- Anti-Money Laundering
- Banking + Financial Services Regulation
- Capital Markets
- Community Banking
- Corporate
- Corporate Governance
- Financial Services
- Financial Services Securities + Capital Markets
- Mergers + Acquisitions
- Online Lending
- Payments + Financial Technology
- Real Estate Joint Ventures + Investments
- Past chairman, Atlanta Community Food Bank
- Member and past chairman, Georgia Bankers Association Bank Counsel Section Board of Directors
- Member, TAG FinTech Society Steering Committee
- Member, CBA ATDC Committee
- Advisory board member, Allied Financial Corporation
- Past chairman, Empty Stocking Fund Board of Directors
- Past chairman, Leadership Buckhead
- Member, Leadership Atlanta Class of 2015
- Member, Leadership Buckhead Class of 2008
Education
- University of Georgia School of Law, J.D., magna cum laude, Order of the Coif, 2001, managing editor, Georgia Law Review
- Georgia Institute of Technology, B.S., 1998
Bar Admissions
- Georgia
- Speaker, “The Risks and Rewards of BaaS,” Bank Director’s Bank Board Forum, September 8, 2025.
- Speaker, “Update on Board Strategy,” Georgia Banker’s Association 2025 Annual Meeting, June 13-15.
- Speaker, “The Regulatory Environment Around the Convergence of Banking and Fintechs,” Payments & Banking Symposium, May 7, 2025.
- Speaker, “Discussion of DOJ Lawsuit and Capital One/Discover Merger,” ETA TRANSACT Tech, November 14, 2024.
- Speaker, “Bank/FinTech Partnerships: Sustainability, Financial Success, Brokered Deposits, Liquidity Requirements, and Regulatory Scrutiny/Orders,” PLI’s Banking Law Institute 2024, October 24, 2024.
- Speaker, Georgia Bankers Association 2024 Annual Meeting, June 14, 2024.
- Speaker, “Banking as a Service Explained: Why Some Financial Institutions Hesitate While Others Fully Engage,” National Fintech Organization Webinar, June 13, 2024.
- Speaker, Georgia Bankers Association 2024 Annual Meeting, June 10, 2024.
- Speaker, TPPPA 2023 Solving the Payments Puzzle Conference, September 12-14, 2023.
- Speaker, “Banking as a Service Regulatory and Compliance Update,” Bank Board Training Forum, September 11, 2023.
- Co-speaker, “Topics in FinTech and Insurance,” Aon + Troutman Pepper Webinar, August 24, 2023.
- Speaker, “Technology Association of Georgia (TAG) Fintech Innovation Challenge — Compliance and Risk Education Night,” August 23, 2023.
- Co-speaker, “Regulatory & Compliance Update,” NC Bankers Association 2023 Bank Directors Assembly, April 3, 2023.
- Speaker, 2022 TPPA Annual Conference, Solving the Payments Puzzle, November 16-18, 2022.
- Speaker, “Payments 101,” Troutman Pepper, November 7, 2022.
- Co-speaker, “Innovation Exploration Conference: Implementing Deposit Programs,” Community Bankers Association (CBA) of Georgia, November 2, 2022.
- Speaker, “Regulatory and Compliance Update,” Bank Director Bank Board Training Forum, September 13, 2022.
- Co-speaker, “Innovation Exploration Regulatory Series: Implementing Deposit Programs,” Community Bankers Association (CBA) of Georgia, July 20, 2022.
- Co-speaker, “Making it Happen: Themes for Consistent Progress in a Changing Environment,” Georgia Bankers Association (GBA) 130th Annual Meeting, June 13-15, 2022.
- Co-speaker, “The Rise of the Neobank: How Are They Positioning Themselves for Success?,” 2022 ACI’s 22nd National Forum on Prepaid Accounts Compliance Conference, February 23-24, 2022.
- Panelist, “Industry FinTech,” 2022 Georgia State University-Review of Financial Studies FinTech Conference, February 18-19, 2022.
- Speaker, “CFPB Updates,” 2022 OLA Legal Issues Conference, February 15, 2022.
