Invests in
Sectors:
Locations:
Min Investment:
$150,000.00Max Investment:
$7,000,000.00Target Investment:
$3,500,000.00
Skills
Education
Work Experience
2013
Vice President, Loan Officer
2013
Responsible for developing, underwriting and structuring commercial loan transactions for Connecticut businesses in conjunction with bank and non-bank lenders.
Senior Vice President, Venture Lending
2018 - 2025
Responsible for evaluating senior and venture debt opportunities, structuring new transactions and monitoring portfolio companies for Connecticut's strategic venture capital arm.
Project Consultant
2011 - 2013
Subcontractor for the U.S. Small Business Administration (SBA) to conducted Risk-Based Reviews of financial institutions that participate in various SBA guarantee Loan Programs across the US.
2008 - 2013
Principal
2008 - 2013
Providing consulting and loan packaging/placement services to small and mid-size businesses. Products included SBA Loan Programs (7a & 504) and commercial mortgages as well as other traditional commercial lending programs
2008 - 2008
VP-Business Development Officer
2008 - 2008
Business Development Officer for New England utilizing SBA loan programs and conventional mortgage products
2004 - 2008
VP-Business Development Officer
2004 - 2008
Business Development Officer for Southern New England and, secondarily, across the country utilizing SBA lan programs and conventional mortgage products
VP-Business Development Officer
1995 - 2004
Business Development Officer for Southern New England utilizing SBA loan programs as well as conventional commercial mortgage and term loan products.
1993 - 1995
President/Owner
1993 - 1995
Providing consulting and loan packaging/placement services to small and mid-size businesses. Products included SBA Loan Programs (7a & 504) and commercial mortgages as well as other traditional commercial lending programs
1972 - 1993
SVP-Relationship Manager/Portfolio Manager
1972 - 1993
I progressively moved within the commercial lending/banking industry to positions with more responsibility. From my initial position as an Assistant Vice President in Baltimore, I advanced to more senior positions as a Vice President/Relationship Manager/Portfolio Manager. I assumed additional responsibility and larger loan portfolios. My skills expanded from small businesses lending to analyzing and funding more complex credit facilities for mid-sized national corporations.