Experience

Coastal States Bank

• United States
• Financial Services
• 1 - 100 Employee

• Vice President & Business Development Banker

  • Jun 2023 - Present

  Hilton Head Island, South Carolina Area Management of existing commercial loan portfolio customers, prospecting for new business opportunities within the commercial and consumer spaces for lending, as well as for deposits from existing customers and new customers to CSB. Works in tandem with CSB's line of business partners such as Coastal States Mortgage, Treasury Management, and Retail Banking.

• Vice President, Portfolio Manager

  • May 2022 - Jun 2023

  Hilton Head Island, South Carolina, United States Portfolio Manager within Commercial Lending space with Coastal States Bank, a locally-owned and managed Community Bank headquartered in Hilton Head, SC.



WSFS Bank

• United States
• Banking
• 700 & Above Employee

• Vice President, NJ Team Leader, Small Business Relationship Manager

  • Nov 2019 - May 2022

  Burlington, NJ

• Vice President & NJ Team Leader

  • May 2019 - May 2022

  Burlington, NJ



Berkshire Bank

• United States
• Banking
• 700 & Above Employee

• Vice President & Commercial Lender

  • May 2016 - Mar 2019

  Mercerville, NJ I provide unparalleled customer service for my clients who are requiring commercial loan products, including commercial mortgages (owner occupied or non-owner occupied), working capital lines of credit, equipment loans, term loans, and all types of business banking deposit products and services. We are now known as Berkshire Bank, with 113 offices in 6 states (NY, VT, MA, CT, NJ & PA) and over $11.7 billion in assets. Established in 1846, Berkshire Bank is one of Massachusetts' oldest… Show more I provide unparalleled customer service for my clients who are requiring commercial loan products, including commercial mortgages (owner occupied or non-owner occupied), working capital lines of credit, equipment loans, term loans, and all types of business banking deposit products and services. We are now known as Berkshire Bank, with 113 offices in 6 states (NY, VT, MA, CT, NJ & PA) and over $11.7 billion in assets. Established in 1846, Berkshire Bank is one of Massachusetts' oldest and largest independent banks and the largest banking institution based in Western Massachusetts. As customers of Berkshire Bank, you have access to our network of financial services across our lines of business including, banking, insurance, and wealth management. "Life is Exciting-Let us Help" Show less



Liberty Bell Bank

• Vice President/Commercial Lending Officer

  • Jul 2012 - Nov 2015

  2099 Route 70 East, Cherry Hill, New Jersey 08003 Relationship Manager for small-to-medium size companies throughout the Southern New Jersey market. Specializing in commercial mortgages, equipment financing, lines of credit and asset-based credit products. Liberty Bell Bank is a full service commercial bank headquartered in Marlton, New Jersey. Founded in 2003, Liberty Bell Bank has 3 offices in Burlington and Camden counties.



GCF Bank

• Vice President/Commercial Lending Officer

  • Sep 2010 - Jul 2012

  301 Greentree Road, Sewell, New Jersey 08080 Vice President and Commercial Lending Officer for GCF Bank, after 6+ years at Sterling Bank in same capacity.



Sterling Bank, Mt. Laurel, NJ

• Banking
• 1 - 100 Employee

• Vice President & Commercial Lending Officer

  • Jun 2004 - Sep 2010

  3100 Route 38, Mount Laurel, New Jersey 08054 While at Sterling Bank in Mount Laurel, New Jersey, I was a Commercial Lender for the organization, specializing in small to medium sized companies, typically with revenues <$10 million annually.



Susquehanna Bank

• Banking
• 700 & Above Employee

• Assistant Vice President/Branch Manager

  • Jan 2003 - Jun 2004

  101 Young Avenue @ Moorestown Commons, Moorestown, New Jersey 08057 Retail Branch Manager of new office located in Moorestown Commons (near Wegman's) on Young Avenue. Responsible for business development, sales, and operational duties of newly-constructed branch office of Equity Bank.



TD

• Canada
• Banking
• 700 & Above Employee

• Assistant Vice President/Branch Manager

  • May 2000 - Jan 2003

  100 North Haddon Avenue, Haddonfield, New Jersey 08033 Managed the Haddonfield Office, whereby branch deposits reached $100 million "milestone" in 2002. Responsible for new business development, operational/audit functions. Managed staff, both full-time and part-time, of 20+ employees.



PNC

• United States
• Financial Services
• 700 & Above Employee

• AVP/Branch Manager (1995-1998); Business Development Officer, Workplace Banking (1998-2000)

  • Jun 1995 - May 2000

  Haddonfield, Delran and Cherry Hill, New Jersey Branch Manager role in Haddonfield and Delran offices, from June 1995 to September 1998. In September 1998, my job role became a Business Development Officer in Workplace Banking, a division of PNC's Treasury Management area which sold banking products and services to companies and their employees throughout the Southern NJ, Southeastern PA and Delaware markets.