Jan 2024 – Present · 2 yrs 2 mos · Atlanta, Georgia, United States

• Charity Golf management partners with your organization to host memorable and profitable golf tournaments. We can assist with course selection, marketing materials, food and beverage needs, working with sponsors, and leading and supporting your volunteers on the day of the event.
• Prior to starting the company, I lead a number of tournaments as a volunteer tournament director including the Cobb Chamber Young Professionals tournament for multiple years, The Sequoyah high school basketball booster club tournament for the 2022 and 2023 seasons, The Childrens Health Care of Atlanta Cherokee County tournament 2020-current.

Apr 2023 – Present · 2 yrs 11 mos

• Are you looking for an SBA loan to help purchase real estate, buy out a partner, purchase a business, equipment/machinery? Then let me help you with your financing needs. I work with clients for both 7(a) and 504 loans. I have not seen it all, but I have seen a lot of things in the SBA world. I think we have a great credit team and we want to get your loan to the closing table quickly, with as few headaches as possible. I am quick with issuing term sheets and will advocate for your loan. I am trying to help get you to a YES and not trying to find a way to say NO.
• I am always looking for introductions to business brokers and commercial realtors. We have some unique programs for medical loans, rent replacement, and franchise lending.

Aug 2020 – Dec 2023 · 3 yrs 4 mos

• For the last 10 years I have been helping breweries and distilleries get the funding they need. It happened by chance, and I am glad it did. After my first successful brewery loan I realized that craft beverage owners are amazing people, and I can add a lot of value in their quest for growth by providing them funding. The industry is one that is capital intensive, and the companies grow fast so they need someone who knows how they grow and can help translate that to approved funding. If you are looking for funding for a brewery or distillery, I am the banker you should be talking with.
• I lead the national craft beverage lending efforts for United Community Bank. We have clients in over 25 states and have over $75 million in loans currently outstanding to craft beverage customers. We are a preferred SBA lender working hard to customize the lending package to meet the industry's needs. We are seeing out expansion loan needs across the US and work with startups on a limited basis. Please reach out with your real estate, equipment, and leasehold improvement needs. I want to help your craft beverage business reach your funding needs.
• I am honored that I get to share my expertise and be a guest speaker for the following programs:
• University of Vermont-Brewery Finance Spring 2021 and Spring 2023
• Craft beer professionals - Spring and Winter conference 2021 & 2023
• A-B Tech (NC) Brewery Finance
• Craft Beer & Brewing workshop (Asheville 2022)
• Craft beer professionals connects (2022)
• State Brewers guild annual conferences - Florida, Georgia, New Hampshire, North Carolina, South Carolina

Apr 2019 – Sep 2020 · 1 yr 5 mos · Greater Atlanta Area

• Commercial banking focused Relationship manager focused the South Eastern US territory. During 2020 I added $20,000,000 in new deposits to my portfolio and the banks balance sheet which was 1000% of my goal. I provided funding to a number of clients, including existing franchise acquisitions, construction lending, commercial real-estate lending, craft beverage, and start ups. I was able to achieve my new loan growth numbers during the COVID pandemic and PPP lending focus of 2020.

Jun 2014 – Apr 2019 · 4 yrs 10 mos

• Back to Back Presidents Circle winner 2017 and 2018 (based on scorecard ranking)
• Annual top 5 ranking company wide among business bankers 2016-2018 (100+ Relationship managers)
• Top Business Banker in Georgia 2014-2018
• Top Business Banker in South Region 2016 & 2018
• Assisted with the growth of the Georgia Craft beverage industry. In 2017 and 2018 provided funding to 12 new and expanding breweries, 2 Brewpubs, and 1 farm winery.
• Provided multiple increases on lines of credit to commercial contractors and landscapers. Increasing their available borrowing capacity 70% on average.
• Established initial line of credit for a growing marine supply company for expansion of products and supplies.
• Assisted with multiple owner occupied commercial real-estate transactions of $1.000,000 or greater.
• Provided M&A financing for multiple industries including Day Cares, Attorney firms, Technology companies, and manufacturing.

Oct 2010 – Jun 2014 · 3 yrs 8 mos

• Lead a team of retail banking employees to achive monthly sales goals by working with both consumer and commercial clients. I am responsible for generating business along with coaching a team to exceed their goals through a consultative sales process. I personally work with business clients under 2MM in revenue along with the primary lender for consumer EZ home refi and HELOC products. I am in charge of our Membership Advantage program working with companies with 10+ employees to offer educational seminar covering 12 diffrent topics.

Aug 2013 – Dec 2015 · 2 yrs 4 mos

• Color commentator covering High School football in Cobb, Douglas, and Paulding counties.

Jan 2002 – Present · 24 yrs 2 mos

• My Role as a certified Dale Carnegie trainer is to facilitate classes for participants in both our time phased course and one day seminars. Most of my time is spent working on The Dale Carnegie Human Relations Course. I have had the pleasure of training leaders from companies like UPS (United Parcel Services), FedEx, Kroger, Wal-Mart, Home Depot, Wendy's, Arby's, Goodwill Industries, the U.S. Dept of Housing and Urban Development, and the Honeywell Teen program at NASA. In 2016 I started an in house training engagement with a fortune 500 company that has allowed me to travel the US working with their front line management team to increase leadership skills, management efficiency, employee retention, and world class customer service.