PERSONAL OBJECTIVE
Driven Relationship Manager with 15+ years of professional banking and finance experience. Committed to cultivating lasting client relationships in the Middle Market space through industry expertise, precise execution, and white-glove service.
EDUCATION
California State University, Los Angeles – Los Angeles, CA
Bachelor of Science in Finance
Related Courses & Training:
Formal Credit Training (Top 5 out of 30)
Principles of Financial Accounting
Principles of Managerial Accounting
Intermediate Accounting Theory and Practice (UCLA)
PROFESSIONAL EXPERIENCE
Pasadena, CA
Relationship Manager
Self-sourced over $200MM in loans and $25MM in deposits.
Manage an active pipeline of 15+ new client relationships.
Created outbound market strategy for SGV, Inland Empire, and Central LA markets.
Co-lead of Auto Specialty, Transportation & Logistics, and Non-profit/Charter School coverage teams.
El Segundo, CA
Relationship Manager
Managed a portfolio of 20 clients with $77MM in deposits and $100MM+ in facilities.
Sourced 10+ new relationship opportunities, executing on 4 new client wins.
Collaborated with internal teams to structure and negotiate loan agreements and financial products.
Los Angeles, CA
Portfolio Manager
Managed and maintained a portfolio of 25 complex client relationships.
Executed over $100MM in new business originations; managed delinquent reporting items and compliance issues.
Selected and co-led the bank’s inaugural analyst program, centralizing training and development initiatives.
Los Angeles, CA
Private Banking Analyst
Served as a specialist in Banking and Wealth Management for high-net-worth and ultra-high-net-worth clients.
Partnered with Private Bankers and internal teams to manage client balance sheets, including deposits and investment portfolios.
Developed investment reports, including asset allocation and investment strategies.