Intellex Acquires Expert by Big Village

We're thrilled to announce that Intellex has acquired Expert by Big Village, effective March 22, 2024. This strategic move enhances our capabilities and strengthens our commitment to delivering exceptional solutions to our customers.

Stay tuned for more updates on how this acquisition will benefit our clients and experts.

For inquiries or more information, please contact us at info@intellex.com.

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Expert Details

Banking; Finance; Small Business

ID: 725516 North Carolina, USA

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He has been in the banking field since 1979, with most of that time spent in commercial lending. In recent years he has had a significant concentration of real estate loan experience, in both commercial and residential development/construction, primarily in the fast-growing Charlotte region. In doing so, has provided counsel to numerous business owners for growth plans and financing the growth. He now is responsible for managing the growth of three bank offices in the Lake Norman, NC area. He is currently in the UNCC MBA program with a concentration in finance.

Education

Year Degree Subject Institution
Year: 1978 Degree: BS (also MBA candidate, UNCC, class of '10) Subject: Accounting Institution: University of Kentucky

Work History

Years Employer Title Department
Years: 2008 to Present Employer: Undisclosed Title: EVP / City Executive Department: Commercial Finance/ Management
Responsibilities:
Loan production, quality, and general performance of the bank's three offices in Mooresville, NC.
Years Employer Title Department
Years: 2003 to 2008 Employer: American Community Bank - Charlotte, NC Title: SVP / Sr. Credit Officer Department: Commercial Finance
Responsibilities:
At various times, responsible for commercial loan approvals and structuring, reporting and monitoring of portfolio; at various times responsible for loan production
Years Employer Title Department
Years: 1997 to 2003 Employer: Bank of Mecklenburg / RBC Centura (merger) - Charlotte, NC Title: VP Department: Commercial Finance
Responsibilities:
Commercial loan production and quality.
Years Employer Title Department
Years: 1994 to 1997 Employer: Centura Bank - Statesville, NC Title: Senior Marker Officer Department: Commercial Finance / Management
Responsibilities:
Responsible for loan production and quality in a new office of the bank. Had some responsibility for management of personnel there.
Years Employer Title Department
Years: 1986 to 1994 Employer: NationsBank (now Bank of America) - Statesville, NC Title: VP / Commercial loan officer Department: Commercial finance
Responsibilities:
Responsible for commercial loan production and quality, and general portfolio management
Years Employer Title Department
Years: 1979 to 1986 Employer: Dominion Bank - Bristol, VA, and Grundy, VA Title: Junior Bank Officer Department: Audit Dept. / Credit Dept. / Loan Production
Responsibilities:
At various times responsible for internal audit of local offices of the bank; analysis of financial statements and loan portfolio data; loan production and quality.

Fields of Expertise

banking, loan, commercial loan, real estate finance, bank procedure, bank analysis

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