- Moderator, “Financial Inclusion – Serving the Underserved,” Opal’s Marketplace Lending & Alternative Financing Summit, December 8-10, 2021.
- Panelist, “The Road Forward for Banks and Fintech – How Payment Companies are Changing the Bank/Fintech Equation,” 2021 LEND360, October 4-6, 2021.
- Speaker, “Bank Counsel Session: Emerging Legal Topics for Banks,” GBA’s 2021 President/CEO, Bank Accountant, and Bank Counsel Conferences, September 26-28, 2021.
- Co-speaker, “The Legal Landscape Facing Fintechs and Banks,” 2021 Online Lenders Alliance (OLA) Legal Issues Conference, July 21-22, 2021.
- Co-speaker, “Board Decision-Making and Strategic Planning in 2021,” Georgia Bankers Association (GBA) 129th Annual Meeting, June 20-22, 2021.
- Panelist, “Onboarding and Monitoring: Keys to Successful Vendor Management,” Online Lenders Alliance (OLA) 2021 Compliance University, May 10-13, 2021.
- Co-presenter, “Elimination of Bias: Removing Barriers to Financial Inclusion,” Banking Law Institute, April 16, 2021.
- Speaker, “Legal Considerations,” FinTech Atlanta – Run It By the Buyers, February 16, 2021.
- Speaker, “De Novos During the Time of COVID-19,” Troutman Pepper COVID-19 Legal Issues Podcast Series, December 23, 2020.
- Panelist, “WHF/WHFF Partner Series: Multistate Exam for Finance Companies,” Women in Housing & Finance, Inc., December 7, 2020.
- Speaker, “Keys to a Successful Bank Fintech Partnership,” LEND360, November 10, 2020.
- Moderator, “Partnerships with Banks, Fintechs and Platforms,” Opal Group’s 2020 Virtual Marketplace Lending and Alternative Financing Summit, November 5, 2020.
- Speaker, “Strategic Outlook for the Banking Industry,” The Georgia Society of Certified Public Accountants – Financial Institutions Conference, October 22, 2020.
- Speaker, “Beneficial Ownership: A Review of Beneficial Ownership Changes and Identifying Beneficial Owners of Multiple Layers of Business Relationships,” Secura Risk Management Fall Virtual Forum 2020, September 2, 2020.
- Panelist, “What Your Company Needs to Know About the OCC’s True Lender Proposal and Its Impact on Bank Fintech Partnerships,” LEND360 Webinar, August 20, 2020.
- Speaker, “Practical Advice for Navigating the Turbulent Waters of Bank Model Lending,” Online Lenders Alliance’s 2020 Compliance University, July 23, 2020.
- Speaker, “Board Composition, Succession and Other Matters,” Georgia Bankers Association 2020 Annual Meeting, June 15, 2020.
- Presenter, “Paycheck Protection Program Webinar – How Lenders can Defend Against Claims in PPP Litigation,” Troutman Sanders, May 8, 2020.
- Co-presenter, “Navigating the Latest Round of the PPP and PA State Funding,” PACT (Philadelphia Alliance for Capital and Technologies) Webinar, April 28, 2020.
- Co-presenter, “Current Status of the Paycheck Protection Program (PPP) from an Applicant and Banking Perspective,” Aprio /Troutman Sanders/Pepper Hamilton Webinar, April 16, 2020.
- Co-presenter, “CARES Act Paycheck Protection Program (PPP): Understanding the Requirements and Mitigating Risks,” Stout/Secura Risk Management/Troutman Sanders/Pepper Hamilton Webinar, April 8, 2020.
- Presenter, “Fintech Dealmaking,” State Bar of Georgia’s ICLE Seminar on Banking Law, February 27, 2020.
- Co-author, “OCC to Assess Banks’ “Debanking” Practices as Part of Licensing and CRA Reviews,” Financial Services Blog, September 9, 2025.
- Co-author, “The Federal Reserve’s Shift in Supervision Strategy for Novel Activities,” Financial Services Blog, August 19, 2025.
- Co-author, “Federal Banking Agencies Propose Rescission of 2023 CRA Final Rule and Reinstatement of 1995 CRA Regulations,” Financial Services Blog, July 17, 2025.
