
Experienced asset-based Relationship Manager and wealth management professional with a strong track record in driving portfolio growth and safeguarding client assets. Adept at quickly understanding client business drivers, monitoring financial and collateral performance, and delivering prudent, risk-focused recommendations. Proven collaborative partner to underwriting, credit leadership, and senior stakeholders, ensuring disciplined portfolio management and seamless client transitions.
Launched new product which grew portfolio from $100M to north of $1B during tenure.
RELATIONAL LEADER: Established and maintaining close relationships with prospective, new, and
existing clients to ensure reaching client goals