Family office and bookkeeping services

Originated, analyzed and recommended working capital lines of credit. commercial real estate, multifamily, SBA and construction loans with over 10 million in outstandings and over 35 million in pipeline in 9 months while managing existing portfolio of approximately 85 clients and 120 million in portfolio. Monitored covenants while deepening client relationships in new product areas.

Managed commercial and private banking office with average client revenues exceeding 10 million in sales with focus on rebuilding brand and client base after sale of Vineyard Bank to CBT. Managed budget by minimizing expenses while dramatically increasing revenue in a private banking environment in Marin County. Implemented sales systems and procedures to provide uniformity of sales personnel while working closely with credit administration and private banking in Northern California. Implemented strong operational procedures to minimize losses while increasing portfolio of clients with full service needs. Recognized as top performing production office in Northern California in addition to top production officer in Region. Received special recognition by CEO with top company cross sell of 8 products per client and 2nd in Zions Bancorp affiliated banks utilizing full product platform to include equipment finance, corporate card, cash management, wealth management, A/R financing, working capital lines and commercial real estate, SBA and construction. SME in ILOC and executive banking products for Bancorp in addition to overseeing launch of Relationship Development Process bankwide.

Loan committee memberWorking Solutions MicroloansJune 2013 – Present (1 year 6 months)Economic EmpowermentReview and approve loan applications for emerging businesses and start-ups which do not qualify for traditional financing. Loans up to $50,000 to help small business and employment growth in our local economy.

Regional Manager for the North Bay Preferred Banking Offices. Established 3 denovo offices including St Helena, Napa and Mill Valley in addition to managing existing branches in San Rafael and Santa Rosa. Actively recruited new talent in addition to sales training and business development. Worked closely with Relationship Managers and Commercial Lenders to expand client relationship providing full suite of banking services including wealth management, cash management, residential and commercial lines of credit as well as supporting launch of newly created wine lending division.

Joined US Bank after acquisition of BayView Bank as Branch Manager in Novato California. Top performing manager recruited back to First Republic Bank to lead new regional position in North Bay .

Managed flagship office of First Republic Bank in financial district. Top sales performer with specialty in professional industries and high net worth clientele. Worked closely with executive management to implement new CRM platform, new product offerings and marketing promotions.

Managed headquarters of community bank office in Marin County. Top performer and sales leader while maintaining all aspects of operations and compliance standards. Bank sponsored training at UC Extension CFP program in Berkeley Ca.