Experience

gWorks

• Philippines
• Design Services

• Chief Investment Officer

  • Jul 2022 - Present

  Drive executive leadership and spearhead strategic growth, with a focus on executing gWorks' M&A strategy. Responsible for leading end-to-end execution of strategic acquisitions, ensuring seamless post-close integration. gWorks is a GovTech company that empowers Local Government through Simple Software Solutions designed specifically for small and medium-sized towns and rural communities to help improve local government and strengthen communities through our simple solutions. Products… Show more Drive executive leadership and spearhead strategic growth, with a focus on executing gWorks' M&A strategy. Responsible for leading end-to-end execution of strategic acquisitions, ensuring seamless post-close integration. gWorks is a GovTech company that empowers Local Government through Simple Software Solutions designed specifically for small and medium-sized towns and rural communities to help improve local government and strengthen communities through our simple solutions. Products range from financial accounting to utility billing to citizen engagement to GIS to physical asset management. Show less Drive executive leadership and spearhead strategic growth, with a focus on executing gWorks' M&A strategy. Responsible for leading end-to-end execution of strategic acquisitions, ensuring seamless post-close integration. gWorks is a GovTech company that empowers Local Government through Simple Software Solutions designed specifically for small and medium-sized towns and rural communities to help improve local government and strengthen communities through our simple solutions. Products… Show more Drive executive leadership and spearhead strategic growth, with a focus on executing gWorks' M&A strategy. Responsible for leading end-to-end execution of strategic acquisitions, ensuring seamless post-close integration. gWorks is a GovTech company that empowers Local Government through Simple Software Solutions designed specifically for small and medium-sized towns and rural communities to help improve local government and strengthen communities through our simple solutions. Products range from financial accounting to utility billing to citizen engagement to GIS to physical asset management. Show less



Mission Bank

• United States
• Banking
• 1 - 100 Employee

• Chief Operating Officer

  • Jul 2020 - Jun 2022

  Work remotely to design and execute overall strategy and internal controls for daily operations. Supervise eight senior managers overseeing Operations, HR, IT, Marketing, Compliance, SBA and Treasury Management. Mission Bank is a full service community bank with $1.5B in total assets and eight business banking centers serving the communities of Bakersfield, Lancaster, Mojave, Ridgecrest, Stockton, Ventura, and San Luis Obispo, California. Work remotely to design and execute overall strategy and internal controls for daily operations. Supervise eight senior managers overseeing Operations, HR, IT, Marketing, Compliance, SBA and Treasury Management. Mission Bank is a full service community bank with $1.5B in total assets and eight business banking centers serving the communities of Bakersfield, Lancaster, Mojave, Ridgecrest, Stockton, Ventura, and San Luis Obispo, California.



CIT Bank / Mutual of Omaha Bank

• Managing Director, Head of Private Banking

  • Mar 2018 - Jul 2020

  Headed strategic direction and regional growth of the private banking division. Executed a new private banking strategy that included launching a premium finance division, a professional business banking product, a physicians mortgage loan program, and an exclusive cash management product offering. Founded in 2007 and acquired by CIT Group for $1 billion on December 31, 2019, Mutual of Omaha Bank provided banking and related services to commercial and individual customers across the… Show more Headed strategic direction and regional growth of the private banking division. Executed a new private banking strategy that included launching a premium finance division, a professional business banking product, a physicians mortgage loan program, and an exclusive cash management product offering. Founded in 2007 and acquired by CIT Group for $1 billion on December 31, 2019, Mutual of Omaha Bank provided banking and related services to commercial and individual customers across the United States. Show less Headed strategic direction and regional growth of the private banking division. Executed a new private banking strategy that included launching a premium finance division, a professional business banking product, a physicians mortgage loan program, and an exclusive cash management product offering. Founded in 2007 and acquired by CIT Group for $1 billion on December 31, 2019, Mutual of Omaha Bank provided banking and related services to commercial and individual customers across the… Show more Headed strategic direction and regional growth of the private banking division. Executed a new private banking strategy that included launching a premium finance division, a professional business banking product, a physicians mortgage loan program, and an exclusive cash management product offering. Founded in 2007 and acquired by CIT Group for $1 billion on December 31, 2019, Mutual of Omaha Bank provided banking and related services to commercial and individual customers across the United States. Show less



Arbor Bank

• Banking
• 1 - 100 Employee

• President

  • Apr 2013 - Mar 2018

  Managed daily operations while ensuring high-level communication with Chairman and Board of Directors. Oversaw all banking operations, planning, policies, and strategies for the bank and its holding company. Supervised four market presidents, CFO, COO, Chief Credit Officer, Mortgage President, and Director of Marketing. Arbor Bank is a full service, privately-held banking institution with five branches in NE and IA and approximately 125 employees. Managed daily operations while ensuring high-level communication with Chairman and Board of Directors. Oversaw all banking operations, planning, policies, and strategies for the bank and its holding company. Supervised four market presidents, CFO, COO, Chief Credit Officer, Mortgage President, and Director of Marketing. Arbor Bank is a full service, privately-held banking institution with five branches in NE and IA and approximately 125 employees.



Union Bank & Trust

• United States
• Financial Services
• 500 - 600 Employee

• Vice President / Head of Commercial Banking

  • Sep 2007 - Apr 2013

  Managed Omaha’s Commercial Banking, Treasury Management, Private Banking, and Retail divisions. Oversaw a team of commercial bankers, treasury management officers, a private banker, and head of retail. Union Bank is a privately-owned, state-chartered commercial bank headquartered in Lincoln, Nebraska, with approximately $6B in assets, 34 branches, and 900 employees. Managed Omaha’s Commercial Banking, Treasury Management, Private Banking, and Retail divisions. Oversaw a team of commercial bankers, treasury management officers, a private banker, and head of retail. Union Bank is a privately-owned, state-chartered commercial bank headquartered in Lincoln, Nebraska, with approximately $6B in assets, 34 branches, and 900 employees.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Vice President - Principal Relationship Manager

  • Aug 2005 - Sep 2007

  Served as a Business Banking Team Lead responsible for coaching a team of business relationship managers and growing a commercial loan portfolio. Served as a Business Banking Team Lead responsible for coaching a team of business relationship managers and growing a commercial loan portfolio.



Mesa Bank, Mesa, Arizona

• Senior Vice President - Senior Loan Officer

  • Sep 2001 - Aug 2005

  Senior Loan Officer responsible for developing, managing, and growing the Bank's commercial loan portfolio. Senior Loan Officer responsible for developing, managing, and growing the Bank's commercial loan portfolio.



Union Bank of Arizona

• Senior Vice President - Chief Credit Officer

  • Jan 1998 - Sep 2001

  Started Union Bank of Arizona that specialized in commercial banking and SBA lending. Structured the loan policies and procedures for monitoring the credit risk within the Bank’s lending activities. Started Union Bank of Arizona that specialized in commercial banking and SBA lending. Structured the loan policies and procedures for monitoring the credit risk within the Bank’s lending activities.



Bank One

• Banking
• 200 - 300 Employee

• Relationship Manager

  • Feb 1996 - Jan 1998

  Developed sound commercial business relationships that led to commercial loans and cash management products. Developed sound commercial business relationships that led to commercial loans and cash management products.