Experience

Bank of Southern California

• United States
• Banking
• 100 - 200 Employee

• Senior Vice President, Regional Manager-Commercial Banking

  • Aug 2021 - Present

  Leader of the bank's OC-based commercial banking team. Our approach is to work with our clients as consultants, invested in each company's success. A lot of banks may message that, but we actually deliver. Our expertise with financial modeling can assist management teams in solving challenges, planning for future goals, and making decisions. We believe that we, as bankers, should be a resource to our clients. Not just for capital and cash management, but for real, valuable guidance and perspective. Of course, our approach also helps us better tailor our capital formation and cash management solutions to our clients' needs. If you are a decision-maker at a >$10MM operating company in SoCal, I invite you to put us to the test. I'm confident you'll have a positive, differentiated experience. Show less



Banc of California

• United States
• Banking
• 700 & Above Employee

• Senior Vice President, Commercial Banking Market Manager

  • Mar 2020 - Aug 2021

  Co-managed restructuring of the bank’s middle-market banking team, shifting focus to direct, comprehensive relationships with SoCal operating companies. Worked (mostly virtually) alongside great teammates through all of the novel challenges presented by COVID-19. Helped distressed companies stabilize, managed PPP and Main Street CARES Act programs, offered bank-wide financial modeling training…all the while still successfully growing existing relationships and on-boarding new ones. Co-managed restructuring of the bank’s middle-market banking team, shifting focus to direct, comprehensive relationships with SoCal operating companies. Worked (mostly virtually) alongside great teammates through all of the novel challenges presented by COVID-19. Helped distressed companies stabilize, managed PPP and Main Street CARES Act programs, offered bank-wide financial modeling training…all the while still successfully growing existing relationships and on-boarding new ones.



Pacific Mercantile Bank

• United States
• Banking
• 100 - 200 Employee

• Senior Vice President, Regional Manager

  • Aug 2014 - Mar 2020

  Player/Coach leadership of middle market banking teams throughout the bank's SoCal footprint. I worked especially well with professionally managed, high-touch, and rapidly growing companies looking for a financial partner and collaborator in a banker. I also extensively employed, and became a believer in, financial modeling in this role. I provided complex, detailed financial modeling to our clients to aid in improving efficiency, mitigating risk, maximizing cash flow, and ultimately driving value. Proud to have been part of a successful, long-term turnaround effort, converting PMB from a consumer and CRE-focus, to a competitive C&I presence in the market. Show less



BB&T

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Senior Commercial Banker

  • Oct 2007 - Aug 2014

  Cultivated and grew a robust and diverse portoflio of commercial companies including: nonprofit, healthcare, govcon, tech, service contractors, developers, landlords, law, accounting...you name it. Among all of the successes over my seven years on K Street, nothing was more validating than starting new relationships with referrals from satisfied clients. Cultivated and grew a robust and diverse portoflio of commercial companies including: nonprofit, healthcare, govcon, tech, service contractors, developers, landlords, law, accounting...you name it. Among all of the successes over my seven years on K Street, nothing was more validating than starting new relationships with referrals from satisfied clients.



Manufacturers Bank

• United States
• Banking
• 100 - 200 Employee

• Asst. Vice President, Commercial Banking Services Manager

  • Oct 2004 - Oct 2007

  Led and supported a team of bilingual commercial bankers within the Japan-Asia Banking Division while pursuing my MBA. It was a truly transformative experience for me to work with clients and teammates who demand reliable, responsive, empathetic and, above all, highly competent service and attention as a minimum expectation. Great experiences. Led and supported a team of bilingual commercial bankers within the Japan-Asia Banking Division while pursuing my MBA. It was a truly transformative experience for me to work with clients and teammates who demand reliable, responsive, empathetic and, above all, highly competent service and attention as a minimum expectation. Great experiences.