Office Information
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.
My banking career span over 30 years including REO asset management, construction lending, commercial real estate financing, business banking, middle-market banking, and corporate banking. I graduated from California State University, Long Beach and earned my master’s degree from Golden Gate University and completed the graduate program in banking and finance from Pacific Coast Banking School at University of Washington. I have been living in Southern California for over 45 years and well connected with the Asian communities and various industries in Southern California. I am a trusted advisor for my clients and strive to help my customers succeed.
My banking career span over 30 years including REO asset management, construction lending, commercial real estate financing, business banking, middle-market banking, and corporate banking. I graduated from California State University, Long Beach and earned my master’s degree from Golden Gate University and completed the graduate program in banking and finance from Pacific Coast Banking School at University of Washington. I have been living in Southern California for over 45 years and well connected with the Asian communities and various industries in Southern California. I am a trusted advisor for my clients and strive to help my customers succeed.
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
California State University, Long Beach, Bachelor’s degree
Golden Gate University, Master’s degree
Pacific Coast Banking School, University of Washington
Golden Gate University, Master’s degree
Pacific Coast Banking School, University of Washington
Personal Interests
Football, basketball, baseball, and golf. Helping others succeed in life.
Community Involvement
Sports ministry and Sino-American CPAs Association
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.