Software Skills

Microsoft Excel
Microsoft Word
Microsoft Office
Microsoft Access
Smartsheet
Dropbox
Google Sheets

Certifications

Series 24
Series 63
Series 79
Series 82

Sector Experience

Financial Services
Aerospace & Defense
Real Estate
Automotive
Industrials
32
years

Years of Experience

1/21

Member Since


Bulge Bracket Investment Banks
Fortune 500

Experience

 
30A Capital Finance
Founder & Principal
04/2020 - Present
30A Capital provides innovative capital solutions and advisory services that start where the bank stops. Solutions and services are delivered jointly through the firm's network of partnerships. Registered Representative with Finalis Securities LLC Member FINRA/SIPC.

Deutsche Bank Finance
Managing Director
01/2015 - 12/2019
Senior Banker with responsibility for covering the Automotive, and Diversified Industrials sectors and originating across Deutsche Bank’s global Corporate Banking platform.

Sourced, secured, developed and retained profitable relationships within in assigned industry sectors by working closely with product partners across the global Deutsche Bank Corporate Banking platform.

Citigroup Finance
Managing Director
06/2011 - 01/2015
Senior Banker with responsibility for the North American Surface Transportation & Logistics, and Diversified Industrials sectors and originating across Citi’s global Corporate Banking platform.

Directed and developed marketing dialogue with clients in partnership with product partners across the global Citi Corporate Banking platform with a focus on Debt Capital Markets, Cash Management, Syndicated Loans, Structured Finance, Derivatives, and FX.

Sumitomo Mitsui Banking Corp. Finance
Group Head
08/2006 - 05/2011
Senior Leader responsible for Managing U.S. Corporate Banking team responsible for the Consumer & Retail, Chemicals & Materials and Industrials sectors. Target clients were Fortune 500 multinational companies with a significant presence in Japan and greater Asia and Pacific. Developed and managed customer relationships so as to drive cross-sell into SMBC’s product platform.

Citigroup Finance
Vice President
11/2000 - 07/2006
Relationship Manager within Global Corporate Banking Department. Time split between assignments in Atlanta covering a diversified Large Corporate client base and New York covering the U.S. Automotive Industry.

Wachovia Bank Finance
Assistant Vice President
04/1997 - 10/2000
Southeast Corporate Banking division - time split between marketing and risk management.

PRIMUS Automotive Financial Services Finance
Dealer Wholesale Lending Manager
08/1991 - 03/1996
Wholly-owned subsidiary of Ford Motor Credit Company. Participated in Management Development program with final assignment as Dealer Wholesale Lending Manager in the Long Island, NY Regional Office.