- Co-author, “The GENIUS Act: What Is It and What’s Next?,” Troutman Pepper Locke, June 24, 2025.
- Podcast, “Understanding MALPB Charters: A Collaborative Approach to Banking Innovation,” Payments Pros – The Payments Law Podcast, June 4, 2025.
- Co-author, “OCC Notifies Congress of Major Email System Security Breach,” Financial Services Blog, April 10, 2025.
- Co-author, “OCC Conditionally Approves Fintech Business Model for SmartBiz Bank, N.A.,” Financial Services Blog, March 19, 2025.
- Co-author, “OCC Clarifies Bank Authority to Engage in Certain Cryptocurrency Activities,” Financial Services Blog, March 12, 2025.
- Co-author, “Troutman Pepper Locke Advises Performance Trust Capital Partners, LLC in Chesapeake Financial Shares, Inc.’s $25 Million Subordinated Notes Offering,” Troutman Pepper Financial Services, March 10, 2025.
- Co-author, “Legislation Introduced in the House Aims to Support New and Rural Banks by Easing Regulatory Requirements,” Troutman Pepper Financial Services Blog, February 26, 2025.
- Co-author, “Troutman Pepper Locke Joins Klaros and Other Banking Professionals in Proposal to Facilitate New and Innovative Bank Formation,” Troutman Pepper Financial Services Blog, January 27, 2025.
- Co-author, “Court Rules Against Banco San Juan Internacional, Inc. in Master Account Dispute,” Troutman Pepper Financial Services Blog, January 13, 2025.
- Podcast, “What Financial Services Companies Need to Know in a Second Trump Administration,” The Consumer Finance Podcast, December 12, 2024.
- Co-author, “FDIC Extends Comment Period for Proposed Rule on Recordkeeping for Third-Party Deposits,” Troutman Pepper Financial Services, November 19, 2024.
- Podcast, “Navigating Regulatory Waters: Recent Enforcement Actions in BaaS,” Payments Pros – The Payments Law Podcast, October 16, 2024.
- Co-author, “FDIC Extends Comment Period for Proposed Changes to Brokered Deposit Regulations,” Troutman Pepper Financial Services, October 8, 2024.
- Co-author, “FDIC and OCC Finalize New Guidelines on Bank Mergers,” Troutman Pepper Financial Services, September 18, 2024.
- Co-author, “Where the F(BO) Is the Money? Part 1 – Synapse’s Clarion Call for Standards,” Troutman Pepper Financial Services, September 10, 2024.
- Co-author, “FinCEN Proposes Rule to Strengthen AML/CFT Programs,” Troutman Pepper Financial Services, July 2, 2024.
- Podcast, “Bank Board Insights Series Part VII: From Good to Great, Elevate Your Bank’s Performance with Boardroom Mastery!,” Travillian Next Podcast, May 2, 2024.
- Podcast, “Exploring the Potential of Georgia’s Merchant Acquirer Limited Purpose Bank Charter,” Payments Pros – The Payments Law Podcast, February 1, 2024.
- Co-author, “Applications for Georgia Merchant Acquirer Limited Purpose Bank Charter: A Positive Sign for Fintech and Nonbank Direct Access to Card Networks,” Troutman Pepper, January 16, 2024.
- Co-author, “FDIC Chairman Addresses Deposit Insurance Misrepresentation at National Bank Conference,” Troutman Pepper, May 26, 2023.
- Co-author, “FDIC Proposes Special Assessments to Recover Cost of Protecting Uninsured Depositors Amidst Bank Closures,” Troutman Pepper, May 11, 2023.
- Co-author, “FDIC Recommends Deposit Insurance Reforms to Better Protect Businesses,” Troutman Pepper, May 3, 2023.
- Co-author, “Federal Reserve Board Rejects Application by SPDI That Is Not Federally Regulated,” Troutman Pepper, January 31, 2023.
- Co-author, “Federal Reserve Finalizes Rule Eliminating Exclusive Debit Card Networks for E-Commerce,” Troutman Pepper, October 11, 2022.
