Bio

Representing Summit Investment Management in sourcing distressed commercial debt acquisitions (both C&I and CRE), DIP loans, 2nd lien loans and mezzanine loans. 25+ years banking experience involving line of business management, special assets, loan workouts, restructuring, commercial credit, ABL and management of $1.4 billion portfolio made up of real estate and C&I credits. I have the ability to leverage my experience of working with hundreds of companies, across many industries, to quickly determine the key drivers for the strengths and weaknesses of the business. Have worked with many customers that had both good and bad management teams so I have been able to see what strategies lead to success and which ones lead to failure. As line of business manager was responsible for culture, budget, process improvement, technology solutions, writing policies and procedures, compliance, mentoring/staff development, staff of workout officers, inventory control managers and support staff. Extensive experience in negotiating, managing litigation, bankruptcy issues, attorneys and other outside contractors. Skilled at evaluating situations and implementing strategies to preserve and recover capital. Oversaw the integration of department during merger of two large banks with combined assets in excess of $80 billion and played key role in two additional integrations. Experienced in dealing with FDIC, OCC and state banking regulators. Also, panel member at Buying & Selling Distressed Mortgage Portfolios Conference in New York, NY.