Office Information
Areas Served
NC
SC
VA
GA
FL
AL
TN
Get to know me
I have a passion for growing a company's enterprise value. Capital equipment financing is an important tool that helps achieve certain goals and objectives, and should be highly tailored by an expert with a proven track record. I have 25+ years of experience in developing C-suite and key stake holder relationships as a trusted partner and advisor. With a deep understanding of financial engineering, tax and accounting rules, and capital utilization, I continually seek ways to enhance value to clients of First Citizens Bank. I mainly focus on middle market clients with significant CAPEX equipment procurement requirements and with Revenue and Ebitda north of $100M and $20M, respectively. Industries I have expertise in are General Manufacturing, Distribution, Energy, and Food & Beverage.
I live outside of Charlotte, NC with my wife and three children. I spend a good deal of my spare time volunteering for non-profits in my local community, such as Give Hope Global (www.givehopeglobal.org).
I live outside of Charlotte, NC with my wife and three children. I spend a good deal of my spare time volunteering for non-profits in my local community, such as Give Hope Global (www.givehopeglobal.org).
Our approach
At First Citizens, our Bankers view business relationships with you through a long-term lens. This aligns with our brand ethics, business philosophies and statement of purpose for building a long, lasting alliance. We make recommendations and decisions based on what’s best for your business and focus on your growth, expansion and success.
Management at First Citizens is regional, and we guide your accounts in the same manner—with regional support and authority. Our relationship management teams include inside and outside relationship managers, credit professionals and product specialists. Our consulting and business strategy services include industry change optimization, business process management and financial management processes.
We pride ourselves on working together to bring positive results to your business, as we see your vision come to fruition.
Management at First Citizens is regional, and we guide your accounts in the same manner—with regional support and authority. Our relationship management teams include inside and outside relationship managers, credit professionals and product specialists. Our consulting and business strategy services include industry change optimization, business process management and financial management processes.
We pride ourselves on working together to bring positive results to your business, as we see your vision come to fruition.
Industry Expertise
Capital Equipment Finance
Education
Bachelor of Science, Mechanical Engineering
Personal Interests
Volunteer work for 501C3's in local community
Resources
Make sense of the markets. We have our fingers on the pulse of economic growth, investor sentiment and valuation trends.
Start, grow and expand. Our industry knowledge helps you build a long-term approach for successful business strategies.
Check out the full range of commercial financing services offered by First Citizens Bank.