President
of a business that invests in, assists
with capital raising for, and provides financial consulting to municipalities,
real estate developers, start up and small businesses.
Investments:Telaurus Communications, global satellite
communications in the shipping industry
Capital Raising:Downtown Mobile Alliance (BID District
redevelopment GO Zone bond finance and Investment Fund consulting) Cypress
Point Development (AL Improvement District), RxAdvantage (commercial Pharmacy);
Neighbor Networks (wireless ISP)
Consulting:Educators Resource (school supply wholesale
distributor), Pet Friendly (pet toy manufacturer), Real Estate Development
(financial modeling), Forest Energy Systems (tire recycling to electric power),
State of Alabama CAPCO application and program evaluation for the Alabama
Development Office, additional round valuation for Centralite Systems, acquisition
due diligence for Mobile Force Refueling; business turnaround evaluation for
American Bin & Conveyor
6/95-12/02Allstate Insurance Company
Northbrook,
Illinois
High
Yield/Non-Rated Municipal Bond Senior Portfolio Manager.
Portfolio size:$1.6 billion.
Regularly
sponsored new investments.
Personal
credit limit of $20 million.
Actively
lead workout and restructuring process for watch list bonds.
Managed a Portfolio Manager
and directed four analysts.
Sectors included
housing, healthcare, tax increment/special tax; leases.
Speaking
engagements included Issuer, Investment Bank, and Practicing Law Institute
conferences.
PowerPoint presentations
to Executive Management for portfolio updates.
Volunteer
Activity: Past President of a not for profit board.The 501c3 is a community based provider of
family counseling services.Past Vice
President and Nominating Committee Chairperson.Actively involved in creating a three year strategic plan for the
organization, developing orientation and training for new members;
fundraising.Term as President ended
June 2002.
9/92‑5/95Bank of America/Continental Bank, N.A.
Chicago,
Illinois
Loan
Sales ‑ Senior Director.Experience
includes institutional sales and marketing of financial products, and
negotiation with commercial banks and other financial institutions.
Responsible
for a credit portfolio involving new business development and non-credit
product sales.Regularly sponsored
credits in loan committee presentations.National lending experience includes financial analysis, cash flow
modeling, appraisal review, direction of legal counsel and consultants;
troubled debt restructuring.Managed a
credit team of four.
Group Manager for
department secretaries and administrative assistants.
Responsible for
interviewing and training new associates on an ongoing basis.
Completed the Bank
credit training program in 1986.
Commercial Office
Leasing Agent at
2 N. LaSalle Street,
downtown
Chicago.
10/81 ‑ 5/84Continental Bank, N.A.
Chicago,
Illinois
Financial Information
Services ("FIS") ‑ Systems
Computer
Programmer for the Charge Card product in COBOL, TSO; IMS languages.
FIS ‑ Accounting
Corporate
Reporting responsible for corporate consolidated Balance Sheet including
Holding Company consolidations, elimination’s, and variance analysis.
Completed the FIS
training program.
EDUCATION
1985 ‑ 1987
University of
Chicago
Chicago,
Illinois
Graduate
School
of Business
Master of Business
Administration Degree ‑ Finance. 190/MBA program.
1984State
of
Illinois
Real Estate Sales License
1977 ‑ 1981
Purdue
University
West Lafayette,
Indiana
Bachelor of Science
Degree ‑ Business Management/Marketing
INTERESTS:Enjoy family, travel, flying, skiing, tennis,
jogging, painting, and reading.
The plans of the diligent lead surely to advantage, But everyone who is hasty comes surely to poverty. Proverb 21:5 (NSRV)
