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1- Commercial lending- Real Estate, Equipment, Lines of Credit, Term Loans, SBA Loans, Corporate Card Programs, Practice Financing for MD, DDS, OD, or DVM
2- Treasury and Cash Management Solutions for operating companies and specialty businesses, like Property Management Companies
3- Deposit Accounts
Responsible for identifying, acquiring and growing new and existing profitable business relationships that have annual gross sales generally between $5MM-$50MM. Knowledgeable in various credit facilities catered to operating companies as well as commercial real estate owners/investors. Deep understanding of the cash conversion cycle and can help companies identify ways to increase cash flow and reduce overhead.
We should talk if you encounter a business owner or decision maker who needs a personal advocate to help them find ways to help accomplish their financial goals to grow and expand or who are unhappy with their current banking relationship or open to hearing ways that I have been able to compliment their current banking relationship with Wells Fargo products and services. I look forward to working with you!