Executive Director, Credit Executive West Region.Credit Executive providing credit approvals and risk oversight of credit exposure to Ultra High Net Worth and High Net Worth Private Bank clients. On board risk and manage portfolio within credit and risk policy and procedures. Oversee and assess quality of underwriting and execution of risk management controls.• Oversight of $25b+ portfolio in the U.S.• Up to $450 million credit exposure approval authority.• Successful (Satisfactory Rating) completion of all Commercial Loan Reviews. • Part of annual Risk Control Self-Assessment teams.• Commercial Real Estate, Life Insurance, and Oil and Gas Reserve Based lending subject matter expert.• Balanced risk management approach resulted in net 25% YOY growth in credit exposure.• Oversight of loan underwriting, portfolio management and participate in client meetings of larger complex credits. Reduced the number of criticized credits while simultaneously not losing a majority of subject relationships

Manager of Private Banking team providing Wealth Management solutions. Recruit, train and manage senior private bankers and support staff across 9 Markets. Develop and administer regional business development, revenue and profit plans. Cross-sell and collaboratively deliver suite of wealth management solutions - Investment Management, Trust Services, Estate Planning, Family Office Advisory and Capital Markets.

Business Manager and Senior Credit Officer for the Law Firm Group. Led a team of commercial loan underwriters and relationship managers in sourcing, structuring, underwriting, approving, documenting and monitoring commercial loans.

Business Manager and Senior Credit Officer for Private Banking of High Net Worth and Ultra High Net Worth clients and prospects. Accountable for P&L with full management responsibility for: a) hiring, developing and managing private bankers, loan underwriters and operations staff; b) developing and administering regional sales, new business and financial plans; c) credit underwriting and proactive loan portfolio monitoring and management within risk parameters; and d) passing all internal and external audits.

Launched Energy Finance Group from inception and developed new revenue streams.