Experience

Red and White San Francisco Bay Cruises

• United States
• Travel Arrangements
• 1 - 100 Employee

• Managing Director & Partner

  • Jun 2021 - Present

• Executive Vice President and Chief Financial Officer

  • Jul 2018 - Present

  EVP and CFO for a private, 127-year-old family held tourism business on San Francisco Bay. Red and White owns and operates a fleet of sightseeing vessels and provides sea and land tours of the San Francisco Bay Area. The company is certified as both a San Francisco Green Business and a San Francisco Legacy Business. Overall responsibility for Finance, Sales and Marketing, Operations, Human Resources and Guest Services.



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Director, Client Network Banking

  • Mar 2017 - May 2018

  Core member of a small, global strategy team responsible for leveraging HSBC’s network of geographies, clients, balance sheets and products. Client Network Banking is a key pillar of the strategic initiatives laid out to investors by the Group CEO in 2013. Global responsibility for designing, deploying and executing HSBC’s network banking strategy for supply chains. Mandate includes working with the largest buying clients in the bank globally, to design and deploy bespoke banking… Show more Core member of a small, global strategy team responsible for leveraging HSBC’s network of geographies, clients, balance sheets and products. Client Network Banking is a key pillar of the strategic initiatives laid out to investors by the Group CEO in 2013. Global responsibility for designing, deploying and executing HSBC’s network banking strategy for supply chains. Mandate includes working with the largest buying clients in the bank globally, to design and deploy bespoke banking programs for their key suppliers, in most cases across geographies and business segments.

• Country Head of International, Belgium

  • Mar 2014 - Mar 2017

  Responsible for leading the corporate banking business for multinationals and international subsidiaries in Belgium, based in Brussels. Leader of a team of bankers providing guidance and financial solutions to global large corporate customers, typically with revenues over $1bn.

• Vice President, Global Relationship Manager, Corporate Banking

  • Apr 2011 - Mar 2014

  Hired to launch and build the San Francisco corporate banking practice for HSBC in 2011. Responsible for providing advisory services and financial products including cross-border debt origination, multi-currency liquidity solutions, trade and supply chain finance, global investment products and risk management solutions.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Client Manager

  • 2008 - Apr 2011

  Vice President, Client Manager, San Francisco Middle Market Banking Group Primary coverage banker on a portfolio of public and private middle market companies. Vice President, Client Manager, San Francisco Middle Market Banking Group Primary coverage banker on a portfolio of public and private middle market companies.



Bank of America

• United States
• Banking
• 700 & Above Employee

• GCB /GTS MBA Leadership Program Associate

  • Jun 2006 - May 2008

  Selected as one of 28 inaugural participants in a national, post-MBA rotational leadership program. Worked as a member of the core transition team for the $21bn LaSalle Bank merger and integration. Involved in target structure and process design, revenue and cost forecasting and resource realignment. Awarded Six Sigma Green Belt for leading a project to improve sales force productivity that will generate an estimated $46mm in new business revenue for the bank each… Show more Selected as one of 28 inaugural participants in a national, post-MBA rotational leadership program. Worked as a member of the core transition team for the $21bn LaSalle Bank merger and integration. Involved in target structure and process design, revenue and cost forecasting and resource realignment. Awarded Six Sigma Green Belt for leading a project to improve sales force productivity that will generate an estimated $46mm in new business revenue for the bank each year. Designed and implemented quantitative market analysis models to identify opportunities across the portfolio and better manage their pursuit. Show less Selected as one of 28 inaugural participants in a national, post-MBA rotational leadership program. Worked as a member of the core transition team for the $21bn LaSalle Bank merger and integration. Involved in target structure and process design, revenue and cost forecasting and resource realignment. Awarded Six Sigma Green Belt for leading a project to improve sales force productivity that will generate an estimated $46mm in new business revenue for the bank each… Show more Selected as one of 28 inaugural participants in a national, post-MBA rotational leadership program. Worked as a member of the core transition team for the $21bn LaSalle Bank merger and integration. Involved in target structure and process design, revenue and cost forecasting and resource realignment. Awarded Six Sigma Green Belt for leading a project to improve sales force productivity that will generate an estimated $46mm in new business revenue for the bank each year. Designed and implemented quantitative market analysis models to identify opportunities across the portfolio and better manage their pursuit. Show less



Goodby Silverstein & Partners

• Advertising Services
• 300 - 400 Employee

• Acct. Coordinator, Creative Coordinator

  • 1999 - 2002

  Created and produced television, radio and print advertising for clients including Anheuser-Busch, eBay, Discover Card, hp, The Wall Street Journal, Goodyear and Saturn TV work was named to the 2003 Cannes Advertising Festival shortlist (Anheuser-Busch Michelob television ad “True-Bistro”). Nominated as a Radio Mercury Awards finalist in 2003 (“Budweiser Lizards- Louie’s Contract”). Created and produced television, radio and print advertising for clients including Anheuser-Busch, eBay, Discover Card, hp, The Wall Street Journal, Goodyear and Saturn TV work was named to the 2003 Cannes Advertising Festival shortlist (Anheuser-Busch Michelob television ad “True-Bistro”). Nominated as a Radio Mercury Awards finalist in 2003 (“Budweiser Lizards- Louie’s Contract”).