Senior Vice President and Senior Private Banker located in the Walnut Creek Wells Fargo Private Bank office specializing in developing and implementing tailored credit, deposit, and cash management strategies for clients. Part of a team to help meet high-net-worth clients' comprehensive wealth management needs.

Responsible for new business development along all facets of banking including Commercial Real Estate, Multifamily, Residential, and all Construction loans. Worked directly with clients through the entire process of underwriting, processing, and closing. Responsible for personal and business deposit relationships, partnering with wealth management advisors and portfolio managers. Highest producing Relationship Manager in the SF East Bay Area for the past four consecutive years.

* Responsible for Commercial Sales, including Commercial Real Estate, Construction, Business loans and lines, etc.* Developed Small Business Lending credit policy and worked Branch Managers for general training for increased applications* Responsible for budgeting of Sales department expenses, sales goals, etc.* Managed 4-12 Business Development Officers* Significant focus on managing existing relationships and their financial status.

* Analyzed and underwrote requests for commecial real estate loans, construction loans, working capital lines of credits and business term loans. Request ranged from $250,000 to $5,000,000* Responsible for initial contact and site visit of potential clients.* Responsilbe for management of a portfolio of 30-50 clients with an aggreate portfolio in excess of $100 million