Position:
Chief Operating Officer at Antioch Plan Developers LLC, Principal Consultant at CorEquity Capital Strategies
Work:
Antioch Plan Developers LLC
- Columbus, Ohio since Aug 2012
-
Chief Operating Officer
CorEquity Capital Strategies
since Aug 2006
-
Principal Consultant
CMAC
Feb 2006 - Aug 2006
-
VP Ministry Loan Underwriting
ECCU
Jul 2002 - Jan 2006
-
Ministry Development Officer
The Salvation Army
Apr 2001 - Jun 2002
-
Associate Director of Planned Giving
LorMar Capital Management
Jan 1987 - Mar 2001
-
Capital Markets Advisor
Ohio Municipal Advisory Council
May 1983 - Dec 1986
-
Municipal Bond Analyst
Education:
Franklin University
BA, Finance
The Ohio State University
Skills:
New Business Development, Financial Analysis, Non-profits, Due Diligence, Contract Negotiations, Business Relationship Management, Sales Presentations, Presentation Development, Strategic Planning, Business Strategy, Financial Modeling, Commercial Lending, Credit Analysis, Credit Unions, Planned Giving, Capital Formation, Financial Planning, Financial Reporting, Business Planning, Direct Sales, Proposal Writing, Account Management, Budgeting, Financial Forecasting, Investment Banking, Non-profit Development, Loan Modifications, Customer Relations, Consultative Selling, Investments, New Ventures, Underwriting, Forecasting, Negotiation, Funding, Real Estate, Loans, Capital, Planning, Credit, Banking, Corporate Finance, Asset Management, Management Consulting, Start-ups, Strategy Development, Budgets, Strategy, Portfolio Management, Seniors Housing
Certifications:
Investment Securities Licenses Earned, Series 7, 6, 63