- Co-author, “AOCI Losses: What the Big Hit to Banks’ Bond Portfolios Means Going Forward,” Troutman Pepper, September 1, 2022.
- Co-author, “Whose Crypto Is It, Anyway?” Troutman Pepper, August 3, 2022.
- Co-author, “FDIC Requires Notice of Crypto-Related Activities,” Troutman Pepper, April 8, 2022.
- Co-author, “FDIC Makes Bank Merger Policy a Priority This Year,” Troutman Pepper, February 15, 2022.
- Co-author, “Government Efforts to Address Cryptocurrencies Ramp Up as Federal Reserve Releases Report on Digital Currency,” Troutman Pepper, February 2, 2022.
- Co-author, “State Coordination Will Continue to Regulate Use of Bitcoin,” Bitcoin Magazine, January 21, 2022.
- Co-author, “SoFi Gets OCC Approval to Acquire National Bank — But Must Stay Away From Crypto,” Troutman Pepper, January 20, 2022.
- Co-author, “Stablecoins and Beyond: 2022 Digital Asset Legislation Landscape,” Troutman Pepper, January 18, 2022.
- Co-author, “CFPB Opens Inquiry Into Buy Now Pay Later,” Troutman Pepper, December 21, 2021.
- Co-author, “Gearing Up for Climate Disclosure,” The Banking Law Journal, January 2022.
- Co-author, “Think Fast: Banking Regulators Release Final Computer-Security Incident Notification Requirements,” Troutman Pepper, December 2, 2021.
- Co-author, “OCC Proposes Rescission of June 2020 CRA Rulemaking and Releases FAQs,” Troutman Pepper, November 16, 2021
- Co-author, “FTC Amends “Safeguards Rule” for Covered Financial Institutions,” Troutman Pepper, November 3, 2021.
- Co-author, “CBA Requests Increased CFPB Supervision of Fintechs Via the Larger Participant Rule,” Troutman Pepper, October 22, 2021.
- Co-author, “Most De Novo Banks Will Be Formed by Payments and Fintech Companies,” The Banking Law Journal, November/December 2021.
- Co-author, “Gearing Up for Climate Disclosure,” Troutman Pepper, October 8, 2021.
- Co-author, “CFPB Sets June 2022 Compliance Date for Payday Rule,” Troutman Pepper, September 13, 2021.
- Co-author, “FFIEC Guidance Emphasizes the Key Role of Risk Assessments in Supporting Strong Financial Institution Authentication and Access Controls,” Troutman Pepper, September 3, 2021.
- Co-author, “CFPB Issues Long-Awaited Notice of Proposed Rulemaking on Small Business Lending Data Collection,” Troutman Pepper, September 2, 2021.
- Co-author, “Most De Novo Banks Will Be Formed by Payments and Fintech Companies,” Troutman Pepper, August 27, 2021.
- Co-author, “The Federal Reserve, FDIC, and OCC Publish Proposed Interagency Guidance on Third-Party Relationships: Risk Management,” Troutman Pepper, July 29, 2021.
- Co-author, “Warren Writes Letter to SEC on Authority to Regulate Crypto,” Troutman Pepper, July 21, 2021.
- Podcast, “Legal Considerations of Fintech and Bank Partnerships With James Stevens of Troutman Pepper and Thomas Long of TripActions,” Georgia Fintech Academy, June 10, 2021.
- Co-author, “Considerations When Contemplating a Branch Consolidation or Closure Initiative,” The Banking Law Journal, June 2021.
- Co-author, “Q1 De Novo Bank Trends,” Troutman Pepper, May 20, 2021.
- Co-author, “Key Takeaways for Regional and Community Banks from the Federal Reserve’s April 2021 Supervision and Regulation Report,” Troutman Pepper, May 13, 2021.
- Co-author, “The FDIC’s Rapid Phased Prototyping Competition,” The Banking Law Journal, May 2021.
- Co-author, “Model Risk Management and Its Implications Under the Bank Secrecy Act,” Troutman Pepper, April 21, 2021.
- Co-author, “New Illinois Predatory Loan Prevention Act Leaves Lenders and Borrowers with Uncertain Future,” Troutman Pepper, April 20, 2021.
