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Work Background
Pinnacle Financial PartnersCredit Advisor
Mar. 2022Knoxville, Tennessee, United States
SimplyBank.Directing Credit Officer
Dec. 2020 - Feb. 2022Dayton, Tennessee, United States
First Horizon BankSenior Portfolio Manager
Apr. 2017 - Dec. 2020Chattanooga, TNCommunity Banking Senior Portfolio Manager
BB&TVice President, Commercial Banking
Oct. 2011 - Apr. 2017Cleveland, TN-Manage the underwriting and cross-selling process for $150MM commerical real estate and C&I portfolio -Serve as the primary point of contact for clients within the commercial portfolio -Expedite the onboarding and servicing process for cash management, merchant services and other non-credit financial services
BB&TPrivate Financial Advisor, Vice President
Jun. 2004 - Oct. 2011Knoxville, TN-Managed personal financial relationships for approximately 150 affluent clients -Worked as part of a team of professionals (CFP, Asset Manager, Trust Specialist, external CPAs and attorneys) to provide full financial planning and solutions -Focused on the mid to large business owner client segment -Series 6, 7, 63, 65
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