I am currently the Vice President of US Bank Private Client Group. I manage a portfolio of high net worth clients and professional service corporations (medical practices, law firms, accounting firms). I primarily focus on a clients banking needs by providing customized credit and deposit solutions. In addition, I advise my clients on their individual investments needs.My banking expertise consists of:-Customized Personal Loans or Lines of Credit-Private Stock… Show more I am currently the Vice President of US Bank Private Client Group. I manage a portfolio of high net worth clients and professional service corporations (medical practices, law firms, accounting firms). I primarily focus on a clients banking needs by providing customized credit and deposit solutions. In addition, I advise my clients on their individual investments needs.My banking expertise consists of:-Customized Personal Loans or Lines of Credit-Private Stock Financing-Commercial Loans or Lines of Credit-Depository Services; Checking & Savings Accounts-Trust / Asset Management-Financial Planning-Merchant Services-Treasury Management; Payroll, Wires; ACH services.2011 & 2007 US Bank Pinnacle Award Winner.I have worked in the banking industry for over 14 years. My goal is simplify my clients needs and become their trusted financial advisor. Show less

I managed a loan portfolio of retail loans and line of credit. I prepared and presented detailed credit displays to senior management and regional loan committees. I audited bank-wide commercial, real estate and consumer loans for accuracy to minimize loan losses. Cross sold business and personal checking accounts, internet banking products to current and potential clients.