top of page
BN5J2121_edited.jpg

Professional Experience

More Than Just an Attorney

Education

  • School of Law - University of Virginia (Charlottesville, VA). Earned Juris Doctor degree in May 1992. Focus in commercial transactions, contracts, real estate, corporations, and intellectual property.

  • Harvard Business School - Harvard University (Boston, MA). Earned Masters in Business Administration in June 1981. Emphasis in marketing and general management.

  • Wharton School - University of Pennsylvania (Philadelphia, PA). Earned Bachelor of Science in economic (Finance) in May 1977.

Recent Experiences

  • James Law Firm PLLC. (Durham, NC). 
    PRINCIPAL ATTORNEY for a law practice focused on the contracts and corporate needs of businesses.  More recent contract law engagements include drafting and negotiating pharmaceutical manufacturers’ nondisclosure agreements, master services agreements, statements of work, change orders, vendor agreements, and data sharing agreement.    More recent corporate law engagements include negotiating employment disputes, drafting and negotiating software agreement, commercial leases, and compliance document for regulatory compliance.

  • Crimson Cardinal Healthcare Intermediary, division of Crimson Cardinal Realty, LLC ( Durham, NC).    BROKER-IN-CHARGE of boutique commercial real estate and business brokerage intermediary firm.  Focused on transition planning and sales transactions for owners assisted living facilities, family care homes, home healthcare agencies, adult daycare, and childcare and early learning organizations in the Southeastern US.  Activities include broker’s opinion of value, transition planning, marketing and promotion of sale listings, negotiating, leading the acquisition team, and facilitate closing transactions.

  • North Carolina Community Development Initiative Capital, Inc. (Raleigh, NC).
    MANAGER AND CHIEF LENDING OFFICER of an $8 million community development financial institution investment portfolio. Focused on making senior loans, mezzanine debt, and equity investments in community development corporations and not-for-profit organizations in low-wealth, low- resource communities across NC and the Southeastern US.

  • Community South Bank (Raleigh, NC).
    SENIOR VICE PRESIDENT and SYNDICATION MANAGER for a nationwide SBA-preferred commercial bank. Originated SBA 7(a), 504, USDA B&I, conventional, and investor products. Managed an internal sales staff of 6 Business Development Representatives originating loans in 14 Midwestern states. Also, syndicated Bank’s larger loans to participant banks.

  • Tech Resource Group, Inc. (Raleigh, NC).
    GENERAL COUNSEL and VICE PRESIDENT, BUSINESS PRACTICES for a small technology-training company.  It offered web-based training, instructor-led classroom training, Internet and multimedia self-paced solutions, and help desk support for customer relationship management software clients worldwide. Analyzed, negotiated, drafted and executed sales contracts. Resolved contract disputes and breach situations. As senior executive, managed employee disputes, sponsored human resources policies changes, and trustee of company 401K plan.

Prior Experiences

  • DJ Miller & Associates, Inc. (Washington, DC).
    PROJECT MANAGER of consulting firm for the design and implementation of the U.S. Department of Housing and Urban Development Office of Human Resources’ national employment service center.

  • AVX Corporation (New York, NY).
    ASSISTANT CORPORATE CONTROLLER of a $500 million global electronic components manufacturer.

  • IBM Corporation (eastern US)
    HEADQUARTERS ASSISTANT FINANCIAL ANALYST for Personal System/2 product group. 
    MANAGER OF FINANCIAL PLANNING AND COST ANALYSIS for large system logic / memory cards and unit frame products.
    ASSISTANT PRICING ANALYST defining price methods and strategic financial targets for large systems.

Activities

  • Member of the North Carolina State Bar (licensed attorney), NC Fourteenth Judicial District

  • Member, North Carolina Bar Association, Real Property and Senior Lawyers Divisions

  • Licensed NC Real Estate Broker-in-Charge

  • Member Triangle Commercial Association of Realtors

  • Member, National Association of Realtors (Commercial)

  • Member, International Business Brokers Association

  • Avid cyclist and golfer.

bottom of page