With the 2018 acquisition of Wellington Financial , Innovation Banking was launched to greatly expand CIBCs role in driving growth in the innovation economy by becoming the bank partner of choice for entrepreneurs and their investors. We are a specialized team that understands the unique opportunities and challenges faced by high growth tech and life science companies at every stage of the business lifecycle. With our deep understanding of our clients business, we are able to provide meaningful growth and working capital for entrepreneurs to finance growth and scale their business effectively. For more information please visit:https://www.cibc.com/en/commercial-corporate/business-solutions/financing/innovation-banking.html

Focused on providing flexible financing solutions to public and privately backed technology companies in enterprise software, cyber security, defense and intelligence, e-commerce, data analytics, health care, and other innovative technologies throughout the Mid-Atlantic and Southeast. Transaction sizes range from $5MM to $100MM with flexible terms tailored to meet specific company needs.

Provided fully subordinate venture debt solutions to venture capital backed technology companies in the Mid-Atlantic and Southeast. Deal sizes ranged from $2MM (bridge loans) to $15MM (growth capital).

Established Bridge Bank's Eastern Region in 2006 and led a team of eleven commercial bankers located in Reston, VA, and Boston, MA. Provided financial solutions for over 200 public and privately-owned technology and IT services companies and other middle-market commercial clients with credit, cash management, and treasury solutions tailored to meet the needs of rapidly growing businesses. Clients ranged from emerging-revenue stage ($1MM - $10MM) to later-stage corporate ($100MM+) located from Maine to Florida. Outperformed prior year achievements in each year of operation, with outstanding risk management results (0 losses/charge-offs). Generated significant non-interest income (warrant and other non-recurring fees) in excess of $3MM to date.

Recruited and relocated D.C. metro area from Southern California to open new Loan Production Office in Reston, VA, as part of start-up of Square 1 Bank. Bank launched September 2005 to focus on early stage, venture-backed technology and life science companies. Responsible for new client acquisition, loan and deposit growth, portfolio management and credit quality as a satellite of the Durham, NC headquarters.

Recruited by founder Jim Scanlon to launch a business unit within a large commercial insurance brokerage that focused the tech sector. Assisted new and former technology and life science clients at all stages with a variety of insurance and risk management solutions (E&O, D&O, IP Infringement Defense, etc.). Obtained Series 7 & 63 licenses as well as Life & Health and Fire & Casualty insurance licenses.

Recruited by former PCB Regional Manager who became Senior Credit Officer at SVB. Served as Vice President and Relationship Manager in SVB's Westlake Village office which was a new office spun-out of the bank's Los Angeles office in early 2000. Managed complex portfolio of both public and private technology and life science companies from Los Angeles to San Luis Obispo. Assisted Senior Relationship Manager with sales efforts, helping contribute to significant increases in office's direct contribution (revenue) to greater Bank despite significant challenges in technology sector (tech bubble impact in 2001-2001). Office was consistently recognized as a top-performing business unit within SVB (President's Club Winning Office).

Recruited by former CSB manager to PCB and charged with managing a portfolio of middle-market companies including manufacturers, distributors, and professional services companies (legal, accounting, architecture) located in Orange, Los Angeles, and Riverside Counties. Offered temporary and permanent working capital financing as well as commercial construction and real estate financing.

Recruited to Landmark Bank to work in SBA Division by former RVP at Security Pacific Bank (became Landmark's COO). Following acquisition by California State Bank in 1995, promoted to Commercial Loan Officer and moved to La Habra office where focused on small business lending. California State Bank acquired Landmark Bank in 1995 and was later acquired by First Security Bank in 1998. In addition to general commercial lending duties worked with Bank's SBA Division and Credit Administration to successfully expand Bank's SBA delegated lending authority from GP Lender to PLP Lender.

Started as Business Banking Officer in Santa Monica office, later moved to Beverly Hills office as platform Sales Manager in charge of new accounts and loans in bank's second largest retail office. Graduate of Bank's Premier Banker training program which included two three-month credit-intensive training units (consumer credit in Chatsworth Consumer Loan Center, commercial credit in Commerce Commercial Loan Center). President of Greater Los Angeles Region chapter of Bank's Speakers Club The Metro Meisters (internal Bank organization similar to ToastMasters).