EXECUTIVE DIRECTOR | COMMERCIAL BANKING LEADER

Leadership Skills | Risk Mitigation | Strategic Planning | Client Acquisition

CORE COMPETENCIES

New Business Development & Revenue Growth | Strategic Key Account Management | Commercial Banking Operations & Risk Oversight | P&L Ownership | Loan Structuring & Collateral Management | Corporate Strategy & Market Positioning  | Sales Metrics & Optimization | Asset-Based Lending | CRE & Construction Lending | Treasury & Liquidity Management  | Regulatory Compliance | Equipment Finance | Talent Development | Financial Statement Analysis | Cross-Functional Collaboration

CAREER CHRONOLOGY

Executive Director – Dallas, TX
July 2022 – Present

• 2022: $28M funded | 2023: $30.5M funded | 2024: $47M funded

• Originate $10M–$20M loans with $2M+ in annual pre-tax revenue

• Maintain loan portfolio of $225M and deposits of $250M

• Achieved average Return on Equity (ROE) of 14%

Senior Vice President – Dallas, TX
Nov 2020 – July 2022

• Grew core deposits to $126M

• Exceeded loan portfolio targets by $185M

• Improved loan spread from 1.65% to 2.64%

Market Manager, Senior Vice President – Dallas LPO
Jan 2018 – Oct 2020

• Managed two loan officers

• Scaled loans to $225M and deposits to $185M

• Generated $3.5M in revenue with 13% average ROE

Senior Vice President, Managing Director – Dallas, TX
Mar 2014 – Dec 2017

• Expanded loan portfolio from $165M to $380M

• Doubled revenue from $2.4M to $4.68M

• Closed 5 league table titles with 18% ROE

Senior Vice President, Relationship Manager – Dallas, TX
Jun 2011 – Mar 2014

• Closed 16 new relationships ($5M–$30M credit facilities)

• Funded over $180M in term and RLOC loans

• Grew deposits to $100M

Business Development Roles (2001 – 2011)

• VP Business Development Officer – Middle Market (Seattle, WA)
  Closed over $300M in new loans

• Regional BDM – Commercial Insurance (Dallas, TX)
  Led cross-sell strategy for $5.5M premium target

• Global BDM – International Trade (Dallas, TX)
  Managed all new business for the North Texas Trade Bank region

Previous Roles

• SVP, Business Development Officer – Seattle, WA (1999 – 2001)

• VP, Account Executive – GE Capital – Seattle, WA (1998 – 1999)

EDUCATION

Bachelor of Science in Business Administration
University of Washington – Seattle, WA

PROFESSIONAL AFFILIATIONS

• Advisory Board Member – USO North Texas

• Advisory Board – FEI Dallas Manufacturing SIG

• Former Advisory Board – Dallas Summer Musicals

• Co-Founder & Vice Chair – Advance Community Fund (CDFI)

• CRA Advisory Board – First Horizon Bank

• Former Church Elder – Creekwood Christian Church

• Organizer – Banking Networking Events

• Former Series 6 & 63 License Holder

• Former Property & Casualty Insurance License