Senior Vice President Private Wealth Management
Manage the Memphis Private Wealth team of 16 responsible for retaining and growing our client base through estate planning, trust and investment services, risk management, credit and depository services. Responsible for an investment portfolio of $1.5 billion in managed assets, $500 million in deposits and $400 million in loans.
Executive Managing Director
Part of a team of bankers that purchased an existing bank and opened offices in three new markets. I was on the loan committee and marketing committee and designed the website for the company. Responsible for hiring and managing all client facing Private Wealth and Retail associates.
Executive Vice President
Over my career at Union Planters/Regions I served in a variety of capacities. I was the Retail Executive and managed 50 branch locations in West TN, the Mortgage Company and Centralized Consumer underwriting. My last position with this company was Executive Vice President of the Regions Morgan Keegan Private Wealth group.
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