- Co-author, “Credit Union’s Marijuana-Related Compliance Failure Is a Warning to Lenders,” Troutman Pepper, March 19, 2021.
- Co-author, “SEC Division of Examinations Announces 2021 Examination Priorities,” Troutman Pepper, March 9, 2021.
- Co-author, “The FDIC’s Rapid Phased Prototyping Competition,” Troutman Pepper, January 29, 2021
- Co-author, “Considerations When Contemplating a Branch Consolidation and/or Closure Initiative,” Troutman Pepper, January 27, 2021.
- Co-author, “FDIC’s Final Rule on Brokered Deposits Adds Clarity to Fintech Partnerships and Other Common Arrangements,” Troutman Pepper, December 21, 2020.
- Co-author, “Hub Hub Hooray for the SEC’s FinHub,” Troutman Pepper, December 14, 2020.
- Co-author, “OCC Proposes New Rule on Fair Access to Banking Services,” Troutman Pepper, December 4, 2020.
- Co-author, “Proposed Rule Clarifies Role of Supervisory Guidance for Financial Institutions,” Troutman Pepper, October 29, 2020.
- Co-author, “OCC Finalizes Bright-Line ‘True Lender’ Rule,” Troutman Pepper, October 28, 2020.
- Co-author, “Federal and State Banking Regulators Issue Joint Guidance on Loan Modifications for Borrowers Impacted by the Coronavirus,” Troutman Sanders, March 25, 2020.
- Co-author, “The Federal Reserve’s Final Rule for Determining Control,” Troutman Sanders, February 11, 2020.
- Contributor, “Bankers as Buyers 2020,” William Mills Agency’s 17th Annual Report, January 2020.
- Quoted, “US Bank Charter Applications Surge, Dominated by Nonbanks,” S&P Global, September 10, 2025.
- Quoted, “How One CEO Built a Team to Fix His Bank,” Bank Director, August 22, 2025.
- Quoted, “US Bank M&A Hopes Revive Under Trump Regulators,” Reuters, July 14, 2025.
- Quoted, “Bank M&A Deal Tracker: Activity Expected to Pick Up in Back Half of 2025,” S&P Global Market Intelligence, July 10, 2025.
- Quoted, “US Republicans Declare ‘Crypto Week’ to Mull 3 Crypto Bills,” Cointelegraph, July 4, 2025.
- Quoted, “They’re Back: Fintech Banking Is Suddenly Advancing on Multiple Fronts,” The Financial Brand, April 11, 2025.
- Quoted, “Speedier US Bank Deal Closings Forthcoming as Regulators Give Faster Sign-Offs,” S&P Global Market Intelligence, April 10, 2025.
- Quoted, “Stripe Seeks Georgia Special Banking Charter,” Payments Dive, April 7, 2025.
- Quoted, “FDIC Withdraws Merger Policy, Brokered Deposits Proposal,” Banking Dive, March 4, 2025.
- Quoted, “Georgia Special Charter Attracts Another Applicant,” Payments Dive, February 13, 2025.
- Quoted, “Banking Sector Girds for M&A Uptick in 2025,” Banking Dive, January 31, 2025.
- Quoted, “BaaS Outlook Brighter After Period of Growing Pains,” Banking Dive, January 15, 2025.
- Quoted, “Braving the Bumps in Banking as a Service,” Bank Director, October 10, 2024.
- Quoted, “Fiserv Nets Special Banking Charter in Georgia,” Banking Dive, October 4, 2024.
- Quoted, “Stripe Shows Signs of IPO, Despite CEO Comments,” Payments Dive, September 24, 2024.
- Quoted, “Where Have All the New Banks Gone?,” American Banker, September 3, 2024.
- Quoted, “Bank Regulators Hiking Capital Requirements for CRE-Concentrated Banks,” S&P Global Market Intelligence, June 11, 2024.
- Quoted, “Important Considerations Surrounding the FTC Ban on Noncompete Contracts,” Thomson Reuters, May 20, 2024.
- Quoted, “Latest FDIC Merger Proposal Threatens Approval Timelines, Due Diligence Process,” S&P Global Market Intelligence, May 13, 2024.
