Experience

Wings Financial Credit Union

• United States
• Banking
• 100 - 200 Employee

• Commercial Loan Participation Manager

  • May 2022 - Present

  As part of Wings overall commercial lending growth strategy to include participation purchases and sales, develop counterparty relationships with credit unions, banks, and other fixed income investors. Responsible for managing the participation program with staff and system needs to support growth of the portfolio. Wings was founded in 1938 by 7 airline employees. With $8 billion in assets it is the largest credit union in Minnesota and is in the nation's top 40. Consistently named as a top workplace, I'm proud to be a Wings member and employee.



City National Bank

• United States
• Banking
• 1 - 100 Employee

• Vice President, Client Manager

  • Jul 2018 - Nov 2021

  As the primary point of contact and service provider for existing and newly developed relationships, provided expertise gained by extensive experience in various roles as a trusted advisor in the financial services industry. Partnered with the Private Bankers at City National Bank in business development and relationship management activities to support high-net-worth families, and their related nonprofit organizations and professional services firms. City National is a subsidiary of Royal Bank of Canada (RBC) and the Minneapolis office was formed to especially provide services to clients of RBC Wealth Management. • Introduced former clients which resulted in procuring some of the largest relationships including a client bringing $50MM in trust and investment management services. • Exceeded target goals by over 100% in all categories including deposit growth, new loan profitability, and trust and investment management profitability. • Oversaw successful onboarding of one of Minnesota’s largest single family offices including deposits and treasury management services for 100+ accounts.



Alerus

• United States
• Financial Services
• 400 - 500 Employee

• Vice President, Relationship Manager

  • Mar 2011 - Jun 2018

  Hired as part of the acquisition of a portfolio of select loans and deposits from BNC National Bank. As the only employee from BNC hired by Alerus in the MN market, the purchase was contingent upon acceptance of employment. Led an integral role in the continued loan, deposit, retirement services, employee benefits (payroll, HSA, Flex, etc.), and wealth management growth, provided a financial package with client's best interest as the goal. Helped businesses grow through managing cash needs and providing competitive financing with appropriate structures for commercial real estate purchases (or refinance), working capital lines of credit, and term loans. Implemented cash management solutions through commercial treasury management services. • Built relationships to become the top producer of 401k retirement services. Contributed over $50MM in new 401k AUM. • Managed an active $40MM loan portfolio consisting of primarily commercial loans to companies with annual revenue ranging from $10-100MM.



BNC National Bank

• United States
• Banking
• 300 - 400 Employee

• Vice President of Commercial Lending

  • Apr 2001 - Mar 2011

  Developed key relationships and retained valued clients by building relationships. Provided solutions to meet the financial needs of small to medium sized businesses in a variety of industries ranging from manufacturing to professional associations. Developed key relationships and retained valued clients by building relationships. Provided solutions to meet the financial needs of small to medium sized businesses in a variety of industries ranging from manufacturing to professional associations.



U.S. Bank

• United States
• Legal Services
• 1 - 100 Employee

• Financial Analyst

  • Apr 2000 - Apr 2001

  Responsible for supporting the Private Financial Services managers in their month-end close results and variance analysis. Presented results at business line meetings. Responsible for supporting the Private Financial Services managers in their month-end close results and variance analysis. Presented results at business line meetings.