Top performing Business Banker, with a focus on lending, and a background in Finance and Accounting. 20+ years working with business owners, and 10+ years working in finance.
Overview
15
15
years of professional experience
Work History
Business Banking Relationship Manager
Bank of America
02.2020 - Current
Lending specialist for businesses with average revenue size 1-10mm.
Developed book of business through outbound prospecting and internal referrals.
Consistently hit annual credit goals, and other metrics. (2024- 140% to goal, 2025 Q1- 687% to goal)
Majority of closed/won credit deals have been with PS.
Partnered with Merrill Lynch, Walnut Creek, and have developed strong relationships with the other ML locations is Pleasanton, Oakland, San Jose, and Napa.
Currently Serving on Employee Engagement Counsel
Play well in the sandbox- I love the people I work with, and love to win together!
Small Business Consultant
Bank of America
08.2018 - 02.2020
Worked with business owners, revenue size $1-5mm.
Grew my book of business through internal referrals from partners, and outbound prospecting.
Developed strong partnerships across different Bank of America lines of business (Merrill Edge, Home Loans, Merchant, Commercial Banking, etc.).
Began to develop external COI’s.
Consistently met and exceeded goals.
Served on Small Business Advisory counsel.
Account Executive
LinkedIn
07.2015 - 10.2016
Provided recruitment software.
Targeted C-Suite, small to medium size businesses.
Account Manager
Pacific Adhesives
01.2010 - 07.2015
Outside Sales. Selling adhesives to manufacturing companies.
Built book to $3.8 million a year in recurring revenue.
Developed Arizona Territory and East Coast Territory.
Education
Bachelor of Science - Business- Finance
California State University of Chico
Chico, CA
01.2006
Skills
Great at building internal partnerships
Enjoy cold calling
Comfortable at public speaking
Degree in finance, with minor in accounting
Organized
Methodical, and good at building a winning sales process
Team Player!
Timeline
Business Banking Relationship Manager
Bank of America
02.2020 - Current
Small Business Consultant
Bank of America
08.2018 - 02.2020
Account Executive
LinkedIn
07.2015 - 10.2016
Account Manager
Pacific Adhesives
01.2010 - 07.2015
Bachelor of Science - Business- Finance
California State University of Chico
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