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 manufacturing, consumer products, retail / apparel, food & beverage, healthcare, professional service, 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.
I have 24 years of experience lending to clients, with time spent in commercial banking, leverage finance, corporate banking and investment banking. I have degrees from Dalhousie University (BCom)) and the Richard Ivey School of Business - Western University (M.B.A.).
In my off hours, I enjoy playing soccer, skiing, surfing and pickleball. However, a lot of my free time is spent coaching my two boys’ soccer, basketball, baseball, and football teams.
The clients we serve span diverse industries including manufacturing, consumer products, retail / apparel, food & beverage, healthcare, professional service, 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.
I have 24 years of experience lending to clients, with time spent in commercial banking, leverage finance, corporate banking and investment banking. I have degrees from Dalhousie University (BCom)) and the Richard Ivey School of Business - Western University (M.B.A.).
In my off hours, I enjoy playing soccer, skiing, surfing and pickleball. However, a lot of my free time is spent coaching my two boys’ soccer, basketball, baseball, and football teams.
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
Dalhousie University (Bcomm), Richard Ivey School of Business - Western University (MBA)
Personal Interest
soccer, skiing, surfing and pickleball
Community Involvement
Youth Sports, Student Sponsors Organization, Los Angeles Town Hall
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.