United States
VP, Head of ABL Underwriting & Originations: •Responsible for daily operational aspects of Tech Capital, LLC’s Asset-Based Lending (ABL). •Responsible for originations and underwriting including, due diligence, and loan structuring. •Responsible for maintaining the sales pipeline, marketing, and vendor management. •Interacts directly with the ABL team and provides advice and counsel when needed. •Recommends and assists with additional banking and lending requests that the client may want or need. •Responsible for the underwriting of new asset-based loans and analyzing updated information on existing credits in accordance with the Tech Capital’s policies, procedures, and regulatory guidelines. •Supports the SVP, Head of ABL in maintaining and further developing loan referral relationships and expanding our presence within ABL professional organizations.
Managing Partner: •Strategy development •Financial strength •Risk Management •Treasury & Cash Management •Investor Relations & Capital Raises •Debt Advisory •Operational efficiency •IT support •Restructuring
CFO & Corporate Treasurer: • Head of Accounting & Finance Department to include Controller, Accounting Manager, AR Manager, and AP Manager. Total department head count not including managers, 26 team members. • Responsible for financial reporting to all internal & external partners to include but not limited to (Board of Directors, Banks, Financial Institutions, and Current & Potential investors both Individual & Institutional). • Oversees Month-End, Quarter-End, and Year-End Close process. • Head of all Investor Relations responsibilities & activities. • Responsible for companywide cash management process on a day-to-day basis. • Managed & maintained relationships with all banking, lending, & financial institutions. In addition to cultivation of new relationships. • Responsible for establishing and maintaining current Senior Secured Lender relationship (Funded $10MM ABL Facility in October of 2020, and a $2.5MM Term Note in December of 2020). • Responsible for additional $35MM of Debt & Equity fundings and capital raises. • Maintaining all companies Legal & Law Firm relationships to include but not limited to (communications related to all legal matters. In addition to negotiations, legal document review, and final approval of such). • Completed 4 M&A transactions, managed the due diligence process, document review and conducted all negotiations. • Completed 2 363 Sales Transactions of company asset inside Chapter 11 BK. • Continue to work through the Restructuring and Chapter 11 Process with Restructuring Firm & CRO.
VP, Business Development, ABL: • Played crucial role in the revamp of the business development department by creating new processes, and procedures, and streamlining current processes, and procedures to allow for a more efficiently ran department. • Assisted with credit decisions, underwriting, and loan operations. • Managed new business development, proposed potential new deals to board, and presented portfolio status updates. • Assisted with underwriting, drafting, and reviews of loan documentation. • Assisted with day-to-day management of loan portfolio, including overseeing borrowers’ daily funding needs. • Assisted in the creation of the Managed Services Program which encompassed external partnerships to provide clients a more robust product offering and to allow LQD to further manage risk levels within the portfolio. • Provided the various types of loans to many different companies which allowed them to grow through various means and methods to include M&A, both buy side and sell side.
AVP, Business Development ABL & Factoring: • Provided the various types of loans to many different companies which allowed them to grow through various means and methods to include M&A, both buy side and sell side. • Assisted with credit decisions, underwriting, and loan operations. As needed. • Managed new business development, proposed potential new deals to board, and presented portfolio status updates. • Assisted with underwriting, drafting, and reviews of loan documentation. • Assisted with day-to-day management of loan portfolio, including overseeing borrowers’ daily funding needs. • Introduced strategic partners to department. Both internal and external to the bank so to provide ancillary services to current clients and originate new deals.