Working in the financial services industry since 1992
Specializing in helping to provide solutions for cash management, finance transformation and operational improvement, corporate finance, M&A finance (cash flow and ABL structures), origination of corporate M&A, public and private debt and equity transactions, commodities and interest rate hedging
Extensive experience with, but not limited to, the following industries: heavy and light manufacturing, distribution/logistics, value-added distribution, professional services, B2B business services, restaurant, retail, technology – hardware and software, broker dealers, golf courses and clubs, religious institutions, nonprofit/tax-exempt, oil and gas (reserve-based), oil field services, and commercial real estate – multi-family, SFR homebuilders and industrial
Education
Stephen F. Austin State University, BBA
Professional Affiliations/Licenses
Certified Treasury Professional (CTP®)
Community Involvement
National Association of Corporate Directors
Private Directors Association
Association for Finance Professionals
Exchange Club of East Dallas – President (2023-2024), multi-year Board Member, Member since 2012