Client Focus
I am focused on working with an array of clients across many verticals. Most of the clients I have worked with are less than $10M in annual sales. The clients I work with are focused on sustainable growth and have a vision of where they want the company to be in 5 years. My job is to advise them how to get there. The best skill I have is my ability to listen to the client’s needs and come up with a comprehensive solution that is best for the client.
Experience
I have been in the Business Banking Industry since 2004, and supporting a variety of businesses and my clients in the Triangle area since 2006.
Education
- St. John’s University, Bachelor of Science in Finance
Affiliations
- Habitat for Humanity
- Meals on Wheels
- Ronald McDonald House
- Raleigh Chamber of Commerce
- Cary Chamber of Commerce
- North Carolina
- Charlotte
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Raleigh
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Asheville
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Piedmont
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Western North Carolina
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Charlotte
- South Carolina
- Coastal
- Commercial & Business Banking
- Equipment Finance
- Greenville
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Coastal
- Tennessee
- Knoxville
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Tri-Cities
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Morristown
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Knoxville
- Virginia
- Roanoke
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Southwestern Virginia
- Commercial & Business Banking
- Equipment Finance
- SBA Lending
- Treasury Management
- Roanoke