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.