Experience

Montecito Bank & Trust

• United States
• Banking
• 100 - 200 Employee

• Senior Vice President Regional Commercial Banking Officer

  • May 2023 - Present



Citizens Business Bank

• United States
• Banking
• 700 & Above Employee

• Business Financial Center Manager and Commercial Banker

  • Sep 2016 - Present

  Commercial Banker and Center Manager. Manage to the P&L of the Business Financial Center and meet growth targets for Commercial loan, deposit and cash management production. Commercial Banker and Center Manager. Manage to the P&L of the Business Financial Center and meet growth targets for Commercial loan, deposit and cash management production.



Bank of the West

• United States
• Banking
• 700 & Above Employee

• Vice President

  • Jun 2013 - Sep 2016

  Source Commercial and Industrial and real estate loans in the Los Angeles and Ventura Counties. Source Commercial and Industrial and real estate loans in the Los Angeles and Ventura Counties.



Platts Marketing, Inc.

• Simi Valley, California

• Founder

  • Mar 1984 - Aug 2016



Pacific Western Bank

• United States
• Banking
• 700 & Above Employee

• Senior Vice President Commercial Banking

  • Jul 2011 - Apr 2013

  New business development of Commercial and Industrial clients. Source and acquire commercial real estate, commercial and SBA loans in the North Los Angeles and Ventura Counties. New business development of Commercial and Industrial clients. Source and acquire commercial real estate, commercial and SBA loans in the North Los Angeles and Ventura Counties.



1st Private Bank and Trust

• North Los Angeles County

• Vice President & Lending Manager

  • Feb 2010 - Jul 2011

  Acquisition, expansion and retention of Commercial and Industrial relationship with client top line sales between $1MM to $25MM. Present and negotiate new credit relationships to the bank. Managed a $55MM Commercial and Industrial portfolio of clients. Acquisition, expansion and retention of Commercial and Industrial relationship with client top line sales between $1MM to $25MM. Present and negotiate new credit relationships to the bank. Managed a $55MM Commercial and Industrial portfolio of clients.



Santa Barbara Bank and Trust

• Banking
• 1 - 100 Employee

• Vice President Commercial Banking

  • Apr 2004 - Jan 2010

  Acquire and manage new commercial banking relationships with middle-market companies. Client annual sales target was $5MM to $75MM. Assist the Santa Barbara-based Bank to move into the Los Angeles market. Acquire and manage new commercial banking relationships with middle-market companies. Client annual sales target was $5MM to $75MM. Assist the Santa Barbara-based Bank to move into the Los Angeles market.



Wesern Financial Bank

• Westlake Village, California, United States

• Business Banking Manager

  • Mar 2002 - Mar 2004

  Source and attract new small business relationships to grow deposits and micro business loans. Retain the business banking portfolio. Source and attract new small business relationships to grow deposits and micro business loans. Retain the business banking portfolio.