EXECUTIVE PROFILE
Accomplished Director & Regional Head – Commercial Banking
Strategic, results-driven executive with extensive experience leading business, financial, and operational strategies for a major financial institution. Expertise in commercial banking, credit management, and global markets, with sector exposure spanning Consumer Discretionary, Consumer Staples, Energy, Financials, Health Care, Industrials, Technology, Materials, and Utilities.
Proven success managing portfolios with billions in exposure across loans, credit derivatives, and clearing facilities.
Strong ability to visualize broad strategic objectives while mastering critical operational details.
Recognized for decisive leadership, analytical rigor, and creative problem-solving that enhances efficiency, profitability, and client satisfaction.
CORE SKILLS & COMPETENCIES
Commercial Banking & Credit Risk Management
Financial Planning & Analysis
Multinational / Global Banking
Financial Modeling & Enterprise Valuation
Team Leadership & Development
Strategic Planning & Execution
M&A / Leveraged Transactions
Troubled Debt Restructuring
Business Development & Client Relationship Management
Award-Winning Performance
SELECTED EXECUTIVE ACHIEVEMENTS
Directs credit management across Central and Southeast regions with a team of 19 overseeing 228 accounts and $10.7B total exposure.
Expanded the team from 3 to 19 employees and client coverage from 95 to 228 since 2017.
Led risk reviews in the Oil & Gas sector, achieving a $324.1M reduction in risk-weighted assets and $63.2M reduction in uncommitted facilities.
Generated $5M in up-front fees through underwriting $354.4M in new loans, including international outbound and inbound deals.
Co-led a $195M underwrite recognized as a Large Deal Finalist for the Dallas Business Journal and Association for Corporate Growth (2013).
EXECUTIVE EXPERIENCE
DIRECTOR, REGIONAL HEAD – WHOLESALE CREDIT MANAGEMENT
Global Network Banking (Commercial & Institutional Banking)
Dallas, TX | 2015–Present
Leads credit strategy and execution for the Central and Southeast regions, overseeing a portfolio of 228 accounts totaling $10.7B in exposure.
Grew the team from 3 to 19 employees; scaled exposure from $1.6B to $10.7B.
Directs pipeline discussions across 19 credit managers, 16 relationship managers, and 11 associate RMs.
Honored as CMB Sutherland Club Champion (2019 & 2021) – top 100 performers out of 2,000+ colleagues.
VICE PRESIDENT / SENIOR CREDIT MANAGER – INTERNATIONAL SUBSIDIARY BANKING
Dallas, TX | 2015–2017
Managed 37 clients across multiple international markets, including Canada, Germany, UK, Mexico, and Australia.
Oversaw $389.8M in loans, $13.2M in derivatives, and $83.4M in clearing facilities.
Reduced risk-weighted assets by $324.1M and uncommitted facilities by $63.2M.
Closed 31 waivers and amendments generating $340K in fees; secured $2.8M in additional DCM fee revenue.
VICE PRESIDENT / CREDIT MANAGER – CORPORATE BANKING
Dallas, TX
Oversaw 15 corporate banking clients during post-2008 financial recovery, managing $538.9M in loans, $34.7M in derivatives, and $352.8M in clearing facilities.
Delivered $5M in fees through underwriting $354.4M in new loans across global markets.
Supported issuance of three new bonds ($250M, $330M, $300M).
Closed a $195M co-agented underwrite, finalist for 2013 M&A Awards.
Earned the President’s Volunteer Service Award (2012) for 100+ hours of community service.
Completed the two-year Management Associate Program and formal credit training.
EARLY CAREER
Cheese-maker
Small Business Development Consultant, U.S. Peace Corps
EDUCATION
University of South Carolina – Moore School of Business
International MBA
French Business Immersion (ESCP-EAP European School of Management)
Finance Internship – Sonoco Products Company
Viterbo University
B.A. in Spanish – Spanish Language Immersion
Luther College
B.A. in International Management
MILITARY SERVICE
Specialist (E-4) – Wisconsin Army National Guard
LANGUAGES
English (Fluent)
Spanish (Professional Proficiency)
BOARD ROLES
LBU Community Clinic – Board Member, Treasurer, President-Elect
Riverchase HOA – President
COMMUNITY ENGAGEMENT & VOLUNTEERISM
United Way – Past VITA, Leadership Recruiter, Health Grant Reviewer
March of Dimes
Habitat for Humanity