- Quoted, “Smooth Approval Outlook for Wintrust-Macatawa Deal Could Invite More US Bank M&A,” S&P Global Market Intelligence, May 7, 2024.
- Quoted, “Republicans Seek ‘Shot Clock’ on Regulators’ Bank Merger Reviews,” Banking Dive, May 2, 2024.
- Quoted, “What Regulators Want From Banks Partnering With Third Parties, Fintechs,” FinXTech, March 28, 2024.
- Quoted, “FDIC’s Bank Merger Review Overhaul to Have ‘Chilling’ Effect on Deal Activity,” S&P Global Market Intelligence, March 28, 2024.
- Quoted, “Regulators Focus on Digital Banking’s BSA/AML Compliance Issues,” FixXTech, March 21, 2024.
- Quoted, “Georgia Clarifies Merchant Acquirer Law as Firms Submit First Applications in a Decade,” Vixio, February 27, 2024.
- Quoted, “US Bank M&A Will Face More Hurdles Under OCC Proposal,” S&P Global Market Intelligence, February 6, 2024.
- Quoted, “Rivals May Chase Fiserv Special Bank Charter Lead,” Payments Dive, January 25, 2024.
- Quoted, “BaaS to Require Strong Commitment, Investment in 2024, Experts Say,” Banking Dive, January 22, 2024.
- Quoted, “US Bank M&A Poised for Sharp Rebound After 2023 Slump,” S&P Global Market Intelligence, January 2, 2024
- Quoted, “Fed’s Interchange Proposal Threatens US Banks’ Fee Income,” S&P Global Market Intelligence, November 7, 2023.
- Quoted, “Farmington State Bank Fall Shows Risk of Pivoting Without Regulatory Permission,” S&P Global Market Intelligence, September 12, 2023.
- Quoted, “US Bank Mergers of Equals Making a Comeback With Largest Such Deal Since 2021,” S&P Global Market Intelligence, September 7, 2023.
- Quoted, “Fed Ramps Up Demands for Corrective Actions by Regional Banks,” Bloomberg, August 30, 2023.
- Quoted, “M&A Increases Among US Banks,” S&P Global Daily Update, August 28, 2023.
- Quoted, “US Banks Dash Back to Dealmaking as Their M&A Appetite Returns,” S&P Global Market Intelligence, August 22, 2023.
- Quoted, “Becoming a Bank Proves Challenging for Fintechs Seeking Survival,” Bloomberg, August 22, 2023.
- Interviewed, “Unpacking the Largest Bank Deal in ’23, Private Equity Involvement in Bankland,” Street Talk Podcast, S&P Global Market Intelligence, August 9, 2023.
- Quoted, “Banc of California, PacWest Tie-Up Likely to Receive Warm Regulatory Welcome,” S&P Global Market Intelligence, August 8, 2023.
- Quoted, “More US Banks Revise Call Reports as Uninsured Deposits Come Under Scrutiny,” S&P Global Market Intelligence, July 6, 2023.
- Quoted, “Bank Regulators Lose Patience for Slow Remediation as They Step up Supervision,” S&P Global Market Intelligence, May 9, 2023.
- Quoted, “Silicon Valley Bank: Lessons From a Bank Collapse,” Euromoney, May 5, 2023.
- Quoted, “US Regional Banks Circle the Wagons,” Euromoney, May 3, 2023.
- Quoted, “Congress Targets Bank Regulation, Deposit Insurance Limits in Wake of Failures,” S&P Global Market Intelligence, April 19, 2023.
- Quoted, “Bank Collapses Leave Billions in Crypto Deposits Homeless with Few Spots to Land,” S&P Global Market Intelligence, April 13, 2023.
- Quoted, “Bank Failure Fallout Spells Tougher Regulation for Regional Banks Ahead,” S&P Global Market Intelligence, March 23, 2023.
- Quoted, “Liquidity, Deposit Concentration Among Regulatory Targets After Bank Failures,” S&P Global Market Intelligence, March 15, 2023.
- Quoted, “SVB’s Failure Was Contained. Its Effects on Biotech Could Still Linger,” BioPharma Dive, March 14, 2023.
