Experience

Signature Analytics

• United States
• Accounting
• 1 - 100 Employee

• Senior Vice President Business Development & Regional Sales Manager

  • May 2021 - Present

  Signature Analytics provides expert level accounting and business advisory solutions to small and middle-market businesses throughout Southern California and beyond. We accomplish this by managing your accounting function and financial reporting, so you don't have to. From there, we go beyond the numbers to help improve business performance and achieve your goals by focusing on forward-looking activities, direction, and strategy.We pride ourselves on being a US-based professional services firm and support our clients working as a natural extension of their team, tailoring our services to fit their specific business objectives and goals. We've been recognized five times on the Inc. 5000 fastest-growing private companies list and as one of the Best Places to Work nationwide. Show less

• Senior Vice President Business Development

  • Jan 2020 - Apr 2021

  Continued success as a senior member of the Business Development Team at SA. Driven $6.5 million in revenue to SA over the past six years.

• VP Business Development

  • Mar 2015 - Jan 2020



Opus Bank

• United States
• Banking
• 100 - 200 Employee

• Managing Director - Client Manager of Commercial Banking

  • Apr 2011 - Mar 2015

  I was a top producer for Opus Bank successfully booking $44 million in loans and deposits in 2014. During 2013, I brought in $36 million in new business for the Bank. In 2012, I booked $28 million in new business. Consistently in the top 10% of my peers at Opus Bank. The Bank grew from $700 million to $5.6 billion in assets during my tenure. I roll-up my sleeves and persevere to make sure the client is taken care of at the end of the day. Crafting solutions to assist business owners with challenges and growing pains. I enjoy leveraging my network of trusted advisors and making introductions. Show less



Commercial Bank of California

• Orange County, California Area

• Vice President - Relationship Manager

  • May 2003 - Apr 2011

  Started at Commercial Bank of California (CBC) prior to bank having FDIC approval; one of 17 original team members. Grew commercial business banking portfolio from zero to $70 million in loans outstandings and the bank to $280 million in total assets. Job responsibilities included: business development, underwriting, relationship management, special assets, training credit analysts, etc. Also dealt directly with federal & state regulators who reviewed the bank every 12-months. Started at Commercial Bank of California (CBC) prior to bank having FDIC approval; one of 17 original team members. Grew commercial business banking portfolio from zero to $70 million in loans outstandings and the bank to $280 million in total assets. Job responsibilities included: business development, underwriting, relationship management, special assets, training credit analysts, etc. Also dealt directly with federal & state regulators who reviewed the bank every 12-months.



Comerica Bank

• United States
• Banking
• 700 & Above Employee

• Corporate Banking Officer

  • Jan 2001 - Apr 2003

  Successfully completed Comerica's rotational credit training program and promoted to a middle market loan officer. Worked in San Diego, Phoenix and Orange County during my tenure at the Bank. Successfully completed Comerica's rotational credit training program and promoted to a middle market loan officer. Worked in San Diego, Phoenix and Orange County during my tenure at the Bank.