Corporate Banking

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Market President, Middle Market Banking

2021 – 2024

Executed overall growth strategy across business banking, middle market, corporate, commercial real estate, and private wealth.
Organized and led the Leadership Team to enhance communication, drive business growth, and streamline operations.
Oversaw community development budget and marketing goals for Austin and the broader Central Texas metroplex.
Built and expanded middle market banking team targeting businesses with $25M–$300M in revenue.
Developed and expanded middle market support functions, including credit, analysts, associates, loan operations, and commercial real estate.
Coordinated corporate and investment banking opportunities, including M&A, interest rate hedging, bridge financing, and foreign exchange.

Corporate Banking, Senior Vice President

2021 – 2022 | Dallas, TX

Selected to build out a corporate portfolio for regional companies with $300M+ in revenue.
Developed new client opportunities through strategic advisory roles and in-depth analysis of capital structure alternatives.
Led credit processes, including underwriting, structuring, transaction proposals, and final documentation.

Corporate Banking Director

2015 – 2021 | Dallas, TX

Managed a portfolio of 22 corporate clients valued at $880M across DFW and Oklahoma, with a mix of credit, treasury, and capital markets.
Generated annual production of $5M+ through new and existing client relationships.
Identified client needs and cross-sold corporate banking products, including capital markets, card services, domestic treasury, FX, and interest rate derivatives.
FINRA Series 79 and 63 certified.

Corporate Lending - Vice President

2012 – 2015 | Dallas, TX

Managed a $210M loan portfolio, including private equity investments and corporate clients with $200M–$2B in annual revenue.
Conducted in-depth analysis and underwriting for credit facilities ranging from $10M to $650M.
Coordinated with underwriters, portfolio managers, and external counsel to ensure seamless communication during financing transactions.
Developed prospective client relationships through research and joint business calls.
Chaired the 2013 and 2014 Heart Walk for the American Heart Association, raising over $20K.
Selected for the Annual Mentoring Program for early leadership development.

Structured Credit Sales Analyst

2009 – 2012 | New York, NY

Developed relationships with priority accounts, including 15 hedge funds and 20 correlation trading desks in New York and London.
Analyzed and executed trades involving investment-grade debt, high-yield debt, CDS, CDO, CLO, MBS, and credit indices.
Provided structured product research and analysis to clients, increasing demand for debt issuances ranging from $200M to $2B.
Produced daily market updates on headlines and credit-related developments for senior managers.
Completed the Credit Training Program (2010–2011) with a focus on capital structure, emerging markets, leveraged loans, and credit default swaps.
FINRA Series 7 and 63 certified.

Foreign Exchange Sales Analyst

Acted as primary backup for 25 institutional accounts and 20 hedge funds on the foreign exchange sales desk.
Coordinated global macro events for top accounts, focusing on market volatility and the European Sovereign Debt Crisis.
Engineered the External Managers Fund Program for 15 external portfolio managers investing firm capital.
Priced and executed FX structured options and delivered market data reports to the global FX team.

Austin Community Involvement

Education

Southern Methodist University | Dallas, TX

Cox School of Business: Bachelor of Business Administration in Finance, Cum Laude
Bachelor of Arts in International Studies, Cum Laude