Office Information
Office Phone
phone
(704) 451-4443
Corporate Address
4300 Six Forks Road
#4300
Raleigh, NC 27609
US
Areas Served
NC
SC
TN
VA
Get to know me
As Vice President, Regional Account Excecutive, I bring 25 years of knowledge in Treasury Management and Community Association Banking. My experience in cash flow management, working capital, disbursement, collection of funds, risk and fraud mitigation, as well as, integrated banking, provides my clients with a premiere industry banking relationship. Working with a collaborative team, I’m focused on building successful relationships – offering guidance to simplify complex financial challenges, generating ideas, and connecting businesses to the resources they need.
As a trusted resource for my clients, I leverage knowledge of the Community Association Banking industry, economic cycles and market insights to provide them with a competitive offering - including strategies to propel growth, streamlined receivables and payables process, deposits and corporate card solutions.
As a trusted resource for my clients, I leverage knowledge of the Community Association Banking industry, economic cycles and market insights to provide them with a competitive offering - including strategies to propel growth, streamlined receivables and payables process, deposits and corporate card solutions.
Our approach
First Citizens Community Association Banking has the expertise to help you grow your communities and your business with customized financial solutions, API integration and exceptional service.
As a leader in the industry, we listen to our clients and seek their input on the products and services they need.
Our community association management solutions are designed to help you achieve long-term success, reduce manual back-office processes and simplify the payment process for homeowners. We strategically invest in technology that supports community association management and offer the solutions, service and industry expertise to help you efficiently manage and grow your communities.
We understand each community comes with a unique set of individuals and requirements, and we work with you to ensure your association members, board of directors and employees have the tools to efficiently manage your communities.
First Citizens Bank’s Community Association Banking business is a national leader in providing individualized service, customized technology, smart savings solutions and operational efficiency for homeowner associations (HOA) and community association management companies nationwide. The business’s banking solutions include operating and reserve accounts, certificates of deposit, money market accounts, online banking, payments services and HOA loans. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Founded in 1898 and headquartered in Raleigh, N.C., we provide a unique legacy of strength, stability and long-term thinking that has spanned generations.
As a leader in the industry, we listen to our clients and seek their input on the products and services they need.
Our community association management solutions are designed to help you achieve long-term success, reduce manual back-office processes and simplify the payment process for homeowners. We strategically invest in technology that supports community association management and offer the solutions, service and industry expertise to help you efficiently manage and grow your communities.
We understand each community comes with a unique set of individuals and requirements, and we work with you to ensure your association members, board of directors and employees have the tools to efficiently manage your communities.
First Citizens Bank’s Community Association Banking business is a national leader in providing individualized service, customized technology, smart savings solutions and operational efficiency for homeowner associations (HOA) and community association management companies nationwide. The business’s banking solutions include operating and reserve accounts, certificates of deposit, money market accounts, online banking, payments services and HOA loans. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Founded in 1898 and headquartered in Raleigh, N.C., we provide a unique legacy of strength, stability and long-term thinking that has spanned generations.
Industry Expertise
Community Association Banking
Education
Niagara University, Bachelors of Arts in Journalism and Media Studies
Personal Interests
Playing golf, Notre Dame football, BBQ/Cooking
Community Involvement
HOA Board Member, Fort Mill Second Saturday Litter Pickup, Catawba Ridge HS Booster Club
Resources
Make sense of the markets. We have our fingers on the pulse of economic growth, investor sentiment and valuation trends.
Start, grow and expand. Our industry knowledge helps you build a long-term approach for successful business strategies.
Check out the full range of commercial financing services offered by First Citizens Bank.