Nanuet, New York, United States
I am a seasoned professional with 20+ years of experience in Banking. I partner with companies across diverse industries in the Emerging Middle Market space that gross between $20 million and $100 million annually. Collaboration and long-term relationship building are the cornerstones of my approach with clients. Being a part of JPMorgan Chase, I offer extensive resources and access to a network of partnerships that will help propel companies to achieve their financial milestones. I also take pride in our significant contributions to the communities we are part off. In addition to Business Banking and Commercial Lending, I have experience in Personal Banking, Mortgage, and Branch Management. I hold a Bachelor of Business Administration (BBA) degree with a concentration in Accounting and Finance. As a seasoned Relationship Manager at JP Morgan Chase Commercial Banking, I leverage my extensive experience and expertise in commercial banking to provide tailored financing solutions for business owners in the NY/NJ metro area. With over 11 years of experience in managing middle market customers, I have a proven track record of growing portfolios by acquiring new customers and cross-selling various bank products. I hold an MBA in Finance from Pace University's Lubin Graduate School of Business and a B.S. in Management Science from SUNY Plattsburgh. I am also certified in Moody's Commercial Credit Analytics Training Program. My skills include credit analysis, portfolio management, and customer relationship management. I am passionate about helping businesses achieve their financial goals and grow their operations through strategic banking solutions.
• Partner with companies in the Emerging Middle Market space, grossing $20-100 million annually, in Westchester, Rockland, and Orange County markets. • Build long-term relationships with clients, leveraging resources and partnerships at JPMorgan Chase to help companies achieve financial milestones.
I am an experienced advisor to owners of Business Banking and Middle Market sized companies in the NY/NJ metro area. As a Business Banker and Relationship Manager, I can provide access to appropriate financing solutions such as SBA loans, commercial mortgages, term loans, revolving lines of credit, and letters of credit.
Manage a portfolio of Middle Market customers in the NYC market with an emphasis on business development. Responsible for growing portfolio by acquiring new customers including cross sell of various bank products including cash management, derivatives, merchant services and FX. Customer size is typically between $10MM and $75MM in sales/revenue with credit facilities.
Manage a portfolio of Middle Market customers with an emphasis on business development. Responsible for growing portfolio by acquiring new customers including cross sell of various bank products including cash management, derivatives, merchant services and FX. Specialty with investment real estate. Customer size is typically between $5MM and $50MM in sales/revenue with credit facilities up to $10MM.
Manage a portfolio of Middle Market customers with over $25MM in deposits along with over $15MM in assets. Responsible for growing portfolio by acquiring new customers. Top performer for 2008 based on stack ranking throughout country. Customer size is typically between $5MM and $50MM in sales/revenue with credit facilities up to $10MM.