I am an Executive and Board Advisor who built a successful career leading people and building teams to help grow middle-market companies and further community development. Leveraging 37+ years of commercial and private banking experience, I now am following my passion for business, community development, California history, and the outdoors through Executive and Board Advisory roles. It is my practice to interface with senior leadership teams, consulting on topics including business development strategies, corporate due diligence, finance and operations, leveraging my long-term expertise helping clients grow.Prior to ABD Insurance's recent merger with Newfront Insurance, I served on ABD's board, chaired the finance committee, and was a compensation committee member. Throughout my career, I have been active with more than 13 not-for-profit, education and corporate entities in executive advisory and board member roles. I am currently a Director and past president of The Society of California Pioneers and serve on the President's Advisory Council. I recently served as a director and treasurer for The San Francisco Yacht Club and continue to serve on the Club's Finance Committee. In prior years, I served on the board of the Yosemite Conservancy and chaired the Audit Committee. I have also served on the Board of the San Francisco Symphony and was a member of its Finance, Audit and Planned Giving committees. As a former Trustee for Scripps College, I served on the Audit and Education Policy committees. While at City National, I was an Executive Committee member of the San Francisco Center for Economic Development and served on the Board of the San Francisco Chamber of Commerce. I was also a member of the Silicon Valley Leadership Group and the San Francisco Planning & Urban Research Association.
Listed skills include Commercial Lending, Finance, Financial Services, Credit Risk, and 26 others.