Provide lending and depository services to high net worth individuals, families, and the private organizations they own. Work cross-functionally with wealth advisers, trust advisers, investment specialists, and real estate specialists to provide holistic advise for private clients.

My current responsibilities include overseeing a line of business that specializes on delivering a unique banking experience to small and emerging businesses in Chicago and the Midwest with annual revenues up to $20million.

Middle Market Commercial Banking

Regional Sales Manager for business banking in the Chicagoland Market for The PrivateBank. Created a line of business structure including oversight of Relationship Managers in four States, a centralized Portfolio Management team, SBA Specialist, Non Profit Banking, Workout, Marketing Support, and Microbusiness Lending Solutions.Recruited a team with a common goal of delivering a differentiated approach of focusing on becoming a Trusted Advisor to our clients vs selling commoditized products. Executing on this strategy through adding value to our client’s with seminars and webinars on topics business owners desire, a team approach to client relationships including a Relationship Manager, Portfolio Manager, Client Specialist, Treasury Management Specialist, and SBA Specialist to assist when unique lending structures are needed. We then compliment this with a unique set of Simplified Small Business Products designed to keep the Business owner focused on running their business, not worrying about their banking. We support our clients through regular visits to understand future issues so we can be proactive vs reactive and also provide our Small Business Resource Center as a tool for cash flow forecasting and business planning.

Division Manager Business Banking Group for US Bank. Prior to that business banking regional manager at Park National Bank. I was part of a team that started a denovo business banking group including sales, credit and operations.

Business Banking - Regional Sales ManagerBusiness Banking - Relationship ManagerBusiness Banking - Sales AssociateConsumer Lending - Sales & Training Started my career at LaSalle in consumer lending eventually moving on to business banking sales and credit training. Then became a business banking relationship manager prior to becoming a Regional Sales Manager for Business Banking in Chicago, managing 18 Relationship managers in Chicago and the South Suburbs.