Grant Writer Board Member

***** ********** ******* ~ Carmel, Indiana *****

*******@*****.*** ~ 317-***-****

https://www.linkedin.com/in/richardbyrdinvestment/

INVESTMENT BANKER-Series 79

ACCOMPLISHED BUSINESS DEVELOPMENT

INSTRUCTOR

SUMMARY:

Richard Byrd

Masters in Graduate of SPEA from Indiana University within Public Finance/Healthcare and Budgeting Core. Byrd has served as a Municipal Bond and Corporate Underwriter and Negotiator in addition to teaching City and Hospital Finance Directors in the Graduate School of Levin at Cleveland Sate both Municipal Bond Issuance and Budgeting. Byrd has been in Corporate Finance and Commercial Facilities Finance most of his career.

•Raising Capital for Healthcare Operating Companies and Bio-Tech/Medical Device Companies. Series 79 Investment Banking with over 20 years in capital raises and Municipal Underwriting and Sales and Funding Commercial Properties and Development along with Leading Syndications.

•Engaged Allied Capital/SBA Group and GE Factoring for Glaser Capital to gain fee income for Investment Bank through the design, leadership, origination and brokering of 7A, 504 Loans and

ABL/Factoring Funding. Developed the Indiana, Ohio and Kentucky markets calling on

Commercial Banks of both lenders and Special Assets to gain referral access Developed Newsletter and mailers along with monthly seminars and speakers group to engage referrals sources.

•Developed and lead sales person for Provident Securities of Cincinnati the Retail and Investment Sales with Gross of $800,000 yearly for three years running. Interacted with all branch, commercial and sales staff of the bank. Introduced the weekly lunch program bringing in sales training, speakers, and professional law and accounting firms to participate in referral programs to all departments. President of bank, Allan Davis, encouraged all commercial lenders engage me in their calling efforts to assist with their sales skills and closing abilities.

•Initiated and developed the sales of securities throughout Merchants Bank of Indianapolis. Sold mutual funds, annuities, treasury notes, Munies, and zero-coupon corporates and treasuries into the creation of the self-directed IRA. Produced fee income of $1.2 million over three years. Led the bank in sales and developed the bank’s seminars among departments with speakers from target companies to speak to attract and gain access to referrals.

• Academic Instructor of Business, Finance and Real Estate Courses. Ivy Tech and University of Indianapolis

EXPERIENCE:

GT Securities, LLC.; Responsibilities include all aspects of the firm’s debt and equity business development, advisory services, and client relationship management. 10/2018-Current

OFFERBOARD.COM/CARROLLTON SECURITIES, LLC. Develop Community Banks for Capital Raises and M&A and Restructure of Transaction of Bank Work Outs and Capital Raises for Companies in need of Growth Capital and Acquisitions Capital. 9/2014 -12/2016

•Developing Bank Channels for Transactions in Need of Capital for various purposes.

•Cultivating the Community Banks Association of Ohio to sell through and to their association of banks.

•Developing ESOP workshops and breakfast meetings for Accounting and Law Firms - FINRA Series 6, 7, 63, 65 and 79); No Infractions.

R.A BYRD CORPORATION, LLC/formerly REDWOOD CORPORATION, LLC

Director of Corporate Finance. Cincinnati, OH 2006-2011

•Develop and Broker Commercial Business Loans; Bank Clubbing.

•Engaged various Commercial Properties, SBA, ABL, Factoring, and other Funding Sources.

•Trained three Analysts, two Corporate Finance Officers.

REDWOOD CORPORATE FINANCE GROUP, CEO, Cincinnati, OH 1997-2005

•SBA Group, CEO; Developed SBA sources and originated and brokered SBA 7A loans and USDA loans. $55 million over eight year period.

•Performed acquisitions and mergers, non-traditional loans, private placements, and equity deals of $21 million. Initiated and coordinated the design, structure, and start-up of Redwood.

•Called on regional and local bankers, accountants, and attorneys for referrals of non-traditional loans and equity deals.

GLASER CAPITAL CORPORATION/REDWOOD CORPORATE FINANCE GROUP, Executive VP of Lending and Debt Placement; Cincinnati, OH 1994-1997

•SBA/Allied Capital Regional Office, CEO; Developed/Originated SBA 7A and 504 Loans to be sold into the secondary market—referrals from Commercial Lenders, Special Asset Departments of Banks, Attorneys and Accounting Firms. $27 million over three year period. Motels/Owner-

Occupied Buildings/Dentists Offices/Restaurants/Veterinarian Clinics/Manufacturing

•Performed acquisitions and mergers, non-traditional loans, private placements, and equity deals of $61 million.

•Initiated and coordinated the design, structure, and start-up of Redwood. Called on regional and local bankers, accountants, and attorneys for referrals of non-traditional loans and equity deals.

•Funded Longworth Hall, SBA/7A loans, private placements, and bank workouts.

FINANCIAL INSTRUCTOR; Indiana Business College/Harrison; Indianapolis, IN 2005-2018 Additionally: Xavier University-Graduate Sports Finance; Cleveland State-School of Levine-Municipal Finance, and University of Indianapolis; Adjunct Finance Instructor 2019-Current

ADDITIONAL EXPERIENCE

INVESTOR SERVICES, VP, Sales Manager

CLAYTON BROWN AND ASSOCIATED, VP, Municipal Bond Underwriter and Bank Sales

PROFESSIONAL AFFILIATIONS & MEMBERSHIPS

Methodist Confirmation Instructor; Southern Indiana Methodist Pension Board; Indiana Congressional Council on Education; Muscular Dystrophy Foundation of Indiana; Board Member-Grant Writer; Columbia Club, Membership Board, Indianapolis, Indiana.

Second Presbyterian Church – Hunger Mission for Pantry Delivery

EDUCATION

INDIANA UNIVERSITY, Bloomington, IN; MPA/Finance Core

PURDUE UNIVERSITY, West Lafayette, IN Bachelor of Arts-Education; Agriculture-Minor

TEACHING EXPERIENCE

IVY TECH COMMUNITY COLLEGE, Indianapolis, IN: Business Instructor 10/2019- Current

UNIVERSITY OF INDIANAPOLIS, IN: Finance and Real Estate Instructor. 1/2019-Current

HARRISON COLLEGE, Indianapolis, IN; Business, Finance, Economics, Composition, and other

Disciplines to both Undergraduate and Associates Program. 10/2005- 11/2018

CLEVELAND STATE, Cleveland, OH; Graduate Municipal Finance, Grant Writing and Public Budgets; primary students public school and city finance directors. 1989-1990

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