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With over 20 years in the financial industry, I have a record of success in driving sales growth for my clients. I believe that forging strong business relationships is key to truly understanding and accommodating a business’s unique needs. In my current role, I partner closely with high-revenue businesses to determine their goals and build customized financial plans. In turn, I provide my clients with a dynamic combination of financial expertise, creative problem-solving and deep commitment to their success.
Additionally, wide-ranging industry experience has provided me with a deep understanding of treasury products, credit and risk management, and ways to increase my clients’ cash flow conversion cycles. My specialty industries include manufacturing/industrial/distribution, nonprofits, commercial real estate, and medical/dental/veterinary practices.
First Citizens Bank