This user has not added any information to their profile yet.
1401 Dove St, Ste 100
Newport Beach, CA 92660
With over 22 years of banking experience, I have supported my clients during good times and bad. I provide guidance, advise and expertise in the form of banking services to Companies, their owners and key executives. My clients are privately held, well managed, and profitable companies headquartered in Southern California.
As Senior Vice President, Area Manager, my primary roles are to oversee all processes of the Newport Beach, Laguna Beach & Laguna Niguel Offices including business development, pipeline management, credit, risk management, staff selection, training and development, regulatory compliance and compensation. In addition, I continue to acquire and grow a personal client portfolio and spearhead the growth of all three Offices client portfolios.
I graduated from San Diego State University with a Bachelor of Science, Business Administration degree with a major in Finance in 2002. In 2023 I graduated from Pacific Coast Banking School's Masters Level Extension Program & Executive Leadership at the University of Washington's Foster School of Business.
On the personal side, I grew up in Laguna Beach and currently reside in Corona Del Mar with my wife of 17 years, Candice, and our three daughters, Liliana, Willa and Callie. I enjoy days at the beach with my family, traveling, playing guitar and golf with friends and anything outdoors when the weather is nice.