Accomplished, results driven accounting, financial management and credit executive with more than 30 years of progressive experience in Financial Services. Demonstrated ability to streamline business operations that drive growth and increase efficiency in generating bottom-line profitability. Possesses solid leadership, communication and interpersonal skills to establish rapport with all levels of staff and management.
Manage and approve, on a bank-wide basis, the credit worthiness of financial institutions with regards to all credit facilities, fed funds accommodations, bank stock loans, loan participations, mortgage warehouse lending and fed settlement transactions. Manage all underwriting on a $400 million portfolio of bank related credit facilities and $4 billion in fed funds accommodations.
Other positions held:
Directed all audit, compliance and loan review areas of a $36 billion asset, publicly traded multi-bank holding company and related subsidiaries. Reported to the audit committee of the Board of Directors. Worked closely with executive management and was the chief liaison with the Federal Reserve and Office of the Comptroller of the Currency. One of three executives permanently retained by Union Planters Corporation (UPC) subsequent to the acquisition of Leader Financial Corporation. Other positions at UPC included the following:
Top financial position reporting the the Chief Financial Officer of a $3.5 billion asset thrift. Provided financial leadership to a department of 25 individuals overseeing general accounting, financial reporting, reconciliation and budgeting.
Directed and participated in numerous financial audits of financial institutions of various sizes.
Bachelor of Accountancy, University of Mississippi, University, MS
Certified Public Accountant, Tennessee
Security License - Series 7 and Series 63
Companies Worked For:
Job Titles Held:
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