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C & I Banking

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Early Career:  

  • Initially tried financial advising but found it unsatisfying.

  • Transitioned to banking upon a friend's recommendation, joining Wells Fargo's two-year analyst program.

  • Stayed at Wells Fargo for two additional years while pursuing an MBA, stopping six hours short of a CPA designation.


Transition to Commercial Banking:  

  • Shifted focus to commercial banking after deciding against completing his CPA.

  • Became a Relationship Manager (RM), handling smaller middle-market clients.

  • Transitioned to the Asset-Based Lending (ABL) and Lender Finance group, working with warehouse products and VARs.


Family and Career Shifts:

  • With two young children, he left a travel-intensive role to join a new bank for better work-life balance.

  • Sought a new culture and moved to a Midwest based bank moving into TX


A Midwest-based bank:

  • Focused on sponsor/enterprise value and middle-market clients, growing his portfolio by $25 million annually, reaching $125-$150 million in outstandings.

  • Promoted to manager after his manager’s departure, tasked with building a team and expanding production.

  • Built a $280 million corporate portfolio, managing a team of three bankers, a TRM, a portfolio manager, and an assistant.


A regional bank:

  • Joined in April 2022, following a former mentor

  • Built $260 million in outstandings and $60 million in deposits, with 80% focused on commercial and industrial (C&I) lending.

Dallas, Texas

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