Lori is the Co-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 Senior 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!
Tim is an Associate of Client Services at Alliance Partners. Prior to joining Alliance partners, Tim worked as a Medical Device Sales Representative in the DC, Maryland, and Delaware markets. During his time in medical devices, he focused on both customer account management and new business to drive market growth in the region. Tim received his B.A from the Sellinger School of Business at Loyola University Maryland.
P.S Growing up, Tim qualified and participated in the Junior Olympics 6 times in a row, but you have to guess the sport.
Francesco is a Financial Analyst for Client Services at Alliance Partners. Francesco joins the Clients Services team after spending two years working with the Loan Servicing department at Alliance Partners. He graduated with a Bachelor's Degree in Finance at Old Dominion University.
Event and Client Engagement Manager, Client Services
Amy Foster is an 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.
Kelsey is the Senior Advisor of Client Services at Alliance Partners. 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 Senior 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.
Sally Hazen is the Managing Director of the Western Region for Client Services at Alliance Partners. Prior to AP, Sally was with Texas Capital Bank for 4 years where she developed a deposit portfolio of $1.5 billion. Sally was also President of Correspondent Banking for Opus Bank, recently sold to Pacific Premier Bank. In 2008 to 2013, Sally headed up the Financial Institution Division of Union Bank during the financial crisis. She managed both the deposit and credit portfolio, growing the business from $200 million to $2.4 billion. Union experienced 35 bank failures during the crisis without one operational or credit loss under Sally's watch. Prior to UB , she also worked for City National Bank for 8 years overseeing Financial Institutions and developed an agency federal funds program that generated substantial income for the bank. Sally started her banking career with Community Bank in Pasadena where she was a trailblazer for women in banking. During the 1990’s through Reg F and the financial crisis, Sally participated in the executive management team.
Fun Fact: An avid sportsperson who loves to water and snow ski has also taken up golf and has recorded two hole in ones, two years apart on the same hole.
Jacqui is the Assistant Vice President for the Client Services team at Alliance Partners. Jacqui joins us from the hospitality industry where she spent over 20-years in the luxury sector, most recently as Senior Executive for The Ritz-Carlton, Washington, DC. During her tenure, she directed business development activities for multinational clients, including the development of robust commercial strategies and business plans to generate top-line revenue. She conducted detailed market and consumer research, then applied findings to diversify revenue streams and enhance the customer experience.
Fun Fact: Jacqui was born in Jamaica and moved to the U.S. at age 7. She now has dual citizenship (Jamaica and United States).
Brennan is a Financial Analyst for Client Services at Alliance Partners. Brennan graduated from the University of Pittsburgh in the spring of 2019 with a major in Accounting and Information Systems and worked in public accounting as an auditor and consultant for the last 2 ½ years in the Philly area. He grew up just north of Philadelphia and recently moved to the DC area. In his free time, Brennan loves to sing and make music, as well as play good golf.
Fun Fact: He played ice hockey growing up and is a huge Flyers fan (sorry to all the Capitals fans!)
Event and Client Engagement Director, Client Services
Caroline McCormick is the Event and Client Engagement Director 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.
Clarence is a Director for the Client Services team at Alliance Partners. Most recently, he served as Executive Vice President, Chief Lending Officer of a Kansas City Community Bank. He has more than 25 years of experience in the banking industry and has originated more than $450 million in lending activity with a focus on Commercial & Industrial, Commercial Real Estate, and Public Finance. Clarence’s experience also includes consultative Cash & Treasury Management based solutions. He has several years of experience in serving on various not-for-profit boards and is known for providing knowledge based financial solutions. Clarence has a Bachelor of Science Degree from the University of Bellevue, is a graduate of the Colorado Graduate School of Banking at the University of Boulder and is a graduate of Leadership Omaha and is a recognized performer at the American Institute of Banking, Schools of Banking.
Fun Fact: Clarence has a childhood gift in his ability to play the guitar. He enjoys most genres, including R&B, Jazz, Classical, and Rock, and has performed in front crowds in excess of 1,000. Don't be surprised if you should happen to see him playing on stage in the future!
John is a Vice President 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.
Murray Regan is Vice President of the Texas Region for Client Services at Alliance Partners. Previously, he spent 12 years at JP Morgan working in three different lines of business (Commercial Bank, Wholesale Payments, and Asset Management). His last role was a Banker/Treasury Management Officer in the Financial Institutions Group inside the Corporate Client Banking Group, where he worked with a portfolio of clients that included Depository Institutions (Banks), Insurance Companies, Diversified Finance Firms, and Independent Mortgage Originators. Murray holds a B.S. and M.B.A. from Texas A&M University in College Station and a Certified Treasury Professional (CTP) designation. He is a huge tennis, Dallas Cowboys, and Texas A&M football fan and lives in Houston, TX with his partner and two kids.
Fun Fact: Murray has a life goal to see all four grand slams live (Australian Open, French Open, Wimbledon, and US Open) .
David is a Senior Managing Director of 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.
Abe Swartz is Vice President of the Southeast Region for Client Services at Alliance Partners. Abe has spent the last 25 years as a commercial banker or credit risk manager, working for both large regional and national banks in the Carolinas. Abe lives in Greenville, South Carolina with his wife and two teenage daughters. He spends his off-duty time serving as an elder at his local church in charge of community benevolence, jogging, watching Clemson football and golfing when it’s not too hot or cold outside.
Fun Fact: Abe is originally from the Monterey area of California but has yet to check off the bucket list items of golfing or watching a tournament at Pebble Beach, watching the SF 49ers play a home game (live) or the SF Giants in a World Series! Fortunately, he has partially made up for it with three trips to The Masters.