Identified and introduced potential public finance customers to the Director of Public Finance to facilitate new business opportunities.
Managed inventory of municipal bonds and accounts, both retail and institutional, to ensure optimal asset allocation.
Trained new employees to enhance business development capabilities within the company.
Investment Officer
Bank OZK
Little Rock, AR
11.2021 - 05.2024
Managed multiple portfolios for Bank OZK, optimizing tax-free and taxable municipal bond investments.
Assisted trust department in developing tailored investment strategies to improve client service.
Identified and engaged potential new banking customers to grow client base and drive revenue.
Chief Executive Officer
Crews & Associates
Little Rock, AR
01.2000 - 09.2021
Formulated long-term strategic plans that positioned the organization for sustainable growth.
Championed initiatives that enhanced corporate culture, resulting in improved employee engagement and retention.
Facilitated executive team meetings to foster collaboration and streamline decision-making processes.
President
Crews & Associates
Little Rock, AR
04.1996 - 01.2000
Executive Vice President
Crews & Associates
Little Rock, AR
10.1979 - 04.1996
Vice President
TJ Raney & Sons
Little Rock, AR
06.1976 - 10.1979
Education
Bachelor of Science - Mathematics
University of Central Arkansas
Conway, AR
06-1976
Engineering
United States Military Academy
West Point, NY
06-1972
Skills
Municipal bond management
Portfolio management
Investment strategies
Client relationship management
Risk assessment
Client relationship management
Client relationship management
Accomplishments
Arkansan of the Year, Easter Seals Arkansas Outstanding Philanthropist, Arkansas Fundraising Professionals Board of Trustees, University of Central AR, Chairman Board of Trustees, Pulaski Academy, Chairman Distinguished Alumnus, University of Central AR Honor Graduate, University of Central AR Class Valedictorian, Clarendon High School Governor of AR Boys State, 1971 Eagle Scout