Experience

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  Bell Bank

  • Greater Phoenix Area

  • Tribal Banking Consultant / Senior Vice President Commercial Banking

    • Aug 2020 - Present
    • Greater Phoenix Area

    Bell Bank is the largest independently owned bank in the upper Midwest, and one of the largest in the nation, with assets of more than $13+ billion and business in 50 states – thanks to our many loyal customers, whose confidence in us has led to growth and opportunity. When Bell Bank opened its doors in 1966 with a single location in a north Fargo shopping center, our founders couldn't have dreamed of the growth the company would have. For decades, having happy employees and happy customers has been at the heart of the organization. Our values – being a family, treating our customers well and making our community a better place – are at the core of all we do.

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  BOK Financial formerly CoBiz Financial (acquired 10/2018)

  • Gilbert, Arizona

  • Commercial Banking

    • Mar 2019 - Jul 2020
    • Gilbert, Arizona

    Focus on providing innovative approach and unparalleled service for lending and cash management to contractors, manufacturers and other niche industries.

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  CoBiz Financial

  • Director of Specialized Banking

    • Feb 2017 - Mar 2019

    Developed programs and marketing for niche industry banking services including Native American, Leasing, Non-profit and ESOPs.

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  CoBiz Financial dba Arizona Business Bank

  • President - East Valley

    • Mar 2004 - Mar 2016

    At Arizona Business Bank, we combine the high-touch personal service of a local community bank with the diversified product array of a large national bank. The result is a premier bank led by seasoned professionals empowered with a high degree of local decision making – meaning you receive better answers, faster. Personal service has always been the hallmark of our company. The level of trust we’ve established with our customers – and, in many cases, the longevity of those relationships – is a clear testament to the service we’re able to provide them. Our customers do our marketing for us, referring us to other business owners who are looking for a financial services company focused on meeting – or exceeding – their specialized needs.

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  Johnson Financial Group

  • Commercial Relationship Manager

    • Aug 1998 - Mar 2004

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  Valley National Bank

  • Commercial banker

    • 1983 - 1998

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  Bank One

  • Credit Administrator, Business Banking Manager & Commercial banker

    • 1983 - 1998