Lee Morrison

VP, Middle Market Banking
Mobile Phone
phone

Office Information

Office Phone
phone
3580 CARMEL MOUNTAIN ROAD
San Diego, CA 92130
US

Areas Served

CA
AZ

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 majority of my clients are well known brands within the food & beverage industry, as well as contract manufacturing. As a relationship-based banker, I’m passionate about helping our clients successfully navigate through strategic and transformative opportunities.

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 for an external affairs team supporting operations in the Latin American 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, you can find me with my better half, Yanina, playing fetch with our dog, Odin. 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.

Industry Expertise

Middle Market Bankers

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
Reach higher with middle market banking expertise

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.