About

Professional Summary

    For more than 30 years, I have worked in the commercial finance industry, honing a broad skill set which includes loan origination, financial analysis, loan structuring, and problem resolution for commercial, retail, and industrial properties.

    My focus is on adding value through analysis and problem solving to find the most suitable combination of debt and equity. To achieve the best results, I utilize a variety of financial institutions and private and quasi-government programs to meet the needs of my investor and commercial property owner clients.    


    Specialties

    • Practice concentrations in commercial real estate and small business finance, and consulting services.
    • Loan placement for acquisition, refinancing, development, and restructuring.

     

    Accomplishments

    ›  Awarded a diploma from the ABA Stonier Graduate School of Banking, which is recognized as the premier banking school in the country. The curriculum develops the skills for effectively recognizing and handling high-level management issues, through the industry’s most thorough and rigorous curriculum, while preserving the integrity of how the business of banking is conducted.

    ›  Completion of the Mass Bankers Commercial Lending program at Babson College.

    ›  Completion of the RMA Uniform Credit Analysis program.

    ›  Certification in U.S. Small Business Administration Lender Training programs.

    ›  Completion of the New England Institute of Banking Commercial Real Estate Lending Course.

    Services:

    • Investment Services / Capital Markets

    Education:

    Keene State College | Keene, NH

    ABA Stonier Graduate School of Banking

    Memberships & Involvements:

    • NH Commercial Investment Board of Realtors (NH CIBOR
    • ABA-American Bankers Association  

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