Vice President - Private Banker
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Over 25 years of sales and relationship management experience. Aggressive self-starter will increase sales and develop new business. Expert in follow-up and closing transactions. Relationship Management, Residential & Commercial Lending—Wealth and Deposits.
Vice President - Private Banker - Comerica Wealth Management - Century City, California
(2023-08)
Bring new clients to Wealth Management and originate commercial and residential lending opportunities and refer deposits to wealth management. Trust review and wealth planning opportunities are referred to the team. Exceptional service and communication skills combined with "high touch" for wealth clients.
Director—Lending Advisory - Boston Private Bank & Trust – SVB Private - Beverly Hills, California
(2014-08 - 2023-02)
Originated residential loans and deposits for wealth clients. Self sourced from relationships over 25 years with CPA's, attorneys, and business managers, and realtors. Exceptional underwriting skills and relationship management.
Premium Mortgage Consultant - HSBC - Beverly Hills, California
(2013-05 - 2014-05)
Originating and underwriting of high balance residential loans from Realtors, business managers, CPA's and global and local referral sources. Responsible for developing clientele for HSBC's Premier Mortgage Program with minimum deposit of $250,000.
Premier customers for purchases including high net worth clients, foreign nationals, and first time home buyers'.
Responsibilities include packaging the loan to meet HSBC Premier guidelines, working with Relationship Managers and Private Bank to ensure the deposit and investment relationship was established and maintained.
Vice President, Residential Lending – Entertainment Division - City National Bank - 555 S Flower St. 23rd Floor Los Angeles CA
(2012-01 - 2013-04)
Originating high balance residential loans from business managers and CPA's in the entertainment space in Los Angeles, Beverly Hills, New York and San Francisco. Average monthly fundings in excess of $10,000,000. Underwriting all credit and assets and expert in negotiating, packaging, and closing the deals.
Expert at increasing customer base and driving in new relationships and deposits. Excellent interpersonal, verbal, and written communication skills. Demonstrated ability to develop a portfolio of high net worth clients and manage complex financial and referral relationships.
B.A. - Mass Communication - U.C. Berkeley
