Faler joins Oaklyn as business consultant
Oaklyn Consulting, a business financial strategy firm that launched in August, announced that Seth Faler has joined the firm as a consultant. Faler comes to Oaklyn Consulting from Unum Group, where he was director of corporate development and capital management.
In his role at Oaklyn, Faler will help business owners use financial analysis to navigate strategic issues and challenges, such as responding to an offer to buy the company, determining why and how to pursue growth funding or how to transition management within the business.
“Seth and I worked together at Unum, and I was always impressed with his financial acumen. Equally important to our firm is Seth’s ability to forge strong relationships and to coach people through complex transactions,” said Frank Williamson, founder of Oaklyn Consulting.
Faler joins Oaklyn Consulting with more than 20 years of experience in financial management, including capital management, insurance, investments and mergers and acquisitions. Throughout his 10-year tenure at Unum Group, Faler coordinated transactions up to $700 million, worked on more than $2 billion in potential deals and helped lead the securitization of $10 billion of insurance risk.
Faler also served as senior vice president of Swiss Re and as an equity research analyst at Second Curve Capital. Faler received a bachelor’s degree from Harvard College and a master’s degree in finance from The Wharton School of The University of Pennsylvania. He holds the Chartered Financial Analyst (CFA) designation.
Lloyd joins SunTrust as commercial banker
SunTrust Bank has hired William (Bill) Lloyd as senior vice president of commercial banking in Chattanooga.
Lloyd brings more than 30 years of banking experience to his new role, with a focus on helping the owners of middle market businesses achieve their goals. Most recently, he was a market executive for Bank of America in DePage Conty, Ill., and previously worked as a senior credit products manager for Bank of America in the Chicago area and as a division manager for LaSalle Bank in Arlington Heights, Ill.
He obtained his master’s degree in accounting from DePaul University and his undergraduate degree in business administration and psychology from North Central College in Naperville, Ill.
Lloyd said he and his wife, Susan, and son, David, look forward to becoming a part of the Chattanooga community.
Kate McDaniel joins Crye-Leike
Kate McDaniel of Chattanooga has become affiliated with Crye-Leike’s East Brainerd branch office, one of eight branch offices that Crye-Leike operates in the Chattanooga area.
As a Realtor and affiliate broker, McDaniel serves the real estate needs of buyers and sellers in and around Hamilton County. She specializes in residential real estate including helping first-time homebuyers and those relocating to the Chattanooga area.
McDaniel is a member of the National Association of Realtors, Tennessee Association Realtors and Greater Chattanooga Association of Realtors.
Crye-Leike Real Estate Services is the nation’s sixth largest residential real estate brokerage firm and the largest in Tennessee, Arkansas and Mississippi.
Hansard joins Synovus as consultant
Carter Hansard has joined Synovus Securities, Inc. (SSI) as a financial consultant at Cohutta Bank, 800 Market St. As a financial consultant, Hansard offers tailored wealth management consultation, which includes comprehensive financial planning, investment management, legacy wealth planning, retirement planning and estate planning.
Hansard was previously vice president and trust officer at First Tennessee Bank. He was awarded the Certified Financial Planner (CFP) designation in 2014.
Hansard is a native of Chattanooga and earned his undergraduate and MBA degrees from the University of Tennessee-Chattanooga.
Rose joins Coldwell Banker as broker
Joan Rose of Ooltewah has become affiliated with Coldwell Banker Pryor Realty, Inc. As a Realtor and affiliate broker, Rose will specialize in residential real estate.
She is well respected in the business community for her years spent marketing commercial banks and financial services in the Chattanooga area for AmSouth Bank and First Volunteer Bank. Her marketing background and communication skills have led to a successful transition into the real estate arena.
“I’ve always loved real estate and, in particular, buying and moving into a new home,” she said. “The excitement of taking a house and making it a home has always been special to me. I can remember our last two moves – being so excited that I’m up before dawn bubbling with anticipation of the move into a new home.”
Rose is a graduate of Leadership Chattanooga, a member of the Chattanooga Women’s Leadership Institute and serves on the board of directors for Junior Achievement. She volunteers in various roles with the United Way, the Chattanooga Chamber of Commerce, the Salvation Army and St. Francis of Assisi Episcopal Church.
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