Frank A. McKinney IV

**** ****** ***** ****

Charlotte, North Carolina 28226

cell: 704-***-****

work: 704-***-****

e-mail: abgyye@r.postjobfree.com

EXPERIENCE

Regan Global Capital Charlotte, NC

Senior Vice President- Investment Banking Team Leader for Solar, Wind and

Bio fuel September 2008- Present

Provide comprehensive financial solutions to middle market developers.

Foster productive and trusting client relationships with tax credit

developers and investors

Manage group of originators who are responsible for the delivery of Solar,

Wind and Bio fuel projects

Analyze profitability models to forecast financial growth

Responsible for the development and implementation of the origination

program

Assists in negotiating various tax credit deal structures, pricing and

terms

Responsible for Structuring and negotiating contracts

Morgan- Carlisle Commercial Real Estate Charlotte, NC

Commercial Real Estate Broker July 2006 - September 2008

Examined and evaluated prospective commercial properties

Responsible for making offers, closing deals, and initiating resale

activity.

Negotiated final sale prices and purchase contracts with buyers.

Closed over $10m in commercial real estate transactions

Gem Maintenance/ Extreme Janitorial Charlotte, NC

Sales Manager July 2005 - July 2006

Responsible for selling janitorial and extreme commercial cleaning services

Supervised, trained and evaluated sales team

Produced $ 600,000 in total sales first year

Intercoastal Mortgage/National City Mortgage Charlotte, NC

Loan Originator- Manager Feb 2004- July 2005

Responsible for the sales and marketing of loan products within bank

policies

Implemented business processes during start up phase of new mortgage

branches

Executed effective mortgage marketing plans to meet and exceed production

goals

Provided mortgage clients mortgage advice based on a full understanding of

client needs

HCI Mortgage Charlotte, NC

Loan Originator April 2002- Feb 2004

Responsible for checking rates and locking in loans

Generated prospects( builders and real estate agents) to create loan

business

Ranked top loan officer Sept 2003. One million originated and top loan

office for Q4.

Wachovia Corporation Charlotte, NC

Personal Investment Counselor- Assistant Vice President July 1998- April

2002

Responsible for selling various investment products in a three- branch

territory

Managed a $ 35 million dollar portfolio and grew portfolio to $ 50 million

in assets.

Member of the Evergreen Presidents Council for one of the top Evergreen

sales teams in company.

Ranked in the top 15 % of all broker teams.

Member of the Platinum Club for Alliance mutual funds. Ranked in the top

10%.

Supervised five licensed branch employees. Reviewed all trades and

annuities.

Averaged $ 15,000 in personal production. Team average was $ 25,000.

Licensed Branch Employee Nov 1996- July 1998

Set the Direct Bank record for the highest production month.

Ranked # 1 of 42 LBE's in Evergreen sales for November and December 1997

and April 1998.

Ranked # 13 of 220 LBE's for the first quarter of 1998 for the territory of

Western NC and all of SC.

Financial Consultant Oct 1994- Nov 1996

Sold investments by establishing relationships with new clientele through

cold calling and networking.

Clientele base valued at $ 3.5 million in assets.

Averaged $ 7,000 a month in gross revenue for company.

Ranked 3rd of 18 in performance amongst peers in training class.

Computer Skills

PC Proficiency in Microsoft Office, Microsoft Suite and Bloomberg

Activities

Treasurer for the Center of Community Transitions (non profit that assist

people in transition from prison back to society)

Treasurer for the North Carolina High School Rugby Association

Head coach of Myers Park High School rugby team.

EDUCATION

University of Michigan

Master of Business Administration- Executive Program August 2006

Belmont Abbey College

Bachelor of Science in Business, Concentration in Finance May 1992

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