Areas Served
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.
The clients we serve span diverse industries, including food & beverage, manufacturing, wholesale/distribution and government/defense. We provide middle market borrowers with access to a comprehensive capital stack, including senior debt, and base our allocation recommendations on our clients' near and long-term objectives.
My commercial banking career spans over 15 years. Before my commercial banking career, I worked in international development finance, focusing on the Latin America and Caribbean region. I have degrees from Oregon State University (B.A.) and the University of California, Irvine (M.B.A.).
When I’m not working, I'm helping my spouse raise our wonderful baby. When conditions and time permit, I also enjoy surfing and skiing.
The clients we serve span diverse industries, including food & beverage, manufacturing, wholesale/distribution and government/defense. We provide middle market borrowers with access to a comprehensive capital stack, including senior debt, and base our allocation recommendations on our clients' near and long-term objectives.
My commercial banking career spans over 15 years. Before my commercial banking career, I worked in international development finance, focusing on the Latin America and Caribbean region. I have degrees from Oregon State University (B.A.) and the University of California, Irvine (M.B.A.).
When I’m not working, I'm helping my spouse raise our wonderful baby. When conditions and time permit, I also enjoy surfing and skiing.
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
Commercial and Industrial
Consumer Product Goods
Logistics
Manufacturing (Plastics, Metal, Rubber, Textiles)
Middle Market Banking
Wholesale Distributor (Food, Beverage, Medical Equipment)
Education
Bachelor of Arts, Oregon State University; Master of Business Administration, The Paul Merage School of Business University of California, Irvine
Personal Interests
Surfing and skiing
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.