- Quoted, “SVB Failure Spurs Fed Soul-Searching, Political Blame Game,” Law360, March 13, 2023.
- Quoted, “Bernice King, Ashley Bell Lead Black ATL Investors’ Deal to Buy Utah Bank,” Atlanta Journal-Constitution, February 28, 2023.
- Quoted, “Banks Pump the Brakes on Cryptocurrency as Regulators Signal Growing Concern,” S&P Global Market Intelligence, February 14, 2023.
- Quoted, “Community Banks Face Regulatory, Competitive Pressures to Alter Overdraft Policy,” S&P Global Market Intelligence, January 17, 2023.
- Quoted, “Slow Pace of U.S. Bank M&A Will Persist in 2023 as Dealmaking Headwinds Intensify,” S&P Global Market Intelligence, January 12, 2023.
- Quoted, “When Will M&A Activity Pick Up After a Sluggish 2022?” ABF Journal, December 27, 2022.
- Quoted, “US Banks with Highest Texas Ratios in Q3,” S&P Global Market Intelligence, November 23, 2022.
- Quoted, “Washington Federal-Luther Burbank Deal-Close Target Date Aggressive – Attorneys,” S&P Global Market Intelligence, November 22, 2022.
- Quoted, “De Novo Bank Boom Hindered by Elevated Capital Requirements,” S&P Global Market Intelligence, September 8, 2022.
- Quoted, “Banking on the Future,” Georgia Trend, June 29, 2022.
- Quoted, “Unusual TD-First Horizon Deal Structure Could Catch On,” S&P Global Market Intelligence, March 10, 2022.
- Quoted, “Raskin Nomination Raises Question of Fed Master Accounts for Fintechs,” S&P Global Market Intelligence, February 14, 2022.
- Quoted, “Recent String of US Bank Megadeals Book Share Price Gains,” SNL Financial, September 30, 2021.
- Quoted, “U.S. Regional Bank M&A Surges Back to Life With 2 MOEs in 2 Weeks,” S&P Global Market Intelligence, April 21, 2021.
- Quoted, “Niche Banking Could Safeguard Challengers, Incumbents From Big Tech, Retail Threat,” Banking Dive, April 9, 2021.
- Quoted, “What Biden’s Infrastructure Plan Could Mean for Banks,” American Banker, February 11, 2021.
- Interviewed, “Q&A with Troutman Pepper’s James Stevens, 2021 Leaders in Corporate Citizenship Honoree,” Atlanta Business Chronicle, February 3, 2021.
- Quoted, “Even With Divided Congress, Wall Street Should Brace for Biden Presidency,” Compliance Week, November 16, 2020.
- Quoted, “Pandemic Could Accelerate de Novos’ Profitability Timeline, Experts Say,” Banking Dive, October 30, 2020.
- Quoted, “U.S. Banks Sweat Regulatory Exposure From Pandemic Loans,” Reuters, October 21, 2020.
- Quoted, “De Novo Banks Posting 1st Profit More Quickly,” S&P Global Market Intelligence, October 19, 2020.
- Quoted, “FinCEN Files: What Community Banks Should Know,” Bank Director, October 2, 2020.
- Quoted, “Deals Are Being Dropped as Buyers Turn Wary During the Pandemic,” Wall Street Journal, September 11, 2020.
- Quoted, “U.S. Bank M&A Slowly Picking Up as Some Banks Feel More ‘Confident and Optimistic’,” S&P Global Market Intelligence, September 10, 2020.
- Quoted, “Only 4 Financial Institutions Still Left Under TARP After Carver Exit,” S&P Global Market Intelligence, September 1, 2020.
- Quoted, “COVID-19 Pandemic Derails De Novo Banks,” S&P Global Market Intelligence, July 13, 2020.
- Quoted, “U.S. Bank Deal Activity at Slowest Pace Since 2009,” S&P Global Market Intelligence, July 9, 2020.
- Quoted, “Bank M&A Could Be ‘Depressed’ for Remainder of the Year,” S&P Global Market Intelligence, April 7, 2020.
Certifications
- Glenbrook Partners Payments Boot Camp