Experience

Trinity Capital

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Managing Director

  • Sep 2018 - Present

  Trinity Capital Investment is the financing partner of choice for venture-backed technology companies looking for an experienced partner to help strengthen their financial position while preserving valuable equity. Trinity Capital Investment is the financing partner of choice for venture-backed technology companies looking for an experienced partner to help strengthen their financial position while preserving valuable equity.



Square 1 Bank

• United States
• Banking
• 1 - 100 Employee

• Senior Vice President, Technology Banking

  • Mar 2017 - Aug 2018

  Provided loan facilties and banking services to investor backed technology companies. Provided loan facilties and banking services to investor backed technology companies.



East West Bank

• United States
• Banking
• 700 & Above Employee

• Director, Technology Banking Group

  • Jun 2011 - Mar 2017

  • Originated and managed a portfolio of technology loans ranging from early stage, venture backed companies to small cap public entities. • Originated and managed a portfolio of technology loans ranging from early stage, venture backed companies to small cap public entities.



Bridge Bank

• United States
• Banking
• 300 - 400 Employee

• Relationship Manager/Vice President

  • Sep 2006 - Jun 2011

  • Managed portfolio of technology and life science clients; responsible for maintaining strong credit quality and adherence to credit policy; accountable for the growth and profitability of the Peninsula region portfolio. • Managed portfolio of technology and life science clients; responsible for maintaining strong credit quality and adherence to credit policy; accountable for the growth and profitability of the Peninsula region portfolio.



Silicon Valley Bank

• United States
• Banking
• 700 & Above Employee

• Relationship Manager/Vice President

  • Dec 2000 - Mar 2005

  • Managed software/semiconductor loan portfolio; responsibilities included deal assessment, drafting term sheet proposals, underwriting/due diligence and loan documentation. • Managed software/semiconductor loan portfolio; responsibilities included deal assessment, drafting term sheet proposals, underwriting/due diligence and loan documentation.



3Com

• Computer Networking
• 200 - 300 Employee

• Financial Analyst/Contractor

  • Jun 2000 - Dec 2000

  • Managed and provided reporting to senior level accounting personnel on a business realignment reserve for 3Com entities worldwide. • Managed and provided reporting to senior level accounting personnel on a business realignment reserve for 3Com entities worldwide.



CapitalSource Business Finance Group (BFI Business Finance)

• Senior Auditor

  • May 1996 - Jun 2000

  • Performed in depth collateral exams for new and existing loan clients; reported audit results to loan committee and presented approval recommendations. • Managed and monitored portfolio of higher credit risk clients and loan work outs. • Performed in depth collateral exams for new and existing loan clients; reported audit results to loan committee and presented approval recommendations. • Managed and monitored portfolio of higher credit risk clients and loan work outs.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • May 1995 - May 1996

  • Advised clients on appropriate investment strategies, equity trades and retirement vehicles. • Obtained Series 7, Series 6, and Series 63 licenses. • Advised clients on appropriate investment strategies, equity trades and retirement vehicles. • Obtained Series 7, Series 6, and Series 63 licenses.