Education
1993 B.S.
in Business Administration, major in accounting, Southeast
Missouri State University
2006 MBA Saint Louis University
Current Position
GE COMMERCIAL
DISTRIBUTION FINANCE – St. Louis, MO 2007 –
present
GE Commercial Distribution Finance (formerly ITT Commercial
Finance and Deutsche Financial Services) offers customized
financing tools to support various product lines throughout
the United States
Vice President-Operations
Manager 2007 –present
Manages a portfolio of industrial and construction equipment
accounts of over $800 million in credit lines-over $470
million in loan balances. Monitors the risk associated
with these accounts and ensures compliance with Operational
and Risk Management policy. Trains and develops 6 account
managers/account executives and 3 customer service employees.
Reports to Senior Vice President-Operations Director.
Key member of management team-working closely with Sales,
Marketing, and Corporate Risk to structure transactions
within policy.
Negotiates and restructures problem accounts to minimize
potential losses.
Work History
GE COMMERCIAL
DISTRIBUTION FINANCE – St. Louis, MO 2007 –
present
GE Commercial Distribution Finance (formerly ITT Commercial
Finance and Deutsche Financial Services) offers customized
financing tools to support various product lines throughout
the United States
Vice President-Operations
Manager 2007 –present
Manages a portfolio of industrial and construction equipment
accounts of over $800 million in credit lines-over $470
million in loan balances. Monitors the risk associated
with these accounts and ensures compliance with Operational
and Risk Management policy. Trains and develops 6 account
managers/account executives and 3 customer service employees.
Reports to Senior Vice President-Operations Director.
Key member of management team-working closely with Sales,
Marketing, and Corporate Risk to structure transactions
within policy.
Negotiates and restructures problem accounts to minimize
potential losses.
US BANK –
St. Louis, MO 2006 – 2007
US Bank is the 6th largest bank in the U.S. and provides
a comprehensive line of banking, brokerage, insurance,
investment, mortgage, trust and payment services products
to consumers, businesses and institutions.
Relationship
Manager 2006 – 2007
Managed relationships in the commercial mid-market with
revenues from $20 million to $250 million. Responsible
for growing revenues by prospecting for new business
and retaining and expanding existing customer relationships.
Managed loan and portfolio credit quality, sourced prospects
and developed new customer relationships, provided financial
advice to customers and sold appropriate bank products
and services to new and existing customers.
Siebel power user for the Relationship Managers in St.
Louis
GE COMMERCIAL
DISTRIBUTION FINANCE – St. Louis, MO 2000 –
2006
GE Commercial Distribution Finance (formerly ITT Commercial
Finance and Deutsche Financial Services) offers customized
financing tools to support various product lines throughout
the United States
Account Executive/Portfolio
Manager 2000 – 2006
Managed a portfolio of credit lines that exceeded $400
million including floorplan and working capital loans.
Completed credit reviews, recommended approval or rejection
based on analysis of credit and financial data, and
assisted in execution of documentation. Maintained relationships
with customers to ensure needs and requests were handled
in a timely and efficient manner. Managed and coached
8 individuals.
Successfully liquidated 3 accounts without any losses
to the company while keeping a good rapport with the
customer.
Participated in and presented the revision of the company
credit policy to senior management.
ONE, INC.
(FORMERLY EFG, INC.) – St. Louis, MO 1999-2000
IT Solution Provider for mid-market companies in the
St. Louis and surrounding markets
Business
Development 1999 - 2000
Sales and marketing consultant for the Great Plain ERP
packages. Managed the sales process from needs analysis
to close. Performed product demonstrations and corporate
overviews to potential customers. Prepared proposals
and negotiated contracts.
A TECHNOLOGICAL
ADVANTAGE, INC. – St. Louis, MO 1998-1999
IT Solution Provider and IT training for mid-market
companies in the St. Louis and surrounding markets
Consultant
1998-1999
Responsible for the initial marketing of Great Plains
software in St. Louis and surrounding areas. Analyzed
the current financial packages of potential clients.
Performed product demonstrations and corporate overviews
to potential customers. Prepared proposals and negotiated
contracts.
GE COMMERCIAL
DISTRIBUTION FINANCE – St. Louis, MO 1994 –
1998
GE Commercial Distribution Finance (formerly ITT Commercial
Finance and Deutsche Financial Services) offers customized
financing tools to support various product lines throughout
the United States
Account Manager
1997 - 1998
Managed a portfolio of accounts with credit lines that
exceeded $18 million. Assisted credit department to
ensure reviews were completely timely and recommended
approval or rejection. Maintained relationships with
customers to ensure needs were handled timely and efficiently.
Associate
Accountant 1996 – 1997
Reviewed and reconciled general ledger accounts. Responsible
for maintaining and balancing the Canadian branches
and the Central Accounting Department’s ledgers.
Monitored, reviewed and recommended accounting policies
and procedures. Performed branch office accounting reviews.
Field Rental
Analyst 1995 – 1996
Performed cash and inventory audits to ensure sufficient
collateral and processes were in place to cover borrowings.
Analyzed the rental portfolio and monitored the viability
of customers by reviewing back office procedures and
collateral valuations. Traveled extensively across the
United States.
Senior Account
Administrator 1994 - 1995
Resolved customer problems and questions. Scheduled
customer audits, reviewed inventory and cash audits.
Acted as liaison between branch and Field Rental Analysts.
Civic/philanthropic
activities