30
years
Years of Experience
1/17
Member Since
Experience
Caledonia Capital, LLC
Start-Up
Managing Director
Creative lease financing
IBM Global Finance
Other
Enterprise Finance Solutions Leader
Built and delivered the set of financing solutions to support the sales of IBM Global Services and Software divisions. The solutions ranged from short term working capital offerings to medium term IT financing facilities. Over $2 billion in funding to clients ranging from middle market to Fortune 500.
Whitney & Company
Finance
Vice President
Charter member of team which invested a $650 million mezzanine fund in middle market leveraged companies. Rolls included new business, prospecting, due diligence, structuring, documenting and closing. Also chaired credit committee, managed under=performing credits, and sitting on various boards.
Heller Financial
Finance
Vice Presidet
Sourced, structured and closed one stop middle market leveraged loans. Roll included building relationship with Private Equity community, completing extensive due diligence on prospects, modeling likely outcomes, pricing loans, negotiating documents and covenants.
Manufactures Hanover Trust Co.
Other
Senior Credit Analyst
Completed Management Credit Training program. Credit analysis of existing clients.