Banking executive with over 30 years of experience in corporate banking, middle market lending, financial planning, business development, and portfolio management. Proven track record in building and leading high-performing teams, driving loan and deposit growth, and managing risk. Adept at credit analysis, budgeting/forecasting, and leadership.

CORE COMPETENCIES

• Sales & Business Development

• Corporate & Middle Market Lending

• Credit & Cash Flow Analysis

• Portfolio & Risk Management

• Treasury & Cash Management

• Leadership & Team Development

• Strategic Planning & Forecasting

• Non-Profit & Corporate Banking

PROFESSIONAL EXPERIENCE

Texas (2024 – Present)

Executive Vice President, Regional Manager – Corporate Middle Market Banking

• Established and managed a new Middle Market Banking division supporting regions across Texas.

• Focused on developing lending and depository relationships with middle-market corporations and non-profits.

Central & South Texas Region (2016 – 2024)

Regional Manager – Corporate Middle Market Banking

• Led the South Texas Commercial Banking division, covering Austin, San Antonio, Houston, Corpus Christi, and Rio Grande Valley.

• Developed key lending and depository relationships with corporate clients and non-profit organizations.

Central Texas Region

Regional President – Corporate Middle Market Banking

• Managed commercial banking operations in Austin, San Antonio, and South Texas.

• Oversaw loan production growth of $175MM and deposit growth of $40MM in 2015.

• Established a San Antonio Loan Production Office (LPO).

South Texas Region

Regional President – Corporate Middle Market Banking

• Led commercial banking efforts in Austin, San Antonio, and Houston.

• Played a key role in the bank’s turnaround by improving asset quality and generating new C&I credit relationships.

• Grew loan balances to $87MM and depository balances to $14MM.

San Antonio, TX

Market President & Regional Manager – Corporate Middle Market Banking

• Developed the South Texas Middle Market Banking division from inception.

• Managed commercial banking for San Antonio and Corpus Christi markets.

• Achieved loan portfolio growth to $255MM and depository balances of $98MM.

• Served as media spokesperson and led public engagements.

San Antonio, TX

Market Manager – Corporate Middle Market Banking (GVP)

• Established and led the San Antonio Middle Market Banking division.

• Secured over $100MM in loan commitments within 36 months.

Austin & Houston, TX

Regional Manager – Business Banking (VP)

• Played a key role in launching the bank’s Community Business Banking division.

• Managed a portfolio responsible for 75% of the South Region’s loan production.

Austin & San Antonio, TX

Client Manager – Private Banking Division (VP)

• Managed high-net-worth clients and provided investment and debt structuring services.

• Recognized in the top 5% for sales production and portfolio growth in Texas.

Banking Center Manager (AVP)

• Led a banking center with $75MM+ in deposits, improving sales and reducing staff turnover by 70%.

EDUCATION & CERTIFICATIONS

• Bachelor of Science, Liberal Arts – Purdue University (GPA: 3.93/4.0)

• Executive Management Certification – Darden School of Business, University of Virginia

• Capital One Leadership Academy

• Business Credit Analysis (Omega I & II Certification)

• UCA Cash Flow Analysis – RMA Certification

• Series 6 & 63 Investment Licenses

PROFESSIONAL AFFILIATIONS

• University of Incarnate Word Development Board

• Greater Austin Asian Chamber of Commerce

• Rey Feo Consejo Educational Foundation

• Autism Treatment Center Development Board

• Great Wall China Adoption Agency

• San Antonio Non-Profit Council

• San Antonio Manufacturers Association

• Entrepreneurship Institute