Adaliz Gimenez
Board Member at New Pathways for Youth- Claim this Profile
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Bio
Richard R. Thomas
Adaliz is an intelligent, creative, results-oriented banker.
Richard R. Thomas
Adaliz is an intelligent, creative, results-oriented banker.
Richard R. Thomas
Adaliz is an intelligent, creative, results-oriented banker.
Richard R. Thomas
Adaliz is an intelligent, creative, results-oriented banker.
Experience
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New Pathways for Youth
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United States
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Individual and Family Services
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1 - 100 Employee
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Board Member
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Nov 2021 - Present
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Bell Bank
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United States
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Banking
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700 & Above Employee
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VP Commercial Banker
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Nov 2019 - Present
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Vice President - Healthcare Financial Services
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Aug 2018 - Nov 2019
Healthcare Equipment Finance
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Vice President & Principal Relationship Manager
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Feb 2005 - Aug 2018
Experienced commercial banker with extensive knowledge in business lending and cash management. As a Relationship Manager with Wells Fargo Professional Banking Services she specializes in Healthcare lending and has been able to assist hundreds of medical practices and healthcare professionals achieve their financial goals. Adaliz's areas of expertise include Healthcare Financial Lending, Business Acquisition, Growth & Retention, Credit Structuring and Pricing Negotiating.
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Scotiabank
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Canada
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Banking
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700 & Above Employee
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Business Account Officer
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Jan 2003 - Dec 2004
Successfully managed a business portfolio of about 60 small/medium businesses within numerous industries including healthcare professionals, tourism, manufacturing and auto dealers. Responsibilities included credit management and underwriting, account & cash management sales and services, retention and new business acquisition. Successfully managed a business portfolio of about 60 small/medium businesses within numerous industries including healthcare professionals, tourism, manufacturing and auto dealers. Responsibilities included credit management and underwriting, account & cash management sales and services, retention and new business acquisition.
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BBVA
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Spain
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Banking
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700 & Above Employee
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Management Trainee
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May 2000 - Jan 2003
Successfully completed an 18-month Management Trainee Program. The program consisted of a combination of training and hands-on working rotation through several areas of the bank including retail, operations, legal, marketing and commercial credit risk. Successfully completed an 18-month Management Trainee Program. The program consisted of a combination of training and hands-on working rotation through several areas of the bank including retail, operations, legal, marketing and commercial credit risk.
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Education
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1996 - 2000
University of Puerto Rico-Rio Piedras
Bachelor’s Degree, Business Administration - Major in Marketing & Minor in Accounting -
2000 - 2003
University of Phoenix
Master of Business Administration (M.B.A.), Business Administration and Management, General
Community
