Experience

City First Bank

• United States
• Banking
• 1 - 100 Employee

• Chief Lending Officer

  • Jan 2021 - Present

• Interim Chief Lending Officer

  • May 2020 - Jan 2021

• Senior Vice President

  • Jul 2015 - May 2020

  Broadway Financial Corporation (Nasdaq-CM: BYFC), a bank holding company, and its wholly-owned bank subsidiary, City First Bank, National Association (the “Bank”), are collectively referred to as CityFirstBroadway. CityFirstBroadway is a leading provider of financial products and services to economically underserved urban communities. The Bank offers a variety of commercial loan products, services, and depository accounts that support investments in affordable housing, small businesses, and nonprofit community facilities located within low-to-moderate income neighborhoods. The Bank is a CDFI, MDI, Certified B Corp, and a member of the Global Alliance of Banking on Values, entities whose values are aligned with sustainable solutions, healthier families, and more prosperous communities for our collective well-being. CityFirstBroadway has branches serving the Metropolitan Washington, D.C. and Southern California regions. For more information, please visit www.cityfirstbroadway.com. My Areas of Focus: Charter School Financing, Non-Profit Lending, Leverage Source Loans for NMTC Transactions and Commercial Lending for Commercial and Industrial Businesses Show less



M&T Bank

• United States
• Financial Services
• 700 & Above Employee

• Vice President & Senior Relationship Manager

  • Jun 2002 - Jul 2015

  *Performed loan origination and portfolio management of a small business loan portfolio. *Underwrote new credit requests greater than $350,000 in order to effectively manage new client relationships. *Reviewed/analyzed loan requests for businesses generally with up to $10 million dollars in annual revenue. *Responsible for growth and retention of existing business and professional client base. *Performed loan closings for new and existing businesses and professional clients. *Assisted other lines of business in identifying target clients. *Built solid referral relationships with CPAs, attorneys and key community partners. *Worked with governmental agencies to assist small business clients obtain financing. Achievements *Founding Member of M&T Diversity Business Group *Top Performer and Recipient of numerous sales awards *Trainer & Mentor to Relationship Manager Sales Program Candidates (2009 Class) *2008 Retail Partner of the Year *2008 & 2009 Trip Winner Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Small Business Relationship Manager

  • May 1999 - May 2002

  Responsible for managing a book of over 300 business clients with annual sales ranging up to $10 million. Provided deposit, lending and treasury management services to business clients located in NJ, NY and CT. Responsible for managing a book of over 300 business clients with annual sales ranging up to $10 million. Provided deposit, lending and treasury management services to business clients located in NJ, NY and CT.



The Taubman Company

• United States
• Real Estate
• 300 - 400 Employee

• Commercial Leasing Representative

  • Jan 1997 - Jan 1998

  Leased retail space for large commercial shopping center developer in Michigan Leased retail space for large commercial shopping center developer in Michigan



GGP

• United States
• Real Estate
• 700 & Above Employee

• Marketing Director

  • May 1988 - Oct 1996

  Marketing Director for large shopping center developer in Columbia, Maryland. Managed multi-million dollar marketing budget. Created, managed and directed strategic marketing advertising, public relations and event plan for 1,400,000 SF shopping center targeting premier customer and merchant base. Managed and directed decor, advertising and event providers to develop and create marketing plans, print, radio and television campaigns and events that promoted the shopping center and merchant population. Partnered with shopping center merchants and community to highlight the shopping center and increase the customer traffic count. Partnered with mall leasing team to attract premier merchants to shopping center. Show less