Experience

• 

  Bell Bank

  • Phoenix, Arizona, United States

  • Treasury Management Team Lead

    • Dec 2022 - Present
    • Phoenix, Arizona, United States

• 

  Pacific Premier Bank

  • United States

  • Senior Vice President and Lead Treasury Management Consultant

    • Jul 2019 - Dec 2022
    • United States

• 

  JPMorgan Chase & Co.

  • Tempe, Arizona

  • Cash Management Consultant Sr

    • Aug 2018 - Jun 2019
    • Tempe, Arizona

    Focusing on treasury solutions for Government and Non-Profit organizations.

• 

  JPMorgan Chase Bank

  • Scottsdale, AZ

  • Vice President, Business Relationship Manager

    • Mar 2016 - Aug 2018
    • Scottsdale, AZ

• 

  JPMorgan Chase & Co.

  • Batavia, IL

  • Vice President, Senior Cash Management Consultant

    • Jan 2012 - Feb 2016
    • Batavia, IL

    January, 2012 to Present

• 

  MB Financial Bank

  • Greater Chicago Area

  • Vice President, Commercial and Institutional Banking

    • Apr 2007 - Dec 2011
    • Greater Chicago Area

    Responsibilities included prospect identification and the ultimate sale of the Bank’s depository and treasury management services to public sector and middle-market companies. Additional responsibilities included credit and treasury management proposal generation; presentations; oversight of new service implementations and portfolio management. The position also assisted product, operations and the management team in identifying gaps in service offerings or pricing short-falls as well as recommend solutions

• 

  AMCORE Bank

  • Vice President, Treasury Management

    • Mar 2006 - Apr 2007

    Responsibilities included identification, recommendation and execution of domestic treasury management services and managing the growing portfolio in AMCORE’s expanding Chicago South market. Additional responsibilities included client presentations, pricing/proposal preparation, oversight of solution implementation and training team members new to the treasury management field

• 

  LaSalle Bank/ABN AMRO

  • First Vice President

    • 1998 - 2006

    Responsibilities include sales of domestic cash management services and managing a portfolio of middle-market and emerging major companies. Additional responsibilities included customer presentations, proposal preparation, and oversite of new service implementations. Also maintained ultimate responsibility for the treasury management client relationships. In addition, had a leadership position within the division relative to junior sales professionals in guiding their professional development.

• 

  Harris Bank

  • Assistant Vice President and Sr. Sales Manager

    • Jun 1992 - Aug 1998

    Responsibilities included sales of North American cash management services to new and existing clients. The portfolio consisted primarily large corporate companies in the retail, real estate, manufacturing and automotive industries. Client portfolio included Canadian based customers with U.S. subsidiaries or with sales in the U.S. These clients ranged in size from the small entrepreneur to large multinational corporations.