Experience

Merchants Bank of Commerce

• United States
• Banking
• 1 - 100 Employee

• Vice President, Relationship Manager

  • Aug 2017 - Present



Farmers and Merchants Bank

• 200 - 300 Employee

• Vice President, Business Banking Group

  • Jun 2013 - Jul 2017



Farmers & Merchants Bank

• VP Branch Manager

  • Apr 2011 - Jul 2017



Union Bank

• United States
• Banking
• 700 & Above Employee

• VP, Business Development Officer

  • Apr 2010 - Apr 2011



Self Employed

• Business Development Manager

  • Oct 2009 - Apr 2010

  Specializing in Federal and State hiring tax credits for businesses. Specifically California Enterprise Zones and Work Opportunity Tax Credits (WOTC). Enterprise Zone: Businesses located in Enterprise Zones can receive up to $36,000 in state income tax credits for each qualified employee hired. WOTC: Businesses located anywhere in the United States can receive up to $2,400 in federal income tax credits for each qualified employee hired. Specializing in Federal and State hiring tax credits for businesses. Specifically California Enterprise Zones and Work Opportunity Tax Credits (WOTC). Enterprise Zone: Businesses located in Enterprise Zones can receive up to $36,000 in state income tax credits for each qualified employee hired. WOTC: Businesses located anywhere in the United States can receive up to $2,400 in federal income tax credits for each qualified employee hired.



Citi

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Relationship Manager

  • Dec 2006 - Jul 2009

  Portfolio management and business development for businesses with annual revenue between $2 Million to $30 Million. Commercial lines of credit, term loans, letters of credit, commercial real estate, deposit accounts and cash management.

• Business Banker Officer

  • Dec 2005 - Dec 2006

• Personal Banker

  • Oct 2001 - Dec 2005

  Consumer and business deposit accounts, home equity loans/lines, line insurance and mutual funds.