Lori is an Executive Vice President of Alliance Partners and serves as the President of BancAlliance. Prior to joining Alliance Partners, Lori served as the Director of the TARP Capital Purchase Program at the Department of the Treasury, focusing on the implementation, investing, and restructuring cycles of the $205 billion portfolio. From 2004-2008, she was a financial economist with the U.S. Securities and Exchange Commission’s Division of Trading and Markets. Lori received her M.A. from the Johns Hopkins School of Advanced International Studies and her B.A. from Yale University.
P.S. A proud Kansan, Lori's childhood banking account was at BancAlliance Member 256.
David is a Managing Director of Client Services at Alliance Partners. Prior to Alliance Partners, David worked at FBR & Co and JP Morgan where he was an investment banker in their financial institutions group covering banks & thrifts. He began his career at BankBoston in their financial institutions group after completing their Corporate Banker Program. After the Bank of America acquisition of Fleet, he helped start the correspondent banking group at Eastern Bank, an $8B mutual bank in Boston. David received his B.A. from Union College.
P.S. Fresh into his banking career in Boston, Dave would moonlight as a Spin instructor at Boston Sports Club. Let us know if you ever attended his class!
Assistant Event and Client Engagement Manager, Client Services
Amy Foster is an Assistant Event and Client Engagement Manager of Alliance Partners working in the Client Services team to further business development and manage events. Amy received her undergraduate degree in Strategic Communication from Miami University in Oxford, Ohio.
P.S. On three occasions, Amy has brought her bank’s pneumatic tube home, now prompting a warning before she drives away.
Event and Client Engagement Manager, Client Services
Kelsey is the Event and Client Engagement Manager of Alliance Partners working in the Client Services team to further business development and manage events. Prior to Alliance Partners, Kelsey was a marketing associate with Champion Recruiting, an executive recruiting firm. Kelsey received her undergraduate degree in Public Relations and Business Marketing from the University of Dayton.
P.S. Growing up, Kelsey enjoyed saving pennies so she could take them to the Coinstar penny machine at her local grocery store and use her earnings towards an ice cream cone. She still collects pennies, so feel free to pass on any extras.
Wayne is a Managing Director of Client Services at Alliance Partners. Prior to joining Alliance Partners, Wayne held leadership roles in the Financial Institutions Group with McKinsey & Co. and served as Managing Director at the CEB (Corporate Executive Board) focused on corporate strategy, banking and insurance, and risk management. Previously, Wayne was an investment banker with Merrill Lynch and Goldman Sachs as a member of the Mergers & Acquisitions teams. Wayne received his A.B. from Princeton University and his J.D. and M.B.A. from Columbia University.
P.S. At an old boss’s request and before email was invented, Wayne got to ride the Concorde once…to deliver presentation books (last pickup at FedEx had already passed).
Brendan is a Director of Client Services at Alliance Partners. Brendan joined the Clients Services team after spending three years working with the Portfolio Management and Underwriting team at Alliance Partners. Prior to joining Alliance Partners, Brendan was a Vice President at Citigroup in the Debt Capital Markets division focused on structuring and underwriting broadly syndicated loans and bonds for institutional and government clients. Brendan received his B.S. from the University of Maryland.
P.S. Brendan does not use ATM machines during thunderstorms. This is a long story which he is happy to share, involving a cash-only restaurant and a poorly timed lightning strike in rural France.
Adam is a Managing Director of Client Services at Alliance Partners, serving as the program manager for the Consumer and Small Business Loan Programs. Prior to joining Alliance Partners, Adam was a Vice President at MCG Capital where he was responsible for analyzing and underwriting middle market debt and equity transactions. Adam holds a BS in Accounting and a BA in Economics from Washington & Lee University. He also holds an MBA from the University of North Carolina at Chapel Hill.
P.S. Adam’s first bank account was opened with $5.25 he got from mowing his neighbor’s lawn.
Aaron is the Business Development Officer at Alliance Partners responsible for identifying new programs and partners for BancAlliance members. Prior to joining Alliance Partners, Aaron was a Vice President in Investment Banking at Barclays, where he advised financial institutions on mergers and acquisitions and capital raising activities. Previously, Aaron was a consultant at Accenture Strategy, where he advised companies on the development and implementation of growth strategies. Aaron holds a B.S.B.A from University of Pittsburgh and an M.B.A from New York University.
P.S. On three separate occasions I have been given more money from a teller than I withdrew (and pointed it out each time)
Event and Client Engagement Manager, Client Services
Caroline McCormick is an Assistant Event and Client Engagement Manager of Alliance Partners working in the Client Services team to further business development and manage events. Caroline received her undergraduate degree in Strategic Communication and Entrepreneurship from Miami University in Oxford, Ohio.
P.S. The banker at Caroline’s local bank has been there since she was 5 years old, and he still offers her lollipops at every visit.
John is an Senior Associate of Alliance Partners working in the Client Services team to further business development. Prior to joining Alliance Partners, John worked for CEB (Corporate Executive Board) on both the business development and client relationship teams, focusing on advisory support in the Corporate Finance space. During his time at CEB, he worked with many senior executives and their teams to drive performance in a number of different areas within finance. John received his degree from the University of North Carolina at Chapel Hill.
P.S. John made his first ever eagle while playing with BancAlliance members in Florida during the 2017 Spring Meeting.
David is a Managing Director in Client Services at Alliance Partners, serving as program manager for the Commercial Loan Program. Prior to joining Alliance Partners, he was an Associate Director at UBS Investment Bank in the Financial Sponsors & Leveraged Finance Group where he focused on structuring and underwriting broadly syndicated loans for private equity and corporate clients. David was previously with a litigation consulting firm performing due diligence and forensic accounting services and before that was with PricewaterhouseCoopers. David is a CPA (Virginia) and received his MBA from Columbia Business School and a BS in finance and accounting from the University of Virginia.
P.S. At his previous firm, Dave helped underwrite the loan that revived Hostess. He learned that the shelf life of a Twinkie was recently extended from 26-days to 45-days. His initial guess of 50 years was way off.