Areas Served
Orange County, CA
Get to know me
As a First Citizens middle market relationship manager, it's important to invest in understanding your business, strategies and key objectives. An established process and a skilled team of specialists help me tailor solutions to fit you and your organization. Clients appreciate our trusted partnership and collaboration in planning for long-term success.
Born and raised in Orange, CA, I earned my bachelors degree from California State University, Pomona and my masters degree in business administration (finance emphasis) from California State University, Fullerton. The last 25 years of my career have been in banking in a variety of roles including relationship manager, portfolio manager, and credit officer. Most of my career was spent in middle market banking but I also worked in equipment finance, commercial construction lending, and commercial mortgage backed securities lending.
Born and raised in Orange, CA, I earned my bachelors degree from California State University, Pomona and my masters degree in business administration (finance emphasis) from California State University, Fullerton. The last 25 years of my career have been in banking in a variety of roles including relationship manager, portfolio manager, and credit officer. Most of my career was spent in middle market banking but I also worked in equipment finance, commercial construction lending, and commercial mortgage backed securities lending.
Our approach
At First Citizens, our Bankers view business relationships with you through a long-term lens. This aligns with our brand ethics, business philosophies and statement of purpose for building a long, lasting alliance. We make recommendations and decisions based on what’s best for your business and focus on your growth, expansion and success.
We take a collaborative approach to managing relationships. Our teams include relationship managers, credit professionals and product specialists. Our consulting and business strategy services include industry change optimization, business process management and financial management processes.
We pride ourselves on working together to bring positive results to your business, as we see your vision come to fruition.
We take a collaborative approach to managing relationships. Our teams include relationship managers, credit professionals and product specialists. Our consulting and business strategy services include industry change optimization, business process management and financial management processes.
We pride ourselves on working together to bring positive results to your business, as we see your vision come to fruition.
Industry Expertise
Middle Market Banking
Education
BS - Cal Poly Pomona MBA - CSUF
Personal Interests
Hiking, Mountain Biking, Snowboarding, Traveling
Resources
Let’s take a look at contactless payments and what they could mean for your business.
Many businesses employ risk transfer maneuvers to balance out the risk-reward equation on significant decisions.
Learn the key considerations when doing business in foreign currencies so you can maximize your bottom line.