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Profile

I have a rather unique skill set derived from over 10 years of corporate banking experience and 1.5 years of web development. This allows me to analyze problems with a focus on both the business outcomes and the technical challenges. My objective is to be a part of an energized team of individuals working on challenging problems with creative solutions.

Knowledge of:

  • Technology: Angular, HTML5, CSS/SASS, Typescript, Javascript, SQL, jQuery, Git, Gulp, Bower, npm and others. 
  • Finance: lending, cash flow modelling, asset based loans, valuations, real estate and operating loans

Experienced in:

  • UX/Web Development: building reusable Angular components, Angular routing and modules
  • Pitching: preparation of pitches, pitch delivery, tailoring of pitches to client sophistication and solution development
  • Managing Client Relationships: complex Fortune 500 relationships to small family run businesses

Work experience

Paysafe Inc

2016Present

UX Developer

I play an integral role in the development and maintenance of our front-end projects. These projects span across three brands, each on its own unique platform. My main focus is to help build Angular 2 applications for digital wallet products. Additionally my team is responsible for the development of an internal Angular 2 component library, building complex, reusable, interactive components.

Bank of Montreal Corporate Finance Division

20132015

Managing Director

Managing Director,, Calgary AB Responsible for a nation-wide portfolio of clients with borrowing requirements of $20 to $100 million, with a focus on asset based lending structures. Underwrite and structure deals addressing the finance needs of clients, from working capital requirements, term debt and construction financing Negotiate with clients and other banks participating in syndicated deals on pricing, security, covenants and structure Responsible for ensuring that all due diligence, security and legal requirements are met prior to funding Provide strategic advice on cash management and treasury products Create models to assess the effects of collateral valuations and the borrower's operating performance on borrowing capacity and debt covenant levels

Bank of Montreal Corporate Finance Division

20122013

Associate Director

Associate Director,, Calgary AB Associate Director of a regional portfolio of clients with borrowing requirements of $20 to $100 million, with a focus on oil and gas and agriculture. Presented recommendations to senior management regarding risk, deal structure and client requirements based on detailed analysis of company and industry performance and trends. Lead the underwriting and negotiation of new deals and renewals, working closely with legal counsel and other financing partners ensuring due diligence is complete. Created cash flow models to assess financial soundness of borrowers and prospects including appropriate debt covenant levels, structures and repayment capabilities

TD Bank Commercial Banking Group

20102012

Commercial Analyst

Commercial Analyst II,, Vancouver, BC Operational and risk manager of a regional portfolio of 40 borrowing relationships each representing up to $15 million in borrowing. Underwrote and structured financings to meet client's working capital requirements, expansion plans and real estate acquisitions Lead risk management and trend analysis of the portfolio ensuring all deals were onside with required covenants and terms Portfolio heavily weighted towards commercial real estate containing both owner occupied and investor owned properties

ScotiaBank Credit Solutions Group

20092010

Manager

Manager, Scotiabank Commercial Banking Group, Vancouver, BC Risk manager of a portfolio of over 50 borrowing relationships each representing up to $10 million in borrowing. Independently identified a legal risk for a major municipal client. Researched and gained working expertise with provincial laws and municipal bylaws ensuring the client was in compliance with the law, eliminating potential reputational risk to the bank and the municipal government Supervised Credit Analysts and trained new Credit Analyst hires Lead negotiations on loan structure, pricing and covenants with clients based upon complex financial modelling of proposed deals that best suited the needs of the client and the bank Industries represented in the portfolio include real estate developers, municipal governments, infrastructure development, building materials distributors, transportation, high-end retail, technology, forestry and mining

ScotiaCapital Diversified Portfolio Group

20072009

Analyst

Analyst,, Portland, OR/San Francisco, CA Underwrote a portfolio of 35 Fortune 500 companies each with minimum borrowings of $100 million dollars. Managed the due diligence, underwriting and the closing of transactions from the Portland office Developed complex financial models to account for revenue and cost structures in order to create solutions tha t utilize various bank products Prepared comprehensive analysis on historical and projected financials of new financing deals along with industry opportunities and challenges Provided knowledge of Canadian banking systems, requirements and procedures for cross-border transactions

Scotiabank

20052007

Analyst

Analyst, Client Portfolio Management Group, Vancouver, BC Lead support officer for the Structured Finance Group with lending relationships ranging from $1 to $100 million dollars. Developed customized training quick-reference sheets on Moody's MFA, Excel and Scotia-specific computer programs for junior analysts and summer interns Programmed a customer information database for Business Support Centre usage in order to track non-standard client procedures

Education

Web Development Bootcamp

Intensive eight week bootcamp focussing on the fundamentals of coding.  Topics include, Ruby, SQL, HTML/CSS, Ruby on Rails, JavaScript, Node.js and various API.  All development was driven by test driven development process ethos.

Royal Roads University

2005

B.Comm - Entrepreneurship


British Columbia Institute of Technology

2004

Diploma of Technology