Experience

Dallas Capital Bank

• United States
• Banking
• 1 - 100 Employee

• VP Treasury Management

  • Nov 2022 - Present



First Western Trust

• United States
• Financial Services
• 200 - 300 Employee

• Treasury Management Advisor

  • Jun 2019 - Oct 2021



PERL Mortgage Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Senior Loan Officer

  • Jul 2018 - Jun 2019



MidFirst Bank

• Banking
• 700 & Above Employee

• AVP Banking Center Manager

  • Mar 2015 - Jul 2018

  2015 Banking Center of the Year 2015 Banking Center of the Year



American Express

• Scottsdale, Arizona

• Client Manager

  • Jan 2014 - Mar 2015



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Business Banking Relationship Manager

  • 2010 - 2013

  Advisor to a portfolio of business clients within various industries who require financial services. Multiple responsibilities include retention, select client acquisition, reviewing credit packages for current and prospect clients and collaboration with current and prospective clients to offer personalized service and review potential growth opportunities. Advisor to a portfolio of business clients within various industries who require financial services. Multiple responsibilities include retention, select client acquisition, reviewing credit packages for current and prospect clients and collaboration with current and prospective clients to offer personalized service and review potential growth opportunities.



Chase

• United States
• Financial Services
• 700 & Above Employee

• Branch Manager

  • 2008 - 2010

  Managed a center of 15-20 employees with varying duties that include instructing various types of sales meetings, P&L management employee coaching, human resources and customer service. Managed a center of 15-20 employees with varying duties that include instructing various types of sales meetings, P&L management employee coaching, human resources and customer service.



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Branch Manager

  • 2002 - 2008