areas of FTE rationalization, deal team assembly & work flow management, periodic performance reviews, campus & off-cycling hiring, summer internship programs, and ad hoc conflict resolution.

• Vice President, Corporate Credit Risk, Healthcare

  • Feb 2006 - Jan 2011

  Corporate Credit Risk officer with portfolio management responsibility, emphasizing the development of credit coverage relationships with key finance/treasury executives and leading the Bank’s credit approval processes for clients’ new transaction activity, renewals and amendments/waivers; presenting their merits to the Risk approval chain on the basis of portfolio suitability, risk mitigation and client relationship enhancement.

• Associate, Corporate Debt Products, Healthcare

  • Jun 2002 - Feb 2006

  Portfolio support role in the negotiation and execution of credit transactions through active involvement in deal structure decisions, operational & financial due diligence and credit facility loan documentation. Direct management responsibility for Analyst performance, throughput & development.

• Analyst, Corporate Debt Products, Healthcare

  • Feb 2000 - Jun 2002

  Analytical role focused on credit underwriting assessed the borrowing capacity and credit worthiness of individual clients & prospects through in-depth financial statement analysis, corporate & M&A cash flow modeling, and asset & enterprise valuation.



Nationsbanc Montgomery Securities LLC

• Analyst, Corporate Banking, Power & Utilities

  • Feb 1998 - Jun 2000

  Entry-level client management analyst responsible for preparing financial models, pitch materials, and industry analysis in support of the Bank’s Corporate banking coverage effort.