Regional Relationship Manager

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PROFESSIONAL EXPERIENCE

Denver, CO

Vice President, Regional Relationship Manager

Co-founded the Community Infrastructure Capital Group (CICG), focusing on direct and indirect tax-exempt credits for charter schools, higher education, special districts, tax assessment districts, and municipal projects.
Originated $449M in loan production with a 4.41% Net Interest Margin and $2.94M in origination fee income.
Structured complex credit facilities and ensured timely execution of lending solutions.

Denver, CO
Assistant Vice President, Commercial Portfolio Manager

Managed and monitored a $700M+ tax-exempt Public Finance portfolio.
Structured new financing requests to provide mutually beneficial solutions while protecting the Bank’s investment.
Identified and referred new business opportunities from within and outside the existing portfolio.

Denver, CO
AVP, Credit Manager

Maintained Public Finance portfolio of $565M+, with $1.25M loan approval authority.
Provided credit and structuring expertise to clients and prospects, partnering with Relationship Managers.
Managed underwriting staff within the Commercial Real Estate team.

Commercial Underwriter II

Underwrote $422M in loans
Specialized in Public Finance, with experience in C&I, Real Estate, and SBA Lending.

Small Business Underwriter

One of three underwriters to establish the Small Business Underwriting group, supporting ~50 bankers in Colorado and Arizona.
Completed 148 loan presentations totaling $27.6M in 11 months, focusing on C&I and Real Estate credits.

Denver, CO
Registered Client Associate

Supported over 500 individual clients as part of Gregory and Associates, Inc., an entity within Lincoln Financial Advisors.

EDUCATION

University of Denver – Daniels College of Business
Bachelor of Science in Accountancy

Universitat de Pampeu Fabra – Barcelona, Spain

COMMUNITY INVOLVEMENT, MEMBERSHIPS & INTERESTS