Menu
Founded SRC and is a seasoned banking executive with over 25 years of experience at Wells Fargo and as CEO of Maryland-based, American Bank. Jim is a strategically focused leader and change agent with a history of turning around operations; building solid balance sheets; recruiting and engaging high-performance contributors; and driving unprecedented revenue, market share, and profitability gains. Jim achieved top-level, #1-ranked results throughout his career from foundational branch-level leadership roles to President and CEO positions, excelling in building bench strength, deploying coaching and training programs, and providing big-picture project management. Jim has significant experience with Boards of Directors and regulatory officials. Jim earned a BS from the University of Baltimore and an MBA from the University of Maryland. Jim is also a 20-year member of the YPO.
Mackenzie has two years of experience at SRC, where she has supported key initiatives and contributed to the company’s growth. With a strong finance background, she holds a BA in Business Management from Belmont Abbey College, where she developed leadership and strategic planning skills. Mackenzie is focused on delivering results and driving SRC’s continued success.
Kelsey transitioned into the private credit sector after several successful years in the insurance markets. She brings a strong work ethic, adaptability, and a dedicated commitment to continuous improvement. Known for her common-sense approach to underwriting, Kelsey combines reliability and determination to develop creative solutions for complex credit challenges.
She takes pride in delivering accurate, detail-oriented support and is focused on building deep expertise to contribute to sound, responsible lending decisions. Kelsey’s proactive mindset and dedication make her a valuable asset in navigating the dynamic landscape of private credit.
Experienced in Corporate Finance, Investment Banking, and Private Equity/Venture Capital. Most recently, he was a Senior Director and head of the M&A program for the Americas with SAP’s Private Equity Group, focused on alignment and coordination across a variety of SAP’s investment vehicles. He began his career in the United States Government’s Department of Defense and later worked with a variety of stakeholders in the public and private sectors during the US economic crisis of 2007 – 2010 where his primary responsibility was negotiating the capital allocation of the Treasury Department’s Troubled Asset Relief Program (TARP) fund.
A dynamic and influential financial services and fintech industry executive with a track record of delivering smarter, faster, and measurable outcomes on critical strategic initiatives. Previously, Al served as the CEO of DirectorCorps, a prominent organization encompassing Bank Director, renowned for hosting the prestigious “Acquire or Be Acquired” (AOBA) conference, and FinXTech, a dedicated resource connecting U.S. bank leaders with innovative technology partners. Al’s background includes notable positions with Board Member, Inc., a company acquired by the New York Stock Exchange, and Computech, a respected information technology firm acquired by NCI (NASDAQ: NCIT). He holds a bachelor’s degree in politics from Washington & Lee University in Lexington, VA, where he excelled as a four-year varsity baseball player. He earned an MBA from the Robert H. Smith School of Business at the University of Maryland in College Park, MD.
Complete the contact form below and someone on our team will quickly follow-up
© 2020 South River Capital.