Areas Served
NC
SC
GA
FL
AL
MS
TN
VA
KY
PA
NY
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.
I’m a North Carolina native, a Wake Forest University graduate and have spent most of my professional years in Charlotte. I earned a Bachelor of Science degree with honors in Business from Wake Forest University’s School of Business and Accountancy. My career includes over 25 years of developing and managing relationships in the corporate and middle market banking segments. My team and I are responsible for delivering the Bank’s resources, capabilities and expertise to corporations in a wide range of industries throughout the Southeast.
I’m a North Carolina native, a Wake Forest University graduate and have spent most of my professional years in Charlotte. I earned a Bachelor of Science degree with honors in Business from Wake Forest University’s School of Business and Accountancy. My career includes over 25 years of developing and managing relationships in the corporate and middle market banking segments. My team and I are responsible for delivering the Bank’s resources, capabilities and expertise to corporations in a wide range of industries throughout the Southeast.
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
Distributors / Wholesalers
Logistics
Manufacturing (Plastics, Metal, Rubber, Textiles)
Media
Middle Market Bankers
Telecom
Wholesale Distributor (Food, Beverage, Medical Equipment)
Education
Bachelor of Science, Wake Forest University’s School of Business and Accountancy
Community Involvement
Boys & Girls Clubs of Greater Charlotte
Boy Scouts (Mecklenburg County)
Leadership North Carolina
Women Executives
Boy Scouts (Mecklenburg County)
Leadership North Carolina
Women Executives
Personal Interests
Spending time with family, exercise, attending sporting events, golf, travel and spending time at the beach
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.