Revolve Practice Transitions is a healthcare practice brokerage firm helping practice owners transition to the next step in their career. Services include professional evaluations, transition consulting and practice sales to private party and corporate buyers. DRE#02227901

Reignited Small Business Lending that included revamping processes to improve end to end cycle times, modifying marketing efforts and recruiting a best in class small business account executive team.Small Business segment leader responsible for Business Development, Marketing, Portfolio Quality and Processing of the Small Business Loan product. Target clients were Professional Services and C&I businesses with revenues up to $10 million

Healthcare Industry Sector Lead for First Republic to establish Business Banking services for Healthcare Professionals in the Medical, Dental, Veterinary and Optometric industries.

Market leader for internal and external Practice Finance business development channels for commercial healthcare customers. Member of division’s Executive Leadership Committee charged with setting and directing strategic planning, policies, portfolio growth and risk performance while improving company culture focused on team member and customer experience.

Built Equipment Finance Product Group from the ground up that included developing credit policy, operation process, accounting procedures alongside Umpqua’s Chief Credit Officer, CFO, Controller and Board of Directors to support product execution. Trained Commercial Relationship Managers, Team Leaders and Executives on customer acquisition and retention strategy utilizing equipment finance product to differentiate from competitors.