I have the privilege of advising, partnering, and offering solutions to VC backed start ups, growing core businesses and operational entities in the greater Seattle area with revenue between $5MM - $50MM; with a focus on cash management, treasury, and credit. I provide a holistic approach to my clients entire financial picture leveraging the resources and scale of JPMorgan Chase. I work closely with each client to understand their current business operational model and cash flow cycle to identify strengths, weaknesses and inefficiencies, with the shared goal of expanding and scaling their business. With a near 10 year career in wealth management, I pride myself on the ability to bring a unique perspective to the individual business owner that will separate myself from the average commercial banker.Credit Solutions offered but not limited to:SBA - Express, 7a, and 504 (we are a preferred SBA lender)Business Lines of Credit - AR and working capital Healthcare Practice Financing (Physician, Dental, and Veterinary)Tenant Improvement and ground-up Construction LendingCommercial Real Estate Financing. Business Acquisition FinancingPartner Buyout FinancingEquipment/Capital Asset FinanceFranchise Acquisition and Expansion Financing Standby import/export Letters of Credit Treasury Solutions offered but not limited to: ACH - Payments/CollectionsWires/FX DeskFraud Protection - Positive/Reverse Positive Pay, ACD Debit Block, IP Security, Token, Duel Control.Remote Check CaptureLockbox - in-house Merchant Services (full, and in house solution)InstaMed-Full suite of payment solutions for Medical practitioners.Commercial Credit Cards - recourse and non-recourse.Investment SweepCash Vault, Smart Safe, and Cash CourierJPMorgan Access - robust commercial banking online platform, information reporting, automation.Analysis bankingNational Sales Achiever20202022Outstanding Performer 20212023

Grew and retained a portfolio of affluent and high net worth households. Managed the entire banking relationship including deposit, credit, liquidity, and asset management. Partner with JPMorgan Private Client Advisors to identify wealth management opportunities and provide financial planning, investment, and credit solutions. National Sales Achiever 201420152017FINRA Series 7, 66WA Life line

Brokerage, Small Business and Consumer deposit account acquisition. Consumer lending including Home Equity, Cash Secured, Auto and Credit Cards. Referral to branch partners, such as Financial Advisors, Mortgage Bankers, And Small Business Specialist.FINRA Series 6, 63WA Life line

Wealth Management intern