Canopy offers loan management and servicing infrastructure to financial institutions and fintechs; powers the lending arms of Flexport, Mercury, Novo, Prime, and more; named in GGV Capital’s 2024 Fintech Innovation 50

SentiLink is the leading provider of fraud and identity solutions to the financial services industry; trusted by 10 of the top 15 banks, 5 of the top 10 credit unions, and over 30 fintech unicorns; named most promising Fintech of 2023 by The Information

Harmonic is an embedded finance company offering banking-as-a-service and insurance-as-a-service capabilities.I launched a full-featured Banking-as-a-Service business unit, leading product development of the BaaS platform -- a collection of APIs and a web app that enabled the embedding of banking services directly in other products. Capabilities included customer onboarding, deposit account opening, identity verification, payment card issuance, payments, money movement via multiple rails, and more.

SmartBiz is an enterprise-grade loan origination platform and marketplace that connects entrepreneurs with banks offering small business loans.Banks use SmartBiz’s end-to-end platform to streamline and automate workflows throughout the value chain, resulting in a dramatically more efficient and profitable lending process. Small businesses use SmartBiz’s marketplace to apply to many banks at once, resulting in higher approval rates and better access to capital.SmartBiz is a proven market leader, having facilitated over $9 billion in loans to more than 230,000 businesses.

Commercial bank serving closely-held businesses and professional service firms throughout the San Francisco Bay Area. Financing packages from $100,000 to $4.5 million. Credit uses included short and long-term working capital, real estate purchase & refinance, management buy-outs, business purchases, receivable & inventory lending, start-up financing, and more.Responsible for all aspects of lending process including advanced financial analysis and financial statement modeling, credit structuring, composition of extensive write-ups and approval reports, and presentation of loan requests to Board of Directors for final approval.Underwrote approved credit requests totaling over $60 million and managed a portfolio of commercial clients with loan commitments of $15 million and average deposits over $3 million. Originated new client relationships with loan commitments over $3.3 million and average deposits over $700,000.

Assisted in client acquisition focused on accredited investor profiling, requiring extensive telephone marketing and significant interaction with prospects, which resulted in 20% increase in seminar attendance.Promoted to manager of interns due to cold-calling performance and a superior grasp of team expectations.